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Investing.com - CFRA upgraded Mobileye N.V (NASDAQ:MBLY) from Buy to Strong Buy while lowering its price target to $21.00 from $22.00. Currently trading at $15.42, InvestingPro analysis suggests the stock is undervalued, with analyst targets ranging from $12 to $33.
The research firm cited growing robotaxi momentum, supported by recent partnerships with Uber (NYSE:UBER) and Lyft (NASDAQ:LYFT), as a key factor expected to boost results significantly in 2027 and beyond, offsetting industry uncertainty and slowing EV demand. With a strong current ratio of 7.64 and robust gross margins of 48.25%, the company maintains solid operational fundamentals.
CFRA raised its earnings per share estimates for Mobileye to $0.36 for 2025, $0.51 for 2026, and $0.69 for 2027, expressing encouragement that the company lifted its operating income guidance this year despite ongoing trade uncertainties. InvestingPro data reveals 11 analysts have recently revised their earnings estimates upward, suggesting growing confidence in the company’s outlook.
China performance has exceeded expectations, with Mobileye delivering approximately 1.5 million units in the first half of 2025 compared to expectations of around 1.0 million, while also doubling its SuperVision forecast for 2025 to 40,000 units.
The firm views Mobileye as an attractive robotaxi investment option for investors seeking to avoid "Tesla-specific drama," noting potential upside if more trade deals similar to Japan’s 15% tariff rate materialize, particularly with the European Union.
In other recent news, Mobileye reported second-quarter revenue of $506 million, surpassing consensus estimates of $486 million and the company’s own updated guidance of $504 million. Following this, Mobileye revised its fiscal 2025 revenue guidance upward to $1.79 billion, indicating an 8% year-over-year growth. Analysts have responded with mixed updates on Mobileye’s stock. Oppenheimer reiterated an Outperform rating with a $28 price target, highlighting the company’s technology progress and customer engagement. Canaccord Genuity raised its price target to $30, maintaining a Buy rating based on long-term growth prospects. Meanwhile, Mizuho (NYSE:MFG) lowered its price target to $17, citing near-term headwinds but kept a Neutral rating. BofA Securities also reduced its price target to $18, following a revised outlook on preliminary quarterly results. TD Cowen increased its price target to $22, maintaining a Buy rating, due to positive pre-announcement results. These developments reflect a varied outlook among analysts regarding Mobileye’s future performance.
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