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ARBE

Arbe Robotics Ltd.

ARBE

Arbe Robotics Ltd. • NASDAQ
$1.47 ▲ 2.80% (+0.04)
Market Cap $159.74 M
52w High $5.09
52w Low $0.85
Dividend Yield 0%
P/E -3.13
Volume 474.40K
Outstanding Shares 108.67M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $254K ▼ $11.268M ▼ $-11.035M ▼ -4.344K% ▼ $-0.098 ▼ $-10.898M ▲
Q2-2025 $274K ▲ $11.295M ▼ $-10.158M ▲ -3.707K% ▲ $-0.09 ▲ $-11.348M ▲
Q1-2025 $40K ▼ $13.063M ▲ $-13.818M ▼ -34.545K% ▼ $-0.13 ▲ $-13.226M ▼
Q4-2024 $99K ▼ $12.626M ▲ $-12.196M ▲ -12.319K% ▼ $-0.15 ▲ $-12.687M ▼
Q3-2024 $123K $12.176M $-12.574M -10.223K% $-0.16 $-12.299M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $61.418M ▲ $66.082M ▼ $16.976M ▼ $49.106M ▼
Q2-2025 $26.039M ▼ $75.835M ▼ $17.85M ▼ $57.985M ▼
Q1-2025 $36.389M ▲ $85.038M ▲ $19.316M ▼ $65.722M ▲
Q4-2024 $24.281M ▲ $60.787M ▲ $38.291M ▲ $22.496M ▲
Q3-2024 $18.808M $55.466M $38.252M $17.214M

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $-11.035M ▼ $-11.11M ▲ $8.353M ▼ $0 ▼ $6.221M ▲ $-11.3M ▲
Q2-2025 $-10.158M ▲ $-11.776M ▼ $10.784M ▲ $2K ▼ $-300K ▲ $-11.835M ▼
Q1-2025 $-13.818M ▼ $-6.222M ▲ $-53.205M ▼ $53.385M ▲ $-6.584M ▼ $-6.247M ▲
Q4-2024 $-12.196M ▲ $-8.225M ▼ $-10.862M ▼ $13.787M ▲ $-5.3M ▼ $-8.314M ▼
Q3-2024 $-12.574M $-7.59M $17.355M $183K $9.948M $-7.898M

Five-Year Company Overview

Income Statement

Income Statement Arbe is still very much in the development stage financially. Over the past several years it has not yet generated meaningful commercial revenue, so the income statement is dominated by ongoing operating and R&D expenses. Losses are steady and recurring rather than sharply worsening or improving, which suggests disciplined but persistent spending to build out the technology and business rather than a company in free fall. However, the absence of revenue for several years after going public underlines that this is a long‑cycle, high‑uncertainty story where commercial traction has yet to show up in the financials.

Balance Sheet

Balance Sheet The balance sheet is small and clearly reflects an early‑stage tech company. Cash holdings have been drifting down since shortly after the listing, and overall assets are gradually shrinking as funds are used to cover operating losses. Shareholders’ equity is positive but has been eroding, which means the cushion to absorb ongoing losses is getting thinner. The recent appearance of some debt, after previously being debt‑free, hints that the company is starting to lean on additional financing tools instead of relying only on equity, which can add financial risk if the path to revenue takes longer than planned.

Cash Flow

Cash Flow Cash flow is consistently negative and driven almost entirely by operating activities, which is typical for a deep‑tech R&D company without product revenue. The cash burn has been relatively stable year to year, and capital spending on physical assets is minimal, so most cash is going into people, chip development, and software. This lean capital spending profile is a plus, but it also means the company’s future depends heavily on when large customer programs ramp. Without a clear inflection in cash inflows yet, Arbe’s runway and eventual need for further funding hinge on how quickly it converts its pipeline into production contracts and how tightly it can manage expenses in the meantime.

Competitive Edge

Competitive Edge From a technology and partnership standpoint, Arbe appears to hold a strong niche in high‑resolution 4D imaging radar for advanced driver assistance and autonomous driving. Its proprietary chipset, very high channel count, and ability to deliver dense, image‑like radar data set it apart from many traditional radar systems. Early work with major Tier 1 suppliers, NVIDIA, and players in China supports the idea that the industry takes its technology seriously. At the same time, the competitive field is intense, with large, well‑funded automotive suppliers and alternative sensing technologies (cameras and LiDAR) all vying for a role in future vehicles. Arbe’s position will ultimately be tested by whether it can secure and retain high‑volume design wins as carmakers lock in sensor architectures for the next decade.

Innovation and R&D

Innovation and R&D Innovation is clearly the core of Arbe’s strategy. The company has built its own radar chipset rather than relying on off‑the‑shelf parts, and it has layered advanced AI‑driven perception software on top, enabling features like free‑space mapping and high‑precision object detection. Flagship products such as the Phoenix front radar and Lynx surround radar showcase this focus on performance and coverage, with an emphasis on all‑weather reliability where cameras and LiDAR can struggle. The roadmap points to continued investment in next‑generation chips, better AI algorithms, and new use cases beyond passenger cars, such as trucks, infrastructure, and robotics. The flip side is that such a heavy R&D focus keeps costs high and delays profitability, making sustained funding and flawless execution on the product roadmap critical to realizing the promise of the technology.

Summary

Arbe is a classic high‑tech, high‑uncertainty story: strong‑sounding technology and partnerships on one side, and very early‑stage financials on the other. The company has not yet translated its radar innovations into recurring revenue, and its financial statements show a pattern of steady losses, declining cash, and a modest but shrinking equity base. On the strategic side, it appears to have a credible lead in 4D imaging radar and meaningful relationships with key industry players, with plans to ramp production in the coming years. The central questions from here are whether and when large‑scale automotive programs materialize, how quickly revenue can ramp once they do, and whether the company can maintain sufficient financial flexibility along the way. Outcomes could vary widely depending on execution, customer adoption, and the pace of change in the autonomous and ADAS markets.

NEWS

November 18, 2025 · 9:00 AM UTC

Arbe to Participate in the 14th Annual ROTH Technology Conference in New York

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November 17, 2025 · 7:00 AM UTC

Arbe Announces Q3 2025 Financial Results

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October 30, 2025 · 8:00 AM UTC

Arbe to Announce Third Quarter 2025 Financial Results and to Hold a Conference Call on November 17, 2025

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October 16, 2025 · 8:00 AM UTC

Arbe Wins “Sensor Technology Solution of the Year” In 2025 AutoTech Breakthrough Awards Program

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September 18, 2025 · 6:00 AM UTC

Former Vice President of Magna International and EVP of Veoneer, Chris Van Dan Elzen Joins Arbe Board of Directors

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