Mobileye Global (NASDAQ:MBLY) Sees Large Volume Increase After Analyst Upgrade

Mobileye Global Inc. (NASDAQ:MBLY) shares saw strong trading volume on Wednesday after JPMorgan Chase & Co. upgraded the stock from an underweight rating to a neutral rating. JPMorgan Chase & Co. now has a $13.00 price target on the stock, up from their previous price target of $12.00. 17,773,569 shares traded hands during trading, an increase of 57% from the previous session’s volume of 11,292,241 shares.The stock last traded at $12.5910 and had previously closed at $12.18.

Several other analysts have also issued reports on MBLY. Deutsche Bank Aktiengesellschaft raised shares of Mobileye Global from a “hold” rating to a “buy” rating and set a $19.00 target price for the company in a research note on Monday, October 6th. Bank of America cut their price objective on Mobileye Global from $18.00 to $16.00 and set a “neutral” rating for the company in a research note on Wednesday, September 10th. Barclays raised Mobileye Global from an “equal weight” rating to an “overweight” rating and reduced their target price for the company from $17.00 to $16.00 in a report on Monday. Morgan Stanley lowered their price target on Mobileye Global from $17.00 to $13.00 and set an “equal weight” rating on the stock in a research note on Monday, December 8th. Finally, Zacks Research cut Mobileye Global from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 10th. Ten equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $18.11.

Key Headlines Impacting Mobileye Global

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

• Positive Sentiment: Mobileye agreed to acquire Mentee Robotics for about $900 million to expand from ADAS into humanoid/“physical AI” applications (robotaxis, industrial fleets), a strategic move that could open new revenue streams starting around 2028. Mobileye to Acquire Mentee Robotics in $900M Deal
• Positive Sentiment: Mobileye used CES to pitch robotaxis and “physical AI,” broadening its addressable market beyond ADAS which could materially raise long‑term growth expectations if execution meets plans. Mobileye Presents at CES 2026 Transcript
• Positive Sentiment: JPMorgan upgraded MBLY, signaling confidence from a major bank that could support investor sentiment and limit downside from near-term volatility. Mobileye Stock Rating Upgraded by JPMorgan Chase & Co.
• Positive Sentiment: Wells Fargo issued a “buy” on MBLY, another institutional endorsement that supports the bull case on growth from ADAS and new robotics initiatives. Mobileye Global, Inc. Class A (MBLY) Gets a Buy from Wells Fargo
• Positive Sentiment: Several bullish analyst/opinion pieces argue MBLY is undervalued after prior selloffs and raise multi‑year upside targets based on ADAS adoption and longer‑term autonomous/robotics revenue potential. Mobileye: Still A Strong Buy
• Neutral Sentiment: Coverage pieces are assessing value after a roughly 28% one‑year share decline; these analyses highlight valuation and risk/reward but don’t drive a clear near‑term catalyst. Does Mobileye (MBLY) Offer Value After A 27.8% One-Year Share Price Decline
• Neutral Sentiment: Options activity spiked (notably large call volume), indicating elevated trading interest and short‑term positioning that can amplify intraday moves but is not a directional fundamental change.
• Negative Sentiment: Piper Sandler cut its price target from $15 to $13 and set a neutral rating, signaling some analyst concern about near‑term upside and the risks or dilution tied to the Mentee acquisition. Piper Sandler Lowers Price Target

Hedge Funds Weigh In On Mobileye Global

Several institutional investors and hedge funds have recently bought and sold shares of MBLY. MAI Capital Management grew its stake in shares of Mobileye Global by 22.2% in the 3rd quarter. MAI Capital Management now owns 4,400 shares of the company’s stock valued at $62,000 after buying an additional 800 shares during the period. Sei Investments Co. lifted its holdings in Mobileye Global by 2.5% in the second quarter. Sei Investments Co. now owns 45,080 shares of the company’s stock valued at $811,000 after acquiring an additional 1,090 shares during the last quarter. Cresset Asset Management LLC grew its position in Mobileye Global by 6.3% in the third quarter. Cresset Asset Management LLC now owns 18,819 shares of the company’s stock worth $266,000 after acquiring an additional 1,110 shares during the period. Country Club Bank increased its stake in Mobileye Global by 0.8% during the third quarter. Country Club Bank now owns 144,803 shares of the company’s stock worth $2,048,000 after acquiring an additional 1,188 shares during the last quarter. Finally, Perigon Wealth Management LLC raised its position in Mobileye Global by 5.7% in the third quarter. Perigon Wealth Management LLC now owns 22,164 shares of the company’s stock valued at $313,000 after purchasing an additional 1,205 shares during the period. 13.25% of the stock is currently owned by institutional investors and hedge funds.

Mobileye Global Stock Down 8.2%

The stock has a 50-day simple moving average of $11.45 and a 200 day simple moving average of $13.76. The company has a market cap of $9.15 billion, a PE ratio of -26.76, a P/E/G ratio of 3.06 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last issued its quarterly earnings data on Thursday, October 23rd. The company reported $0.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.08 by $0.01. The firm had revenue of $504.00 million during the quarter, compared to the consensus estimate of $479.93 million. Mobileye Global had a positive return on equity of 0.68% and a negative net margin of 17.34%.The company’s quarterly revenue was up 3.7% on a year-over-year basis. During the same period last year, the company earned $0.10 EPS. As a group, research analysts anticipate that Mobileye Global Inc. will post 0.01 earnings per share for the current fiscal year.

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.