Tigress Financial Partners has maintained its Buy recommendation on Mobileye N.V. (NASDAQ: MBLY), keeping a price objective of $25.00. The firm points to the companys accelerating monetization of advanced driver assistance systems (ADAS) features as a central element of its investment thesis. At the time of Tigress statement, the shares were trading around $9.27, close to a 52-week low of $9.51, and InvestingPro data suggests the shares look inexpensive relative to Fair Value estimates.
In its analysis, Tigress emphasized Mobileyes roadmap toward "eyes-off" Chauffeur/Drive robotaxis and the longer-term potential tied to Physical AI and humanoid robotics originating from the Mentee Robotics deal. The research note frames these initiatives as sources of substantial upside if execution and market adoption progress as envisioned. Although Mobileye has not generated a profit over the last twelve months, InvestingPro data indicates analysts expect the company to reach profitability this year, and eight analysts have recently revised earnings projections upward.
Tigress also pointed to the companys recent fourth-quarter disclosure as evidence of a transitional period. The research house observed a near-term pause in ADAS adoption but argued Mobileye remains positioned for growth over the longer term, driven by its Physical AI roadmap and the strategic acquisition of Mentee Robotics, which extends the companys autonomous-driving capabilities into humanoid robotics.
On the balance sheet, Mobileye shows metrics that Tigress views as supportive of its growth plans: a current ratio of 6.1 and a very low debt-to-capital ratio of 0.01. These figures were cited as factors that provide financial flexibility while the company scales its product suites and pursues new addressable markets.
The Tigress note described Mobileyes business as supported by several reinforcing profit pools instead of relying on a single product line. As ADAS products evolve toward full autonomy and integration with humanoid robotics, the firm sees multiple commercial pathways to revenue expansion. Mobileyes partnerships with major rideshare platforms, focused on deploying its autonomous driving stack and REM mapping, are intended to enable large-scale robotaxi fleets. Tigress highlighted the Mentee acquisition as adding a third major growth pillar that broadens the companys total addressable market.
Mobileyes recent fourth-quarter 2025 results were weaker than market expectations on headline figures. The company reported an earnings per share of $0.06, below the forecast of $0.24, and revenue of $446 million, short of the anticipated $726.82 million. Despite the revenue decline, it exceeded both Raymond James and Street expectations due to strong sales of its SuperVision products.
Analysts have responded to the quarter and guidance with a range of target adjustments, reflecting mixed sentiment. Raymond James lowered its price target to $16 while keeping an Outperform rating and described the period as a transition year for the company. Canaccord Genuity cut its target to $24 and cited concerns about the Volkswagen ramp. Mizuho adjusted its target to $11 and took a cautious tone on China, and Oppenheimer set its target at $27, noting only modest growth expectations.
Overall, Tigress reiteration of a Buy rating and a $25.00 target underscores the firms view that Mobileyes multi-pronged strategy - spanning ADAS, autonomous vehicle deployment, REM mapping partnerships, and the newly acquired humanoid robotics capability - can produce significant long-term value, even as near-term adoption dynamics and quarterly results remain mixed.