Market Cap
$5.1B
MB
MBGL
Mobility Global Inc.
$17.21 ▼ -2.82%
Prev close $17.71Market cap$5.1B
ConsensusBuy
12-mo target$24.27 (+41.0%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (8/10)3 New Institutional PositionsCongressional Activity (3)
Snapshot
The big-picture read on MBGL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (62%)
Inst. Holders
23 funds
Inst. Value
$83.0M
Inst. Activity
3 buys / 0 sells
Insider Activity
$980.6K buy / $0.00 sell
Insider Net $
$980.6K
Social Sentiment
75° Bullish
SEC Reports
12
Congressional
3 trades
Price chart 30d -15.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: MBGL — 55.6% short (0.7M / 1.3M)
Short: 727,481 | Exempt: 577 | TRF Vol: 1,309,500 | Short Ratio: 55.6% | Off-exchange volume (dark p
Sep 1, 2026 Insider
Matharu Taptesh (Tasha) K. surrendered for taxes 9,007 shares
Chief Legal Officer @ $19.83 ($178.6K)
Sep 1, 2026 Insider
Taussig Alexander R. was granted 11,095 shares
Director
Sep 1, 2026 Insider
Aug 13, 2026 SEC Ranganathan Shilpa was granted 20,172 shares
Director
Director Mark S. Peek purchased $682K of MBGL stock in two open-market transactions on August 11-12, 2026, at ~$19.50/sh
INSIDER-BUY — Impact 5/10
Aug 11, 2026 Congress
Kelly Morrison sell
$1,001 - $15,000 — House
Aug 11, 2026 Congress
Aug 7, 2026 SEC Kelly Morrison sell
$1,001 - $15,000 — House
Mobility Global reported Q2 2026 revenue of $468M (+7% YoY) and adjusted EBITDA of $202M (+7%), but GAAP diluted EPS of
8-K — Impact 5/10
Analyst ratings buy % -27.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
62% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | JP Morgan | INITIATE | Neutral | 55% |
| Sep 9, 2026 | Evercore ISI Group | INITIATE | In-Line | 59% |
| Sep 1, 2026 | Barclays | INITIATE | Equal-Weight | 54% |
| Aug 11, 2026 | Citigroup | INITIATE | Neutral | 55% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 10, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Aug 4, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 2, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
| Jul 2, 2026 | Baird | INITIATE | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 5 | 0 | 0 | 62% | |
| Aug 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| Jul 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Price targets
Where 11 covering analysts think MBGL trades over the next 12 months.
$24.27 +41.0% upside Strong Buy
Current$17.21 Low$21.00 Median$23.00 High$32.00 11 analysts
$21.00$32.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
75°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 9 neutral · avg impact 2.8/10.
BULLISHINSIDER-BUY5/10
Director Mark S. Peek purchased $682K of MBGL stock in two open-market transactions on August 11-12,
Aug 13, 2026
MIXED8-K5/10
Mobility Global reported Q2 2026 revenue of $468M (+7% YoY) and adjusted EBITDA of $202M (+7%), but
Aug 7, 2026
BULLISH8-K8/10
Mobility Global Inc. (MBGL) finalized its spin-off from S&P Global Inc. (SPGI) through a Separation
Jul 2, 2026
NEUTRAL32/10
Renato Negro filed a Form 3 initial statement of beneficial ownership with the SEC upon becoming Chi
Jul 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: MBGL — 55.6% short (0.7M / 1.3M)
Short: 727,481 | Exempt: 577 | TRF Vol: 1,309,500 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: MBGL — 62.0% short (0.9M / 1.4M)
Short: 889,088 | Exempt: 4,160 | TRF Vol: 1,434,232 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: MBGL — 58.0% short (0.8M / 1.3M)
Short: 767,170 | Exempt: 1,937 | TRF Vol: 1,323,318 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: MBGL — 62.0% short (1.2M / 2.0M)
Short: 1,229,805 | Exempt: 2,336 | TRF Vol: 1,983,402 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: MBGL — 59.3% short (0.6M / 1.1M)
Short: 630,102 | Exempt: 901 | TRF Vol: 1,063,382 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.33–$0.42 | — | -3.3% | 1↑ 3↓ | $0.5B | 10 |
| Next Q | $0.32 | $0.29–$0.36 | — | +2.6% | 0↑ 4↓ | $0.5B | 10 |
| Current FY | $1.56 | $1.45–$1.63 | — | -0.2% | 1↑ 3↓ | $1.9B | 11 |
| Next FY | $1.62 | $1.50–$1.71 | 4.0% | -1.1% | 1↑ 3↓ | $2.0B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.381 | — |
| 7d ago | $0.397 | -0.016 |
| 30d ago | $0.394 | -0.013 |
| 60d ago | $0.406 | -0.025 |
| 90d ago | $0.440 | -0.059 |
Institutional ownership
Which big funds own MBGL (from quarterly 13F filings) and who is adding or trimming.
23 institutional holders with $83.0M total value (4,332,540 shares) as of 2026-Q2. Top holders: Amundi, Tidal, Alecta. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Amundi | 1,378,679 | $30.4M | 36.6% | NEW |
| Tidal Investments LLC | 512,310 | $11.3M | 13.6% | NEW |
| Alecta Tjanstepension Omsesidigt | 508,000 | $11.2M | 13.5% | NEW |
| Neuberger Berman Group LLC | 430,390 | $9.5M | 11.4% | — |
| FIL Ltd | 216,216 | $4.8M | 5.7% | — |
| CI INVESTMENTS INC. | 172,718 | $3.8M | 4.6% | — |
| Mitsubishi UFJ Trust & Banking Corp | 171,111 | $3.8M | 4.5% | — |
| BALYASNY ASSET MANAGEMENT L.P. | 51,891 | $1.1M | 1.4% | — |
| Boston Partners | 51,413 | $1.1M | 1.3% | — |
| Walleye Trading LLC | 47,100 | $998.0K | 1.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Amundi | NEW | — | 1,378,679 | — | $30.4M |
| Tidal Investments LLC | NEW | — | 512,310 | — | $11.3M |
| Alecta Tjanstepension Omsesidigt | NEW | — | 508,000 | — | $11.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 29 transactions. Net $980.6K — $980.6K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Matharu Taptesh (Tasha) K. | Chief Legal Officer | TAX W/H | 9,007 | $19.83 | $178.6K |
| Sep 1, 2026 | Taussig Alexander R. | Director | AWARD | 11,095 | — | — |
| Sep 1, 2026 | Ranganathan Shilpa | Director | AWARD | 20,172 | — | — |
| Sep 1, 2026 | Taussig Alexander R. | Director | AWARD | 20,172 | — | — |
| Sep 1, 2026 | Ranganathan Shilpa | Director | AWARD | 11,095 | — | — |
| Sep 1, 2026 | Eager William W | Chief Executive Officer | AWARD | 126,072 | — | — |
| Sep 1, 2026 | Lavallee Heather H. | Director | AWARD | 11,095 | — | — |
| Sep 1, 2026 | Lavallee Heather H. | Director | AWARD | 20,172 | — | — |
| Sep 1, 2026 | Leroux Monique F. | Director | AWARD | 11,095 | — | — |
| Sep 1, 2026 | Leroux Monique F. | Director | AWARD | 20,172 | — | — |
Congressional trades
MBGL trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026 | Kelly Morrison | D | HOUSE | SELL | $1,001 - $15,000 | MOBILITY GLOBAL INC | Aug 26, 2026(16d) |
| Aug 11, 2026 | Kelly Morrison | D | HOUSE | SELL | $1,001 - $15,000 | MOBILITY GLOBAL INC | Aug 26, 2026(16d) |
| Aug 11, 2026 | Kelly Morrison | D | HOUSE | SELL | $1,001 - $15,000 | MOBILITY GLOBAL INC | Aug 26, 2026(16d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MBGL.
Shares short
5,698,853
Settlement Sep 15, 2026
Change vs prior
-4.1%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume
Of shares outstanding
≈1.9%
Estimate — not % of float
All MBGL filing & press-release reports (12)
- INSIDER-BUY reportAug 13, 2026
- 8-K reportAug 7, 2026
- 8-K reportJul 2, 2026
- 3 reportJul 1, 2026
- 3 reportJul 1, 2026
- 3 reportJul 1, 2026
- 3 reportJul 1, 2026
- 3 reportJul 1, 2026
- 3 reportJul 1, 2026
- 3 reportJun 4, 2026
- 3 reportJun 4, 2026
- 3 reportJun 4, 2026