Mobileye Global Inc. saw its stock price drop by 5.55% as it hit a 5-day low amid mixed market conditions, with the Nasdaq-100 slightly up and the S&P 500 down.
The company announced its acquisition of Mentee Robotics for approximately $900 million, which includes $612 million in cash and 26.2 million shares of Mobileye Class A common stock. This strategic move is expected to enhance Mobileye's capabilities in the Physical AI sector and strengthen its competitive position in autonomous driving and humanoid robotics. The acquisition is projected to close in Q1 2026, with significant growth potential in Mobileye's automotive revenue pipeline.
This acquisition reflects Mobileye's commitment to advancing its technology and market presence. However, the stock's decline suggests that investors are cautious about the immediate implications of the deal, despite the long-term benefits it may bring.
Wall Street analysts forecast MBLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MBLY is 17.59 USD with a low forecast of 12.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast MBLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MBLY is 17.59 USD with a low forecast of 12.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 9.270
Low
12.00
Averages
17.59
High
30.00
Current: 9.270
Low
12.00
Averages
17.59
High
30.00
Tigress Financial
Buy
maintain
$25
2026-01-29
New
Reason
Tigress Financial
Price Target
$25
AI Analysis
2026-01-29
New
maintain
Buy
Reason
Tigress Financial keeps a Buy rating and $25 price target on Mobileye, noting the stock investment story is supported by growing monetization of its higher-value Surround ADAS and SuperVision pipeline, a clear roadmap to eyes-off Chauffeur/Drive robotaxis, and long-duration upside from Mentee Robotics-driven Physical AI and humanoid robotics. These create a compelling long-term investment opportunity in Mobileye, the analyst tells investors in a research note.
Arete
Alexis Unger
Buy
to
Neutral
downgrade
$15.70
2026-01-27
New
Reason
Arete
Alexis Unger
Price Target
$15.70
2026-01-27
New
downgrade
Buy
to
Neutral
Reason
Arete analyst Alexis Unger downgraded Mobileye to Neutral from Buy with a $15.70 price target.
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UBS
Neutral
downgrade
$13 -> $12
2026-01-23
Reason
UBS
Price Target
$13 -> $12
2026-01-23
downgrade
Neutral
Reason
UBS lowered the firm's price target on Mobileye to $12 from $13 and keeps a Neutral rating on the shares.
HSBC
Pushkar Tendolkar
Buy
to
Hold
downgrade
$11
2026-01-23
Reason
HSBC
Pushkar Tendolkar
Price Target
$11
2026-01-23
downgrade
Buy
to
Hold
Reason
HSBC analyst Pushkar Tendolkar downgraded Mobileye to Hold from Buy with an $11 price target.
About MBLY
Mobileye Global Inc is an Israel-based company that is primarily actives in field of development and deployment of advanced driver-assistance systems (ADAS) and self-driving system (AV). Company's portfolio Mobileye’s of solutions is built upon a purpose-built software and hardware technologies designed to provide the capabilities to make advanced driver-assistance systems and autonomous driving a reality. These technologies are dedicated to deliver capabilities of advancing the safety of road users, and improving the driving experience and the movement of people and goods globally. The Company's offerings include Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye Chauffeur, and Mobileye Drive. Mobileye Global Inc operates globally.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
