Raymond James Remains a Buy on Mobileye Global Inc. (MBLY)

Core Viewpoint - Mobileye Global Inc. is recognized as a leading investment opportunity in the autonomous vehicle sector, with analysts maintaining a positive outlook despite recent earnings performance [1][2]. Financial Performance - In Q4 2025, Mobileye reported quarterly revenue of $446 million, reflecting an 8.98% decrease year-over-year, but exceeding estimates by $14.15 million [2]. - The GAAP EPS was $0.16, which fell short of estimates by $0.02 [2]. Future Outlook - Management highlighted a robust future automotive revenue pipeline estimated at $24.5 billion over the next eight years, indicating strong momentum entering 2026 [2]. - Analysts at Raymond James noted that the company shipped 8.3 million systems at an average selling price of $50.80, contributing to performance [3]. - There is an anticipated upside potential for Mobileye in the second half of 2026, driven by the revenue mix from SuperVision products [3]. Analyst Ratings - On January 23, Raymond James reiterated a Buy rating on Mobileye with a price target of $16, while Canaccord Genuity also maintained a Buy rating but reduced its price target from $30 to $24 [1].