Here’s What Analysts Think About Mobileye Global Inc. (MBLY)

Mobileye Global Inc. (NASDAQ:MBLY) is one of the best transportation stocks to buy according to Wall Street analysts. On January 27, Mobileye Global Inc. (NASDAQ:MBLY) was downgraded to Neutral from Buy by Arete, with the firm setting a $15.70 price target.

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Mobileye Global Inc. (NASDAQ:MBLY) also received several rating updates from analysts following its fiscal Q4 and full-year 2025 earnings release on January 22. Raymond James cut the price target on the stock to $16 from $19 on January 23, maintaining an Outperform rating on the shares after the Q4 results. The firm told investors in a research note that while the fiscal year 2026 guidance reaffirmed it as a transition year, it still sees room for upside in late 2026. Raymond James views risk/reward as favorable, given the company’s meaningful earnings leverage from incremental revenue.

Mobileye Global Inc. (NASDAQ:MBLY) also received a rating update from RBC Capital the same day, with the firm lowering the price target on the stock to $13 from $14 while maintaining a Sector Perform rating on the shares. The firm stated that the company’s fiscal year 2026 EBIT guidance came in well below consensus, attributed to R&D expenses associated with the Mentee Robotics acquisition. It further stated that while it remains constructive on Mobileye robotaxi and humanoid platforms, it also sees near-term headwinds from OEM insourcing on advanced autonomy.

Mobileye Global Inc. (NASDAQ:MBLY) develops and deploys driver assistance systems and autonomous driving technologies and solutions. The company’s operations are divided into the Mobileye and Other segments.

While we acknowledge the potential of MBLY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MBLY and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.