Mobileye (MBLY) Q4 Results Lead Analysts to Cut Price Targets to $11-$16
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Source: stocktwits
- Analyst Price Target Cuts: Raymond James lowered Mobileye's price target from $19 to $16 while maintaining an 'Outperform' rating, indicating that despite FY26 guidance suggesting a transition year, there is potential for upside in late 2026.
- Poor Financial Performance: Mobileye reported Q4 revenue of $446 million, exceeding analyst expectations of $431.85 million by about 3%, but posted a net loss of $127 million, significantly higher than the $71 million loss in the same period last year, highlighting financial pressures.
- Market Reaction: Following a series of price target cuts from analysts, Mobileye's shares fell nearly 7% on Friday, reflecting market concerns about the company's future performance, particularly after FY26 earnings guidance came in lower than expected.
- Investor Sentiment Shift: Despite the stock price decline, retail sentiment around MBLY shares on Stocktwits shifted from 'neutral' to 'bullish', indicating some investors' confidence in the company's future potential, even as the stock has dropped over 41% in the past 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 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: 9.270
Low
12.00
Averages
17.59
High
30.00
Current: 9.270
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.
U.S. Banks Report Strong Earnings Amid Proposed Interest Rate Cap
- Strong Earnings: The Big Four U.S. banks (JPMorgan Chase, Wells Fargo, Citigroup, and Bank of America) all exceeded expectations, with Bank of America reporting an 11 basis point year-over-year increase in net interest margin and projecting 5-7% growth in net interest income this year.
- Surge in Trading Revenue: Morgan Stanley and Goldman Sachs reported 40% and 23% increases in equities trading revenue, respectively, indicating robust performance in investment banking amid market volatility, which reflects an overall increase in market confidence.
- Proposed Interest Rate Cap: The Trump administration's proposal to cap credit card interest rates at 10% could force credit card companies to drop high-risk customers, potentially leading to reduced consumer spending and bank profits, with broad economic implications.
- Cautious Investor Sentiment: Despite strong performance in investment banking, analysts express caution regarding IPOs and M&A activity, suggesting that in the current market environment, there may be risks of poor acquisitions that could harm shareholder value.
Continue Reading
Mobileye Advances Future of Robotaxis
- Remote Operator Demand: Goldman Sachs estimates that one remote operator is needed for every three robotaxis currently, highlighting the reliance on human intervention for complex situations, which hampers commercialization efforts.
- Technological Innovation Outlook: Mobileye's proposed 'fast-think, slow-think' architecture aims to enable one operator to manage 10 robotaxis by 2030 and 35 by 2040, significantly reducing operational costs and enhancing scalability.
- Safety Decision Optimization: Mobileye's system perceives the environment 10 times per second to ensure rapid responses in emergencies while leveraging cloud-based AI for complex decision-making, improving the mean time between interventions and reducing reliance on remote operators.
- Market Potential Enhancement: Mobileye's partnership with Volkswagen aims to deploy 100,000 robotaxis by 2033, with an expected automotive revenue pipeline of $24.5 billion over the next eight years, reflecting a 42% increase over the past three years and laying the groundwork for the economic viability of robotaxis.
Continue Reading