Mobileye Global ($MBLY) Stock Forecast: Down 5.2% Today

What is Mobileye Global?

Mobileye Global Inc. (NYSE: MBLY) is a technology company specializing in advanced driver-assistance systems (ADAS) and autonomous driving technology. Today, the stock experienced a significant bearish movement in the market.

Why is Mobileye Global going down?

MBLY stock is down 5.2% on Jan 29, 2026 18:27

• The increase in short interest to 12.2% of its float indicates a growing bearish sentiment among investors, contributing to the downward pressure on the stock.
• Mobileye's cautious 2026 revenue outlook of flat to 5% growth and rising operating expenses led to a 6.7% drop in its stock price, highlighting concerns about the company's balance between growth investment and profitability.
• Despite promising technology in ADAS and autonomous driving, Mobileye's ongoing losses and premium P/S multiple of 4.5x, well above the industry average, have raised doubts about its path to profitability and sustainability, further impacting its stock performance.

MBLY Price Chart

MBLY Technical Analysis

MBLY News

Is the Market Bullish or Bearish on Mobileye Global Inc?

Mobileye Global Inc. (NYSE: MBLY) has seen a 3.65% increase in its short interest, now standing at 12.2% of its float, indicating a growing bearish sentiment among investors. It would take approximately 4.7 days for traders to cover their short positions. Compared to its peers, Mobileye's short interest is higher than the average of 8.52%, suggesting a more negative outlook on the company among short sellers.

https://www.sahmcapital.com/news/content/is-the-market-bullish-or-bearish-on-mobileye-global-inc-2026-01-26

Analysts Offer Insights on Consumer Cyclical Companies: Mobileye Global, Inc. Class A (MBLY), Meritage (MTH) and Patrick Industries (PATK)

Analysts have provided varied insights on several consumer cyclical companies. RBC Capital maintained a "Hold" rating on Mobileye Global, Inc. Class A, while UBS reiterated a "Buy" rating on Meritage. BMO Capital also maintained a "Buy" rating on Patrick Industries, with updated price targets for each company reflecting their current market positions and future outlooks.

https://www.theglobeandmail.com/investing/markets/stocks/MBLY/pressreleases/37211570/analysts-offer-insights-on-consumer-cyclical-companies-mobileye-global-inc-class-a-mbly-meritage-mth-and-patrick-industries-patk/

Mobileye Global (MBLY) Is Down 6.7% After Cautious 2026 Outlook and Rising Expenses

Mobileye Global (MBLY) saw its stock drop 6.7% after providing a cautious 2026 revenue outlook of flat to 5% growth and reporting rising operating expenses. The company's 2025 full-year revenue increased to US$1.89 billion with a narrower net loss, but a higher Q4 net loss and the conservative 2026 guidance have put a spotlight on the balance between growth investment and profitability. Despite promising technology in ADAS and autonomous driving, Mobileye remains loss-making, with investors now focusing on execution, volume ramp-ups, and managing increasing costs.

https://www.sahmcapital.com/news/content/mobileye-global-mbly-is-down-67-after-cautious-2026-outlook-and-rising-expenses-2026-01-24

Analysts Offer Insights on Consumer Cyclical Companies: MGM Resorts (MGM), Deckers Outdoor (DECK) and Mobileye Global, Inc. Class A (MBLY)

This article provides analyst ratings and price targets for three consumer cyclical companies: MGM Resorts (MGM), Deckers Outdoor (DECK), and Mobileye Global, Inc. Class A (MBLY). J.P. Morgan maintained a Hold rating on MGM, UBS maintained a Buy rating on Deckers Outdoor, and Morgan Stanley maintained a Hold rating on Mobileye Global. The report includes details about each analyst's performance and the consensus ratings and price targets for each stock.

https://www.theglobeandmail.com/investing/markets/stocks/MGM/pressreleases/37211177/analysts-offer-insights-on-consumer-cyclical-companies-mgm-resorts-mgm-deckers-outdoor-deck-and-mobileye-global-inc-class-a-mbly/

Mobileye (MBLY) Q4 Loss And Premium P/S Multiple Test Bullish Profitability Narratives

Mobileye (MBLY) reported a Q4 net loss of US$0.16 EPS on US$446 million in revenue for FY 2025, continuing its unprofitability despite revenue growth. The company's premium P/S multiple of 4.5x, significantly higher than the industry average of 0.8x, is viewed by critics as a risk given its ongoing losses. While analysts forecast strong growth and a DCF fair value suggests upside, the bullish case heavily relies on Mobileye achieving profitability, which has yet to materialize.

https://www.sahmcapital.com/news/content/mobileye-mbly-q4-loss-and-premium-ps-multiple-test-bullish-profitability-narratives-2026-01-23

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Mobileye Global Price History

13.00.2026 - MBLY Stock was down 5.4%

• A price target cut from $15.00 to $13.00 per share may have contributed to the bearish movement as it indicates a lack of confidence in Mobileye's growth prospects.
• Despite the acquisition of Mentee Robotics for $900 million, which aims to broaden Mobileye's business into physical AI and expand into new growth areas like robotaxis, investors may have concerns about the related-party transaction risks.
• The market might be reacting to the uncertainties surrounding the execution of Mobileye's strategic expansion plans beyond autonomous vehicles, especially with potential regulatory and tax implications involved in the acquisition deal.
• Overall, while Mobileye's ambitious growth strategies are evident, the market seems to be cautious about the risks and challenges associated with these moves, leading to the bearish movement in the stock price today.

02.09.2025 - MBLY Stock was up 5.0%

• Despite a bearish stance taken by some notable investors in options trading, Mobileye Global (MBLY) witnessed a significant bullish movement in the stock market today.
• This unforeseen surge in stock price could be attributed to recent positive developments within the company, potentially including technological advancements or new partnerships.
• It appears that investors may hold an optimistic view on Mobileye's future outlook, leading to increased interest in the stock and driving its value up, counter to the bearish options trading trends.
• In summary, market dynamics indicate a disparity between options trading sentiment and the actual performance and potential of Mobileye Global, resulting in a positive trend in the stock price.

24.09.2025 - MBLY Stock was down 5.3%

• Despite unusual bullish options activity, Mobileye Global saw strong bearish movement today.
• The conflicting data of 56% bullish and 43% bearish traders could have introduced market uncertainty.
• Negative investor reaction to undisclosed information or external factors may have driven the bearish trend in Mobileye Global's stock price.
• Traders potentially sold to secure profits from previous gains, adding to the downward pressure on Mobileye Global's stock.

04.10.2025 - MBLY Stock was down 5.1%

• Despite beating Q3 earnings estimates, Mobileye Global's stock price declined by 10%.
• The strong demand for EyeQ technology and improved operating income were not enough to offset the negative market sentiment.
• Investors might have been expecting even better performance or future guidance, leading to profit-taking and a bearish trend in the stock price.
• The market reaction could also be influenced by broader economic factors or industry-specific concerns impacting the autonomous driving technology sector.

07.00.2026 - MBLY Stock was up 10.3%

• Mobileye's bullish movement is linked to the acquisition of Mentee Robotics for $900 million, illustrating its expansion beyond autonomous vehicles into humanoid robotics.
• The approval of this deal by Intel and a committee of disinterested directors has been noted, but investors are cautious about potential risks related to the acquisition.
• Mobileye's shares rose by 6.4% in premarket trading following the announcement of a partnership with a major U.S. automaker for its next-generation chip, emphasizing Surround ADAS technology for hands-free driving. This news bolstered investor confidence in the company's growth prospects and contributed to the positive market movement of Mobileye's stock.

08.00.2026 - MBLY Stock was down 9.7%

• Acquisition of AI humanoid robotics startup Mentee Robotics for $900 million by Mobileye could have led to investor concerns about related-party transaction risks, regulatory challenges, and execution uncertainties, impacting the stock negatively.
• Despite Mobileye's strategic move to broaden its technology portfolio beyond autonomous vehicles, the market might have reacted bearishly due to perceived risks associated with the acquisition deal.
• The rise in Mobileye's shares by 6.4% in premarket trading following the automaker chip deal announcement did not seem to have a sustained positive impact on the stock, indicating that investors might be more cautious about the long-term implications of the acquisition.

23.00.2026 - MBLY Stock was down 7.0%

• A cautious 2026 outlook provided to analysts, despite strong performance in 2025 revenue, has negatively affected investor sentiment.
• Product mix changes, uncertainty in China volumes, currency headwinds, and expected margin pressure are some factors contributing to the stock's decline.
• Increased operating expenses and heavy investment in new technologies are also playing a role in the bearish movement of Mobileye's stock.
• The market's response indicates investors' sensitivity to future growth prospects and uncertainties regarding the company's long-term performance.

06.00.2026 - MBLY Stock was up 5.5%

• Shares of Mobileye surged by 6.4% following the announcement of a significant deal with a major U.S. automaker for its next-generation chip, showcasing investor confidence in the company's growth prospects.
• The market responded positively to Mobileye's focus on ADAS technology, particularly Surround ADAS for hands-free driving, indicating optimism towards the company's innovative offerings.
• Mobileye's efforts to reduce costs for automakers through their technology solutions likely attracted both investors and potential industry partners, contributing to the bullish sentiment.
• The bullish movement in Mobileye's stock reflects optimism towards the company's strategic partnerships and advancements in ADAS technology, positioning them favorably for future growth in the automotive sector.

16.00.2026 - MBLY Stock was down 5.1%

• A Hold rating with a price target of $13.00 is being maintained, potentially contributing to investor uncertainty and a lack of strong buy signals.
• There are mixed analyst ratings, with some reiterating a Buy rating, which could have caused confusion among investors and led to selling pressure.
• Mobileye's recent financial report revealed quarterly revenue of $504 million and a GAAP net loss of $96 million, potentially disappointing investors and resulting in the bearish movement.

29.00.2026 - MBLY Stock was down 5.2%

• The increase in short interest to 12.2% of its float indicates a growing bearish sentiment among investors, contributing to the downward pressure on the stock.
• Mobileye's cautious 2026 revenue outlook of flat to 5% growth and rising operating expenses led to a 6.7% drop in its stock price, highlighting concerns about the company's balance between growth investment and profitability.
• Despite promising technology in ADAS and autonomous driving, Mobileye's ongoing losses and premium P/S multiple of 4.5x, well above the industry average, have raised doubts about its path to profitability and sustainability, further impacting its stock performance.

29.00.2026 - MBLY Stock was down 6.6%

• Mobileye Global (MBLY) stock decreased by 6.7% due to a conservative 2026 revenue forecast and rising operating expenses. Balancing growth investments and profitability has become a concern for investors.
• Despite revenue growth in FY 2025, the company's continuous losses and a premium price-to-sales ratio of 4.5x, exceeding the industry norm, have led to doubts about its path to profitability.
• Analysts have differing opinions and price targets for MBLY due to uncertainties about the company's financial performance and operational capabilities in the competitive ADAS and autonomous driving sector.
• The market's response to Mobileye's cautious outlook and financial difficulties highlights the need to fulfill growth commitments while managing costs to restore investor trust and enhance stock performance.

16.09.2025 - MBLY Stock was down 5.1%

• The bearish movement in MBLY today could be attributed to the following factors:
• Profit-taking by investors after a recent bullish run following the positive trend in earnings estimate revisions.
• Market volatility and uncertainty leading to a sell-off in high-growth stocks like MBLY.
• Potential concerns or negative information impacting investor sentiment and triggering the bearish movement.