Mobileye Global (NASDAQ:MBLY) Upgraded at JPMorgan Chase & Co.

JPMorgan Chase & Co. upgraded shares of Mobileye Global (NASDAQ:MBLY) from an underweight rating to a neutral rating in a research note published on Tuesday, Marketbeat Ratings reports. The brokerage currently has $13.00 price target on the stock, up from their prior price target of $12.00.

A number of other brokerages have also weighed in on MBLY. Tigress Financial raised their target price on shares of Mobileye Global from $22.00 to $25.00 and gave the company a “buy” rating in a research report on Thursday, October 30th. Deutsche Bank Aktiengesellschaft upgraded Mobileye Global from a “hold” rating to a “buy” rating and set a $19.00 price objective on the stock in a research report on Monday, October 6th. Evercore ISI dropped their target price on Mobileye Global from $25.00 to $20.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Zacks Research cut Mobileye Global from a “strong-buy” rating to a “hold” rating in a report on Monday, November 10th. Finally, Morgan Stanley lowered their price objective on Mobileye Global from $17.00 to $13.00 and set an “equal weight” rating for the company in a research note on Monday, December 8th. Ten analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Mobileye Global has a consensus rating of “Hold” and an average target price of $18.11.

Mobileye Global Price Performance

Mobileye Global stock opened at $11.24 on Tuesday. The company’s 50-day moving average is $11.45 and its 200-day moving average is $13.76. The firm has a market capitalization of $9.15 billion, a PE ratio of -26.76, a P/E/G ratio of 3.06 and a beta of 0.57. Mobileye Global has a fifty-two week low of $10.04 and a fifty-two week high of $20.18.

Mobileye Global (NASDAQ:MBLY) last released its quarterly earnings results on Thursday, October 23rd. The company reported $0.09 EPS for the quarter, beating the consensus estimate of $0.08 by $0.01. Mobileye Global had a negative net margin of 17.34% and a positive return on equity of 0.68%. The business had revenue of $504.00 million for the quarter, compared to the consensus estimate of $479.93 million. During the same period in the prior year, the company posted $0.10 earnings per share. Mobileye Global’s revenue was up 3.7% compared to the same quarter last year. As a group, analysts expect that Mobileye Global will post 0.01 EPS for the current year.

Institutional Trading of Mobileye Global

Several hedge funds have recently modified their holdings of the stock. SG Americas Securities LLC raised its position in shares of Mobileye Global by 1,090.2% in the second quarter. SG Americas Securities LLC now owns 115,321 shares of the company’s stock worth $2,073,000 after acquiring an additional 105,632 shares during the period. ARK Investment Management LLC increased its stake in shares of Mobileye Global by 18.2% in the 2nd quarter. ARK Investment Management LLC now owns 137,053 shares of the company’s stock valued at $2,464,000 after purchasing an additional 21,066 shares in the last quarter. Senvest Management LLC acquired a new position in Mobileye Global in the 2nd quarter worth about $1,369,000. Swiss National Bank purchased a new position in Mobileye Global during the second quarter worth approximately $3,441,000. Finally, Caxton Associates LLP acquired a new stake in Mobileye Global in the first quarter valued at approximately $422,000. Institutional investors own 13.25% of the company’s stock.

Key Headlines Impacting Mobileye Global

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

• Positive Sentiment: Mobileye agreed to acquire Mentee Robotics for about $900 million to expand from ADAS into humanoid/“physical AI” applications (robotaxis, industrial fleets), a strategic move that could open new revenue streams starting around 2028. Mobileye to Acquire Mentee Robotics in $900M Deal
• Positive Sentiment: Mobileye used CES to pitch robotaxis and “physical AI,” broadening its addressable market beyond ADAS which could materially raise long‑term growth expectations if execution meets plans. Mobileye Presents at CES 2026 Transcript
• Positive Sentiment: JPMorgan upgraded MBLY, signaling confidence from a major bank that could support investor sentiment and limit downside from near-term volatility. Mobileye Stock Rating Upgraded by JPMorgan Chase & Co.
• Positive Sentiment: Wells Fargo issued a “buy” on MBLY, another institutional endorsement that supports the bull case on growth from ADAS and new robotics initiatives. Mobileye Global, Inc. Class A (MBLY) Gets a Buy from Wells Fargo
• Positive Sentiment: Several bullish analyst/opinion pieces argue MBLY is undervalued after prior selloffs and raise multi‑year upside targets based on ADAS adoption and longer‑term autonomous/robotics revenue potential. Mobileye: Still A Strong Buy
• Neutral Sentiment: Coverage pieces are assessing value after a roughly 28% one‑year share decline; these analyses highlight valuation and risk/reward but don’t drive a clear near‑term catalyst. Does Mobileye (MBLY) Offer Value After A 27.8% One-Year Share Price Decline
• Neutral Sentiment: Options activity spiked (notably large call volume), indicating elevated trading interest and short‑term positioning that can amplify intraday moves but is not a directional fundamental change.
• Negative Sentiment: Piper Sandler cut its price target from $15 to $13 and set a neutral rating, signaling some analyst concern about near‑term upside and the risks or dilution tied to the Mentee acquisition. Piper Sandler Lowers Price Target

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.