With a street-high upside potential of 192.5%, Mobileye Global Inc. (NASDAQ:MBLY) ranks among the 10 best robotics stocks to buy under $30.
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Mobileye Global Inc. (NASDAQ:MBLY) delivered a strong first quarter, and on April 27, 2026, Morgan Stanley updated its view on the stock, reducing its price target to $10 from $12 while maintaining its “Equal Weight” rating.
Morgan Stanley acknowledged the strong quarter, as the revenue grew 27% year-over-year, free cash flows came in at $75 million, while adjusted operating income surged by 61%.
Mobileye Global Inc. (NASDAQ:MBLY) also used the results as an opportunity to raise its full-year 2026 guidance, pushing revenue expectations toward the top end of its prior range, a 4% increase year-over-year, after coming in ahead of expectations in the first quarter.
Management is taking a careful approach to its second-half outlook, given the uncertain demand environment. The analyst noted that sustained China export demand represents a meaningful upside opportunity for the full-year outlook, particularly given Mobileye Global Inc. (NASDAQ:MBLY)’s continued expansion across international markets beyond China.
On the operational front, management’s tone was upbeat across the board.
Momentum across the ADAS program lineup remains solid, with more advanced platforms increasingly pulling their weight. Among those platforms are SuperVision and the company’s robotaxi work with Volkswagen’s MOIA unit. The call also pointed to testing expansions underway in the U.S. and early commercialization groundwork that management believes will build into a meaningful scaling opportunity by 2027.
Notably, in early January this year, Mobileye announced the acquisition of humanoid robotics company Mentee Robotics Ltd. for $900 million. The combination is expected to support the company’s expansion into physical AI, with humanoid robotics complementing its autonomous driving business.
Mobileye Global Inc. (NASDAQ:MBLY) designs and deploys advanced driver assistance systems (ADAS) and self-driving systems (AV). The company operates through the Moovit and Mobileye segments. It provides end-to-end ADAS and autonomous driving solutions, Cloud-Enhanced ADAS, and Mobileye Surround ADAS. Its offerings include Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye Chauffeur, and Mobileye Drive. Mobileye Global Inc operates globally.
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