Arbe Robotics (NASDAQ:ARBE) Announces Quarterly Earnings Results

Arbe Robotics (NASDAQ:ARBE) released its quarterly earnings results on Thursday. The company reported ($0.09) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.08) by ($0.01), Zacks reports. The company had revenue of $0.46 million for the quarter, compared to the consensus estimate of $0.64 million. Arbe Robotics had a negative return on equity of 85.82% and a negative net margin of 7,077.51%.

Here are the key takeaways from Arbe Robotics’ conference call:

• Serial production design win in China — HiRain’s LRR610 radar using Arbe’s chipset was selected for a Level 4 OEM program with production vehicles expected starting in 2027, representing a meaningful long-term revenue opportunity.
• Strategic diversification into faster-adopting markets — Management is broadening focus beyond Western OEMs to defense, homeland security, robotaxi, marine safety, and smart infrastructure, citing existing integrations/orders with Forterra, Sensrad, WATCHIT and Tianyi and shorter sales cycles.
• Improved liquidity and cost cuts — Arbe reported $45M cash at 12/31/25, raised $18.5M in January 2026, and reduced costs ~15%, which management says extends the company’s financial runway for its next execution phase.
• Financials remain weak with ongoing losses — FY2025 revenue was about $1M (backlog $1.3M) while operating loss was ~$47.9M (adjusted EBITDA loss $37.6M), and management guides to a 2026 net loss of $28–31M, underscoring continued cash burn and low near-term automotive revenue.
• Leadership transition — Ram Machness will become CEO on April 1, 2026 (Kobi Marenko moves to President to focus on strategy and defense); the board expresses confidence but execution under new leadership is an uncertain variable.

Arbe Robotics Stock Performance

Shares of NASDAQ ARBE traded down $0.10 during midday trading on Thursday, reaching $0.93. 4,781,435 shares of the company traded hands, compared to its average volume of 5,805,413. The stock’s 50-day simple moving average is $1.20 and its 200-day simple moving average is $1.46. Arbe Robotics has a 12 month low of $0.85 and a 12 month high of $2.88. The firm has a market cap of $101.71 million, a PE ratio of -1.98 and a beta of 0.54.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on ARBE shares. Canaccord Genuity Group reaffirmed a “buy” rating and issued a $1.75 price target on shares of Arbe Robotics in a research report on Tuesday, November 18th. Westpark Capital assumed coverage on Arbe Robotics in a research report on Thursday, January 8th. They issued a “buy” rating and a $3.50 price target on the stock. Three analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $2.42.

Hedge Funds Weigh In On Arbe Robotics

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ARBE. XTX Topco Ltd grew its position in Arbe Robotics by 56.2% during the 4th quarter. XTX Topco Ltd now owns 275,728 shares of the company’s stock worth $325,000 after acquiring an additional 99,206 shares during the last quarter. Aristides Capital LLC acquired a new position in Arbe Robotics in the fourth quarter worth $180,000. Two Sigma Investments LP grew its holdings in shares of Arbe Robotics by 25.2% during the third quarter. Two Sigma Investments LP now owns 109,283 shares of the company’s stock worth $180,000 after purchasing an additional 21,990 shares during the last quarter. Sender Co & Partners Inc. grew its holdings in shares of Arbe Robotics by 19.6% during the third quarter. Sender Co & Partners Inc. now owns 103,620 shares of the company’s stock worth $171,000 after purchasing an additional 16,991 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of Arbe Robotics by 77.7% in the second quarter. Geode Capital Management LLC now owns 94,209 shares of the company’s stock valued at $168,000 after buying an additional 41,184 shares in the last quarter. 33.42% of the stock is currently owned by institutional investors and hedge funds.

Arbe Robotics News Summary

Here are the key news stories impacting Arbe Robotics this week:

• Positive Sentiment: New CEO and president appointed — Arbe named Ram Machness as Chief Executive Officer and Kobi Marenko as President, positioning the company to “scale, deepen customer engagement and drive long‑term value” which investors can view as a constructive governance/operational move. Arbe Appoints Ram Machness as Chief Executive Officer; Kobi Marenko Appointed President
• Positive Sentiment: Analyst price target bumped — One published note raised ARBE’s price target to $2.47 (reported as a ~28.9% increase), signaling some analyst optimism despite recent operational headwinds. Arbe Robotics (ARBE) price target increased by 28.89% to 2.47
• Neutral Sentiment: Company released Q4/FY2025 results and investor materials — Arbe published its formal results, investor presentation and hosted a conference call (slides and transcript available), providing detail for analysts to re‑model revenue and margin trajectories. View Press Release
• Neutral Sentiment: Short interest reporting appears anomalous — February short‑interest data in one feed shows 0 shares and NaN changes; this looks like a reporting/data issue rather than a true change in market positioning. (Data item: short interest entry)
• Negative Sentiment: Q4 results missed revenue expectations and EPS slightly missed some prints — Arbe reported a quarterly loss roughly in line with consensus on EPS but revenue of $0.46M missed analyst estimates (~$0.64M), highlighting slower near‑term top‑line traction. Arbe Robotics Ltd. (ARBE) Reports Q4 Loss, Lags Revenue Estimates
• Negative Sentiment: FY2026 revenue guidance materially below street expectations — Management guided FY2026 revenue to about $4.0M–$6.0M versus a consensus near $8.3M, increasing downside risk to near‑term estimates and likely prompting analyst model cuts. (Guidance noted in earnings release/updates.) Arbe Announces Fourth Quarter and Full Year 2025 Financial Results

Arbe Robotics Company Profile

Arbe Robotics Ltd. is a technology company specializing in high-resolution 4D imaging radar solutions for the automotive industry. The company’s radar platform is designed to enhance advanced driver-assistance systems (ADAS) and support the development of autonomous vehicles by providing detailed object detection, precise range and velocity measurements, and accurate environmental mapping under diverse driving conditions.

Founded in 2015 and headquartered in Tel Aviv, Israel, Arbe Robotics has developed its own semiconductor chipset and accompanying software stack.