JPMorgan Chase & Co. Has Lowered Expectations for Mobileye Global (NASDAQ:MBLY) Stock Price

Mobileye Global (NASDAQ:MBLY) had its target price reduced by research analysts at JPMorgan Chase & Co. from $10.00 to $9.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 11.80% from the stock’s current price.

Several other research analysts have also recently commented on MBLY. UBS Group boosted their price target on Mobileye Global from $9.00 to $10.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. The Goldman Sachs Group raised their price objective on Mobileye Global from $8.00 to $9.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Mizuho lifted their price objective on Mobileye Global from $8.00 to $9.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. Royal Bank Of Canada dropped their price objective on Mobileye Global from $10.00 to $7.00 and set a “sector perform” rating on the stock in a report on Friday. Finally, Zacks Research raised Mobileye Global from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $13.27.

Mobileye Global Price Performance

Shares of MBLY stock opened at $8.05 on Friday. Mobileye Global has a 12 month low of $6.47 and a 12 month high of $15.81. The firm has a market capitalization of $6.77 billion, a P/E ratio of -1.61 and a beta of 1.16. The company’s fifty day moving average price is $9.36 and its two-hundred day moving average price is $9.01.

Mobileye Global (NASDAQ:MBLY) last posted its quarterly earnings data on Thursday, July 23rd. The company reported $0.19 earnings per share for the quarter, beating analysts’ consensus estimates of $0.06 by $0.13. The company had revenue of $508.00 million during the quarter, compared to analysts’ expectations of $480.51 million. Mobileye Global had a negative net margin of 201.49% and a positive return on equity of 0.66%. The firm’s revenue for the quarter was up .4% on a year-over-year basis. During the same period in the prior year, the company posted ($0.08) EPS. On average, sell-side analysts anticipate that Mobileye Global will post -0.09 EPS for the current year.

Mobileye Global announced that its board has authorized a stock buyback program on Thursday, April 23rd that authorizes the company to repurchase $250.00 million in shares. This repurchase authorization authorizes the company to reacquire up to 3.8% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its shares are undervalued.

Hedge Funds Weigh In On Mobileye Global

Several large investors have recently modified their holdings of the stock. Handelsbanken Fonder AB increased its holdings in Mobileye Global by 38.0% in the second quarter. Handelsbanken Fonder AB now owns 46,100 shares of the company’s stock valued at $446,000 after buying an additional 12,700 shares during the last quarter. Gradient Investments LLC bought a new position in Mobileye Global during the 2nd quarter worth approximately $921,000. FNY Investment Advisers LLC lifted its holdings in Mobileye Global by 260.5% during the 2nd quarter. FNY Investment Advisers LLC now owns 14,923 shares of the company’s stock worth $144,000 after buying an additional 10,784 shares during the last quarter. Assenagon Asset Management S.A. acquired a new position in shares of Mobileye Global in the 2nd quarter worth approximately $23,423,000. Finally, 180 Wealth Advisors LLC grew its position in shares of Mobileye Global by 18.3% in the 2nd quarter. 180 Wealth Advisors LLC now owns 25,909 shares of the company’s stock worth $251,000 after acquiring an additional 4,017 shares in the last quarter. Institutional investors own 13.25% of the company’s stock.

Key Stories Impacting Mobileye Global

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

• Positive Sentiment: Mobileye reported strong second-quarter results, with EPS of $0.19 beating estimates of $0.06 and revenue of $508 million coming in above expectations, helped by an R&D incentive grant and stronger shipments. Article Title
• Positive Sentiment: The company also raised its 2026 outlook, which signals management confidence in continued operating momentum and may help support the stock. Article Title
• Positive Sentiment: Needham reaffirmed its buy rating and maintained a $13 price target, suggesting meaningful upside from current levels. Article Title
• Neutral Sentiment: TD Cowen lowered its price target to $9 from $11.50 but kept a buy rating, indicating optimism remains despite a more cautious valuation view. Article Title
• Neutral Sentiment: JPMorgan and Mizuho both cut targets and stayed at neutral, while RBC lowered its target to $7 and kept a sector perform view, reflecting divided analyst sentiment after the earnings update. Article Title
• Negative Sentiment: Founder and CEO Amnon Shashua’s planned exit is creating uncertainty around leadership at a time when Mobileye is pushing deeper into robotaxis and robotics, increasing execution risk. Article Title
• Negative Sentiment: A Seeking Alpha commentary argued the stock’s selloff reflects concerns that the leadership transition and robotaxi strategy add risk despite the earnings beat and higher guidance. Article Title

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.