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MBLYMobileye Global Inc.Hold5.7·$9.75+1.77%
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Mobileye Global Inc. (MBLY) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Consumer Cyclical · Auto Parts

Hold if already holding. Not a fresh buy at $9.75, but acceptable to hold if already in. Reasons: Earnings estimates trending DOWN; Negative momentum.

Mobileye develops ADAS and autonomous driving solutions, primarily EyeQ SoC-based, deployed in 230M+ vehicles with 50+ OEM partners globally. Revenue was $1.9B in fiscal 2025 (15% YoY growth), driven mainly by EyeQ SoC shipments of 35.7M units.

$9.75+28.1% A.UpsideScore 5.7/10#11 of 27 Auto Parts
QualityF-score8 / 9FCF yield7.52%
Stop $8.79Target $11.96(analyst − 10%)A.R:R 2.4:1
Analyst target$13.29+36.3%29 analysts
$11.96our TP
$9.75price
$13.29mean
$27

Hold if already holding. Not a fresh buy at $9.75, but acceptable to hold if already in. Reasons: Earnings estimates trending DOWN; Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. Mixed signals. Hold existing position. Score 5.7/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 46d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202646d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Strong growth profile
Analyst upside: 28%
Risks
Earnings estimates trending DOWN
Negative momentum
Below 200-MA, MA slope -6.3%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)
P/E (Fwd)26.0
Mkt Cap$7.9B
EV/EBITDA-22.9
Profit Mgn-204.0%
ROE-40.6%
Rev Growth27.4%
Beta1.15
DividendNone
Rating analysts36

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.36bullish
IV84%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.3
Volume
0.7
Obv
1.0
Ma Position
3.0
Rsi
3.5
Volume distribution (falling OBV)Below 200-MA, MA slope -6.3%/30d — confirmed downtrend
GatesMomentum 1.7<4.5Death cross (50MA < 200MA)A.R:R 2.4 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 46d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
39 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $9.06Resistance $11.26

Price Targets

$9
$12
A.Upside+22.7%
A.R:R2.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 1.7 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-30 (46d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MBLY stock a buy right now?

Hold if already holding. Not a fresh buy at $9.75, but acceptable to hold if already in. Reasons: Earnings estimates trending DOWN; Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. Mixed signals. Hold existing position. Target $11.96 (+22.7%), stop $8.79 (−10.9%), A.R:R 2.4:1. Score 5.7/10, moderate confidence.

What is the MBLY stock price target?

Take-profit target: $11.96 (+28.1% upside). Target $11.96 (+22.7%), stop $8.79 (−10.9%), A.R:R 2.4:1. Stop-loss: $8.79.

What are the risks of investing in MBLY?

Earnings estimates trending DOWN; Negative momentum; Below 200-MA, MA slope -6.3%/30d (confirmed downtrend).

Is MBLY overvalued or undervalued?

Mobileye Global Inc. trades at a P/E of N/A (forward 26.0). TrendMatrix value score: 7.7/10. Verdict: Hold.

What do analysts say about MBLY?

36 analysts cover MBLY with a consensus score of 3.6/5. Average price target: $13.

What does Mobileye Global Inc. do?Mobileye develops ADAS and autonomous driving solutions, primarily EyeQ SoC-based, deployed in 230M+ vehicles with 50+...

Mobileye develops ADAS and autonomous driving solutions, primarily EyeQ SoC-based, deployed in 230M+ vehicles with 50+ OEM partners globally. Revenue was $1.9B in fiscal 2025 (15% YoY growth), driven mainly by EyeQ SoC shipments of 35.7M units.

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