Arbe Robotics (NASDAQ:ARBE) Releases Earnings Results, Misses Expectations By $0.01 EPS

Arbe Robotics (NASDAQ:ARBE) issued 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 firm 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 Robotics stock traded down $0.10 during trading hours on Thursday, reaching $0.93. 4,781,729 shares of the company were exchanged, compared to its average volume of 5,805,726. Arbe Robotics has a 1 year low of $0.85 and a 1 year high of $2.88. The firm has a market cap of $101.71 million, a PE ratio of -1.98 and a beta of 0.54. The stock’s fifty day moving average is $1.20 and its 200 day moving average is $1.46.

Key Arbe Robotics News

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

• Positive Sentiment: New CEO and president appointed — Arbe named Ram Machness as Chief Executive Officer and Kobi Marenko as President, positioning the company to “scale, deepen customer engagement and drive long‑term value” which investors can view as a constructive governance/operational move. Arbe Appoints Ram Machness as Chief Executive Officer; Kobi Marenko Appointed President
• Positive Sentiment: Analyst price target bumped — One published note raised ARBE’s price target to $2.47 (reported as a ~28.9% increase), signaling some analyst optimism despite recent operational headwinds. Arbe Robotics (ARBE) price target increased by 28.89% to 2.47
• Neutral Sentiment: Company released Q4/FY2025 results and investor materials — Arbe published its formal results, investor presentation and hosted a conference call (slides and transcript available), providing detail for analysts to re‑model revenue and margin trajectories. View Press Release
• Neutral Sentiment: Short interest reporting appears anomalous — February short‑interest data in one feed shows 0 shares and NaN changes; this looks like a reporting/data issue rather than a true change in market positioning. (Data item: short interest entry)
• Negative Sentiment: Q4 results missed revenue expectations and EPS slightly missed some prints — Arbe reported a quarterly loss roughly in line with consensus on EPS but revenue of $0.46M missed analyst estimates (~$0.64M), highlighting slower near‑term top‑line traction. Arbe Robotics Ltd. (ARBE) Reports Q4 Loss, Lags Revenue Estimates
• Negative Sentiment: FY2026 revenue guidance materially below street expectations — Management guided FY2026 revenue to about $4.0M–$6.0M versus a consensus near $8.3M, increasing downside risk to near‑term estimates and likely prompting analyst model cuts. (Guidance noted in earnings release/updates.) Arbe Announces Fourth Quarter and Full Year 2025 Financial Results

Institutional Trading of Arbe Robotics

Several institutional investors and hedge funds have recently made changes to their positions in ARBE. XTX Topco Ltd raised its stake in shares of Arbe Robotics by 56.2% during the 4th quarter. XTX Topco Ltd now owns 275,728 shares of the company’s stock worth $325,000 after buying an additional 99,206 shares in the last quarter. Aristides Capital LLC acquired a new position in Arbe Robotics during the fourth quarter worth $180,000. Two Sigma Investments LP raised its position in Arbe Robotics by 25.2% in the third quarter. Two Sigma Investments LP now owns 109,283 shares of the company’s stock worth $180,000 after acquiring an additional 21,990 shares in the last quarter. Sender Co & Partners Inc. lifted its holdings in Arbe Robotics by 19.6% in the third quarter. Sender Co & Partners Inc. now owns 103,620 shares of the company’s stock valued at $171,000 after acquiring an additional 16,991 shares during the period. Finally, Geode Capital Management LLC boosted its position in shares of Arbe Robotics by 77.7% during the 2nd quarter. Geode Capital Management LLC now owns 94,209 shares of the company’s stock worth $168,000 after purchasing an additional 41,184 shares in the last quarter. 33.42% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

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

About Arbe Robotics

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.