Here's What Analysts Think About Mobileye Global Inc. (MBLY)

Mobileye Global Inc. (NASDAQ:MBLY) is one of the best transportation stocks to buy according to Wall Street analysts. On January 27, Mobileye Global Inc. (NASDAQ:MBLY) was downgraded to Neutral from Buy by Arete, with the firm setting a $15.70 price target.

Mobileye Global Inc. (NASDAQ:MBLY) also received several rating updates from analysts following its fiscal Q4 and full-year 2025 earnings release on January 22. Raymond James cut the price target on the stock to $16 from $19 on January 23, maintaining an Outperform rating on the shares after the Q4 results. The firm told investors in a research note that while the fiscal year 2026 guidance reaffirmed it as a transition year, it still sees room for upside in late 2026. Raymond James views risk/reward as favorable, given the company’s meaningful earnings leverage from incremental revenue.

Mobileye Global Inc. (NASDAQ:MBLY) also received a rating update from RBC Capital the same day, with the firm lowering the price target on the stock to $13 from $14 while maintaining a Sector Perform rating on the shares. The firm stated that the company’s fiscal year 2026 EBIT guidance came in well below consensus, attributed to R&D expenses associated with the Mentee Robotics acquisition. It further stated that while it remains constructive on Mobileye robotaxi and humanoid platforms, it also sees near-term headwinds from OEM insourcing on advanced autonomy.

Mobileye Global Inc. (NASDAQ:MBLY) develops and deploys driver assistance systems and autonomous driving technologies and solutions. The company’s operations are divided into the Mobileye and Other segments.

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