MBLYConsumer Cyclical · Auto PartsThe 23 Wall Street analysts covering Mobileye Global, Inc. hold a median 12-month price target of $7.5 — +40.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 52 of 100 as at 3 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Mobileye Global, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (98): Reported profit is backed by cash, and the company is not expanding recklessly.
Momentum (3): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on MBLY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +40.4% from it.
Of the 20 most recent actions, 0 moved their price target up and 11 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 Oct 2026 | Canaccord Genuity | Maintains | Buy | — |
| 31 Oct 2026 | UBS | Maintains | Neutral | — |
| 30 Oct 2026 | Canaccord Genuity | Maintains | Buy | $12 → $11 |
| 30 Oct 2026 | Goldman Sachs | Maintains | Neutral | $8.00 → $7.00 |
| 30 Oct 2026 | TD Cowen | Downgrade | Hold | $8.00 → $7.00 |
| 30 Oct 2026 | UBS | Maintains | Neutral | $7.50 → $7.00 |
| 29 Oct 2026 | Needham | Maintains | Buy | $13 → $9.00 |
| 21 Oct 2026 | RBC Capital | Downgrade | Underperform | — |
| 21 Oct 2026 | RBC Capital | Downgrade | Underperform | $7.00 → $5.00 |
| 19 Oct 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 19 Oct 2026 | Evercore ISI Group | Maintains | Outperform | $16 → $11 |
| 19 Oct 2026 | TD Cowen | Maintains | Buy | — |
| 19 Oct 2026 | TD Cowen | Maintains | Buy | $9.00 → $8.00 |
| 16 Oct 2026 | Citigroup | Initiates | Buy | — |
| 16 Oct 2026 | Citigroup | Initiates | Buy | $11 |
| 15 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 15 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $10 → $9.00 |
| 7 Oct 2026 | UBS | Maintains | Neutral | $9.00 → $7.50 |
| 7 Oct 2026 | UBS | Maintains | Neutral | — |
| 6 Oct 2026 | Goldman Sachs | Maintains | Neutral | $9.00 → $8.00 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
MBLY appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and serversIn full
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Mobileye Global, Inc. returned −57.1% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 95% of US stocks
Cheaper than 46% of US stocks
Cheaper than 81% of US stocks
Cheaper than 89% of US stocks
Higher than 24% of US stocks
Higher than 37% of US stocks
Higher than 57% of US stocks
Higher than 22% of US stocks
Higher than 3% of US stocks
Higher than 24% of US stocks
Higher than 37% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Mobileye Global, Inc. has a market value of $4.8B and an enterprise value of $3.4B.
Revenue in the twelve months to 30 June 2026: $2.0B. The latest quarter shrank 2.4% year on year.
Net income over the same four quarters: −$4.1B, a −201.5% net margin.
Diluted earnings per share, trailing twelve months: $−4.99.
Free cash flow in the twelve months to 30 June 2026: $388.0M, after $102.0M of capital spending.
Trailing P/E: −11.8×; forward P/E: 11.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Mobileye Global, Inc. employs 4,200 people — $480K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Mobileye Global, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool highlighted three takeaways for long-term investors, including Mobileye raising the midpoint of its full-year 2026 revenue outlook to $2.008 billion and EyeQ chip shipments increasing 11% through the third quarter.
Why it matters — The updated revenue outlook and shipment growth are key operating developments for investors tracking Mobileye.
Mobileye held its Q3 2026 earnings call on October 29, 2026. The excerpt lists company executives and participating analysts but provides no discussion of results or outlook.
Why it matters — MBLY watchers can note the call date and participants, but the excerpt does not provide substantive earnings details.
Mobileye Global reported Q3 revenue of $492 million, down about 2% year over year, while adjusted operating income increased 20% to $89 million. The company said EyeQ shipment demand exceeded expectations and raised its full-year revenue and adjusted operating income outlook.
Why it matters — The results combine lower quarterly revenue with higher adjusted operating income and an improved full-year outlook, providing MBLY watchers an update on operating performance and demand.
The item says Mobileye’s Q3 revenue and EPS reflect its performance for the quarter ended September 2026, and highlights comparing key metrics with Wall Street estimates and year-ago figures.
Why it matters — Those comparisons offer MBLY watchers additional context for assessing the quarter beyond revenue and EPS.
Mobileye Global reported quarterly earnings of $0.11 per share, above the Zacks Consensus Estimate of $0.10. Earnings were $0.09 per share in the year-ago quarter.
Why it matters — The report gives MBLY watchers an update on quarterly earnings relative to consensus and the prior-year period.
The 23 Wall Street analysts covering Mobileye Global, Inc. have a median 12-month price target of $7.5, with estimates ranging from $5 to $18. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 23 analysts covering Mobileye Global, Inc., 10 rate it a Buy, 11 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Mobileye Global, Inc. 52 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Mobileye Global, Inc. ranks 52 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (98 of 100).
No one can know that. What the data says: the median 12-month target from 23 analysts implies +40.4% from the last close, and Ticker Nerd's factor model ranks Mobileye Global, Inc. 52 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Mobileye Global, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MBLY are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $5 to $18 over the next 12 months.
Mobileye Global, Inc. returned -57.1% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Mobileye Global Inc. Class A Common Stock represents Mobileye Global Inc., a technology company focused on advanced driver-assistance systems and autonomous driving solutions.
The most recent item we track (The Motley Fool, 30 Oct 2026): "Mobileye: 3 Key Takeaways for Long-Term Investors". The Motley Fool highlighted three takeaways for long-term investors, including Mobileye raising the midpoint of its full-year 2026 revenue outlook to $2.008 billion and EyeQ chip shipments increasing 11% through the third quarter.
Mobileye Global Inc. Class A Common Stock represents Mobileye Global Inc., a technology company focused on advanced driver-assistance systems and autonomous driving solutions. Mobileye develops computer vision-based software and hardware that help vehicles detect lanes, road signs, pedestrians, and potential hazards, supporting a range of driver assistance functions. Its product portfolio includes driver assist platforms, cloud-enhanced driving solutions, and higher-level automated driving technologies designed for passenger vehicles and commercial mobility applications. The company serves automakers and mobility partners across global markets, with its technology embedded in systems that emphasize safety, driver awareness, and vehicle automation. Mobileye Global Inc. Class A Common Stock reflects a business positioned at the intersection of automotive electronics, software, and transportation technology, where its offerings play a central role in modern vehicle safety and automated driving capabilities.
CEO Prof. Amnon Shashua · 4,200 employees · Israel · https://www.mobileye.com
