UBS Group Forecasts Strong Price Appreciation for Mobileye Global (NASDAQ:MBLY) Stock

Mobileye Global (NASDAQ:MBLY) had its target price hoisted by stock analysts at UBS Group from $9.00 to $10.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “neutral” rating on the stock. UBS Group’s target price indicates a potential upside of 7.93% from the stock’s previous close.

A number of other brokerages have also issued reports on MBLY. Arete Research lowered Mobileye Global from a “buy” rating to a “neutral” rating and set a $15.70 target price on the stock. in a research report on Tuesday, January 27th. Morgan Stanley decreased their price target on Mobileye Global from $13.00 to $12.00 and set an “equal weight” rating for the company in a research report on Friday, January 23rd. Berenberg Bank started coverage on Mobileye Global in a research note on Wednesday, April 1st. They set a “buy” rating and a $9.30 price objective for the company. Zacks Research upgraded Mobileye Global from a “strong sell” rating to a “hold” rating in a report on Friday, March 27th. Finally, Canaccord Genuity Group lowered their price target on Mobileye Global from $30.00 to $24.00 and set a “buy” rating on the stock in a report on Friday, January 23rd. One research 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 issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $14.55.

Mobileye Global Stock Performance

Shares of NASDAQ:MBLY traded up $0.57 during trading on Friday, reaching $9.27. 5,126,994 shares of the stock were exchanged, compared to its average volume of 8,129,590. The firm’s 50-day moving average price is $7.92 and its 200 day moving average price is $10.35. Mobileye Global has a 12-month low of $6.47 and a 12-month high of $20.18. The firm has a market cap of $7.80 billion, a price-to-earnings ratio of -18.85 and a beta of 0.75.

Mobileye Global (NASDAQ:MBLY) last issued its quarterly earnings results on Thursday, April 23rd. The company reported $0.12 EPS for the quarter, beating analysts’ consensus estimates of $0.09 by $0.03. Mobileye Global had a positive return on equity of 0.21% and a negative net margin of 20.70%.The company had revenue of $558.00 million for the quarter, compared to analyst estimates of $519.34 million. During the same period last year, the company earned $0.08 earnings per share. The company’s quarterly revenue was up 27.4% compared to the same quarter last year. As a group, equities research analysts forecast that Mobileye Global will post -0.03 EPS for the current year.

Mobileye Global announced that its Board of Directors has authorized a stock buyback plan on Thursday, April 23rd that permits the company to repurchase $250.00 million in outstanding shares. This repurchase authorization permits the company to buy up to 3.8% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Institutional Trading of Mobileye Global

Several institutional investors have recently added to or reduced their stakes in the stock. Intel Corp bought a new position in shares of Mobileye Global during the 3rd quarter valued at about $706,000,000. Two Sigma Investments LP raised its holdings in shares of Mobileye Global by 131.9% in the third quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock valued at $61,898,000 after buying an additional 2,493,181 shares during the last quarter. Engineers Gate Manager LP raised its holdings in Mobileye Global by 140.9% during the 4th quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company’s stock worth $37,348,000 after purchasing an additional 2,092,250 shares during the last quarter. DNB Asset Management AS grew its position in shares of Mobileye Global by 23.1% in the 4th quarter. DNB Asset Management AS now owns 3,506,480 shares of the company’s stock valued at $36,608,000 after purchasing an additional 658,585 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in shares of Mobileye Global by 65.5% in the 3rd quarter. Vanguard Group Inc. now owns 3,065,586 shares of the company’s stock valued at $43,286,000 after buying an additional 1,213,448 shares during the last quarter. 13.25% of the stock is owned by institutional investors and hedge funds.

Mobileye Global News Summary

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

• Positive Sentiment: Q1 beat and raised outlook — Mobileye reported Q1 adjusted EPS of $0.12 and revenue of $558M, topping estimates; the company modestly raised its 2026 revenue outlook, which drove optimism about near‑term growth. Mobileye delivers earnings beat, raises full-year outlook
• Positive Sentiment: $250M share repurchase — the Board authorized repurchases of up to $250 million (about 3.8% of shares outstanding), signaling management confidence and supporting shares by reducing float. Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook, and Announces a $250 Million Share Repurchase Program
• Positive Sentiment: Robotaxi progress highlighted — company commentary that its robotaxi ambitions “progressed significantly” reinforced long‑term optionality and helped investor sentiment beyond the quarter’s numbers. Mobileye’s robotaxi ambitions have ‘progressed significantly,’ and the stock surges
• Positive Sentiment: Goldman Sachs raises price target — GS nudged its PT from $8.00 to $9.00 (maintaining a Neutral rating), a small endorsement that helps justify the rally. Benzinga
• Neutral Sentiment: Consensus “Hold” from analysts — 24 brokerages tracked by Marketbeat show a mix (10 buys, 12 holds, 1 sell), leaving the street’s aggregate stance cautious despite the beat. Mobileye Global Inc. Receives Consensus Recommendation of “Hold” from Analysts
• Negative Sentiment: BNP Paribas cuts price target — BNP Paribas Exane lowered its PT from $11.50 to $8.50 (still Neutral), which is a downward revision that can cap upside if other shops follow. Benzinga

Mobileye Global Company Profile

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.

Founded in 1999 by Prof.