Mobileye Global Inc. logo MBLY - Mobileye Global Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY 0
BUY 15
HOLD 11
SELL 0
STRONG
SELL 0
| PRICE TARGET: $11.88 DETAILS
HIGH: $17.00
LOW: $8.00
MEDIAN: $10.90
CONSENSUS: $11.88
UPSIDE: 29.98%

Stock News

Mobileye: Waiting For The 2027 Inflection Point

Mobileye: Waiting For The 2027 Inflection Point

Mobileye Global Inc. is transitioning from a traditional ADAS supplier to a potential infrastructure provider for robotaxis and humanoid robotics, with major inflection points expected in 2027. The current ~$8B valuation reflects only the legacy ADAS business; new initiatives like Mentee Robotics and robotaxi partnerships could shift revenue models toward recurring income. Despite high gross margins (45%–50%), MBLY remains in heavy R&D mode, with negative operating margins and limited growth catalysts until 2027.

Jul 08, 2026 09:41 AM • seekingalpha.com
Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Intel (NASDAQ: INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 from $90 while keeping its rating at Neutral. That nuance matters. A supersized target without a rating change signals strong conviction in... Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Jun 29, 2026 09:49 AM • 247wallst.com
3 Stocks That Could Benefit as the Robotaxi Race Heats Up

3 Stocks That Could Benefit as the Robotaxi Race Heats Up

Investor attention may have turned elsewhere in recent weeks, but the autonomous vehicle race is still quietly churning behind the scenes. In just the last few days, for example, Finland took a significant step toward approving key self-driving software, and privately held Terawatt Infrastructure secured $300 million in debt financing to expand driverless vehicle infrastructure, among other developments.

Jun 27, 2026 06:51 AM • marketbeat.com
Mobileye: Robotaxi Boosts The Bull Thesis (Rating Upgrade)

Mobileye: Robotaxi Boosts The Bull Thesis (Rating Upgrade)

Mobileye Global Inc. is upgraded to a Strong Buy, driven by a new vertically integrated U.S. robotaxi launch planned for 2027. MBLY's robust autonomous tech stack and existing mobility tools position it to scale rapidly in a competitive market. Despite formidable competition from Waymo and Tesla, MBLY stock's valuation—8.64x 2029 earnings—remains attractive, with potential for upward EPS revisions.

Jun 16, 2026 10:49 AM • seekingalpha.com
Mobileye targets 2027 US robotaxi launch as it expands its fleet operations

Mobileye targets 2027 US robotaxi launch as it expands its fleet operations

Mobileye (NASDAQ:MBLY) has announced plans to expand beyond supplying autonomous driving systems and enter direct operation of a robotaxi service, marking a strategic shift toward a vertically integrated mobility business. The company said it intends to launch a fully driverless ride-hailing service in a major US city in 2027, initially deploying a fleet of roughly 100 vehicles.

Jun 16, 2026 08:26 AM • proactiveinvestors.com
Mobileye Named Frost & Sullivan 2026 Company of the Year in Global Passenger Vehicle ADAS Industry

Mobileye Named Frost & Sullivan 2026 Company of the Year in Global Passenger Vehicle ADAS Industry

JERUSALEM--(BUSINESS WIRE)--Mobileye (Nasdaq: MBLY) has been named the 2026 Frost & Sullivan Global Company of the Year in the Passenger Vehicle ADAS Industry for the Excellence in Best Practices category. The recognition highlights Mobileye's position in AI-powered ADAS solutions that successfully address the evolving safety and scalability needs of global automakers. Frost & Sullivan's analysis found that Mobileye stands out in ADAS as the leading provider delivering across four criti.

Jun 01, 2026 03:00 AM • businesswire.com
Mobileye Is A Better And Cheaper Physical AI Play Than Ouster

Mobileye Is A Better And Cheaper Physical AI Play Than Ouster

I rate Mobileye (MBLY) a buy due to its superior technology, broad physical AI applications, positive FCF, and reasonable valuation versus Ouster (OUST). MBLY's mobility-focused sensors and 25 years of experience position it for long-term demand and higher returns as AV and AI adoption accelerates. MBLY's growth inflects meaningfully in 2028+ when Chauffeur and Drive systems are deployed in robotaxis, potentially driving a valuation re-rating.

May 29, 2026 07:49 AM • seekingalpha.com

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