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ARARBE

Arbe Robotics Ltd.

$ARBE·$94M·Semiconductors·Technology
$0.82+3.2%YTD-40.8%1Y-40.1%
Mentions · last 7 days
2026-08-10: 3 posts2026-08-11: 2 posts2026-08-12: 2 posts2026-08-13: 4 posts2026-08-14: 2 posts2026-08-15: 0 posts2026-08-16: 3 posts16+18%
Price updated 2m ago·X counts updated 16h ago
ARARBE
$ARBEArbe Robotics Ltd.
$0.82+3.17%16 posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 tellSelling offAI verdict · as of 2026-08-14

Falling on heavy selling — points lower unless it turns around.

Arbe's AI-radar pitch is being repackaged into defense/drones/robotaxis but revenue is still sub-$500K/quarter and the stock is at 9% of range.

Arbe Robotics is an Israeli 4D-imaging-radar company pivoting from automotive-ADAS into defense + drones + robotaxis. $94M mcap, price $0.77, YTD -40.8%, t12m -44%, sitting at just 9% of the 52-week range — full drawdown despite the AI-radar narrative.

What's underneath:

  • Q1 2026 revenue $461K (+1,052% YoY on a base of $40K) — the percentages are meaningless given the absolute-dollar tiny scale.
  • Q2 EPS -$0.06 vs -$0.077 est (+22% surprise) — technically a beat, but on a large loss.
  • Analyst estimates walk revenue $4.4M (FY26) to $127M (FY30) with EPS from -$0.27 to +$0.16 — profitability crossover projected FY29.
  • 8/11 news: 'Arbe Robotics Expands AI Radar Push as It Targets Defense, Drones and Robotaxis' — the pivot narrative.
  • 8/10 news: participating in Jefferies Semi/IT-Hardware Conference — sell-side positioning event.
  • 8/8 news: comparison piece against Melexis (MLXSF) — Arbe is being framed against a larger, profitable comparable.
  • X sentiment (5 posts, 7/10): grouped with must-hold robotics plays through 2030 alongside OUST, MVIS, AUR — and framed as most-upside LiDAR alongside LIDR vs AEVA/OUST. Bullish thematic framing.
  • 70x P/S is meaningless given the near-zero revenue base.
  • D/E 0.53, FCF yield -40% — cash burn is severe and financing dependency is real.

What you're watching: Q3 print 12/8 for revenue trajectory (need to see meaningful contract-driven revenue growth), any tier-1 automotive-OEM design-win announcement, and cash-runway commentary given the -40% FCF yield.

Agrees with X sentimentX sentiment (bullish thematic-basket framing) matches the story but not the current fundamentals — the operational data lags the narrative considerably.

What to watch: Q3 print 12/8 (revenue trajectory), tier-1 OEM design-win announcements, and cash-runway commentary.

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

pre commercial scale

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-10

Arbe Robotics is grouped with the must-hold robotics plays through 2030 alongside OUST, MVIS, AUR and framed as most-upside LiDAR alongside LIDR versus AEVA/OUST. Robotics theme rotation gains momentum after photonics/memory/space rallies. Sentiment is bullish on physical AI/robotics positioning.

Read the AI verdict + X sentiment for $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)
  • 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.

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 — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $ARBE

Neutral — Israeli semiconductor company making high-resolution 4D imaging radar chipsets for automotive ADAS and autonomous vehicle perception; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.7%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$4.4M$3.1M – $5.6M-$0.27-$0.37 – -$0.161
FY27$20.5M$14.3M – $26.2M-$0.21-$0.29 – -$0.132
FY28$51.3M$36.1M – $66.6M-$0.09-$0.12 – -$0.052
FY29$97.8M$68.2M – $125.2M$0.08$0.05 – $0.111
FY30$127.3M$88.8M – $162.9M$0.16$0.10 – $0.221

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.1.1×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.11%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.+4.5%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.-22.0%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 today1.7% 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.

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
Free, forever. No credit card.

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
+ 20 other (10 6-Ks · 6 3s · 2 13Gs · 1 S-8) in window

Recent news

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

Arbe Robotics Expands AI Radar Push as It Targets Defense, Drones and Robotaxismarketbeat.com·6d agoArbe to Participate in the 2026 Jefferies Semiconductor, IT Hardware & Communications Technology Conferenceprnewswire.com·7d agoArbe Robotics (NASDAQ:ARBE) & Melexis (OTCMKTS:MLXSF) Head-To-Head Surveydefenseworld.net·9d agoArbe Robotics Ltd. (ARBE) Q2 2026 Earnings Call Transcriptseekingalpha.com·11d agoArbe Robotics Q2 Earnings Call Highlightsmarketbeat.com·11d ago

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Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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