Raymond James Maintains Outperform Rating on Mobileye (MBLY)

Mobileye Global Inc. (NASDAQ:MBLY) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats.

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.

Raymond James Maintains Outperform Rating on Mobileye (MBLY)

Image by 18193486 from Pixabay

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.

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