Mobileye Global (MBLY) is down 17.4% today. Here is some analysis on what might have caused this price movement. ([ir.mobileye.com](https://ir.mobileye.com/news-releases/news-release-details/mobileye-announces-planned-leadership-transition))
Analysis: The most likely catalyst is the company’s announced leadership transition, with founder and CEO Prof. Amnon Shashua planning to step down after a successor is appointed. That appears to have outweighed otherwise solid second-quarter results and a modest increase to full-year revenue guidance, while investors may also be reacting to flat year-over-year revenue and pricing pressure tied to China OEM export mix. ([ir.mobileye.com](https://ir.mobileye.com/news-releases/news-release-details/mobileye-announces-planned-leadership-transition))
Details:
Sources:
Mobileye Investor Relations, SEC, Reuters ([ir.mobileye.com](https://ir.mobileye.com/news-releases/news-release-details/mobileye-announces-planned-leadership-transition))
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MBLY Hedge Fund Activity
We have seen 169 institutional investors add shares of $MBLY 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.
$MBLY 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 $MBLY, check out Quiver Quantitative's $MBLY forecast page.
$MBLY 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.
