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

KBC Group NV boosted its position in shares of Mobileye Global Inc. (NASDAQ:MBLY) by 61.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 199,891 shares of the company’s stock after buying an additional 76,276 shares during the period. KBC Group NV’s holdings in Mobileye Global were worth $1,373,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. Dynamic Advisor Solutions LLC lifted its position in shares of Mobileye Global by 6.3% in the fourth quarter. Dynamic Advisor Solutions LLC now owns 16,068 shares of the company’s stock valued at $168,000 after acquiring an additional 957 shares in the last quarter. Sei Investments Co. raised its stake in Mobileye Global by 2.5% in the 2nd quarter. Sei Investments Co. now owns 45,080 shares of the company’s stock valued at $811,000 after purchasing an additional 1,090 shares during the last quarter. Cresset Asset Management LLC raised its stake in Mobileye Global by 6.3% in the 3rd quarter. Cresset Asset Management LLC now owns 18,819 shares of the company’s stock valued at $266,000 after purchasing an additional 1,110 shares during the last quarter. Greenfield Seitz Capital Management LLC lifted its holdings in Mobileye Global by 5.5% in the 4th quarter. Greenfield Seitz Capital Management LLC now owns 26,939 shares of the company’s stock valued at $281,000 after purchasing an additional 1,393 shares in the last quarter. Finally, IFP Advisors Inc boosted its stake in Mobileye Global by 465.7% during the 3rd quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock worth $26,000 after purchasing an additional 1,495 shares during the last quarter. Institutional investors and hedge funds own 13.25% of the company’s stock.

Key Mobileye Global News

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

Mobileye Global Price Performance

NASDAQ MBLY opened at $8.05 on Friday. The company has a market cap of $6.77 billion, a P/E ratio of -1.61 and a beta of 1.16. The stock has a 50-day moving average of $9.36 and a two-hundred day moving average of $9.01. Mobileye Global Inc. has a 1-year low of $6.47 and a 1-year high of $15.81.

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

Mobileye Global declared that its board has approved a stock buyback program on Thursday, April 23rd that allows the company to repurchase $250.00 million in shares. This repurchase authorization allows the company to reacquire up to 3.8% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s leadership believes its stock is undervalued.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on MBLY shares. Needham & Company LLC reaffirmed a “buy” rating and set a $13.00 target price on shares of Mobileye Global in a report on Friday. TD Cowen lowered their price target on shares of Mobileye Global from $11.50 to $9.00 and set a “buy” rating on the stock in a research report on Friday. The Goldman Sachs Group upped their price objective on shares of Mobileye Global from $8.00 to $9.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Wall Street Zen raised shares of Mobileye Global from a “sell” rating to a “hold” rating in a research note on Saturday, April 25th. Finally, JPMorgan Chase & Co. dropped their price target on Mobileye Global from $10.00 to $9.00 and set a “neutral” rating for the company in a research report on Friday. Two 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 stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $13.27.

Mobileye Global 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.