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

Arbe Robotics (NASDAQ:ARBE) posted its quarterly earnings data on Thursday. The company reported ($0.08) earnings per share for the quarter, missing the consensus estimate of ($0.07) by ($0.01), FiscalAI reports. The firm had revenue of $0.46 million for the quarter, compared to the consensus estimate of $0.48 million. Arbe Robotics had a negative net margin of 2,817.97% and a negative return on equity of 83.30%.

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

• Arbe said it is transitioning from a chipset-only business to complete radar systems, and it has already begun shipping systems into defense, homeland security, transportation, perimeter security, and Physical AI applications.
• The company highlighted several commercial wins in automotive, including initial chip shipments to HiRain in China, orders from robotaxi customers, and participation in data collection programs with global automakers and mobility players.
• Management emphasized growing interest in its radar as a key sensor for Level 3 and Level 4 autonomy, saying OEMs are re-evaluating their autonomy programs and that Arbe’s ultra-high-resolution radar is designed to fill current sensing gaps.
• Arbe strengthened its balance sheet by raising $18.5 million in a registered direct offering and ended the quarter with $53.6 million in cash and short-term deposits.
• Financial results remained small, with Q1 revenue of $0.5 million, an operating loss of $11.3 million, and management reaffirmed full-year 2026 guidance of $4 million-$6 million in revenue and a $28 million-$31 million adjusted EBITDA loss.

Arbe Robotics Stock Down 9.1%

ARBE opened at $1.10 on Friday. The firm has a 50-day simple moving average of $0.82 and a two-hundred day simple moving average of $1.07. Arbe Robotics has a 52 week low of $0.55 and a 52 week high of $2.88. The company has a market capitalization of $134.92 million, a PE ratio of -3.06 and a beta of 0.98.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on ARBE. Weiss Ratings upgraded shares of Arbe Robotics from a “sell (e+)” rating to a “sell (d-)” rating in a report on Thursday, May 21st. Canaccord Genuity Group boosted their price objective on shares of Arbe Robotics to $1.50 and gave the stock a “buy” rating in a report on Friday. Three analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $2.33.

Institutional Trading of Arbe Robotics

Several hedge funds have recently made changes to their positions in ARBE. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in 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 purchasing an additional 3,162,282 shares during the period. XTX Topco Ltd raised its position in Arbe Robotics by 56.2% in the 4th quarter. XTX Topco Ltd now owns 275,728 shares of the company’s stock worth $325,000 after purchasing an additional 99,206 shares during the period. Aristides Capital LLC purchased a new stake in Arbe Robotics in the 4th quarter worth about $180,000. Two Sigma Investments LP raised its position in Arbe Robotics by 25.2% in the 3rd quarter. Two Sigma Investments LP now owns 109,283 shares of the company’s stock worth $180,000 after purchasing an additional 21,990 shares during the period. Finally, Sender Co & Partners Inc. raised its position in Arbe Robotics by 19.6% in the 3rd quarter. Sender Co & Partners Inc. now owns 103,620 shares of the company’s stock worth $171,000 after purchasing an additional 16,991 shares during the period. 33.42% of the stock is currently owned by hedge funds and other institutional investors.

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.