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ARBE · NASDAQ · Semiconductors

Arbe

Supplies radar chips, processors, and perception software for automotive sensing.

$0.6500
After-hours close−0.01 (−0.90%)
At close$0.6559(−1.52%)
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Profile

Arbe Robotics Ltd.ARBEInformation Technology

Supplies a 4D imaging-radar platform combining RF chips, radar processors, and AI-based post-processing. The company sells through Tier-1 suppliers that integrate its technology into radar systems for vehicle OEM programs, while also pursuing adjacent sensing markets.

Builds a 4D imaging-radar platform from an RF chipset, radar-processor chip, and AI-based post-processing software. The technology targets L2+ and more automated-driving applications, with uses also described for defense, perimeter security, robotaxis, robotrucks, and off-road vehicles.

Sales channel through Tier-1 automotive suppliers, which integrate the chipset into radar systems for OEM programs. A supply agreement with Magna Electronics is intended to govern a production phase if Magna secures an OEM imaging-radar contract.

Commercial activity is moving from development toward serial production. Most historical revenue came from low-volume non-automotive orders, samples, and testing; a Chinese OEM program through Hirain is expected to bring vehicles to market in early 2027. GlobalFoundries is the sole chip manufacturer.

Company facts

CEORam Machness
ListedOct 8, 2021
ExchangeNASDAQ
HeadquartersTel Aviv-Yafo, Israel
CountryIsrael
Employees100
CIK0001861841
ISINIL0011796625

Key statistics

Market cap$80.4M
EPS (ttm)−$0.3387
P/E (ttm)−1.94
ROE-88.7%
P/B2.12
P/S43.39
Dividend yield
Beta3.96vs XLK 0.67

Year to date −45.3% · Average volume (30d) 988.9K

Analysts

Price target, next 12 months$1.25+89.4%Median of 2 analysts · vs the Aug 28 close
ConsensusBuy1 of 2 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingTarget
Aug 7, 2026Canaccord GenuityTarget$1.25
Mar 6, 2025Maxim GroupDowngradeBuyHold

Earnings

EPS

Estimate−$0.08
Reported−$0.06+21.7%

Revenue

Estimate$542.7K
Reported$702.8K+29.5%

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 6, 2026Q2 FY26−$0.08−$0.06+21.7%$542.7K$702.8K+29.5%+7.13%
May 28, 2026Q1 FY26−$0.07−$0.08−14.3%$478.8K$461.0K−3.7%−9.09%
May 19, 2026Q1 FY26−$0.08−$0.080.0%$478.8K$461.0K−3.7%+7.44%
Feb 26, 2026Q4 FY25−$0.08−$0.080.0%$641.5K$458.0K−28.6%−11.72%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$40.0K$274.0K$254.0K$458.0K$461.0K$703.0K
Gross profit−$298.0K−$185.0K−$243.0K−$76.0K−$127.0K−$6.0K
Operating income−$13.4M−$11.5M−$11.5M−$11.9M−$11.3M−$9.8M
Net income−$13.8M−$10.2M−$11.0M−$11.4M−$9.4M−$9.1M
Diluted EPS−$0.13−$0.09−$0.10−$0.09−$0.08−$0.07
Gross margin-745.0%-67.5%-95.7%-16.6%-27.5%-0.9%
Operating margin-33,402.5%-4,189.8%-4,531.9%-2,588.0%-2,460.7%-1,398.9%

Fiscal years (4-quarter sums)FY21 $2.2M · FY22 $3.5M · FY23 $1.5M · FY24 $768.0K · FY25 $1.0M

Revenue by geography · FY25

Sweden$747.0K · 73%
United States$204.0K · 20%
Israel$53.0K · 5%
HONG KONG$16.0K · 2%
China$6.0K · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $67.0M · Total debt $25.9M · Total assets $72.2M · Shareholders' equity $40.5M

Dividends

No dividends on record.

Ownership

Institutions 21.89%26.85M sharesInsiders 6.38%7.82M sharesOther 71.73%87.97M shares

Shares outstanding 122.65M · Float 96.82M · 78.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Alyeska Investment Group, L.P.6.48M5.28%13FAug 14, 2026
Awm Investment Company, Inc.5.51M4.49%13FAug 14, 2026
Iangels Crowd Ltd4.63M5.44%13GJan 7, 2025
Peak6 LLC4.14M3.37%13FAug 13, 2026
Y.D. More Investments Ltd2.84M2.32%13FAug 5, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 3, 2026Noam Arkinddirector, officer: Chief Technology Officer−24,138$1.09
Jun 2, 2026Noam Arkinddirector, officer: Chief Technology Officer−175,862$1.18
View details

Peers

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