Stock Traders Purchase High Volume of Mobileye Global Call Options (NASDAQ:MBLY)

Mobileye Global Inc. (NASDAQ:MBLY) saw unusually large options trading on Wednesday. Stock traders acquired 20,975 call options on the company. This represents an increase of approximately 64% compared to the average daily volume of 12,752 call options.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on MBLY shares. Mizuho decreased their price target on Mobileye Global from $17.00 to $15.00 and set a “neutral” rating on the stock in a report on Friday, October 24th. Morgan Stanley reduced their target price on shares of 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. Evercore ISI dropped their price target on shares of Mobileye Global from $25.00 to $20.00 and set an “outperform” rating for the company in a research note on Monday, November 24th. Weiss Ratings restated a “sell (e+)” rating on shares of Mobileye Global in a report on Friday, October 31st. Finally, Piper Sandler lowered their target price on shares of Mobileye Global from $15.00 to $13.00 and set a “neutral” rating for the company in a report on Thursday. Ten research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $18.11.

Institutional Investors Weigh In On Mobileye Global

Several institutional investors have recently added to or reduced their stakes in MBLY. Northwestern Mutual Wealth Management Co. bought a new position in shares of Mobileye Global in the second quarter valued at $31,000. IFP Advisors Inc lifted its stake in Mobileye Global by 465.7% in the third quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock valued at $26,000 after acquiring an additional 1,495 shares during the last quarter. Rhumbline Advisers bought a new position in shares of Mobileye Global in the 1st quarter valued at about $27,000. Brown Brothers Harriman & Co. increased its stake in shares of Mobileye Global by 8,500.0% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 3,182 shares of the company’s stock worth $45,000 after purchasing an additional 3,145 shares during the last quarter. Finally, Tower Research Capital LLC TRC raised its holdings in shares of Mobileye Global by 464.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,288 shares of the company’s stock valued at $59,000 after purchasing an additional 2,705 shares during the period. 13.25% of the stock is owned by institutional investors.

Trending Headlines about 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

Mobileye Global Trading Down 8.2%

NASDAQ:MBLY opened at $11.24 on Friday. Mobileye Global has a 1 year low of $10.04 and a 1 year high of $20.18. The stock has a 50-day moving average price of $11.45 and a two-hundred day moving average price of $13.76. The stock has a market cap of $9.15 billion, a price-to-earnings ratio of -26.76, a PEG ratio of 3.06 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last released its quarterly earnings data on Thursday, October 23rd. The company reported $0.09 earnings per share for the quarter, beating the consensus estimate of $0.08 by $0.01. Mobileye Global had a positive return on equity of 0.68% and a negative net margin of 17.34%.The business had revenue of $504.00 million for the quarter, compared to analysts’ expectations of $479.93 million. During the same quarter in the previous year, the business posted $0.10 EPS. Mobileye Global’s revenue for the quarter was up 3.7% on a year-over-year basis. Sell-side analysts forecast that Mobileye Global will post 0.01 earnings per share for the current 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.