Mobileye Global (NASDAQ:MBLY) Stock Gets Price Target Reduction from Morgan Stanley

Posted by George Bondi on Oct 15th, 2026

Mobileye Global (NASDAQ:MBLY – Get Free Report) had its price objective reduced by stock analysts at Morgan Stanley from $10.00 to $9.00 in a research note issued on Thursday, Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Morgan Stanley’s target price points to a potential upside of 23.49% from the stock’s current price.

Several other research analysts have also commented on MBLY. Royal Bank Of Canada decreased their target price on Mobileye Global from $10.00 to $7.00 and set a “sector perform” rating for the company in a research report on Friday, July 24th. TD Cowen reduced their price objective on Mobileye Global from $11.50 to $9.00 and set a “buy” rating on the stock in a research note on Friday, July 24th. Barclays reaffirmed an “equal weight” rating and issued a $9.00 price objective (down from $14.00) on shares of Mobileye Global in a report on Wednesday, September 30th. Canaccord Genuity Group decreased their price objective on shares of Mobileye Global from $17.00 to $12.00 and set a “buy” rating for the company in a report on Friday, July 24th. Finally, UBS Group lowered their target price on shares of Mobileye Global from $9.00 to $7.50 and set a “neutral” rating for the company in a research note on Wednesday, October 7th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Mobileye Global currently has a consensus rating of “Hold” and an average target price of $11.25.

Check Out Our Latest Analysis on Mobileye Global

Mobileye Global Stock Performance

Shares of MBLY stock traded up $0.14 during trading hours on Thursday, hitting $7.29. 2,999,172 shares of the company were exchanged, compared to its average volume of 6,908,178. The stock has a market capitalization of $6.12 billion, a price-to-earnings ratio of -1.46, a P/E/G ratio of 2.31 and a beta of 1.25. Mobileye Global has a one year low of $6.47 and a one year high of $15.44. The business’s 50-day simple moving average is $8.15 and its two-hundred day simple moving average is $8.60.

Mobileye Global (NASDAQ:MBLY – Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The company reported $0.19 earnings per share for the quarter, beating the consensus estimate of $0.06 by $0.13. Mobileye Global had a positive return on equity of 0.70% and a negative net margin of 201.49%. The firm had revenue of $508.00 million during the quarter, compared to analyst estimates of $480.51 million. During the same period in the previous year, the company earned ($0.08) earnings per share. Mobileye Global’s quarterly revenue was up .4% on a year-over-year basis. As a group, analysts anticipate that Mobileye Global will post 0.11 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Frank D. Yeary bought 12,360 shares of the business’s stock in a transaction on Thursday, July 30th. The shares were bought at an average cost of $7.98 per share, for a total transaction of $98,632.80. Following the completion of the purchase, the director owned 12,360 shares of the company’s stock, valued at $98,632.80. This represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Safroadu Yeboah-Amankwah purchased 11,841 shares of Mobileye Global stock in a transaction dated Thursday, August 6th. The shares were purchased at an average cost of $8.46 per share, with a total value of $100,174.86. Following the acquisition, the director owned 84,336 shares of the company’s stock, valued at approximately $713,482.56. This trade represents a 16.33% increase in their position. The SEC filing for this purchase provides additional information. 10.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Harel Insurance Investments & Financial Services Ltd. increased its holdings in shares of Mobileye Global by 24.5% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock valued at $24,634,000 after purchasing an additional 705,400 shares during the period. Engineers Gate Manager LP lifted its holdings in Mobileye Global by 140.9% in the fourth quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company’s stock worth $37,348,000 after purchasing an additional 2,092,250 shares during the period. Assenagon Asset Management S.A. lifted its holdings in Mobileye Global by 6.9% in the third quarter. Assenagon Asset Management S.A. now owns 2,586,131 shares of the company’s stock worth $19,112,000 after purchasing an additional 166,392 shares during the period. Bank of America Corp DE grew its position in Mobileye Global by 5.8% in the 1st quarter. Bank of America Corp DE now owns 2,036,548 shares of the company’s stock valued at $13,991,000 after buying an additional 111,215 shares in the last quarter. Finally, Pacer Advisors Inc. bought a new position in Mobileye Global in the 4th quarter valued at about $15,290,000. Institutional investors own 13.25% of the company’s stock.

Mobileye Global Company Profile

(Get Free Report)

Mobileye Global Inc is a technology company focused on advanced driver-assistance systems (ADAS) and autonomous driving. Its technologies are designed to help improve road safety and support automated driving through computer vision, artificial intelligence, sensor fusion and mapping.

The company develops and supplies products for automakers and mobility providers, including EyeQ system-on-chips, camera-based driver-assistance features, SuperVision hands-free driving technology, and autonomous driving platforms.