Mobileye Boosted to Strong Buy by CFRA Amid Robotaxi Advancements

Friday, Aug 29, 2025 7:38 am ET1min read

CFRA raised Mobileye (MBLY) to Strong Buy, expecting robotaxi operations to drive growth from 2027. The firm boosted EPS forecasts and sees Mobileye as a good investment for those avoiding Tesla drama. However, it notes that some AI stocks offer greater upside potential and less downside risk.

CFRA has upgraded its rating for Mobileye Global Inc. (NASDAQ: MBLY) to a Strong Buy, citing the potential of robotaxis to drive growth from 2027 onward. The research firm also raised its price target to $21, up from $22, and boosted its earnings per share (EPS) forecasts for 2025, 2026, and 2027.

CFRA's positive outlook on Mobileye is supported by the company's strong performance in China and its strategic partnerships with major ride-sharing platforms like Uber and Lyft. In the first half of 2025, Mobileye delivered around 1.5 million units in China, outperforming expectations. The company also doubled its 2025 SuperVision forecast to 40,000 units.

The firm sees Mobileye as an attractive investment for those looking to avoid the drama surrounding Tesla. It also notes that the company could benefit from additional trade deals similar to Japan's 15% tariff rate with the European Union.

However, CFRA acknowledges that certain AI stocks may offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, CFRA suggests checking out their free report on the best short-term AI stock.

References:

[1] https://uk.finance.yahoo.com/news/cfra-boosts-mobileye-mbly-strong-112722424.html
[2] https://www.ainvest.com/news/marvell-technology-autodesk-dell-ulta-beauty-affirm-holdings-estee-lauder-gap-simon-property-group-ambarella-petco-health-wellness-company-expected-report-earnings-hours-august-28-2025-2508/
[3] https://www.ainvest.com/news/nvidia-strategic-resilience-china-h20-restrictions-autonomous-driving-expansion-2508/

Mobileye Boosted to Strong Buy by CFRA Amid Robotaxi Advancements

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