MOBILEYE GLOBAL ($MBLY) posted quarterly earnings results for Q2 2026 on Thursday, July 23rd. The company reported earnings of $0.19 per share, beating estimates of $0.06 by $0.13. The company also reported revenue of $508,000,000, beating estimates of $490,384,380 by $17,615,620.
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 167 institutional investors add shares of MOBILEYE GLOBAL stock to their portfolio, and 129 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TWO SIGMA INVESTMENTS, LP added 5,199,688 shares (+110.9%) to their portfolio in Q1 2026, for an estimated $35,721,856
- MILLENNIUM MANAGEMENT LLC removed 3,513,605 shares (-61.6%) from their portfolio in Q1 2026, for an estimated $24,138,466
- FIL LTD removed 3,340,905 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $22,952,017
- ASSENAGON ASSET MANAGEMENT S.A. added 2,419,739 shares (+inf%) to their portfolio in Q2 2026, for an estimated $23,423,073
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,218,356 shares (+274.5%) to their portfolio in Q1 2026, for an estimated $15,240,105
- MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. removed 1,999,090 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $13,733,748
- MORGAN STANLEY added 1,904,081 shares (+90.2%) to their portfolio in Q1 2026, for an estimated $13,081,036
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
MOBILEYE GLOBAL Analyst Ratings
Wall Street analysts have issued reports on $MBLY in the last several months. We have seen 1 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
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 9 analysts offer price targets for $MBLY in the last 6 months, with a median target of $10.0.
Here are some recent targets:
- Mark Delaney from Goldman Sachs set a target price of $9.0 on 04/24/2026
- Joseph Spak from UBS set a target price of $10.0 on 04/24/2026
- George Gianarikas from Canaccord Genuity set a target price of $17.0 on 04/24/2026
- Vijay Rakesh from Mizuho set a target price of $9.0 on 04/24/2026
- Joshua Buchalter from TD Cowen set a target price of $10.0 on 04/24/2026
- 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
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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