Morgan Stanley Cuts Mobileye Global (NASDAQ:MBLY) Price Target to $12.00

Mobileye Global (NASDAQ:MBLY) had its target price cut by Morgan Stanley from $13.00 to $12.00 in a research report released on Friday morning,Benzinga reports. They currently have an equal weight rating on the stock.

Other research analysts have also issued reports about the company. Tigress Financial raised their price target on Mobileye Global from $22.00 to $25.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Royal Bank Of Canada cut their target price on Mobileye Global from $14.00 to $13.00 and set a “sector perform” rating on the stock in a research note on Friday. HSBC lowered Mobileye Global from a “buy” rating to a “hold” rating and set a $11.00 target price for the company. in a research report on Friday. Piper Sandler reduced 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 note on Thursday, January 8th. Finally, Zacks Research cut shares of Mobileye Global from a “strong-buy” rating to a “hold” rating in a report on Monday, November 10th. Nine 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 MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $15.89.

Mobileye Global Trading Down 6.8%

Shares of NASDAQ MBLY 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 firm’s 50-day moving average is $11.02 and its 200-day moving average is $13.12. The firm has a market capitalization of $7.97 billion, a PE ratio of -20.00, a price-to-earnings-growth ratio of 3.42 and a beta of 0.57.

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

Institutional Investors Weigh In On Mobileye Global

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. MAI Capital Management boosted its stake in shares of Mobileye Global by 22.2% during the 3rd quarter. MAI Capital Management now owns 4,400 shares of the company’s stock worth $62,000 after buying an additional 800 shares during the last quarter. Dynamic Advisor Solutions LLC raised its holdings in Mobileye Global by 6.3% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 16,068 shares of the company’s stock worth $168,000 after acquiring an additional 957 shares in the last quarter. Sei Investments Co. boosted its position in Mobileye Global by 2.5% during the second quarter. Sei Investments Co. now owns 45,080 shares of the company’s stock valued at $811,000 after purchasing an additional 1,090 shares during the last quarter. Cresset Asset Management LLC grew its stake in Mobileye Global by 6.3% in the third quarter. Cresset Asset Management LLC now owns 18,819 shares of the company’s stock valued at $266,000 after purchasing an additional 1,110 shares in the last quarter. Finally, Country Club Bank grew its stake in Mobileye Global by 0.8% in the third quarter. Country Club Bank now owns 144,803 shares of the company’s stock valued at $2,048,000 after purchasing an additional 1,188 shares in the last quarter. 13.25% of the stock is owned by institutional investors.

Mobileye Global News Summary

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

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.