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ARARBE

Arbe Robotics Ltd.

$ARBE·$78M·Semiconductors·Technology
$0.61+3.5%YTD-50.2%1Y-68.4%
Price updated 1h ago·X counts updated 5d ago
ARARBE
$ARBEArbe Robotics Ltd.
$0.61+3.48%22 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ARBE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

22X posts · last 7 days
Sep 20Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data19 posts analyzed · as of 2026-09-15

Arbe Robotics announced that Arbe + Hirain were selected by 'one of the world's largest automotive groups' for a Level 3 autonomous driving program covering multiple brands in China — series production starts Q4 2027. Stock ripped +25–30% intraday on 92.5M+ shares (well above average) with NHTSA's Tesla 'Radar Saves Us' investigation reinforcing the imaging-radar thesis.

Read what X is saying about $ARBE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ARBE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-10-01

The move is getting stronger, with heavier trading behind it.

Imaging-radar microcap at 2% of 52-week range, L3 autonomous win with Hirain, $15M registered direct offering

Arbe Robotics is a $78M imaging-radar microcap running on a specific catalyst — Arbe + Hirain selected by 'one of the world's largest automotive groups' for a Level 3 autonomous program across multiple China brands, series production in Q4 2027 — paired with a $15M registered direct offering to extend runway.

  • Q1 2026 revenue $461K (+1053% off a nominal base), operating margin -2461%, EPS -$0.08; last two surprises +22% and 0% — losses are deep but modestly beating expectations
  • 2026 consensus is $4.1M revenue and -$0.27 EPS; price-to-sales 70x is a function of near-zero revenue; the thesis is series-production flow starting Q4 2027
  • Sep 28 424B5 priced 833,334 ordinary shares at $0.60 plus pre-funded warrants for 24.17M more at $0.5999 — $15M gross; new CFO Assaf Pereg filed Form 3 Sep 3 with 160K RSUs vesting

52-week range position 2.4% (floor), trading -13% versus the 50-day. Dec 8 Q3 earnings is next; the equity is a leveraged bet on the Hirain program and the broader imaging-radar vs camera-only ADAS thesis.

Agrees with X sentimentX correctly captures the catalyst — Arbe + Hirain selected by 'one of the world's largest automotive groups' for a Level 3 autonomous driving program across multiple China brands, with series production starting Q4 2027. The +25-30% intraday on 92.5M+ shares is a real volume spike, and NHTSA's Tesla 'Radar Saves Us' investigation reinforces the imaging-radar thesis structurally. The data confirms the Hirain selection; what X underweights is the dilutive $15M raise following the move.

What to watch: Dec 8 Q3 earnings — Hirain program revenue timing, additional OEM announcements, cash runway after the $15M raise, and NHTSA regulatory decisions impacting imaging-radar adoption.

On the calendar: 2026-12-08 — Q3 2026 earnings

Read the AI verdict on $ARBE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Israeli semiconductor company making high-resolution 4D imaging radar chipsets for automotive ADAS and autonomous vehicle perception.

Industry overviewAI analysisGenerated by AI from underlying data

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

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $ARBE

Partial — Israeli semiconductor company making high-resolution 4D imaging radar chipsets for automotive ADAS and autonomous vehicle perception.; participates in the broader semiconductor supply chain, with AI capex exposure dependent on customer concentration in hyperscaler programs.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+86.4%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
Q2 2026Aug 6, 2026$-0.06$-0.08+21.7%
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%
Next earningsTue, Dec 8·consensus EPS $-0.06

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$4.1M$3.1M – $5.4M-$0.27-$0.39 – -$0.181
FY27$15.6M$11.7M – $20.5M-$0.22-$0.31 – -$0.152
FY28$53.2M$39.2M – $67.2M-$0.14-$0.14 – -$0.132
FY29$110.1M$82.7M – $144.9M$0.03$0.02 – $0.041
FY30$157.6M$118.4M – $207.4M$0.16$0.11 – $0.231

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.0.3×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.2%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.-14.8%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.-33.0%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 today1.4% 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.β1.125-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuySep 28Crist Eugene ScottDirector50 sh$30SellSep 8Noam ArkindCTO278.8K sh$217KSellSep 4Noam ArkindCTO22.7K sh$14KSellSep 3Noam ArkindCTO35.8K sh$23KSellSep 3Noam ArkindCTO31.0K sh$20KSellSep 2Noam ArkindCTO31.7K sh$20KSellJun 3Noam ArkindCTO24.1K sh$26KSellJun 2Noam ArkindCTO175.9K sh$207K
+ 10 other (10 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

424B5Prospectus supplement (offering)Sep 28424B5
AI summary

Arbe Robotics (ARBE) is offering 833,334 ordinary shares at $0.60/share plus pre-funded warrants for up to 24,166,666 additional shares at $0.5999, for total gross proceeds of ~$15.0 million (net ~$14.1 million after 6% underwriting discount). Shares were trading at $0.635 on September 25, 2026; the offering price represents a slight discount. Warrant holders are capped at 4.99% or 9.99% ownership. This is a dilutive primary equity raise equivalent to ~25 million new shares for an early-stage automotive radar company, priced close to market.

3New insider — initial holdingsSep 33
AI summary

Arbe Robotics (ARBE) filed a Form 3 for Assaf Pereg, newly appointed Chief Financial Officer. Pereg was granted 160,000 Restricted Stock Units on August 5, 2026 that are subject to vesting conditions. No direct share ownership was reported.

+ 17 other (14 6-Ks · 2 13Gs · 1 S-8) in window

Recent news

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

Arbe Robotics Ltd. Announces Closing of $15 Million Underwritten Registered Direct Offeringglobenewswire.com·4d agoArbe Robotics Ltd. Announces $15 Million Underwritten Registered Direct Offeringglobenewswire.com·8d agoArbe Expands into Defense and Homeland Security with the Alerion C-UAS Radar for Hard-to-Detect Drone Threatsprnewswire.com·19d agoHirain and Arbe Selected by One of the World's Largest Automotive Groups for Level 3 Program Across Multiple Brandsprnewswire.com·25d agoArbe Robotics Expands AI Radar Push as It Targets Defense, Drones and Robotaxismarketbeat.com·52d ago

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Voices on X · last 7 days

No standout posts about $ARBE on X in the last 7 days.

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