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 ($0.09) earnings per share for the quarter, missing the consensus estimate of ($0.08) by ($0.01), Zacks reports. The company had revenue of $0.46 million during the quarter, compared to the consensus estimate of $0.64 million. Arbe Robotics had a negative return on equity of 85.82% and a negative net margin of 7,077.51%.

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 Price Performance

ARBE traded down $0.10 during trading on Thursday, reaching $0.93. The company had a trading volume of 4,781,435 shares, compared to its average volume of 5,805,413. The company has a market cap of $101.71 million, a P/E ratio of -1.98 and a beta of 0.54. Arbe Robotics has a 12 month low of $0.85 and a 12 month high of $2.88. The business’s fifty day moving average price is $1.20 and its 200 day moving average price is $1.46.

Wall Street Analysts Forecast Growth

ARBE has been the topic of several recent research reports. Canaccord Genuity Group reiterated a “buy” rating and issued a $1.75 price target on shares of Arbe Robotics in a report on Tuesday, November 18th. Westpark Capital assumed coverage on Arbe Robotics in a research report on Thursday, January 8th. They issued a “buy” rating and a $3.50 price target on the stock. Three research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $2.42.

Key Headlines Impacting Arbe Robotics

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

Hedge Funds Weigh In On Arbe Robotics

Large investors have recently bought and sold shares of the company. Resurgent Financial Advisors LLC acquired a new position in Arbe Robotics during the third quarter worth $30,000. Invesco Ltd. bought a new stake in Arbe Robotics during the second quarter worth about $41,000. Goldman Sachs Group Inc. bought a new stake in Arbe Robotics during the fourth quarter worth about $46,000. Cubist Systematic Strategies LLC acquired a new position in Arbe Robotics during the first quarter valued at approximately $63,000. Finally, HRT Financial LP bought a new position in shares of Arbe Robotics in the fourth quarter valued at $118,000. Institutional investors and hedge funds own 33.42% of the company’s stock.

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.