5 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats

2. Mobileye Global Inc. (NASDAQ:MBLY)

On April 24, 2026, Raymond James lowered its price target on Mobileye Global Inc. (NASDAQ:MBLY) to $14 from $16 while maintaining an Outperform rating. The firm said the Q1 beat and higher 2026 outlook suggest upside to full-year estimates despite it being a transition year, though it cited macro uncertainty for the lower target. TD Cowen raised its price target to $10 from $8.50 and kept a Buy rating, noting the beat and guidance increase likely exceeded expectations, with stronger first-half trends offset by more cautious second-half assumptions tied to macro and geopolitical factors.

On April 23, 2026, Mobileye Global Inc. (NASDAQ:MBLY) reported Q1 adjusted EPS of 12c versus 9c consensus and revenue of $558M compared to $519.54M expected. CEO Amnon Shashua said results reflect a “stronger than expected start” to 2026 and noted higher demand supported a modest increase to the full-year outlook. The company also announced a design win with Mahindra and progress across its robotaxi and advanced driver programs.

Mobileye expects FY26 revenue of $1.935B to $2.015B, compared to the $1.95B consensus, and raised its adjusted operating income outlook, citing higher EyeQ unit shipments and operating leverage.

Mobileye Global Inc. (NASDAQ:MBLY) develops advanced driver assistance and autonomous driving technologies across global markets.