Mobileye Global Inc.
No SEC Form 4 filings for $MBLY in the last 30 days.
See all $MBLY insider activity →Mobileye Global shares declined after Barclays downgraded the company. The stock is down 1.45% today and 28.84% year-to-date. Recent executive changes were announced on September 10, 2026.
Barclays downgraded Mobileye (MBLY) to Equal Weight, cutting its price target to $9 from $14, citing insufficient advanced contracts and growing competition. Shares are down 28% YTD. The company has secured some deals and raised its 2026 outlook, but analysts question its long-term growth prospects. Concerns include competition from China, Volkswagen's potential shift, and CEO transition.
Analysts downgraded several companies: Roth Capital cut SoundThinking (SSTI) to Neutral with a $9 target, Citigroup downgraded Moderna (MRNA) to Sell with an $80 target, TD Cowen downgraded Accelerant (ARX) to Hold with a $20.25 target, Barclays downgraded Mobileye (MBLY) to Equal-Weight with a $9 target, and Citigroup downgraded Dow (DOW) to Neutral with a $30 target.
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning MBLY (Mobileye Global Inc.). Coverage has skewed bearish: 1 bullish, 0 neutral, and 4 bearish.
Recent MBLY coverage spans financial news, market movers and corporate actions.
The downgrade is expected to pressure the stock.
Analyst downgrade and lower price target suggest near‑term downside pressure.
Potential sell pressure from reduced weighting and lower target.
Downgrade may hurt shares.
Guidance upgrade suggests stronger near‑term revenue growth.
AlphAI scores every news story that mentions MBLY with an AI model for sentiment and relevance, and aggregates insider trades from Mobileye Global Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Mobileye Global shares declined after Barclays downgraded the company. The stock is down 1.45% today and 28.84% year-to-date. Recent executive changes were announced on September 10, 2026.
1 min readBarclays downgraded Mobileye (MBLY) to Equal Weight, cutting its price target to $9 from $14, citing insufficient advanced contracts and growing competition. Shares are down 28% YTD. The company has secured some deals and raised its 2026 outlook, but analysts question its long-term growth prospects. Concerns include competition from China, Volkswagen's potential shift, and CEO transition.
2 min readAnalysts downgraded several companies: Roth Capital cut SoundThinking (SSTI) to Neutral with a $9 target, Citigroup downgraded Moderna (MRNA) to Sell with an $80 target, TD Cowen downgraded Accelerant (ARX) to Hold with a $20.25 target, Barclays downgraded Mobileye (MBLY) to Equal-Weight with a $9 target, and Citigroup downgraded Dow (DOW) to Neutral with a $30 target.
2 min readWall Street analysts issued upgrades, downgrades, and initiations for several companies. Notable upgrades include Target (TGT) to Buy at HSBC with a $190 target, and Grocery Outlet (GO) to Buy at Bank of America with a $15 target. Downgrades include Ally Financial (ALLY) to Equal Weight at Wells Fargo with a $42 target, and Moderna (MRNA) to Sell at Citigroup with an $80 target.
2 min readMobileye (MBLY) updated its full-year ADAS volume growth outlook to 10% from 4%, citing market share gains and new product wins. The company highlighted growth in highway hands-free Level 2 plus systems and a Porsche program targeting 300,000-350,000 units annually. Mobileye's core ADAS business outperformed top customers despite production pressures, with a 47.37% gross profit margin.
2 min readMobileye, a majority-owned autonomous driving unit of Intel (INTC), led a $130M Series B funding round for Florida-based driverless shuttle operator Beep. Mobileye has been collaborating with Beep through the Volkswagen MOIA robotaxi program. Intel recently recorded a $4.07B goodwill impairment related to Mobileye, which has a $7.2B market cap and trades below book value. Intel's CEO focused on AI-driven growth in Q2, with no mention of Mobileye.
2 min readMobileye Global Inc. (MBLY) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On September 3, 2026, the Board of Directors (the “Board”) of Mobileye Global Inc. (the “Company”) determined that, in light
1 min readMobileye Global Inc. (MBLY) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (b) On September 3, 2026, Nimrod Nehushtan and Mobileye Global Inc. (the “Company”) agreed to have Mr. Nehushtan transition
1 min readMobileye (MBLY) announced plans to enter the autonomous ride-hailing business, starting with 100 vehicles in a U.S. city in 2027. The company aims to leverage its existing technologies and partnerships to tap into the growing robotaxi market. MBLY stock rose nearly 4% premarket, with bullish retail sentiment on Stocktwits. The stock is down 5% YTD and 36% over the past year.
2 min readWinnebago (WGO) reported Q2 revenue of $698.7M, down 9.9% YoY, missing estimates. Mobileye (MBLY) reported $508M revenue, flat YoY, beating estimates. General Motors (GM) reported $48.03B revenue, up 1.9% YoY, beating estimates. All stocks rose post-results.
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