Mobileye Global (NASDAQ:MBLY) Given New $16.00 Price Target at Needham & Company LLC

Mobileye Global (NASDAQ:MBLY) had its price target decreased by equities researchers at Needham & Company LLC from $18.00 to $16.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Needham & Company LLC’s target price would suggest a potential upside of 52.24% from the company’s previous close.

A number of other brokerages have also weighed in on MBLY. Deutsche Bank Aktiengesellschaft upgraded shares of Mobileye Global from a “hold” rating to a “buy” rating and set a $19.00 price objective for the company in a report on Monday, October 6th. Tigress Financial raised their target price on Mobileye Global from $22.00 to $25.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. UBS Group dropped their target price on shares of Mobileye Global from $17.00 to $13.00 and set a “neutral” rating for the company in a research report on Wednesday, January 14th. Evercore ISI decreased their price objective on Mobileye Global from $25.00 to $20.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Finally, TD Cowen decreased their target price on shares of Mobileye Global from $18.00 to $16.00 and set a “buy” rating for the company in a research note on Friday, October 24th. Nine research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $16.83.

Mobileye Global Stock Performance

Shares of Mobileye Global stock opened at $10.51 on Friday. The stock has a market capitalization of $8.55 billion, a P/E ratio of -25.02, a P/E/G ratio of 3.14 and a beta of 0.57. The stock’s 50-day simple moving average is $11.07 and its 200 day simple moving average is $13.25. Mobileye Global has a 52-week low of $10.04 and a 52-week high of $20.18.

Mobileye Global (NASDAQ:MBLY) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $0.06 earnings per share for the quarter, meeting the consensus estimate of $0.06. Mobileye Global had a positive return on equity of 0.68% and a negative net margin of 17.34%.The firm had revenue of $446.00 million for the quarter, compared to analysts’ expectations of $430.69 million. During the same period in the prior year, the business posted $0.13 earnings per share. The company’s revenue was down 9.0% on a year-over-year basis. Equities research analysts forecast that Mobileye Global will post 0.01 EPS for the current fiscal year.

Institutional Investors Weigh In On Mobileye Global

Several large investors have recently made changes to their positions in MBLY. Eagle Strategies LLC boosted its position in shares of Mobileye Global by 12.0% during the 4th quarter. Eagle Strategies LLC now owns 72,898 shares of the company’s stock valued at $761,000 after acquiring an additional 7,800 shares during the last quarter. Perigon Wealth Management LLC increased its holdings in shares of Mobileye Global by 8.9% in the 4th quarter. Perigon Wealth Management LLC now owns 24,147 shares of the company’s stock worth $252,000 after buying an additional 1,983 shares during the last quarter. Polianta Ltd raised its position in shares of Mobileye Global by 28.6% during the 4th quarter. Polianta Ltd now owns 130,900 shares of the company’s stock valued at $1,366,000 after buying an additional 29,100 shares in the last quarter. SG Americas Securities LLC lifted its holdings in shares of Mobileye Global by 499.7% in the 4th quarter. SG Americas Securities LLC now owns 841,571 shares of the company’s stock valued at $8,786,000 after acquiring an additional 701,242 shares during the last quarter. Finally, 180 Wealth Advisors LLC purchased a new position in Mobileye Global in the fourth quarter worth about $275,000. 13.25% of the stock is owned by institutional investors.

Mobileye Global News Summary

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

• Positive Sentiment: Q4 revenue slightly beat expectations — Mobileye reported $446M in revenue, a small upside to consensus, showing continued end-market demand despite year-over-year declines. Mobileye Releases Fourth-Quarter and Full-Year 2025 Results and Provides Business Overview
• Positive Sentiment: Losses narrowed and cash position improved — operating loss and net loss narrowed significantly versus prior year and cash & equivalents rose, providing more runway as the business scales. Mobileye Global Inc. Releases Q4 2025 Earnings
• Neutral Sentiment: Adjusted EPS vs. GAAP mix — Mobileye reported adjusted EPS of $0.06 (in line with some consensus figures) while other metrics (GAAP diluted EPS/earnings presentation) and YoY revenue decline paint a mixed profitability picture. Investors should note the difference between adjusted and GAAP measures. Mobileye Q4 earnings press release / transcript
• Negative Sentiment: FY2026 revenue guidance misses street expectations — Mobileye guided revenue to roughly $1.9–$2.0B for FY2026, below consensus ~ $2.0B, signaling weaker demand tied to automaker production issues. That downside guidance is the primary driver of the stock pullback. Mobileye forecasts annual revenue below estimates
• Negative Sentiment: Macro/industry headwinds cited — Management flagged tariffs and slower EV production as constraints on automaker orders for driver-assist hardware/software, increasing uncertainty around near-term growth. Mobileye forecasts annual revenue below estimates as tariffs weigh on automakers
• Negative Sentiment: Market reaction and analyst notes — Several outlets reported share weakness after the results and guidance; some analysts are re‑assessing estimates and targets given the softer outlook. Mobileye falls after 2026 revenue outlook seen below estimates

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.