Mobility Global is a high-quality software infrastructure business (Piotroski 8 of 9, top margin scores) that looks attractively valued at an 11.3x forward P/E with 15.9% upside to the analyst target, but growth is weak and earnings estimates are trending down.
Thesis pillars
- Weak Growth Falling Estimates↓Deteriorating
- High Quality Business→Stable
- Attractive Software Valuation→Stable
- +2 more pillars — see the Why tab for full reasoning
Mobility Global Inc. (MBGL) Stock Analysis
Technology · Software - Infrastructure
Sell if holding. At $18.52, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings estimates trending DOWN; Sector modifier (Technology): -0.8.
Mobility Global, Inc. provides automotive data, insights, and technology solutions in the United States and internationally. It operates in two segments, CARFAX and Business-to-Business (B2B). The CARFAX segment provides consumers, dealers, car service providers, and finance and... Read more
Sell if holding. At $18.52, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings estimates trending DOWN; Sector modifier (Technology): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.7/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 22d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-10-21Recent Developments — Mobility Global Inc.
Latest news
- NEWS 12 Industrials Stocks Moving In Tuesday's After-Market Session — benzinga Oct 20, 2026 neutral
- NEWS Morgan Stanley Initiates Coverage On Mobility Global with Equal-Weight Rating, Announces Price Target of $19 — benzinga Oct 9, 2026
- NEWS JP Morgan Initiates Coverage On Mobility Global with Neutral Rating, Announces Price Target of $21 — benzinga Sep 28, 2026
- NEWS Evercore ISI Group Initiates Coverage On Mobility Global with In-Line Rating, Announces Price Target of $22 — benzinga Sep 9, 2026 positive
- NEWS Barclays Initiates Coverage On Mobility Global with Equal-Weight Rating, Announces Price Target of $23 — benzinga Sep 1, 2026
Generated 2026-10-21T11:42:54Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $18.52, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings estimates trending DOWN; Sector modifier (Technology): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $17.36. Score 5.7/10, moderate confidence.
Analyst target: $20.52 (+10.8% upside). Prior stop was $17.36. Stop-loss: $17.36.
Sector modifier (Technology): -0.8; Earnings estimates trending DOWN; Weak growth.
Mobility Global Inc. trades at a P/E of 42.9 (forward 11.5). TrendMatrix value score: 6.9/10. Verdict: Sell.
16 analysts cover MBGL with a consensus score of 3.7/5. Average price target: $24.
What does Mobility Global Inc. do?Mobility Global, Inc. provides automotive data, insights, and technology solutions in the United States and...
Mobility Global, Inc. provides automotive data, insights, and technology solutions in the United States and internationally. It operates in two segments, CARFAX and Business-to-Business (B2B). The CARFAX segment provides consumers, dealers, car service providers, and finance and insurance with vehicle history, valuations, listings, and service reminders through proprietary data estate and brand to help consumers buy the right car at the right price, sell, and maintain vehicles. The B2B segment delivers data, forecasts, and sales and marketing solutions for product planning, supply-chain and technology decisions, market analytics, pricing and incentives, and targeted customer activation to original equipment manufacturers, suppliers, dealers, and finance and insurance markets. This segment also provides suite of solutions, including automotiveMastermind, Polk Auto Solutions, Market Scan, various market reporting tools, and Data Studio platform, as well as vehicle and supply chain forecasting, and global reporting. It sells its products through subscription and non-subscription transactions. The company was formerly known as S&P Global Mobility Holding Company and changed its name to Mobility Global, Inc. in February 2026. The company was incorporated in 2025 and is based in Centreville, Virginia.