Mobileye Global (MBLY) to Announce Q4 Earnings on January 22, Forecasting $431.85M Revenue

Written by Emily J. Thompson, Senior Investment Analyst

MBLY+3.42%

Source: seekingalpha

Updated: 7h ago

0mins

Source: seekingalpha

Earnings Announcement Schedule: Mobileye is set to release its Q4 2023 earnings on January 22 before market open, with consensus EPS estimate at $0.06, reflecting a significant 53.8% year-over-year decline, which may impact investor sentiment.
Revenue Expectations: The anticipated revenue for Q4 is $431.85 million, down 11.9% year-over-year, indicating pressure on the company amidst competitive market conditions, potentially affecting future growth strategies.
Historical Performance: Over the past two years, Mobileye has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing financial stability that could bolster investor confidence moving forward.
Estimate Revision Dynamics: In the last three months, EPS estimates have seen 7 upward revisions and 8 downward revisions, while revenue estimates have experienced 9 upward and 8 downward revisions, indicating mixed market sentiment regarding Mobileye's future performance, which may lead to stock price volatility.

MBLY

$10.88+Infinity%1D

Analyst Views on MBLY

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

9 Buy

9 Hold

0 Sell

Moderate Buy

Current: 10.520

Low

12.00

Averages

17.59

High

30.00

Current: 10.520

Low

12.00

Averages

17.59

High

30.00

Piper Sandler

Neutral

downgrade

$15 -> $13

Al Analysis

2026-01-08

Reason

Piper Sandler

Price Target

$15 -> $13

Al Analysis

2026-01-08

downgrade

Neutral

Reason

Piper Sandler lowered the firm's price target on Mobileye to $13 from $15 and keeps a Neutral rating on the shares. Discussing the outlook for 2026, the firm says it expects North American sales to fall 1.2% in 2026 due to persistent concerns regarding affordability. Lower sales should have a downward impact on production, but this may be blunted by re-shoring and fewer imports. In Europe, Piper expects sales to revert to growth in 2026, driven by an influx of cheap Chinese vehicles and rising government support. The firm further expects production to remain flat, due to weakening demand for domestic cars and lower exports. In China, Piper sees sales falling 3.0% in 2026 due to macro weakness and expiring subsidies. Continued export growth should partially offset the effect of lower demand on production, which it has as falling 1.8% year-over-year in 2026.

JPMorgan

Underweight -> Neutral

upgrade

$13

2026-01-06

Reason

JPMorgan

Price Target

$13

2026-01-06

upgrade

Underweight -> Neutral

Reason

JPMorgan upgraded Mobileye to Neutral from Underweight with a $13 price target.

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JPMorgan

Underweight -> Neutral

upgrade

$12 -> $13

2026-01-06

Reason

JPMorgan

Price Target

$12 -> $13

2026-01-06

upgrade

Underweight -> Neutral

Reason

JPMorgan upgraded Mobileye to Neutral from Underweight with a price target of $13, up from $12. The firm sees limited downside risks at current valuation levels. JPMorgan sees auto outlook stabilization following the tariff-related uncertainty in 2025. There is now a higher predictability of growth outcomes through the year, the analyst tells investors in a research note. The firm says Mobility is positioned to benefit through its partnerships with Lyft and Uber.

RBC Capital

Sector Perform

maintain

$18

2026-01-05

Reason

RBC Capital

Price Target

$18

2026-01-05

maintain

Sector Perform

Reason

Mobileye disclosed that its previously announced Surround ADAS win represents roughly 9M vehicles starting in 2028, implying a large Western OEM and validating continued OEM demand for premium Level 2+ offerings despite recent market skepticism, RBC Capital tells investors in a research note. The update supports the view that OEMs may selectively outsource advanced ADAS while retaining autonomy control, with the news likely driving a near-term share rebound after recent pressure, RBC says. RBC Capital has a Sector Perform rating and $18 price target on Mobileye shares.

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.