MBLY Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

430.69M

-12.1%

0.059

-54.8%

456.09M

+4.13%

0.073

-8.86%

496.21M

-1.94%

0.096

-25.98%

Estimates Revision

The market is revising Upward the revenue expectations for Mobileye Global Inc. (MBLY) for FY2025, with the revenue forecasts being adjusted by 1.28% over the past three months. During the same period, the stock price has changed by -18.89%.

Revenue Estimates for FY2025

Revise Upward

+1.28%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+2.68%

In Past 3 Month

Stock Price

Go Down

-18.89%

In Past 3 Month

15 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 18.93 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.

8 Buy

6 Hold

1 Sell

Moderate Buy

Current: 0.000

Low

12.00

Averages

18.93

High

30.00

Current: 0.000

Low

12.00

Averages

18.93

High

30.00

Piper Sandler

Neutral

downgrade

$15 -> $13

2026-01-08

New

Reason

Piper Sandler

Price Target

$15 -> $13

2026-01-08

New

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

New

Reason

JPMorgan

Price Target

$13

2026-01-06

New

upgrade

Underweight -> Neutral

Reason

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

JPMorgan

Underweight -> Neutral

upgrade

$12 -> $13

2026-01-06

New

Reason

JPMorgan

Price Target

$12 -> $13

2026-01-06

New

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

New

Reason

RBC Capital

Price Target

$18

2026-01-05

New

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.

Barclays

Equal Weight -> Overweight

upgrade

$17 -> $16

2026-01-05

New

Reason

Barclays

Price Target

$17 -> $16

2026-01-05

New

upgrade

Equal Weight -> Overweight

Reason

Barclays upgraded Mobileye to Overweight from Equal Weight with a price target of $16, down from $17, which implies 40% upside. With investor sentiment "quite depressed," Mobileye's risk/reward is favorable at the current level, the analyst tells investors in a research note. The firm sees opportunity for the company to show leverage to the autonomous vehicle theme. Barclays says Mobileye is well positioned as legacy car makers hedge versus Tesla.

Mizuho

Neutral

downgrade

$15 -> $12

2025-12-16

Reason

Mizuho

Price Target

$15 -> $12

2025-12-16

downgrade

Neutral

Reason

Mizuho lowered the firm's price target on Mobileye to $12 from $15 and keeps a Neutral rating on the shares. The firm adjusted targets in the semiconductors and semiconductor capital equipment group heading into 2026. U.S. electric vehicle sales were down 20%-50% month-over-month in October and November, and 2026 launch cancels and delays will be a headwind in 2026, the analyst tells investors in a research note. Mizuho sees a mixed sector outlook with EV headwinds for the analog and auto component supply chain, with industrials potentially performing better.

Valuation Metrics

The current forward P/E ratio for Mobileye Global Inc (MBLY.O) is 33.50, compared to its 5-year average forward P/E of 55.94. For a more detailed relative valuation and DCF analysis to assess Mobileye Global Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

5Y Average PE

55.94

Current PE

33.50

Overvalued PE

79.91

Undervalued PE

31.98

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

5Y Average EV/EBITDA

43.38

Current EV/EBITDA

20.39

Overvalued EV/EBITDA

61.84

Undervalued EV/EBITDA

24.93

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

5Y Average PS

10.42

Current PS

4.81

Overvalued PS

14.46

Undervalued PS

6.38

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders areSelling! The selling amount has increased 94071.64% over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders areSelling! The selling amount has increased 94071.64% over the last month.

Sold

Bought

MBLY News & Events

Events Timeline

No data

News

8.5

01-08NASDAQ.COM

PinnedMobileye Acquires Mentee Robotics for $900 Million

9.0

01-09Benzinga

Saks Global Enterprises Faces Bankruptcy Risk, Seeks Capital Injection to Stay Afloat

2.0

01-09Barron's

Tesla Shares Rise Slightly to End a Tense Week Amid Ongoing Robo Concerns.

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Frequently Asked Questions

What is Mobileye Global Inc (MBLY) stock price today?

The current price of MBLY is 11.55 USD — it has increased 2.76 % in the last trading day.

What is Mobileye Global Inc (MBLY)'s business?

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.

What is the price predicton of MBLY Stock?

What is Mobileye Global Inc (MBLY)'s revenue for the last quarter?

Mobileye Global Inc revenue for the last quarter amounts to 504.00M USD, increased 3.70 % YoY.

What is Mobileye Global Inc (MBLY)'s earnings per share (EPS) for the last quarter?

Mobileye Global Inc. EPS for the last quarter amounts to -0.12 USD, decreased -96.42 % YoY.

What changes have occurred in the market's expectations for Mobileye Global Inc (MBLY)'s fundamentals?

How many employees does Mobileye Global Inc (MBLY). have?

Mobileye Global Inc (MBLY) has 3900 emplpoyees as of January 10 2026.

What is Mobileye Global Inc (MBLY) market cap?

Today MBLY has the market capitalization of 9.40B USD.