MOBILEYE GLOBAL ($MBLY) posted quarterly earnings results for Q1 2026 on Thursday, April 23rd. The company reported earnings of $0.12 per share, beating estimates of $0.09 by $0.03. The company also reported revenue of $558,000,000, beating estimates of $525,232,904 by $32,767,096.
You can see Quiver Quantitative's $MBLY stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
MOBILEYE GLOBAL Hedge Fund Activity
We have seen 144 institutional investors add shares of MOBILEYE GLOBAL stock to their portfolio, and 181 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 3,437,640 shares (-31.8%) from their portfolio in Q4 2025, for an estimated $35,888,961
- ROYAL BANK OF CANADA removed 2,938,509 shares (-90.8%) from their portfolio in Q4 2025, for an estimated $30,678,033
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND removed 2,900,000 shares (-76.3%) from their portfolio in Q4 2025, for an estimated $30,276,000
- BALYASNY ASSET MANAGEMENT L.P. removed 2,462,687 shares (-89.0%) from their portfolio in Q4 2025, for an estimated $25,710,452
- CITADEL ADVISORS LLC removed 2,452,860 shares (-78.7%) from their portfolio in Q4 2025, for an estimated $25,607,858
- ENGINEERS GATE MANAGER LP added 2,092,250 shares (+140.9%) to their portfolio in Q4 2025, for an estimated $21,843,090
- MILLENNIUM MANAGEMENT LLC added 2,077,776 shares (+57.3%) to their portfolio in Q4 2025, for an estimated $21,691,981
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MOBILEYE GLOBAL Analyst Ratings
Wall Street analysts have issued reports on $MBLY in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Tigress Financial issued a "Buy" rating on 01/29/2026
- Needham issued a "Buy" rating on 01/23/2026
- Evercore ISI Group issued a "Outperform" rating on 11/24/2025
To track analyst ratings and price targets for MOBILEYE GLOBAL, check out Quiver Quantitative's $MBLY forecast page.
MOBILEYE GLOBAL Price Targets
Multiple analysts have issued price targets for $MBLY recently. We have seen 14 analysts offer price targets for $MBLY in the last 6 months, with a median target of $13.0.
Here are some recent targets:
- James Picariello from BNP Paribas set a target price of $8.5 on 04/22/2026
- Samik Chatterjee from JP Morgan set a target price of $9.0 on 04/16/2026
- Joseph Spak from UBS set a target price of $9.0 on 04/14/2026
- Mark Delaney from Goldman Sachs set a target price of $8.0 on 04/14/2026
- Dan Levy from Barclays set a target price of $14.0 on 03/30/2026
- Ivan Feinseth from Tigress Financial set a target price of $25.0 on 01/29/2026
- Aaron Rakers from Wells Fargo set a target price of $18.0 on 01/23/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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