Canaccord analyst George Gianarikas lowered the firm’s price target on Arbe Robotics (ARBE) to $1.25 from $1.75 and keeps a Buy rating on the shares. The firm said they reported 4Q25 results with its latest update signaling a decisive near-to-medium term pivot away from Western Level 3 passenger vehicle programs toward adjacent markets including defense, robotaxis, autonomous trucking, and off- road applications.
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