Wells Fargo & Company Cuts Mobileye Global (NASDAQ:MBLY) Price Target to $18.00

Mobileye Global (NASDAQ:MBLY) had its price objective lowered by Wells Fargo & Company from $24.00 to $18.00 in a research report report published on Friday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the stock.

A number of other brokerages have also commented on MBLY. TD Cowen reduced their price target 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. Wolfe Research cut shares of Mobileye Global from an “outperform” rating to a “peer perform” rating in a report on Monday, January 12th. UBS Group decreased 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 note on Wednesday, January 14th. Weiss Ratings restated a “sell (e+)” rating on shares of Mobileye Global in a research note on Friday, October 31st. Finally, Piper Sandler cut their price objective on Mobileye Global from $15.00 to $13.00 and set a “neutral” rating for the company in a report on Thursday, January 8th. Nine analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $15.89.

Mobileye Global Price Performance

MBLY stock opened at $9.80 on Friday. Mobileye Global has a 1-year low of $9.75 and a 1-year high of $20.18. The business has a fifty 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 P/E ratio of -20.00, a P/E/G ratio of 3.42 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last released its quarterly earnings data on Thursday, January 22nd. The company reported $0.06 EPS for the quarter, meeting the consensus estimate of $0.06. Mobileye Global had a positive return on equity of 0.21% and a negative net margin of 20.70%.The company had revenue of $446.00 million for the quarter, compared to analysts’ expectations of $430.69 million. During the same period last year, the firm posted $0.13 earnings per share. Mobileye Global’s revenue was down 9.0% compared to the same quarter last year. As a group, analysts anticipate that Mobileye Global will post 0.01 earnings per share for the current year.

Institutional Trading of Mobileye Global

Institutional investors and hedge funds have recently bought and sold shares of the stock. Intel Corp purchased a new stake in shares of Mobileye Global in the third quarter valued at about $706,000,000. Harel Insurance Investments & Financial Services Ltd. acquired a new position in shares of Mobileye Global during the 3rd quarter worth approximately $40,670,000. SG Americas Securities LLC lifted its stake in Mobileye Global by 1,090.2% in the 2nd quarter. SG Americas Securities LLC now owns 115,321 shares of the company’s stock valued at $2,073,000 after buying an additional 105,632 shares in the last quarter. ARK Investment Management LLC grew its holdings in Mobileye Global by 18.2% during 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 last quarter. Finally, Senvest Management LLC purchased a new position in Mobileye Global during the second quarter worth $1,369,000. 13.25% of the stock is currently owned by institutional investors.

Trending Headlines about Mobileye Global

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.