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

Arbe Robotics (NASDAQ:ARBE) issued its quarterly earnings data on Thursday. The company reported ($0.06) EPS for the quarter, beating the consensus estimate of ($0.08) by $0.02, FiscalAI reports. The firm had revenue of $0.70 million during 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 Price Performance

ARBE stock traded up $0.01 during trading on Friday, reaching $0.77. The company had a trading volume of 713,931 shares, compared to its average volume of 1,628,190. Arbe Robotics has a 52 week low of $0.55 and a 52 week high of $2.88. The business has a 50 day moving average of $0.79 and a 200 day moving average of $0.89. The company has a market cap of $94.20 million, a P/E ratio of -2.26 and a beta of 1.12.

Analysts Set New Price Targets

Several equities research analysts have weighed in on ARBE shares. Wall Street Zen cut Arbe Robotics from a “hold” rating to a “sell” rating in a report on Saturday, June 27th. Canaccord Genuity Group set a $1.25 target price on Arbe Robotics in a research note on Friday. Finally, Weiss Ratings upgraded Arbe Robotics from a “sell (e+)” rating to a “sell (d-)” rating in a report on Thursday, May 21st. Three research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Arbe Robotics currently has a consensus rating of “Moderate Buy” and an average price target of $2.25.

Insiders Place Their Bets

In other Arbe Robotics news, CTO Noam Arkind sold 24,138 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $1.09, for a total transaction of $26,310.42. Following the transaction, the chief technology officer owned 1,623,982 shares in the company, valued at approximately $1,770,140.38. This represents a 1.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 53.53% of the company’s stock.

Institutional Investors Weigh In On Arbe Robotics

Several hedge funds have recently made changes to their positions in the company. Resurgent Financial Advisors LLC bought a new position in Arbe Robotics in the third quarter worth $30,000. Invesco Ltd. purchased a new stake in shares of Arbe Robotics in the 2nd quarter worth about $41,000. Goldman Sachs Group Inc. purchased a new stake in shares of Arbe Robotics in the 4th quarter worth about $46,000. Cubist Systematic Strategies LLC bought a new position in shares of Arbe Robotics in the 1st quarter worth about $63,000. Finally, HRT Financial LP bought a new position in shares of Arbe Robotics in the 4th quarter worth about $118,000. 33.42% of the stock is currently owned by institutional investors.

Arbe Robotics Company Profile

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.