Arbe
Supplies radar chips, processors, and perception software for automotive sensing.
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Profile
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
Key statistics
Year to date −45.3% · Average volume (30d) 988.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Aug 7, 2026 | Canaccord Genuity | Target | $1.25 | ||
| Mar 6, 2025 | Maxim Group | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next 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 | −$0.08 | 0.0% | $478.8K | $461.0K | −3.7% | +7.44% |
| Feb 26, 2026Q4 FY25 | −$0.08 | −$0.08 | 0.0% | $641.5K | $458.0K | −28.6% | −11.72% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 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
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
Shares outstanding 122.65M · Float 96.82M · 78.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 6.48M | 5.28% | 13F | Aug 14, 2026 |
| Awm Investment Company, Inc. | 5.51M | 4.49% | 13F | Aug 14, 2026 |
| Iangels Crowd Ltd | 4.63M | 5.44% | 13G | Jan 7, 2025 |
| Peak6 LLC | 4.14M | 3.37% | 13F | Aug 13, 2026 |
| Y.D. More Investments Ltd | 2.84M | 2.32% | 13F | Aug 5, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 3, 2026 | Noam Arkind | director, officer: Chief Technology Officer | −24,138 | $1.09 |
| Jun 2, 2026 | Noam Arkind | director, officer: Chief Technology Officer | −175,862 | $1.18 |
Peers
- Mobileye
Imaging radar and automated-driving systems for L3 programs
- NXP Semiconductors
4D imaging-radar chipsets for OEM and Tier 1 designs
- Texas Instruments
Automotive mmWave radar chips for Tier 1 sensor designs
- Innoviz Technologies
LiDAR and perception stack for the same ADAS sensor budgets
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arbe | $0.6500 | −0.90% | $80.4M | — | — | 43.4 | +156.5% |
| Mobileye | $8.57 | −0.29% | $7.00B | — | 20.9 | 3.5 | +0.4% |
| NXP Semiconductors | $223.80 | +0.18% | $56.38B | 19.1 | 13.3 | 4.3 | +19.5% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| Innoviz Technologies | $0.3540 | +1.14% | $100.8M | — | — | 1.9 | +85.1% |
| Median | 29.2 | 20.9 | 3.9 | +21.2% |






