MBLYMBLYConsumer Cyclical · Auto Parts

MBLY Stock Forecast: Mobileye Global, Inc. Price Predictions for 2026-2027

Last close, 24 Sept 2026
$7.69
+1.05% on the day

The 25 Wall Street analysts covering Mobileye Global, Inc. hold a median 12-month price target of $12 — +49.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 23 Sept 2026 — in the upper half.

Market cap
$6.5B
Ticker Nerd rank
68 / 100
Median analyst target
$12
Analysts covering
25
Revenue$508.0M+0.4% y/y
Operating income−$30.0M
Net income−$21.0M
Free cash flow$114.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−4.4%
1M
−11.0%
YTD
−26.3%
1Y
−45.0%
From 52W high
−50.5%
From 52W low
+17.2%
$7
$16
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

MBLY stock analysis: one number for the whole business

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.

Where the model ranks itAs at 23 Sept 2026
68 / 100

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
Value
98
Revisions
95
Volatility
77
Growth
54
Issuance
53
Size
20
Quality
15
Momentum
8

Accruals (98): Reported profit is backed by cash, and the company is not expanding recklessly.

Momentum (8): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

MBLY stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on MBLY, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$5$10$15$20$25$30Oct 25Jan 26Apr 26Jul 26MBLYHigh $27Median $12Low $7

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

What Wall Street says25 analysts
12 Buy12 Hold1 Sell
Low $7Median $12High $27

The green dot is the last close — the median target sits +49.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 8 moved it down.

DateFirmActionRatingTarget
30 July 2026Tigress FinancialMaintainsBuy$25 → $18
27 July 2026Evercore ISI GroupMaintainsOutperform$20 → $16
27 July 2026Piper SandlerUpgradeOverweight$10 → $12
25 July 2026Canaccord GenuityMaintainsBuy—
25 July 2026UBSMaintainsNeutral—
24 July 2026Canaccord GenuityMaintainsBuy$17 → $12
24 July 2026JP MorganMaintainsNeutral$10 → $9.00
24 July 2026MizuhoMaintainsNeutral$9.00 → $8.00
24 July 2026NeedhamReiteratesBuy$13
24 July 2026RBC CapitalMaintainsSector Perform$10 → $7.00
24 July 2026TD CowenMaintainsBuy$12 → $9.00
24 July 2026UBSMaintainsNeutral$10 → $9.00
13 July 2026RBC CapitalMaintainsSector Perform—
13 July 2026RBC CapitalMaintainsSector Perform$9.00 → $10
13 July 2026TD CowenMaintainsBuy$10 → $12
13 July 2026TD CowenMaintainsBuy—
24 Apr 2026Canaccord GenuityMaintainsBuy—
24 Apr 2026Goldman SachsMaintainsNeutral—
24 Apr 2026MizuhoMaintainsNeutral—
24 Apr 2026TD CowenMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MBLY appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

MBLY vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 24 Sept 2026, Mobileye Global, Inc. returned −45.0% against +17.3% for the S&P 500, dividends included.

MBLY vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Oct 25Jan 26Apr 26Jul 26MBLYS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

MBLY analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+79.9%
Analysts raising
21
Analysts cutting
0
Fundamentals

Mobileye Global, Inc. (MBLY) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−15.8×

Cheaper than 95% of US stocks

Price / sales
3.2×

Cheaper than 39% of US stocks

Price / book
0.8×

Cheaper than 79% of US stocks

EV / EBITDA
−21.8×

Cheaper than 90% of US stocks

Growth & margins
Revenue growth (YoY)
0.4%

Higher than 28% of US stocks

Earnings growth (YoY)
0.4%

Higher than 36% of US stocks

Gross margin
46.3%

Higher than 57% of US stocks

Operating margin
−5.9%

Higher than 27% of US stocks

Net margin
−201.5%

Higher than 3% of US stocks

Returns & dividend
Return on equity
−40.1%

Higher than 24% of US stocks

Return on assets
−2.3%

Higher than 36% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Mobileye Global, Inc. (MBLY) statistics: revenue, profit & scale

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 $6.5B and an enterprise value of $5.2B.

  • Revenue in the twelve months to 30 June 2026: $2.0B. The latest quarter grew 0.4% 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.

  • Shares outstanding: 840.0M.

  • Trailing P/E: −15.8×; forward P/E: 15.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Mobileye Global, Inc. employs 4,200 people — $480K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 23 Sept 2026

Data provided by Twelve Data

Peers

MBLY vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAuto Parts
CompanyMarket capTKN rank
MBLYMobileye Global, Inc.$6.5B
68
LEALear Corp.$6.1B
90
LKQLKQ Corp.$6.0B
51
GTXGarrett Motion, Inc.$4.8B
97
GNTXGentex Corp.$4.7B
92
ALVAutoliv, Inc.$8.9B
81
ALSNAllison Transmission Holdings, Inc.$9.6B
53

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 →

News

Latest MBLY news & analysis

BlackBerry Falls 2% Despite Record QNX Quarter and Raised Full-Year Outlook; Mobileye Holds Steady

24/7 Wall Street · 24 Sept 2026neutral

BlackBerry reported quarterly results that beat expectations, posted record QNX performance, and raised its full-year outlook, though its stock fell 2% to $8. The article notes that Mobileye held steady amid this news.

Why it matters — QNX is an automotive software platform, so its record quarter signals strength in the automotive software segment relevant to Mobileye's sector.

BlackBerry Climbs 6%, Mobileye Rises 5%: Is the Software-Defined Vehicle Trade Waking Up?

24/7 Wall Street · 17 Sept 2026positive

This report notes that software-defined vehicle stocks, including Mobileye and BlackBerry, are rising independently this morning while the broader category remains flat. Mobileye shares gained 5% in the session.

Why it matters — For Mobileye watchers, the stock's standalone climb suggests investor attention on the software-defined vehicle theme is gathering momentum even when the wider sector is not moving.

CYD or MBLY: Which Is the Better Value Stock Right Now?

Zacks Investment Research · 15 Sept 2026neutral

Zacks Investment Research published an article comparing China Yuchai (CYD) and Mobileye Global (MBLY) as value opportunities in the Automotive - Original Equipment sector. The piece poses the question of which of the two stocks presents the better value opportunity for investors right now.

Why it matters — A MBLY watcher would care because this comparison signals how the company is being evaluated against a peer in the value-investing context, potentially shaping investor perception of its valuation.

Why the driverless company Intel controls just bet on a Florida shuttle startup

24/7 Wall Street · 11 Sept 2026negative

Mobileye led a venture investment round in a Florida-based autonomous shuttle startup with ambitions beyond Orlando. The move comes amid Mobileye's ongoing losses, its stock trading below book value, and its relative absence from Intel's investor presentations.

Why it matters — A Mobileye observer would note management deploying capital into an autonomous shuttle venture even as the company continues to report losses and receives little emphasis from parent Intel.

BEEP CLOSES SERIES B TO ACCELERATE COMMERCIAL DEPLOYMENT OF AUTONOMOUS MOBILITY NETWORKS

PRNewsWire · 9 Sept 2026positive

Beep, Inc., a U.S. provider of autonomous mobility solutions, announced the close of a Series B funding round, bringing its total capital raised to approximately $130 million. The round was led by Mobileye, an autonomous vehicle technology leader.

Why it matters — Mobileye led Beep's Series B round, indicating the company's continued investment in autonomous mobility networks and commercial deployment.

FAQ

Frequently asked questions about MBLY stock

What is the MBLY stock price forecast for 2026-2027?

The 25 Wall Street analysts covering Mobileye Global, Inc. have a median 12-month price target of $12, with estimates ranging from $6.95 to $27. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is MBLY stock a buy right now?

Of the 25 analysts covering Mobileye Global, Inc., 12 rate it a Buy, 12 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Mobileye Global, Inc. 68 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank MBLY?

As at 23 Sept 2026, Mobileye Global, Inc. ranks 68 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).

Will MBLY stock go up?

No one can know that. What the data says: the median 12-month target from 25 analysts implies +49.5% from the last close, and Ticker Nerd's factor model ranks Mobileye Global, Inc. 68 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the MBLY stock forecast for 2030?

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: $6.95 to $27 over the next 12 months.

How has MBLY stock performed over the past year?

Mobileye Global, Inc. returned -45.0% over the 12 months to 24 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Mobileye Global, Inc. do?

Mobileye Global Inc. Class A Common Stock represents Mobileye Global Inc., a technology company focused on advanced driver-assistance systems and autonomous driving solutions.

What is the latest news on MBLY?

The most recent item we track (24/7 Wall Street, 24 Sept 2026): "BlackBerry Falls 2% Despite Record QNX Quarter and Raised Full-Year Outlook; Mobileye Holds Steady". BlackBerry reported quarterly results that beat expectations, posted record QNX performance, and raised its full-year outlook, though its stock fell 2% to $8. The article notes that Mobileye held steady amid this news.

Company

About Mobileye Global, Inc.

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