Mobileye Global Inc. (MBLY) shares fell 5.41% as the company hit a 52-week low amid disappointing financial results.
Analysts reacted to Mobileye's Q4 report, which showed a net loss of $127 million, significantly higher than last year's loss of $71 million. Despite revenue of $446 million exceeding expectations, the company's guidance for FY26 fell short of analyst consensus, prompting Raymond James to lower its price target from $19 to $16 while maintaining an 'Outperform' rating. This has raised concerns about the company's future performance, reflected in the stock's decline.
The market's reaction indicates a cautious sentiment towards Mobileye, despite some retail investors showing bullish sentiment on Stocktwits. The company's ability to navigate these financial pressures will be crucial for regaining investor confidence.
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: 9.510
Low
12.00
Averages
17.59
High
30.00
Current: 9.510
Low
12.00
Averages
17.59
High
30.00
Arete
Alexis Unger
Buy
to
Neutral
downgrade
$15.70
2026-01-27
New
Reason
Arete
Alexis Unger
Price Target
$15.70
AI Analysis
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.
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.
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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.
Morgan Stanley
Andrew Percoco
Equal Weight
downgrade
$13 -> $12
2026-01-23
Reason
Morgan Stanley
Andrew Percoco
Price Target
$13 -> $12
2026-01-23
downgrade
Equal Weight
Reason
Morgan Stanley analyst Andrew Percoco lowered the firm's price target on Mobileye to $12 from $13 and keeps an Equal Weight rating on the shares. 2026 guidance missed expectations, driven by an unfavorable mix shift and elevated operating expenses from Mentee Robotics and continued growth investments, notes the analyst, who sees downside risk extending into 2027 estimates.
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.
