Analysts Reiterate Mobileye Global (MBLY) Upside Post Earnings

Mobileye Global Inc. (NASDAQ:MBLY) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. Tigress Financials analyst Ivan Feinseth reaffirmed a Buy rating on Mobileye Global Inc. (NASDAQ:MBLY) while maintaining a price target of $25 on January 29. The firm’s price target suggests an attractive 178% upside from the current levels. This update came after the company released its FY 2025 financial results and provided guidance for Q1 2026, reflecting the firm’s confidence in its growth and strong demand for its EyeQ products.

Mobileye Global Inc. (NASDAQ:MBLY) closed 2025 on a strong note, as reported on January 22: revenue increased 15%, operating cash flow rose by more than 50%, and adjusted operating profit grew 45%. For the full year 2026, the company expects revenue to be in the range of 1.9 billion to $1.98 billion, indicating a flat to 5% growth. It projects the EyeQ volume to reach slightly above 37 million units. This includes 10 million units in the first quarter and just over 9 million units per quarter for the rest of the year.

Due to inflation, Mentee R&D expenses, advanced product infrastructure, and foreign exchange headwinds, operating expenses are anticipated to increase by approximately 10% to $1.1 billion. However, gross margin is expected to be down year-over-year because of the EyeQ5 costs and vehicle mix effects.

CFO Moran Rojansky commented on the Q1 2026 outlook:

We expect about 10 million EyeQ units shipped in Q1, which supports our outlook of approximately 19% year-over-year growth in the first quarter.

Mobileye Global Inc. (NASDAQ:MBLY) operates as a developer and deployer of autonomous driving technologies and solutions, including advanced driver assistance systems (ADAS). It operates in the Mobileye and Other segments. The company offers Base ADAS, Cloud-Enhanced ADAS, and Surround ADAS. It also provides  Mobileye Chauffeur, SuperVision, and Mobileye Drive.

While we acknowledge the potential of MBLY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.