Mobileye Global Inc.
Mobileye develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies for automakers and transportation companies. Its portfolio includes Base ADAS, Cloud-Enhanced ADAS, Mobileye Surround ADAS and SuperVision, as well as the eyes-off, hands-off Chauffeur system for consumer vehicles and the no-driver Drive system for fleets. The products combine software and hardware, including EyeQ system-on-chips, computer vision, mapping and sensing technologies. Mobileye makes money primarily from commercially deployed ADAS solutions, including EyeQ chips and systems supplied to automakers; its Drive solution is designed for automakers, public transportation companies and transportation network operators. Founded in Israel in 1999, Mobileye is headquartered in Jerusalem. Its technology is installed in approximately 1,400 vehicle models, and its system-on-chips have been deployed in more than 230 million vehicles.
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See all $MBLY insider activity →Barclays kept Mobileye Global at Equal-Weight, cutting its price target to $7 from $9, a 22.2% reduction. This suggests a 17.4% upside from the Oct 30 close of $5.96. Recent analyst targets for the company range from $6.50 to $11.
JP Morgan kept its Neutral rating on Mobileye Global but reduced its price target to $7.50 from $9, citing a 16.7% decrease. This implies a 25.8% upside from the Oct 30 close of $5.96. Recent analyst price targets for Mobileye range from $7 to $11.
Reddit (RDDT) stock fell 29% to a 52-week low of $89.28 despite strong Q3 earnings, due to a drop in Google search referrals. IREN (IREN) shares declined 8% to $23.06 amid concerns over high borrowing costs. Mobileye (MBLY) dropped 7% after a downgrade to 'Hold' due to product delays. KeyBanc downgraded RDDT, while B. Riley cut IREN's price target but maintained a 'Buy' rating.
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Barclays kept Mobileye Global at Equal-Weight, cutting its price target to $7 from $9, a 22.2% reduction. This suggests a 17.4% upside from the Oct 30 close of $5.96. Recent analyst targets for the company range from $6.50 to $11.
JP Morgan kept its Neutral rating on Mobileye Global but reduced its price target to $7.50 from $9, citing a 16.7% decrease. This implies a 25.8% upside from the Oct 30 close of $5.96. Recent analyst price targets for Mobileye range from $7 to $11.
Reddit (RDDT) stock fell 29% to a 52-week low of $89.28 despite strong Q3 earnings, due to a drop in Google search referrals. IREN (IREN) shares declined 8% to $23.06 amid concerns over high borrowing costs. Mobileye (MBLY) dropped 7% after a downgrade to 'Hold' due to product delays. KeyBanc downgraded RDDT, while B. Riley cut IREN's price target but maintained a 'Buy' rating.
UBS kept its Neutral rating on Mobileye Global but reduced its price target to $7 from $7.50, a 6.7% cut. This target suggests a 17.4% upside from the Oct 30 closing price of $5.96. Recent analyst price targets for the company range from $5 to $11.
Canaccord Genuity kept its Buy rating on Mobileye Global but reduced its price target to $11 from $12, an 8.3% decrease. The new target suggests an 84.6% upside from the Oct 30 closing price of $5.96. Analysts' recent price targets for the company range from $5 to $11.
Goldman Sachs kept its Neutral rating on Mobileye Global but reduced its price target to $7 from $8, a 12.5% cut. This suggests a 9.2% upside from the Oct 29 close of $6.41. Recent analyst targets for the company range from $5 to $11.
TD Cowen downgraded Mobileye (MBLY) to Hold from Buy, lowering its price target to $7.00. The firm cited delayed timelines and headwinds with Western partners. Mobileye's Q3 2026 earnings missed expectations, with adjusted EPS of $0.11 and revenue of $492 million, down 2% YoY. The stock is near its 52-week low of $6.37, down 50% over the past year.
Analysts have reduced price targets for APP due to slower mobile gaming growth, increased competition, and advertising uncertainty. RBC Capital cut its target to $500, while UBS lowered it to $414. APP stock has fallen 62% this year, with retail sentiment shifting to neutral. NFLX and MBLY stocks also declined significantly. According to the analysts, the company's growth outlook is less favorable.
Needham kept its Buy rating on Mobileye Global (MBLY) but cut its price target from $13 to $9, citing a 30.8% decrease. This implies a 40.4% upside from the Oct 29 close of $6.41. Analysts' recent price targets range from $5 to $11.
Mobileye (MBLY) reported Q3 revenue of $492M, beating estimates, with a net profit of $0.11 per share. Despite this, shares weakened due to uncertainty over CEO succession. Revenue declined 2% YoY but rose 7.6% for the first three quarters. The company raised annual guidance, projecting 6% revenue growth and a 42.9% increase in adjusted operating profit.
