UBS Group Cuts Mobileye Global (NASDAQ:MBLY) Price Target to $12.00

Mobileye Global (NASDAQ:MBLY) had its price objective decreased by UBS Group from $13.00 to $12.00 in a research note published on Friday,Benzinga reports. UBS Group currently has a neutral rating on the stock.

MBLY has been the subject of a number of other research reports. Barclays raised Mobileye Global from an “equal weight” rating to an “overweight” rating and reduced their price target for the stock from $17.00 to $16.00 in a report on Monday, January 5th. Weiss Ratings restated a “sell (e+)” rating on shares of Mobileye Global in a report on Friday, October 31st. The Goldman Sachs Group cut their price objective on shares of Mobileye Global from $16.00 to $13.00 and set a “neutral” rating on the stock in a report on Wednesday, November 26th. Canaccord Genuity Group reduced their price target on shares of Mobileye Global from $30.00 to $24.00 and set a “buy” rating for the company in a research report on Friday. Finally, Piper Sandler lowered their price objective on shares of Mobileye Global from $15.00 to $13.00 and set a “neutral” rating on the stock in a research report on Thursday, January 8th. Nine investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $15.89.

Mobileye Global Stock Performance

Shares of MBLY opened at $9.80 on Friday. Mobileye Global has a fifty-two week low of $9.75 and a fifty-two week high of $20.18. The company has a 50 day moving average price of $11.02 and a 200-day moving average price of $13.12. The stock has a market capitalization of $7.97 billion, a PE ratio of -20.00, a PEG ratio of 3.42 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last released its quarterly earnings results on Thursday, January 22nd. The company reported $0.06 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.06. The business had revenue of $446.00 million for the quarter, compared to analyst estimates of $430.69 million. Mobileye Global had a negative net margin of 20.70% and a positive return on equity of 0.21%. The business’s revenue for the quarter was down 9.0% on a year-over-year basis. During the same period in the previous year, the company earned $0.13 earnings per share. Equities research analysts forecast that Mobileye Global will post 0.01 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of MBLY. Intel Corp acquired a new stake in shares of Mobileye Global in the third quarter valued at about $706,000,000. Harel Insurance Investments & Financial Services Ltd. bought a new stake in Mobileye Global in the third quarter valued at about $40,670,000. SG Americas Securities LLC raised its position in shares of Mobileye Global by 1,090.2% during the 2nd quarter. SG Americas Securities LLC now owns 115,321 shares of the company’s stock valued at $2,073,000 after acquiring an additional 105,632 shares in the last quarter. ARK Investment Management LLC boosted its holdings in shares of Mobileye Global by 18.2% in the 2nd quarter. ARK Investment Management LLC now owns 137,053 shares of the company’s stock valued at $2,464,000 after buying an additional 21,066 shares during the period. Finally, Senvest Management LLC bought a new position in shares of Mobileye Global during the second quarter valued at approximately $1,369,000. 13.25% of the stock is owned by institutional investors and hedge funds.

Key Mobileye Global News

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

• Positive Sentiment: Q4 revenue slightly beat consensus — Mobileye reported $446M in Q4 revenue, a small beat versus estimates, showing demand resiliency despite sector headwinds. Quiver Quant: Q4 results
• Positive Sentiment: Improving profitability metrics on a year‑over‑year basis — GAAP net loss and operating loss narrowed significantly; cash and cash equivalents grew to about $1.84B, supporting the balance sheet through near‑term softness. Quiver Quant: Financial details
• Neutral Sentiment: Certain firms trimmed targets but kept constructive stances — Wells Fargo cut its target from $24 to $18 but remains overweight; Canaccord and Needham lowered targets yet retained buy ratings, leaving sizeable upside in some analysts’ views. Benzinga: Analyst reactions
• Negative Sentiment: FY‑2026 revenue guide came in below consensus — Management issued revenue guidance around $1.9B–$2.0B versus Street estimates near $2.0B, flagging slower EV production and tariff pressures on automakers as demand headwinds. Reuters: Revenue guidance
• Negative Sentiment: Q4 EPS disappointed relative to some expectations — headlines noted an EPS shortfall (adjusted/GAAP mix confusion across reports), which, together with below‑consensus guidance, triggered analyst model resets. Proactive: EPS miss coverage
• Negative Sentiment: Several brokers lowered price targets and at least one downgraded the stock — UBS and Morgan Stanley cut targets to $12 (neutral/equal weight), RBC trimmed to $13 (sector perform), and HSBC cut buy→hold to $11, increasing near‑term selling pressure. Benzinga: Price target changes

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.