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ARARBE

Arbe Robotics Ltd.

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$ARBE·$96M·Semiconductors·Technology
$0.67-3.6%YTD-45.8%1Y-53.1%
Price updated 10h ago·X counts updated 3d ago
ARARBE
$ARBEArbe Robotics Ltd.
$0.67-3.64%299 posts1.2×
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.

299X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $ARBE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 63% of tracked names.

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 eventWinding up for a moveAI verdict · as of 2026-09-17

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

Imaging-radar micro-cap with a fresh L3 win from a major auto group — execution over years.

Arbe Robotics is a $100M micro-cap imaging-radar chip designer that just announced a Level 3 autonomy production win with "one of the world's largest automotive groups" — series production Q4 2027. Down 46% YTD, up 25-30% intraday on the news.

  • Revenue base is tiny: Q1 revenue grew 1,052% YoY off a small base at -28% gross margin and -2,461% op margin — the equity bets on the design-win becoming shipped units.
  • The design-win is material: series production Q4 2027 means real revenue two years out, plus NHTSA's Tesla radar investigation adds imaging-radar validation.
  • Insider action: multiple director/officer A-Awards on Sep 9 at $0.7045 — low-price grants, so alignment is up but math suggests management sees fair value not much higher.

Dec 8: additional customer wins and confirmed production timing keeps the coil; a slip on Q4 2027 timing and the 25-30% pop gives back fast.

Agrees with X sentimentX is right that the L3 production win with a major auto group is real, and the NHTSA Tesla 'Radar Saves Us' investigation is a legit external validation for the imaging-radar thesis. What the crowd is quiet on is the multi-year timeline: series production starting Q4 2027 means real revenue is still ~2 years out, so the coil needs more wins between now and then.

What to watch: The Dec 8 Q3 print — any additional Tier-1 customer wins and confirmed Q4 2027 production timing. A slip on the timeline or no new wins in the next two quarters is what gives back the 25-30% pop.

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

micro capdesign win recentlong dated catalyst

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

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $ARBE

Neutral — 4D imaging radar chipsets for automotive ADAS are independent of AI data center capex; revenue tied to Tier 1 automotive supplier design win timelines and OEM adoption.

Top industry ETF

$SMHVanEck Semiconductor ETF
+47.9%YTD
+77.6%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$2.8M – $5.7M-$0.27-$0.42 – -$0.161
FY27$15.6M$10.7M – $21.9M-$0.22-$0.34 – -$0.132
FY28$53.2M$31.2M – $75.2M-$0.14-$0.15 – -$0.122
FY29$110.1M$75.5M – $154.7M$0.03$0.02 – $0.051
FY30$157.6M$108.1M – $221.4M$0.16$0.09 – $0.241

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.0.4×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.5%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.-7.2%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.-28.0%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 today1.8% 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.β1.125-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

SellSep 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

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.

3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 313
+ 16 other (12 6-Ks · 2 13Gs · 1 S-8 · 1 20-F) in window

Recent news

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

Arbe Expands into Defense and Homeland Security with the Alerion C-UAS Radar for Hard-to-Detect Drone Threatsprnewswire.com·3d agoHirain and Arbe Selected by One of the World's Largest Automotive Groups for Level 3 Program Across Multiple Brandsprnewswire.com·9d agoArbe Robotics Expands AI Radar Push as It Targets Defense, Drones and Robotaxismarketbeat.com·37d agoArbe to Participate in the 2026 Jefferies Semiconductor, IT Hardware & Communications Technology Conferenceprnewswire.com·38d agoArbe Robotics (NASDAQ:ARBE) & Melexis (OTCMKTS:MLXSF) Head-To-Head Surveydefenseworld.net·40d ago

In themes

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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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