Analyst Aaron Rakers from Wells Fargo reiterated a Buy rating on Mobileye Global, Inc. Class A (MBLY – Research Report) and keeping the price target at $18.00.
Aaron Rakers has given his Buy rating due to a combination of factors, including Mobileye’s strategic partnerships and design wins that position the company for future growth. The recent collaboration with Volkswagen and Uber for autonomous driving technology, set to launch in late 2026, is seen as a significant positive development. This partnership is expected to contribute to a revenue ramp in 2027, highlighting Mobileye’s strong market position and potential for increased sales.
Additionally, Mobileye’s reaffirmed revenue and EBIT guidance for 2025, along with new design wins in advanced driver-assistance systems (ADAS) and imaging radar sensors, further support the Buy rating. The company’s ability to secure new contracts with major OEMs, including a re-engagement with a European manufacturer after eight years, demonstrates its competitive edge and innovation in the automotive technology sector. Despite potential challenges from tariffs, Mobileye’s strategic initiatives and market opportunities present a compelling investment case.
In another report released yesterday, TD Cowen also maintained a Buy rating on the stock with a $18.00 price target.