Mobileye Lands VW Deal For Advanced Driving Tech, Paving Way To Higher Margins, Market Share: Analyst

Written by Emily J. Thompson, Senior Investment Analyst

MBLY-6.76%

Source: Benzinga

Updated: Mar 26 2025

0mins

Source: Benzinga

Mobileye's New Partnership: Mobileye Global Inc has secured its first Surround ADAS design win with Volkswagen and Valeo, marking a significant step in its monetization strategy and the potential future standard for advanced driver assistance systems (ADAS) in the EU.
Market Impact and Projections: Analyst Quinn Bolton maintains a Buy rating on Mobileye with a $20 price target, projecting revenue of $437.5 million for Q1 and highlighting the competitive edge of Mobileye's integrated software solution for L2+ functions, despite a recent decline in stock price.

MBLY

$9.8+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: 10.510

Low

12.00

Averages

17.59

High

30.00

Current: 10.510

Low

12.00

Averages

17.59

High

30.00

Canaccord

Buy

downgrade

$30 -> $24

2026-01-23

New

Reason

Canaccord

Price Target

$30 -> $24

AI Analysis

2026-01-23

New

downgrade

Buy

Reason

Canaccord lowered the firm's price target on Mobileye to $24 from $30 and keeps a Buy rating on the shares. The firm said appreciating Mobileye's long-term earnings potential has been challenging as the market's optimism has been tempered by a cycle of guidance cuts and perceived stagnation in securing next-generation OEM partnerships.

Mizuho

Neutral

downgrade

$12 -> $11

2026-01-22

New

Reason

Mizuho

Price Target

$12 -> $11

2026-01-22

New

downgrade

Neutral

Reason

Mizuho lowered the firm's price target on Mobileye to $11 from $12 and keeps a Neutral rating on the shares after the company reported December quarter results and guided FY26 revenue to $1.94B, up about 3% year-over-year, modestly below the consensus call for 6% year-over-year growth. The firm is lowering estimates following the company's report and guidance.

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Goldman Sachs

Neutral

downgrade

$13 -> $12

2026-01-22

New

Reason

Goldman Sachs

Price Target

$13 -> $12

2026-01-22

New

downgrade

Neutral

Reason

Goldman Sachs lowered the firm's price target on Mobileye to $12 from $13 and keeps a Neutral rating on the shares after its in-line Q4 results. The firm expects Mobileye's revenue growth to accelerate in the future - especially from 2028 on - driven by its expanded backlog for products including its Surround ADAS highway L2+ product and its robotaxi product Drive, though its neutral stance reflects a difficult competitive landscape - both for AVs and ADAS - and a lack of recent awards for L2++/L3 applications, the analyst tells investors in a research note.

Piper Sandler

Neutral

downgrade

$15 -> $13

2026-01-08

Reason

Piper Sandler

Price Target

$15 -> $13

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.

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.