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ARARBE

Arbe Robotics Ltd.

$ARBE·$96M·Semiconductors·Technology
$0.78-6.5%YTD-36.3%1Y-55.2%
Mentions · last 7 days
2026-06-27: 1 posts2026-06-28: 17 posts2026-06-29: 25 posts2026-06-30: 44 posts2026-07-01: 22 posts2026-07-02: 14 posts2026-07-03: 7 posts130+13%
Price updated 1d ago·X counts updated 1d ago
ARARBE
$ARBEArbe Robotics Ltd.
$0.78-6.55%130 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ARBE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellWinding up for a moveAI verdict · as of 2026-07-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Arbe Robotics is a sub-$100M imaging-radar play — technical buy signals but the operating base is essentially zero.

Arbe Robotics makes high-resolution imaging radar chips for autonomous vehicles — a niche between traditional radar and LiDAR, pitched at ADAS-plus and Level 3+ self-driving. The equity is a pure story-multiple with sub-$100M market cap and essentially no commercial revenue yet.

How the setup lines up:

  • Revenue was $461K last quarter with EPS of -$0.08 — literally not a business yet, and operating margin at -32% reflects the pre-commercial burn against a small equity base.
  • Analyst consensus has revenue at $20M by 2028 with EPS turning less negative — the sell-side is modeling commercial contracts from Tier-1 automakers starting to hit through 2027-2028.
  • Insider activity is minor — director Noam Arkind sold $26K on June 5, which is essentially rounding-error selling for a director-level position.
  • Position at 10% of the 52-week range with the stock -13% below the 50-day and -35% below the 200-day, beta 1.07 = a broken tape testing whether the recent +35% bounce off lows extends; being listed on 'top robotics stocks to hold' alongside OUST/MVIS/AUR is macro-theme flow, not a fundamental thesis.

August 12 earnings won't produce meaningful revenue; the real catalyst is any named OEM contract with dated production timelines. A named Tier-1 OEM contract with 2027-2028 volumes disclosed = the coil resolves toward $1.20 (X's break-above-$1 milestone). Absent that hard commercial commentary and $0.55 becomes first support because at 70x price-to-sales on a broken chart, the equity has no fundamental floor without contract news.

Agrees with X sentimentX's fresh buy signal + break-above-$1 milestone framing is a fair technical read — the +35% bounce off the low is genuine, and the 'physical-AI rotation' basket is a real macro theme. The caveat is Arbe's operating base is essentially zero, so the multiple needs contract news to sustain.

What to watch: August 12 earnings — a named Tier-1 OEM contract with 2027-2028 volumes disclosed = the coil resolves toward $1.20; absent hard commercial commentary and $0.55 becomes first support given 70x price-to-sales.

On the calendar: 2026-08-12 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment9 posts analyzed · as of 2026-07-03

Arbe Robotics down 9% today per some accounts. The tone is genuinely mixed.

Read the AI verdict + X sentiment for $ARBE

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Arbe Robotics Ltd. operates as a semiconductor enterprise, specializing in advanced 4D imaging radar solutions. These solutions are supplied to prominent automotive component providers and vehicle manufacturers in both Israel and the United States. The company's 4D imaging radar chipset offerings are specifically engineered to mitigate key challenges that have historically contributed to accidents involving autonomous and autopilot systems. This includes precise identification of stationary obstacles, enhanced recognition of vulnerable road users, and the elimination of erroneous alerts through the resolution of radar ambiguities. Established in 2015, Arbe Robotics Ltd. is headquartered in Tel Aviv-Yafo, Israel.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ARBE.

Semiconductors · Technology

Hyperscaler AI capex remains the structural engine — Goldman Sachs' $1T+ AI infrastructure spend forecast for 2027 validates no capex retreat, keeping NVDA Blackwell allocation tight through 2H26. HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory requirements vs. prior cycles, with Micron's June 24 earnings the week's key data point.

Top industry ETF

$SMHVanEck Semiconductor ETF
+60.5%YTD
+108.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-61.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-31.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-40.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
70.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-83.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-43.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 28, 2026$-0.08$-0.080.0%
Q4 2025Feb 26, 2026$-0.08$-0.080.0%
Q3 2025Nov 17, 2025$-0.08$-0.07-14.3%
Q2 2025Aug 7, 2025$-0.06$-0.08+25.0%
Next earningsWed, Aug 12·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$461K+1052.5%-27.5%-2461%$-0.08$-8.6M
Q4 FY25$458K+362.6%-16.6%-2588%$-0.09$-9.0M
Q3 FY25$254K+106.5%-95.7%-4532%$-0.10$-11.3M
Q2 FY25$274K-33.0%-67.5%-4190%$-0.09$-11.8M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.4M$3.3M – $5.4M-$0.27-$0.35 – -$0.181
FY27$20.5M$15.2M – $24.9M-$0.21-$0.27 – -$0.142
FY28$51.3M$38.3M – $62.6M-$0.09-$0.12 – -$0.062
FY29$97.8M$72.9M – $119.2M$0.08$0.05 – $0.101
FY30$127.3M$94.8M – $155.2M$0.16$0.11 – $0.211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.10%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-35.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 96.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.075-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Noam ArkindCTO24.1K sh$26KSellJun 2Noam ArkindCTO175.9K sh$207K
+ 4 other (4 awards) in window

See when $ARBE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 23 other (7 6-Ks · 6 3s · 3 13Gs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Arbe Robotics Q1 Earnings Call Highlightsmarketbeat.com·38d agoArbe Announces Q1 2026 Financial Resultsprnewswire.com·38d agoArbe to Announce First Quarter 2026 Financial Results and Hold a Conference Call on May 28, 2026prnewswire.com·54d agoNew Arbe Survey Reveals Eyes-Off Driving Capabilities Would Accelerate Vehicle Purchases for 69% of Consumers, while 73% Would Switch Automotive Brands to Access the Technologyprnewswire.com·73d agoArbe Announces Receipt of Nasdaq Notification Regarding Minimum Bid Price Deficiencyglobenewswire.com·78d ago

In themes

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