Mobileye Global Inc. $MBLY Shares Purchased by KBC Group NV

KBC Group NV boosted its stake in shares of Mobileye Global Inc. (NASDAQ:MBLY) by 61.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 199,891 shares of the company’s stock after purchasing an additional 76,276 shares during the quarter. KBC Group NV’s holdings in Mobileye Global were worth $1,373,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the stock. BCGM Wealth Management LLC boosted its stake in shares of Mobileye Global by 56.7% in the 1st quarter. BCGM Wealth Management LLC now owns 368,763 shares of the company’s stock valued at $2,533,000 after buying an additional 133,471 shares during the period. Bank of New York Mellon Corp increased its stake in shares of Mobileye Global by 6.0% during the first quarter. Bank of New York Mellon Corp now owns 289,285 shares of the company’s stock worth $1,987,000 after buying an additional 16,477 shares during the period. Harel Insurance Investments & Financial Services Ltd. raised its holdings in Mobileye Global by 24.5% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock valued at $24,634,000 after acquiring an additional 705,400 shares in the last quarter. Sanctuary Advisors LLC acquired a new stake in Mobileye Global in the first quarter valued at approximately $87,000. Finally, Griffin Asset Management Inc. purchased a new position in Mobileye Global in the first quarter worth approximately $102,000. Institutional investors and hedge funds own 13.25% of the company’s stock.

Mobileye Global News Roundup

Here are the key news stories impacting Mobileye Global this week:

• Positive Sentiment: Mobileye reported strong second-quarter results, with EPS of $0.19 beating estimates of $0.06 and revenue of $508 million coming in above expectations, helped by an R&D incentive grant and stronger shipments. Article Title
• Positive Sentiment: The company also raised its 2026 outlook, which signals management confidence in continued operating momentum and may help support the stock. Article Title
• Positive Sentiment: Needham reaffirmed its buy rating and maintained a $13 price target, suggesting meaningful upside from current levels. Article Title
• Neutral Sentiment: TD Cowen lowered its price target to $9 from $11.50 but kept a buy rating, indicating optimism remains despite a more cautious valuation view. Article Title
• Neutral Sentiment: JPMorgan and Mizuho both cut targets and stayed at neutral, while RBC lowered its target to $7 and kept a sector perform view, reflecting divided analyst sentiment after the earnings update. Article Title
• Negative Sentiment: Founder and CEO Amnon Shashua’s planned exit is creating uncertainty around leadership at a time when Mobileye is pushing deeper into robotaxis and robotics, increasing execution risk. Article Title
• Negative Sentiment: A Seeking Alpha commentary argued the stock’s selloff reflects concerns that the leadership transition and robotaxi strategy add risk despite the earnings beat and higher guidance. Article Title

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Royal Bank Of Canada lowered their price target on shares of Mobileye Global from $10.00 to $7.00 and set a “sector perform” rating for the company in a report on Friday. UBS Group lifted their price objective on shares of Mobileye Global from $9.00 to $10.00 and gave the stock a “neutral” rating in a research report on Friday, April 24th. Barclays lowered their target price on shares of Mobileye Global from $16.00 to $14.00 and set an “overweight” rating for the company in a research note on Monday, March 30th. The Goldman Sachs Group increased their target price on Mobileye Global from $8.00 to $9.00 and gave the company a “neutral” rating in a report on Friday, April 24th. Finally, JPMorgan Chase & Co. cut their price target on Mobileye Global from $10.00 to $9.00 and set a “neutral” rating on the stock in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Mobileye Global presently has an average rating of “Hold” and an average target price of $13.27.

Mobileye Global Trading Up 7.8%

MBLY stock opened at $8.05 on Friday. Mobileye Global Inc. has a twelve month low of $6.47 and a twelve month high of $15.81. The company’s 50 day moving average is $9.36 and its two-hundred day moving average is $9.01. The stock has a market cap of $6.77 billion, a P/E ratio of -1.61 and a beta of 1.16.

Mobileye Global (NASDAQ:MBLY) last issued its quarterly earnings data on Thursday, July 23rd. The company reported $0.19 earnings per share for the quarter, topping the consensus estimate of $0.06 by $0.13. Mobileye Global had a negative net margin of 201.49% and a positive return on equity of 0.66%. The business had revenue of $508.00 million during the quarter, compared to the consensus estimate of $480.51 million. During the same quarter in the previous year, the firm earned ($0.08) EPS. The company’s revenue was up .4% compared to the same quarter last year. On average, equities research analysts predict that Mobileye Global Inc. will post -0.09 earnings per share for the current year.

Mobileye Global declared that its Board of Directors has initiated a stock repurchase program on Thursday, April 23rd that permits the company to buyback $250.00 million in outstanding shares. This buyback authorization permits the company to reacquire up to 3.8% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s board believes its stock is undervalued.

Mobileye Global Company Profile

Mobileye Global Inc (NASDAQ: MBLY) is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye’s core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.

Founded in 1999 by Prof.