Arbe Robotics (NASDAQ:ARBE) Issues Earnings Results

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

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 ARBE traded down $0.07 during trading hours on Friday, hitting $0.86. 3,121,945 shares of the company were exchanged, compared to its average volume of 5,690,928. The company has a market cap of $94.23 million, a PE ratio of -1.84 and a beta of 0.54. The firm’s 50 day moving average is $1.20 and its 200-day moving average is $1.46. Arbe Robotics has a 52 week low of $0.85 and a 52 week high of $2.88.

Institutional Investors Weigh In On Arbe Robotics

A number of large investors have recently added to or reduced their stakes in the stock. Cubist Systematic Strategies LLC bought a new position in shares of Arbe Robotics in the first quarter valued at approximately $63,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Arbe Robotics by 187.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,849,154 shares of the company’s stock valued at $4,995,000 after buying an additional 3,162,282 shares during the last quarter. Geode Capital Management LLC raised its holdings in Arbe Robotics by 77.7% in the 2nd quarter. Geode Capital Management LLC now owns 94,209 shares of the company’s stock worth $168,000 after acquiring an additional 41,184 shares during the period. Invesco Ltd. acquired a new position in Arbe Robotics during the 2nd quarter worth $41,000. Finally, Sender Co & Partners Inc. bought a new stake in Arbe Robotics during the second quarter valued at about $154,000. Institutional investors own 33.42% of the company’s stock.

More Arbe Robotics News

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

• Positive Sentiment: Management change: Arbe appointed Ram Machness as CEO and Kobi Marenko as President to support scaling and customer engagement — a governance move investors can view as constructive for execution. Read More.
• Positive Sentiment: Some analyst optimism remains — at least one outlet reported an increased price target (to $2.47), indicating investors/analysts see upside over time despite short‑term weakness. Read More.
• Neutral Sentiment: Brokerages’ consensus is still a “Hold,” reflecting mixed views (neither a buy endorsement nor a sell signal). Read More.
• Neutral Sentiment: Reported short‑interest data in recent feeds appears inconsistent/erroneous (zeros and NaNs), so there’s no reliable short‑interest signal to explain trading movement right now.
• Negative Sentiment: Q4 results missed revenue expectations and EPS was roughly in line-to-slightly worse than consensus: revenue $0.46M vs. est. ~$0.64M and EPS around ($0.08)–($0.09), with extremely negative margins and ROE — these operational metrics pressured sentiment. Read More.
• Negative Sentiment: Downbeat FY‑2026 revenue guidance: the company guided ~$4.0M–$6.0M vs. consensus near $8.3M — a material cut to forward topline expectations that likely drove the stock lower. Read More.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on ARBE shares. Westpark Capital initiated coverage on Arbe Robotics in a research report on Thursday, January 8th. They set a “buy” rating and a $3.50 price objective for the company. Canaccord Genuity Group reaffirmed a “buy” rating and set a $1.75 price target on shares of Arbe Robotics in a research note on Tuesday, November 18th. Three research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $2.42.

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.