MBLY
Mobileye Global Inc.
$10.13
+3.32%
$8.3B
No data for this timeframe.
Vol
Market Cap$8.3B
Cap SizeMid Cap
Analyst ConsensusBuy (56%)
Inst. Holders8 funds
Inst. Value$186.8M
Inst. Activity0 buys / 3 sells
Reddit Sentiment66° Warm
SEC Reports2
Recent Activity
Apr 24, 2026
SEC
Mobileye Global Inc. has filed its definitive proxy statement for the 2026 Annual Meeting, which includes proposals for
DEFA14A — Impact 2/10
Apr 23, 2026
SEC
Mobileye reported Q1 2026 revenue of $558M, a 27% year-over-year increase, and raised full-year revenue guidance. Adjust
8-K — Impact 8/10
Apr 23, 2026
earnings_calendar
MBLY Q1 2026 Earnings Before Market Open — 2026-04-23
Feb 3, 2026
Insider
Shalev-Shwartz Shai sold 536,835 shares
Chief Technology Officer @ $0.00 ($0.00)
Feb 3, 2026
Insider
Shashua Amnon sold 1,554,310 shares
CEO and President @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — TRIM
2,111,592 shares ($22.0M)
Inst.
WELLS FARGO & COMPANY/MN — TRIM
919,483 shares ($9.6M)
Price Targets
$13.24
+30.7% upside
Strong Buy
Current $10.13
Low $8.00
Median $11.00
High $27.00
29 analysts
$8.00
$27.00
Analyst Ratings
4Strong Buy
16Buy
16Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 24, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
| Apr 24, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Apr 24, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Apr 24, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| Apr 24, 2026 | Goldman Sachs | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.06 ▼ -4.3% | $0.02 — $0.09 | -57% YoY | 23 |
| Next Q | $0.05 ▼ -12.3% | $0.03 — $0.09 | -44% YoY | 23 |
| Current FY | $0.28 ▲ +9.4% | $0.22 — $0.39 | -22% YoY | 25 |
| Next FY | $0.36 ▼ -0.9% | $0.20 — $0.60 | 31% YoY | 26 |
Latest Reports
NEUTRAL
DEFA14A
2/10
Mobileye Global Inc. has filed its definitive proxy statement for the 2026 Annual Meeting, which includes proposals for
Apr 24, 2026
BULLISH
8-K
8/10
Mobileye reported Q1 2026 revenue of $558M, a 27% year-over-year increase, and raised full-year revenue guidance. Adjust
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | $49.0M | DOUBLED |
| RENAISSANCE TECHNOLOGIES LLC | $43.0M | ADD |
| VANGUARD GROUP INC | $33.3M | ADD |
| MORGAN STANLEY | $22.0M | TRIM |
| BANK OF AMERICA CORP | $20.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 3, 2026 | Shalev-Shwartz Shai | A | $0.00 |
| Feb 3, 2026 | Shashua Amnon | A | $0.00 |
Reddit Sentiment
66°
Warm
Bearish
Neutral
Bullish
8 institutional holders with $186.8M total value (17,897,328 shares) as of 2025-Q4. Top holders: TWO, RENAISSANCE, VANGUARD. Net selling activity: 3 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | 4,690,702 | $49.0M | 26.2% | DOUBLED +131.9% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 4,117,670 | $43.0M | 23.0% | ADD +78.6% |
| 3 | VANGUARD GROUP INC | 3,187,291 | $33.3M | 17.8% | ADD +65.5% |
| 4 | MORGAN STANLEY | 2,111,592 | $22.0M | 11.8% | TRIM -27.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 1,925,333 | $20.1M | 10.8% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 937,464 | $9.8M | 5.2% | ADD +60.5% |
| 7 | WELLS FARGO & COMPANY/MN | 919,483 | $9.6M | 5.1% | TRIM -28.8% |
| 8 | FMR LLC | 7,793 | $81.4K | 0.0% | TRIM -35.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 2,905,358 | 2,111,592 | -27.3% | $22.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 1,290,928 | 919,483 | -28.8% | $9.6M | 2025-Q4 |
| FMR LLC | TRIM | 12,159 | 7,793 | -35.9% | $81.4K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 2,975,917 | 5,316,246 | +78.6% | $75.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 1,890,554 | 4,383,735 | +131.9% | $61.9M | 2025-Q3 |
| UBS Group AG | TRIM | 5,371,781 | 3,686,169 | -31.4% | $52.0M | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 1,852,138 | 3,065,586 | +65.5% | $43.3M | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 530,846 | 2,905,358 | +447.3% | $41.0M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 584,064 | 937,541 | +60.5% | $13.2M | 2025-Q3 |
| FMR LLC | ADD | 7,843 | 12,159 | +55.0% | $171.7K | 2025-Q3 |
| NORGES BANK | EXIT | 69,500 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 1,337,217 | 2,975,917 | +122.5% | $53.5M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 1,342,188 | 530,846 | -60.4% | $9.5M | 2025-Q2 |
| NORGES BANK | NEW | — | 69,500 | — | $1.2M | 2025-Q2 |
| FMR LLC | DOUBLED | 3,135 | 7,843 | +150.2% | $141.0K | 2025-Q2 |
| UBS Group AG | DOUBLED | 2,507,715 | 5,861,999 | +133.8% | $84.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 6,044,297 | 4,051,750 | -33.0% | $58.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 161,925 | 1,622,725 | +902.1% | $23.4M | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 587,709 | 1,342,188 | +128.4% | $19.3M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 907,417 | 1,337,217 | +47.4% | $19.2M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 1,534,574 | 571,937 | -62.7% | $8.2M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 14,159 | 3,135 | -77.9% | $45.1K | 2025-Q1 |
| NORGES BANK | EXIT | 4,816,135 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 4,733,176 | 6,044,297 | +27.7% | $120.4M | 2024-Q4 |
| UBS Group AG | DOUBLED | 901,238 | 2,507,715 | +178.3% | $50.0M | 2024-Q4 |
2 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 3, 2026 | Shalev-Shwartz Shai | Chief Technology Officer | A | 536,835 | $0.00 | $0.00 |
| Feb 3, 2026 | Shashua Amnon | CEO and President | A | 1,554,310 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (56% buy). Based on 36 analysts: 4 strong buy, 16 buy, 16 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$13.24 mean target
+30.7% upside
Strong Buy (2.17)
$8.00 Low
$27.00 High
| Metric | Value |
|---|---|
| Current Price | $10.13 |
| Target Low | $8.00 |
| Target Mean | $13.24 |
| Target Median | $11.00 |
| Target High | $27.00 |
| # Analysts | 29 |
| Recommendation | Strong Buy (2.17) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.06 | $0.02 | $0.09 | -56.6% | -4.3% | 4↑ 4↓ | $0.5B | -4.9% | 23 |
| Next Q 2026-09-30 |
$0.05 | $0.03 | $0.09 | -44.1% | -12.3% | 1↑ 10↓ | $0.5B | -6.3% | 23 |
| Current FY 2026-12-31 |
$0.28 | $0.22 | $0.39 | -21.6% | +9.4% | 16↑ 1↓ | $2.0B | 4.4% | 25 |
| Next FY 2027-12-31 |
$0.36 | $0.20 | $0.60 | 30.9% | -0.9% | 6↑ 12↓ | $2.2B | 13.4% | 26 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.056 | |
| 7d ago | $0.057 | -0.000 |
| 30d ago | $0.059 | -0.003 |
| 60d ago | $0.059 | -0.003 |
| 90d ago | $0.059 | -0.003 |
17 analyst firms have rated this stock: 2 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 24, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Apr 24, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 24, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 24, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Apr 24, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Apr 22, 2026 | BNP Paribas | MAINTAIN | Neutral | Neutral |
| Apr 16, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 14, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Apr 14, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 30, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 29, 2026 | Tigress Financial | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 23, 2026 | HSBC | DOWNGRADE | Buy | Hold |
| Jan 23, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Jan 23, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 23, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 14, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 12, 2026 | Wolfe Research | DOWNGRADE | Outperform | Peer Perform |
| Jan 8, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | JP Morgan | UPGRADE | Underweight | Neutral |
| Jan 5, 2026 | Barclays | UPGRADE | Equal-Weight | Overweight |
| Dec 8, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Nov 26, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Nov 24, 2025 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 4 | 16 | 16 | 0 | 0 | 56% | |
| Apr 1, 2026 | 4 | 16 | 16 | 0 | 0 | 56% | |
| Mar 1, 2026 | 4 | 15 | 16 | 0 | 0 | 54% | |
| Feb 1, 2026 | 4 | 15 | 16 | 0 | 0 | 54% | |
| Jan 1, 2026 | 6 | 14 | 13 | 1 | 0 | 59% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
66°
Warm
Bearish
Neutral
Bullish
15 mentions
6 bullish
0 bearish
13 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 9, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 9, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 9, 2026 | 3 | 48° Neutral | 0 | 0 | 3 |
| May 9, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 6, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 6, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
$SVRE $MBLY perfect timing? Do they work together? — This setup is getting seriously overlooked 🚨
▲ 1
💬 1
⚡ 0.5
$MBLY 100k Bet, INTC Own Them. Robotics Could Be Next 🤖 Musk & Jenson See the TAM far Greater than Ai/LLM.
▲ 1
💬 1
⚡ 0.5
$INTC owns Majority stake in $MBLY
▲ 1
💬 0
⚡ 0.5
$MBLY £1m bet. Doubled my exposure today 🤖
▲ 1
💬 1
⚡ 0.5
$MBLY at $9.19. Intel just hit $124, up ~225% YTD. Mobileye is its forgotten 80%-owned subsidiary.
▲ 1
💬 0
⚡ 0.5
$MBLY forgotten 80% owned subsidiary of Intel
▲ 1
💬 1
⚡ 0.5
Apr 23, 2026
earnings_calendar
MBLY Q1 2026 Earnings Before Market Open — 2026-04-23
Apr 6, 2026
short_volume
Short Volume: MBLY — 61.9% short (1.4M / 2.3M)
Short: 1,401,330 | Exempt: 1,080 | TRF Vol: 2,265,268 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
short_interest
FTD: MBLY — 1,176,658 shares ($8.2M) failed to deliver
Settlement: 20260326, Price: $6.93, FTD Value: $8,154,239.94, MOBILEYE GLOBAL INC CL A
Feb 24, 2026
short_interest
FTD: MBLY — 262,705 shares ($2.3M) failed to deliver
Settlement: 20260224, Price: $8.70, FTD Value: $2,285,533.5, MOBILEYE GLOBAL INC CL A