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Arbe Robotics
(NASDAQ:ARBE)
Arbe Robotics (ARBE) vs. SPDR S&P 500 ETF (SPY)
Arbe Robotics Business Overview & Revenue Model
Arbe Robotics Earnings Call Summary
Arbe Robotics Financial Statement Overview
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.03M | 768.00K | 1.47M | 3.52M | 2.25M |
| Gross Profit | -802.00K | -785.00K | -38.00K | 2.23M | 809.00K |
| EBITDA | -47.40M | -49.07M | -46.33M | -47.25M | -32.94M |
| Net Income | -45.17M | -49.32M | -43.50M | -40.49M | -58.09M |
Balance Sheet | |||||
| Total Assets | 74.61M | 60.79M | 50.48M | 60.83M | 105.35M |
| Cash, Cash Equivalents and Short-Term Investments | 45.00M | 24.28M | 43.99M | 54.57M | 100.81M |
| Total Debt | 27.90M | 32.62M | 1.74M | 381.00K | 4.92M |
| Total Liabilities | 33.79M | 38.29M | 8.39M | 12.08M | 25.52M |
| Stockholders Equity | 40.82M | 22.50M | 42.09M | 48.75M | 79.82M |
Cash Flow | |||||
| Free Cash Flow | -38.43M | -33.12M | -33.76M | -41.28M | -27.20M |
| Operating Cash Flow | -38.12M | -32.50M | -33.51M | -40.36M | -26.42M |
| Investing Cash Flow | -24.67M | 3.99M | -15.25M | -1.32M | -684.00K |
| Financing Cash Flow | 53.43M | 13.53M | 23.20M | -4.94M | 125.08M |
Arbe Robotics Technical Analysis
Arbe Robotics Risk Analysis
Arbe Robotics Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
49 Neutral | $135.23M | -11.89 | -126.37% | ― | 11.89% | 34.27% | |
48 Neutral | $973.29M | -5.21 | 9999.00% | ― | 89.90% | 5.13% | |
47 Neutral | $1.40B | -20.19 | -26.89% | ― | 30.20% | 35.80% | |
42 Neutral | $87.09M | -2.91 | -84.58% | ― | -34.35% | 20.88% | |
41 Neutral | $93.84M | 3.19 | -99.72% | ― | -62.56% | -250.18% |
Arbe Robotics Corporate Events
On February 26, 2026, Arbe Robotics reported its fourth-quarter and full-year 2025 results, showing modest revenue growth to $0.5 million in Q4 and $1.0 million for the year, alongside continued operating losses and negative gross profit as the company invests in scaling its radar platform. Management highlighted a strengthened balance sheet after an $18.5 million capital raise and about a 15% reduction in expenses, moves that extend its runway while it pursues serial production and larger commercial programs.
Arbe detailed significant 2025 commercial progress, including a serial-production win with a state-owned Chinese OEM via Hirain for Level 4 vehicles expected on roads from early 2027, expanding defense programs through Sensrad and Forterra for unmanned ground vehicles, and follow-on orders in homeland security, marine collision-prevention systems, and Chinese smart-city infrastructure. The company also underscored growing robotaxi engagement, integration of its radar into NVIDIA’s DRIVE Hyperion platform, and multiple industry awards, underscoring its positioning in next-generation sensing as it shifts near-term emphasis toward faster-moving defense and security markets while maintaining its long-term automotive OEM strategy.
Alongside the earnings release, Arbe announced a leadership transition effective April 1, 2026, under which long-time Chief Business Officer Ram Machness will become CEO and co-founder Kobi Marenko will move to the role of president and remain a director. The reshuffle is intended to support the company’s transition to serial production and concurrent expansion across automotive, defense, and other high-value segments, with Marenko focused on long-term strategy, partnerships—particularly in defense—and strategic alternatives for future growth.
The most recent analyst rating on (ARBE) stock is a Hold with a $1.00 price target. To see the full list of analyst forecasts on Arbe Robotics stock, see the ARBE Stock Forecast page.
On February 10, 2026, Arbe Robotics announced it will release its fourth-quarter and full-year 2025 financial results on February 26, 2026, before the U.S. market opens. The company will host a conference call that same day at 8:30 a.m. Eastern Time, led by co-founder and CEO Kobi Marenko and CFO Karine Pinto‑Flomenboim, with a live webcast and replay available via its investor relations website.
The scheduled disclosure of 2025 results and accompanying call signal an upcoming update on Arbe’s financial performance and strategic progress in the ADAS and autonomy radar market. For investors and industry stakeholders, the event will provide fresh insight into how the company is navigating macroeconomic, geopolitical and sector-specific risks while pursuing growth in next‑generation mobility solutions.
The most recent analyst rating on (ARBE) stock is a Hold with a $1.00 price target. To see the full list of analyst forecasts on Arbe Robotics stock, see the ARBE Stock Forecast page.
On January 26, 2026, Arbe Robotics Ltd. launched an underwritten registered direct offering of 13,225,000 ordinary shares at $1.40 per share, including 1,725,000 shares issued under a fully exercised over-allotment option, for gross proceeds of approximately $18.5 million before fees and expenses. The offering, expected to close on January 27, 2026, is led by Canaccord Genuity as sole bookrunner with Roth Capital Partners and WestPark Capital as co-managers, and the company plans to use the net proceeds for working capital and general corporate purposes. Arbe entered into an underwriting agreement that, among other customary terms, restricts it from issuing additional equity or equity-linked securities for 90 days following closing, signaling a near-term cap on equity dilution while reinforcing its capital position as it pursues growth in the automotive radar market.
The most recent analyst rating on (ARBE) stock is a Hold with a $1.50 price target. To see the full list of analyst forecasts on Arbe Robotics stock, see the ARBE Stock Forecast page.
On December 23–29, 2025, Arbe Robotics Ltd. completed a NIS 57.6 million (approximately $15.7 million) private placement follow‑on offering of its Series A Convertible Bonds to Israeli accredited investors, increasing the aggregate par value of the series to about NIS 89.1 million and bringing the amount held in escrow under this bond program to roughly $24.3 million. The additional Series A Convertible Bonds, which began trading on the Tel Aviv Stock Exchange on December 29, 2025 as part of a single series with the existing bonds, carry the same amended terms approved by bondholders earlier in December, including an extended maturity to December 31, 2026 and a reduced interest rate from 6.5% to 4.35%, changes that collectively lower Arbe’s financing costs, improve its financial flexibility and signal continued investor confidence in the company’s technology and long‑term growth strategy.
The most recent analyst rating on (ARBE) stock is a Hold with a $1.50 price target. To see the full list of analyst forecasts on Arbe Robotics stock, see the ARBE Stock Forecast page.
On December 29, 2025, Arbe Robotics announced that a China-based state-owned automaker has selected Beijing JingWei Hirain Technologies’ LRR610 radar, powered by Arbe’s Ultra High-Definition radar chipset, for the carmaker’s Level 4 autonomous vehicle program, with start of production targeted for December 2026 and thousands of vehicles expected to reach the market in 2027. The deal strengthens Arbe’s position in the strategically important Chinese autonomous driving market, showcasing the industry-leading channel count and high-resolution sensing of its chipset for front-facing radar applications in complex urban and high-speed highway environments, and underlining the significance of its partnership with Hirain as global automakers race to commercialize higher levels of vehicle automation.
The most recent analyst rating on (ARBE) stock is a Hold with a $1.50 price target. To see the full list of analyst forecasts on Arbe Robotics stock, see the ARBE Stock Forecast page.
On December 16, 2025, Arbe Robotics’ Series A bondholders approved a package of changes to the company’s convertible debt, including extending to December 31, 2026 the deadline for meeting conditions required to release bond proceeds held in trust, and cutting the interest rate on the bonds from 6.5% to 4.35% from January 1, 2026, while keeping the conversion price unchanged at ILS 9.53 per share. Bondholders also endorsed the introduction of a voluntary early redemption mechanism taking effect January 16, 2026, and, following the vote, the company is weighing an increase in the outstanding principal of the same bond series from about $8.5 million to as much as $25 million, a step that could materially bolster its funding capacity and financial flexibility while slightly easing its interest burden.
The most recent analyst rating on (ARBE) stock is a Hold with a $1.50 price target. To see the full list of analyst forecasts on Arbe Robotics stock, see the ARBE Stock Forecast page.
On December 8, 2025, Arbe Robotics Ltd. announced a proposal to extend the deadline for meeting conditions under its series A convertible bonds to December 31, 2026, subject to bondholder approval. This proposal includes reducing the bond interest rate from 6.5% to 4.35% effective January 1, 2026, while maintaining the conversion price at ILS 9.53 per share. The decision follows recent developments where Arbe does not anticipate securing a strategic program award with a European OEM soon. If approved, the company may issue additional bonds, increasing the principal amount to up to $20 million, impacting its financial strategy and market positioning.
The most recent analyst rating on (ARBE) stock is a Hold with a $1.50 price target. To see the full list of analyst forecasts on Arbe Robotics stock, see the ARBE Stock Forecast page.