Wells Fargo & Company Has Lowered Expectations for Mobileye Global (NASDAQ:MBLY) Stock Price

Mobileye Global (NASDAQ:MBLY) had its target price dropped by investment analysts at Wells Fargo & Company from $24.00 to $18.00 in a report issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 83.37% from the company’s current price.

Several other analysts have also issued reports on the company. Evercore ISI cut their price target on Mobileye Global from $25.00 to $20.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Barclays raised shares of Mobileye Global from an “equal weight” rating to an “overweight” rating and reduced their target price for the stock from $17.00 to $16.00 in a report on Monday, January 5th. Needham & Company LLC decreased their target price on shares of Mobileye Global from $18.00 to $16.00 and set a “buy” rating on the stock in a research note on Friday. Deutsche Bank Aktiengesellschaft raised shares of Mobileye Global from a “hold” rating to a “buy” rating and set a $19.00 price objective for the company in a research note on Monday, October 6th. Finally, UBS Group lowered their target price on shares of Mobileye Global from $17.00 to $13.00 and set a “neutral” rating on the stock in a research note on Wednesday, January 14th. Nine investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $16.50.

Mobileye Global Trading Down 6.6%

NASDAQ MBLY traded down $0.69 during trading hours on Friday, hitting $9.82. 4,289,788 shares of the company’s stock traded hands, compared to its average volume of 14,018,990. Mobileye Global has a 52 week low of $9.76 and a 52 week high of $20.18. The firm has a market capitalization of $7.99 billion, a P/E ratio of -23.36, a P/E/G ratio of 3.14 and a beta of 0.57. The business’s fifty day moving average price is $11.07 and its two-hundred day moving average price is $13.25.

Mobileye Global (NASDAQ:MBLY) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $0.06 earnings per share for the quarter, hitting the consensus estimate of $0.06. Mobileye Global had a negative net margin of 17.34% and a positive return on equity of 0.68%. The business had revenue of $446.00 million for the quarter, compared to analysts’ expectations of $430.69 million. During the same quarter last year, the company posted $0.13 EPS. The company’s revenue was down 9.0% compared to the same quarter last year. On average, sell-side analysts expect that Mobileye Global will post 0.01 EPS for the current fiscal year.

Hedge Funds Weigh In On Mobileye Global

Institutional investors and hedge funds have recently modified their holdings of the stock. IFP Advisors Inc boosted its stake in Mobileye Global by 465.7% during the third quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock worth $26,000 after buying an additional 1,495 shares during the period. Rhumbline Advisers bought a new stake in Mobileye Global in the first quarter worth about $27,000. Northwestern Mutual Wealth Management Co. purchased a new position in shares of Mobileye Global during the second quarter valued at approximately $31,000. Brown Brothers Harriman & Co. raised its holdings in shares of Mobileye Global by 8,500.0% in the third quarter. Brown Brothers Harriman & Co. now owns 3,182 shares of the company’s stock worth $45,000 after buying an additional 3,145 shares during the period. Finally, Tower Research Capital LLC TRC raised its holdings in shares of Mobileye Global by 464.0% in the second quarter. Tower Research Capital LLC TRC now owns 3,288 shares of the company’s stock worth $59,000 after buying an additional 2,705 shares during the period. Hedge funds and other 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: Q4 revenue modestly beat estimates ($446M) and the company reported a stronger cash position (cash & equivalents roughly $1.84B) while operating and net losses narrowed — evidence of improving operating leverage. Quiver Quant: Q4 2025 Earnings
• Positive Sentiment: Two firms left buy ratings in place even after lowering targets — Canaccord cut its PT to $24 but kept a Buy, signaling conviction that longer-term upside remains. Benzinga: Canaccord PT
• Positive Sentiment: Needham also trimmed its target (to $16) but stayed at Buy, showing some analyst support amid near-term headwinds. TickerReport: Needham PT
• Neutral Sentiment: Reported adjusted EPS of $0.06 matched some consensus estimates, but results are mixed depending on adjusted vs. GAAP metrics — investors must reconcile adjusted EPS with underlying GAAP losses. MarketBeat: Q4 results / press release
• Negative Sentiment: Management guided FY2026 revenue to roughly $1.9–$2.0B, below Wall Street expectations and cited softer EV/auto production and tariff pressures — this guidance is the principal near‑term headwind. Reuters: FY2026 revenue forecast below estimates
• Negative Sentiment: HSBC downgraded MBLY from Buy to Hold and several firms trimmed price targets, reinforcing analyst caution after the quarter and guidance. Finviz: HSBC downgrade
• Negative Sentiment: Coverage and headlines emphasize an EPS/margin miss narrative in some outlets and the below‑street 2026 outlook prompted immediate sell‑side criticism and share weakness. Seeking Alpha: Stock reaction to outlook

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.

Founded in 1999 by Prof.