Arbe Robotics (NASDAQ:ARBE) Posts Quarterly Earnings Results, Beats Expectations By $0.02 EPS

Arbe Robotics (NASDAQ:ARBE) issued its earnings results on Thursday. The company reported ($0.06) earnings per share for the quarter, beating the consensus estimate of ($0.08) by $0.02, FiscalAI reports. The business had revenue of $0.70 million for the quarter, compared to the consensus estimate of $0.54 million. Arbe Robotics had a negative net margin of 2,116.84% and a negative return on equity of 88.32%.

Here are the key takeaways from Arbe Robotics’ conference call:

• Revenue rose to $0.7 million in Q2 2026 from $0.3 million a year earlier, marking the third consecutive quarter of growth. Management attributed the increase to higher chipset sales, radar-system shipments, and engineering revenue.
• Arbe expanded beyond automotive, signing a framework agreement with a global defense and homeland-security integrator covering three initial projects. The company also reported continued demand for its imaging radar in unmanned vehicles, infrastructure, and other defense applications.
• The company reported progress in automotive programs, including on-road trials of robotaxi vehicles equipped with Arbe’s Phoenix radar and continued chipset shipments for a Chinese Level 4 program expected to enter production in the coming months.
• Operating expenses fell to $9.8 million from $11.3 million, and Arbe expects quarterly cash burn below $7 million beginning in Q3, with $41.9 million in cash and short-term deposits at quarter-end. However, the company remains loss-making, reaffirmed its 2026 revenue outlook of $4 million to $6 million and adjusted EBITDA loss of $28 million to $31 million, and is undergoing a CFO transition.

Arbe Robotics Stock Up 1.5%

Shares of NASDAQ ARBE opened at $0.77 on Friday. Arbe Robotics has a 52 week low of $0.55 and a 52 week high of $2.88. The firm has a 50-day moving average price of $0.79 and a 200 day moving average price of $0.89. The stock has a market capitalization of $94.20 million, a price-to-earnings ratio of -2.26 and a beta of 1.12.

Insider Buying and Selling

In other Arbe Robotics news, CTO Noam Arkind sold 24,138 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $1.09, for a total transaction of $26,310.42. Following the transaction, the chief technology officer directly owned 1,623,982 shares in the company, valued at approximately $1,770,140.38. This represents a 1.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 53.53% of the company’s stock.

Institutional Investors Weigh In On Arbe Robotics

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Arbe Robotics by 187.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,849,154 shares of the company’s stock worth $4,995,000 after acquiring an additional 3,162,282 shares during the period. Alyeska Investment Group L.P. raised its holdings in Arbe Robotics by 36.9% during the third quarter. Alyeska Investment Group L.P. now owns 4,116,822 shares of the company’s stock worth $6,793,000 after purchasing an additional 1,109,047 shares during the last quarter. XTX Topco Ltd boosted its position in Arbe Robotics by 56.2% during the fourth quarter. XTX Topco Ltd now owns 275,728 shares of the company’s stock worth $325,000 after purchasing an additional 99,206 shares in the last quarter. Aristides Capital LLC acquired a new stake in Arbe Robotics in the fourth quarter valued at $180,000. Finally, Squarepoint Ops LLC grew its holdings in Arbe Robotics by 611.8% in the fourth quarter. Squarepoint Ops LLC now owns 137,313 shares of the company’s stock valued at $162,000 after purchasing an additional 118,021 shares during the last quarter. 33.42% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on ARBE. Weiss Ratings raised Arbe Robotics from a “sell (e+)” rating to a “sell (d-)” rating in a report on Thursday, May 21st. Wall Street Zen downgraded Arbe Robotics from a “hold” rating to a “sell” rating in a research note on Saturday, June 27th. Finally, Canaccord Genuity Group set a $1.25 price target on Arbe Robotics in a report on Friday. Two analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Arbe Robotics has a consensus rating of “Hold” and an average target price of $2.38.

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.