02:50 PM EDT, 07/24/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our target price by $1 to $21, 41x our 2026 EPS estimate, in line with MBLY's three-year average (~41x) as elevated industry uncertainty and slowing EV demand are offset by growing robotaxi momentum (with support from recent Uber and Lyft partnerships) that should boost results materially in 2027 and beyond. We raise our 2025 EPS view by $0.04 to $0.36, 2026's by $0.06 to $0.51, and 2027's by $0.10 to $0.69. We are encouraged by MBLY lifting its operating income guidance this year despite continued trade uncertainties, where we see upside if more trade deals roll in (i.e., for the EU) that mirror Japan's 15% tariff rate, offering relief for the industry vs current 25% auto tariff levels. China also continues to outperform, with MBLY delivering ~1.5M units in 1H 2025 (vs expectations of ~1.0M) and MBLY doubling its SuperVision forecast in 2025 to 40k units. We think MBLY continues to present a great robotaxi investment option for investors looking to avoid Tesla-specific drama.