Mobileye Global (NASDAQ:MBLY) Stock Price Target Lowered at The Goldman Sachs Group

Mobileye Global (NASDAQ:MBLY) had its price objective trimmed by The Goldman Sachs Group from $8.00 to $7.00 in a research note published on Friday,Benzinga reports. The firm currently has a neutral rating on the stock.

Several other analysts also recently commented on MBLY. Piper Sandler upgraded shares of Mobileye Global from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $10.00 to $12.00 in a report on Monday, July 27th. JPMorgan Chase & Co. reduced their price target on shares of Mobileye Global from $10.00 to $9.00 and set a “neutral” rating for the company in a report on Friday, July 24th. Royal Bank Of Canada downgraded shares of Mobileye Global from a “sector perform” rating to an “underperform” rating and lowered their price objective for the stock from $7.00 to $5.00 in a research report on Wednesday, October 21st. TD Cowen cut shares of Mobileye Global from a “buy” rating to a “hold” rating and cut their price objective for the company from $8.00 to $7.00 in a research report on Friday. Finally, Barclays lowered shares of Mobileye Global from an “overweight” rating to an “equal weight” rating and reduced their target price for the stock from $14.00 to $9.00 in a research note on Wednesday, September 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $10.79.

Mobileye Global Trading Down 7.0%

MBLY stock opened at $5.96 on Friday. Mobileye Global has a 1-year low of $5.76 and a 1-year high of $14.33. The business’s 50-day moving average price is $7.68 and its two-hundred day moving average price is $8.55. The firm has a market cap of $5.01 billion, a PE ratio of -1.20, a P/E/G ratio of 2.07 and a beta of 1.25.

Mobileye Global (NASDAQ:MBLY) last released its quarterly earnings results on Thursday, October 29th. The company reported $0.11 EPS for the quarter, topping analysts’ consensus estimates of $0.10 by $0.01. Mobileye Global had a positive return on equity of 0.64% and a negative net margin of 201.25%. The company had revenue of $492.00 million for the quarter, compared to analyst estimates of $476.78 million. During the same quarter last year, the firm posted $0.09 earnings per share. Mobileye Global’s revenue was down 2.4% compared to the same quarter last year. On average, analysts forecast that Mobileye Global will post 0.11 earnings per share for the current year.

Insider Activity

In other Mobileye Global news, Director Safroadu Yeboah-Amankwah acquired 11,841 shares of the business’s stock in a transaction dated Thursday, August 6th. The shares were acquired at an average price of $8.46 per share, with a total value of $100,174.86. Following the completion of the transaction, the director directly owned 84,336 shares in the company, valued at $713,482.56. This trade represents a 16.33% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. 10.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. BCGM Wealth Management LLC increased its position in shares of Mobileye Global by 56.7% in the first quarter. BCGM Wealth Management LLC now owns 368,763 shares of the company’s stock valued at $2,533,000 after acquiring an additional 133,471 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. raised its holdings in Mobileye Global by 24.5% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock worth $24,634,000 after acquiring an additional 705,400 shares in the last quarter. Bank of America Corp DE raised its holdings in Mobileye Global by 5.8% during the first quarter. Bank of America Corp DE now owns 2,036,548 shares of the company’s stock worth $13,991,000 after acquiring an additional 111,215 shares in the last quarter. Royal Bank of Canada boosted its position in Mobileye Global by 129.6% during the first quarter. Royal Bank of Canada now owns 224,315 shares of the company’s stock valued at $1,541,000 after purchasing an additional 126,634 shares during the last quarter. Finally, Counterpoint Mutual Funds LLC acquired a new position in Mobileye Global during the third quarter valued at approximately $9,074,000. Institutional investors own 13.25% of the company’s stock.

Key Headlines Impacting Mobileye Global

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

• Positive Sentiment: Mobileye raised the midpoint of its full-year 2026 revenue outlook to approximately $2.008 billion, with a narrower forecast range of $1.995 billion to $2.020 billion. The company cited stronger-than-expected SuperVision deliveries and memory-cost pass-through. Mobileye raises 2026 revenue outlook
• Positive Sentiment: Third-quarter adjusted EPS was $0.11, ahead of the $0.10 consensus estimate, while revenue of $492 million also exceeded expectations of $476.8 million. Adjusted operating income for 2026 is expected to be $380 million to $420 million. Mobileye Q3 earnings and revenues beat estimates
• Positive Sentiment: EyeQ chip shipments increased 11% through the first three quarters, and the company reported improved gross margin of 53% versus 48% a year earlier. Nine-month operating cash flow was $303 million.
• Neutral Sentiment: Needham maintained a Buy rating but cut its price target sharply from $13 to $9, reflecting continued long-term optimism but more cautious valuation assumptions. Needham Mobileye recommendations
• Negative Sentiment: TD Cowen downgraded Mobileye from Buy to Hold and lowered its target from $8 to $7. Goldman Sachs also reduced its target from $8 to $7 and maintained a Neutral rating. These moves signal limited confidence in near-term upside despite the target still implying potential appreciation. TD Cowen Mobileye recommendation
• Negative Sentiment: Revenue declined 2.4% year over year to $492 million, and Mobileye still posted a GAAP net loss of $67 million. The combination of declining revenue and continued losses is tempering the market’s reaction to the earnings beat.

About Mobileye Global

Mobileye Global Inc (NASDAQ:MBLY) develops advanced driver-assistance systems and autonomous driving technologies for vehicle manufacturers worldwide. Founded in 1999 and headquartered in Jerusalem, Israel, the company provides computer-vision and artificial-intelligence solutions designed to improve vehicle safety and support automated driving.

Its product portfolio includes EyeQ system-on-chips, camera-based driver-assistance features, and software for functions such as automatic emergency braking, lane-keeping assistance, adaptive cruise control, and traffic-sign recognition.