Mobileye Global (NASDAQ:MBLY) Stock Price Expected to Rise, The Goldman Sachs Group Analyst Says

Key Points

• The Goldman Sachs Group raised its target price on Mobileye to $9 (from $8) while keeping a "neutral" rating, implying only about a 3.45% upside from the prior close.
• Mobileye beat Q1 consensus on both EPS and revenue, modestly lifted its full‑year 2026 revenue outlook and announced a $250 million share buyback (about 3.8% of shares), moves that helped the stock surge roughly 10.1%.
• Analyst coverage is mixed with a consensus rating of "Hold" and an average target of $14.83, as several brokers have recently trimmed price targets despite the recent operational beat.

Mobileye Global (NASDAQ:MBLY - Get Free Report) had its target price hoisted by stock analysts at The Goldman Sachs Group from $8.00 to $9.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has a "neutral" rating on the stock. The Goldman Sachs Group's target price would suggest a potential upside of 3.45% from the stock's previous close.

Other analysts also recently issued reports about the stock. Canaccord Genuity Group decreased their price objective on shares of Mobileye Global from $30.00 to $24.00 and set a "buy" rating for the company in a report on Friday, January 23rd. JPMorgan Chase & Co. decreased their price objective on shares of Mobileye Global from $11.00 to $9.00 and set a "neutral" rating for the company in a report on Thursday, April 16th. Zacks Research raised shares of Mobileye Global from a "strong sell" rating to a "hold" rating in a report on Friday, March 27th. UBS Group decreased their price objective on shares of Mobileye Global from $12.00 to $9.00 and set a "neutral" rating for the company in a report on Tuesday, April 14th. Finally, BNP Paribas Exane decreased their price objective on shares of Mobileye Global from $11.50 to $8.50 and set a "neutral" rating for the company in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $14.83.

Mobileye Global Trading Up 10.1%

NASDAQ MBLY opened at $8.70 on Friday. The company has a fifty day simple moving average of $7.92 and a 200 day simple moving average of $10.35. The company has a market cap of $7.32 billion, a P/E ratio of -17.75 and a beta of 0.75. Mobileye Global has a 1 year low of $6.47 and a 1 year high of $20.18.

Mobileye Global (NASDAQ:MBLY - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The company reported $0.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.09 by $0.03. The business had revenue of $558.00 million during the quarter, compared to the consensus estimate of $519.34 million. Mobileye Global had a negative net margin of 20.70% and a positive return on equity of 0.21%. Mobileye Global's quarterly revenue was up 27.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.08 EPS. Equities research analysts forecast that Mobileye Global will post -0.03 EPS for the current fiscal year.

Mobileye Global declared that its board has approved a stock buyback plan on Thursday, April 23rd that authorizes the company to buyback $250.00 million in shares. This buyback authorization authorizes the company to purchase up to 3.8% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's board of directors believes its shares are undervalued.

Hedge Funds Weigh In On Mobileye Global

Several large investors have recently bought and sold shares of the stock. IFP Advisors Inc raised its stake in shares of Mobileye Global by 465.7% in the 3rd quarter. IFP Advisors Inc now owns 1,816 shares of the company's stock valued at $26,000 after buying an additional 1,495 shares in the last quarter. Rhumbline Advisers acquired a new position in shares of Mobileye Global in the 1st quarter valued at $27,000. Northwestern Mutual Wealth Management Co. acquired a new position in shares of Mobileye Global in the 2nd quarter valued at $31,000. Financial Management Professionals Inc. acquired a new position in shares of Mobileye Global in the 4th quarter valued at $32,000. Finally, Leonteq Securities AG acquired a new position in shares of Mobileye Global in the 4th quarter valued at $33,000. 13.25% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Mobileye Global

Here are the key news stories impacting Mobileye Global this week:

• Positive Sentiment: Q1 beat and upgraded outlook — Mobileye reported adjusted EPS and revenue above consensus and modestly raised its full‑year 2026 revenue guidance, which drove optimism on near‑term growth. Mobileye Releases First Quarter 2026 Results ...
• Positive Sentiment: Raised annual revenue forecast — Management said improving auto industry demand lets it lift the 2026 revenue view, reinforcing the beat and supporting revenue visibility. Mobileye lifts annual revenue forecast ...
• Positive Sentiment: $250M share repurchase — The board authorized buybacks of up to $250 million (about 3.8% of shares), a capital return move that signals management confidence and can support the stock. Mobileye Announces Share Repurchase Program ...
• Positive Sentiment: Robotaxi progress and design wins — Company commentary and press items highlighted tangible advances on robotaxi technology and a new design win (Mahindra) for Surround ADAS / SuperVision, supporting long‑term revenue optionality. Mobileye's robotaxi ambitions ...
• Neutral Sentiment: Analyst consensus is "Hold" — Coverage is mixed: roughly 10 buys, 12 holds and 1 sell across ~24 brokerages, so the street view is balanced and not uniformly bullish. Mobileye Global Inc. Receives Consensus Recommendation of “Hold” ...
• Negative Sentiment: Price-target cut by BNP Paribas Exane — BNP trimmed its target to $8.50 and kept a neutral rating, a near‑term headwind that may cap upside until fundamentals clearly improve. BNP Paribas Exane lowers price target ...

About Mobileye Global

Mobileye Global Inc NASDAQ: MBLY is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye's core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.

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