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.
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.
