Mobileye Reports Q4 Revenue Decline Amid Analyst Downgrades
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy MBLY?
Source: stocktwits
Mobileye Global Inc. shares fell 5.99% as the stock crossed below its 5-day SMA, reflecting investor concerns following its Q4 earnings report.
The company reported a 9% year-over-year revenue decline to $446 million for Q4 2025, although it exceeded analyst expectations of $432 million. Despite this, several analysts adjusted their price targets downward, with Needham lowering its target from $18 to $16 and Canaccord Genuity from $30 to $24, indicating cautious sentiment regarding Mobileye's future outlook. The company anticipates fiscal 2026 revenue between $1.90 billion and $1.98 billion, which also falls short of the $2 billion analyst consensus, raising concerns about long-term growth potential.
The decline in revenue and the cautious guidance have led to a negative sentiment among investors, as the company faces challenges in the autonomous driving sector. The adjustments in analyst ratings further reflect the market's apprehension about Mobileye's performance in the upcoming fiscal year.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MBLY?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on MBLY
Wall Street analysts forecast MBLY stock price to rise
18 Analyst Rating
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 6.870
Low
12.00
Averages
17.59
High
30.00
Current: 6.870
Low
12.00
Averages
17.59
High
30.00
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.
Latest Wall Street Ratings Overview
- Boeing Rating: Wells Fargo initiates coverage of Boeing with a Buy rating, forecasting a significant recovery in free cash flow as production normalizes, setting a price target of $250 based on a 20x FCF multiple on its 2028 forecast, indicating strong confidence in future growth.
- Disney Upgrade: Raymond James upgrades Disney from Market Perform to Outperform with a price target of $115, viewing the current macro backdrop and international visitation challenges as an attractive investment opportunity, reflecting optimism about its valuation.
- Microsoft Buy Rating: Benchmark initiates Microsoft with a Buy rating and a price target of $450, describing it as a juggernaut in artificial intelligence, leveraging its comprehensive portfolio of digital applications and cloud services to drive enterprise and consumer transformation, showcasing its strong market position.
- Algonquin Power Rating: Barclays initiates coverage of Algonquin Power & Utilities with an Overweight rating, citing the company's undervaluation and strong turnaround potential, indicating market confidence in its future performance.
See More
Baidu's Apollo Go Faces System Malfunction Incident
- System Malfunction Incident: In Wuhan, Baidu's Apollo Go robotaxis stalled mid-traffic due to system malfunctions, trapping passengers and causing multiple traffic collisions, highlighting the potential risks of autonomous driving technology in real-world applications.
- Passenger Safety Assurance: Despite the malfunction, local traffic police confirmed that passengers safely exited the vehicles, indicating emergency response capabilities during crises, yet the incident remains under investigation, potentially affecting public trust in driverless technology.
- Competitive Market Pressure: With over 1,000 vehicles deployed in China, Apollo Go faces fierce competition from rivals like WeRide and Pony.AI, which could impact its market share and future investment attractiveness.
- International Expansion Challenges: Although Apollo Go is testing in multiple international cities and partnering with Uber and Lyft, this incident may negatively affect its reputation in overseas markets, particularly for its autonomous services in Abu Dhabi and Dubai.
See More
Mobileye's Eventful Monday: A Positive Indicator for Automotive Technology
Recent Stock Performance: Mobileye's shares have shown a strong upward trend, climbing over 4% recently, indicating a positive shift in investor sentiment following the announcement of a significant contract with a major U.S. automaker.
New Contract Significance: The new contract for a high-volume Driver Monitoring System (DMS) is a crucial development for Mobileye, reinforcing its position in the automotive technology sector and highlighting the company's underlying value despite previous stock declines.
Technological Advancements: Mobileye's technology, particularly its integrated systems that enhance safety and convenience in vehicles, positions the company as a key player in the evolving automotive market, especially as manufacturers transition to electric vehicles.
Market Resilience: Despite challenges in the electric vehicle market, Mobileye's business remains robust, with its advanced safety features in high demand across various vehicle types, ensuring a strong growth trajectory moving forward.
See More
Zoox to Launch Robotaxi Service in Austin and Miami
- Service Area Expansion: Zoox announced the upcoming launch of its robotaxi service in Austin and Miami, initially limited to Zoox employees and their families, before opening to the public, indicating the company's ongoing progress in the autonomous driving sector.
- User Base Growth: As of late March, Zoox has provided free driverless rides to 350,000 passengers, with approximately 500,000 people on the waitlist, highlighting strong market demand and potential growth opportunities for its services.
- Increased Competitive Pressure: Zoox faces intense competition from Alphabet's Waymo, which offers 400,000 paid rides weekly across six U.S. cities, necessitating Zoox to accelerate its paid service launch to maintain market competitiveness.
- Technology Testing and Partnerships: Zoox is testing its autonomous technology in 10 U.S. cities and has partnered with Uber to provide services through Uber's ride-hailing app in Las Vegas, expected to enhance its market penetration and user experience.
See More
Jensen Huang's Remarks on Autonomous Driving Captivate Market
- Positive Market Reaction: Jensen Huang's comments on autonomous driving sparked strong investor interest, with Uber and Lyft's stock prices rising by 2.31% and 0.07% respectively after the GTC conference, indicating optimistic market expectations for both companies' future developments.
- Clear Future Trajectory: Despite a subsequent drop in stock prices, the business trajectory for Uber and Lyft in the autonomous driving sector is clear, suggesting they may emerge as winners in the future mobility market, especially as technology continues to advance.
- Increased Investor Confidence: Huang's remarks not only boosted the market performance of Uber and Lyft but also enhanced investor confidence in the overall prospects of the autonomous driving industry, signaling potential investment opportunities ahead.
- Intensifying Industry Competition: As autonomous driving technology rapidly evolves, Uber and Lyft's competitive positions in the market will become increasingly crucial, necessitating continuous innovation to maintain leadership and secure advantages in the future mobility landscape.
See More
NVIDIA Accelerates Autonomous Driving Partnerships
- Autonomous Driving Outlook: NVIDIA's announcement of partnerships with Uber and Lyft to advance autonomous driving technology is expected to significantly enhance market demand and future growth potential for both companies.
- Positive Market Reaction: Following Jensen Huang's remarks at the GTC conference, Uber and Lyft's stock prices surged, reflecting investor confidence in the future of autonomous driving.
- Supply Chain Expansion: The addition of more suppliers for autonomous driving indicates increased support for demand aggregators, further driving technological advancements and competitiveness within the industry.
- Investor Focus: Although Uber and Lyft's stock prices experienced a decline later, the market remains optimistic about their long-term prospects in autonomous driving, indicating strong investor expectations for future returns.
See More
Latest Wall Street Ratings Overview
- Boeing Rating: Wells Fargo initiates coverage of Boeing with a Buy rating, forecasting a significant recovery in free cash flow as production normalizes, setting a price target of $250 based on a 20x FCF multiple on its 2028 forecast, indicating strong confidence in future growth.
- Disney Upgrade: Raymond James upgrades Disney from Market Perform to Outperform with a price target of $115, viewing the current macro backdrop and international visitation challenges as an attractive investment opportunity, reflecting optimism about its valuation.
- Microsoft Buy Rating: Benchmark initiates Microsoft with a Buy rating and a price target of $450, describing it as a juggernaut in artificial intelligence, leveraging its comprehensive portfolio of digital applications and cloud services to drive enterprise and consumer transformation, showcasing its strong market position.
- Algonquin Power Rating: Barclays initiates coverage of Algonquin Power & Utilities with an Overweight rating, citing the company's undervaluation and strong turnaround potential, indicating market confidence in its future performance.
See More
Baidu's Apollo Go Faces System Malfunction Incident
- System Malfunction Incident: In Wuhan, Baidu's Apollo Go robotaxis stalled mid-traffic due to system malfunctions, trapping passengers and causing multiple traffic collisions, highlighting the potential risks of autonomous driving technology in real-world applications.
- Passenger Safety Assurance: Despite the malfunction, local traffic police confirmed that passengers safely exited the vehicles, indicating emergency response capabilities during crises, yet the incident remains under investigation, potentially affecting public trust in driverless technology.
- Competitive Market Pressure: With over 1,000 vehicles deployed in China, Apollo Go faces fierce competition from rivals like WeRide and Pony.AI, which could impact its market share and future investment attractiveness.
- International Expansion Challenges: Although Apollo Go is testing in multiple international cities and partnering with Uber and Lyft, this incident may negatively affect its reputation in overseas markets, particularly for its autonomous services in Abu Dhabi and Dubai.
See More
Mobileye's Eventful Monday: A Positive Indicator for Automotive Technology
Recent Stock Performance: Mobileye's shares have shown a strong upward trend, climbing over 4% recently, indicating a positive shift in investor sentiment following the announcement of a significant contract with a major U.S. automaker.
New Contract Significance: The new contract for a high-volume Driver Monitoring System (DMS) is a crucial development for Mobileye, reinforcing its position in the automotive technology sector and highlighting the company's underlying value despite previous stock declines.
Technological Advancements: Mobileye's technology, particularly its integrated systems that enhance safety and convenience in vehicles, positions the company as a key player in the evolving automotive market, especially as manufacturers transition to electric vehicles.
Market Resilience: Despite challenges in the electric vehicle market, Mobileye's business remains robust, with its advanced safety features in high demand across various vehicle types, ensuring a strong growth trajectory moving forward.
See More
Zoox to Launch Robotaxi Service in Austin and Miami
- Service Area Expansion: Zoox announced the upcoming launch of its robotaxi service in Austin and Miami, initially limited to Zoox employees and their families, before opening to the public, indicating the company's ongoing progress in the autonomous driving sector.
- User Base Growth: As of late March, Zoox has provided free driverless rides to 350,000 passengers, with approximately 500,000 people on the waitlist, highlighting strong market demand and potential growth opportunities for its services.
- Increased Competitive Pressure: Zoox faces intense competition from Alphabet's Waymo, which offers 400,000 paid rides weekly across six U.S. cities, necessitating Zoox to accelerate its paid service launch to maintain market competitiveness.
- Technology Testing and Partnerships: Zoox is testing its autonomous technology in 10 U.S. cities and has partnered with Uber to provide services through Uber's ride-hailing app in Las Vegas, expected to enhance its market penetration and user experience.
See More
Jensen Huang's Remarks on Autonomous Driving Captivate Market
- Positive Market Reaction: Jensen Huang's comments on autonomous driving sparked strong investor interest, with Uber and Lyft's stock prices rising by 2.31% and 0.07% respectively after the GTC conference, indicating optimistic market expectations for both companies' future developments.
- Clear Future Trajectory: Despite a subsequent drop in stock prices, the business trajectory for Uber and Lyft in the autonomous driving sector is clear, suggesting they may emerge as winners in the future mobility market, especially as technology continues to advance.
- Increased Investor Confidence: Huang's remarks not only boosted the market performance of Uber and Lyft but also enhanced investor confidence in the overall prospects of the autonomous driving industry, signaling potential investment opportunities ahead.
- Intensifying Industry Competition: As autonomous driving technology rapidly evolves, Uber and Lyft's competitive positions in the market will become increasingly crucial, necessitating continuous innovation to maintain leadership and secure advantages in the future mobility landscape.
See More
NVIDIA Accelerates Autonomous Driving Partnerships
- Autonomous Driving Outlook: NVIDIA's announcement of partnerships with Uber and Lyft to advance autonomous driving technology is expected to significantly enhance market demand and future growth potential for both companies.
- Positive Market Reaction: Following Jensen Huang's remarks at the GTC conference, Uber and Lyft's stock prices surged, reflecting investor confidence in the future of autonomous driving.
- Supply Chain Expansion: The addition of more suppliers for autonomous driving indicates increased support for demand aggregators, further driving technological advancements and competitiveness within the industry.
- Investor Focus: Although Uber and Lyft's stock prices experienced a decline later, the market remains optimistic about their long-term prospects in autonomous driving, indicating strong investor expectations for future returns.
See More
