Content Detail

• Content META

  Title	Arbe Robotics (ARBE) Stock: Q3 2025 Earnings, Analyst Forecasts and Radar Growth Story – Updated December 4, 2025
  ID	28942036
  External ID	95863cc6b3f2be53bb0d0e91e1eb7426
  Author	Shan Ahmed Khan
  Published Date	Dec. 4, 2025, 8:01 a.m.
  Summary	Arbe Robotics (ARBE) Stock: Q3 2025 Earnings, Analyst Forecasts and Radar Growth Story – Updated December 4, 2025 - TechStock²
  Tags
  URL	https://ts2.tech/en/arbe-robotics-arbe-stock-q3-2025-earnings-analyst-forecasts-and-radar-growth-story-updated-december-4-2025
  Sentiment	Negative: 0.05268    Neutral: 0.10675    Positive: 0.84057
  Relevance	0.05699

• Content Details

  Content ID	36557706
  Key	947fec11-f841-4afb-bba9-9ba658ef9194
  Content	Arbe Robotics Ltd. (NASDAQ: ARBE), the Israeli 4D imaging radar specialist, is back on traders' screens after a sharp rebound in its share price, fresh awards for its technology, and a mixed Q3 2025 earnings report that highlights both progress and persistent risk. As of December 4, 2025, ARBE trades around $1.57 per share after a 14.6% jump in Wednesday's session, leaving the company with a market value in roughly the $150–170 million range. [1] The stock sits about 85% above its 52‑week low of $0.85, but still roughly 69% below its 52‑week high of $5.09, underlining how volatile this early‑stage radar bet remains. [2] This article pulls together all the key current news, forecasts and analyses on Arbe Robotics stock as of December 4, 2025, and outlines what investors are really betting on. Latest price: Around $1.57 (December 4, 2025, intraday). Around (December 4, 2025, intraday). Yesterday's close (Dec 3): $1.57, up from $1.37 (+14.6%). [3] $1.57, up from $1.37 (+14.6%). 52‑week range: $0.85 – $5.09. [4] $0.85 – $5.09. Recent momentum: Up 22.7% over the last two weeks; positive days in 6 of the last 10 sessions. [5] Up over the last two weeks; positive days in 6 of the last 10 sessions. Volatility: Daily moves near 6–15% have been common; technical analysts classify ARBE as 'high risk' based on its wide trading range and Bollinger bands. [6] Daily moves near have been common; technical analysts classify ARBE as based on its wide trading range and Bollinger bands. Market cap / enterprise value: Market cap about $170.9 million , enterprise value around $130 million as of early December. [7] Market cap about , enterprise value around as of early December. Float & ownership: Around 89 million shares outstanding, with institutional ownership near a third of the float and short interest around 3–4%, according to recent stock summary data. [8] In short: ARBE is a small‑cap, high‑beta hardware story—the sort of stock where headlines, ratings changes and even Twitter threads can move the price by double digits in a day. Arbe reported Q3 2025 results on November 17, 2025, and the numbers were a Rorschach test: tiny but growing revenue, a big revenue miss vs. expectations, yet some improvement in losses and balance sheet strength. [9] Key Q3 2025 figures (three months ended September 30, 2025): [10] Revenue: $254,000, up from $123,000 in Q3 2024 — more than 100% year‑on‑year growth , but still extremely small in absolute terms. $254,000, up from in Q3 2024 — more than , but still extremely small in absolute terms. Cost of revenue: $497,000, resulting in a gross loss of $243,000 . The radar chips are not yet being produced or sold at a scale where gross margin turns positive. $497,000, resulting in a . The radar chips are not yet being produced or sold at a scale where gross margin turns positive. Operating expenses: About $11.3 million , down slightly from $12.2 million a year earlier as the company tightens spending. About , down slightly from a year earlier as the company tightens spending. Net loss: Roughly $11.0 million , an improvement from $12.6 million in Q3 2024. Roughly , an improvement from in Q3 2024. EPS: -$0.10, versus -$0.16 a year earlier. -$0.10, versus a year earlier. Cash position: Around $52.6 million in cash and cash equivalents (including deposits), plus funds held in escrow, according to the company and conference‑call commentary. [11] Crucially, Q3 revenue missed expectations badly: one earnings recap notes that analysts were looking for about $642,000 in revenue and -0.09 EPS, implying a 60%+ revenue miss and a small EPS miss. [12] The stock initially fell nearly 4% after the earnings release before recovering later in the month. [13] On the call, management reiterated that near‑term revenue will remain lumpy and low as the company is still pre‑scale, with 2025 revenue guidance of just $1–2 million and an adjusted EBITDA loss of $29–35 million. [14] Takeaway: Q3 confirms the core tension of ARBE: technologically impressive, commercially early. Revenues are tiny, but the company is at least trimming its losses and maintaining a sizable cash cushion. Where bulls get excited is not the P&L, but the pipeline. On the Q3 2025 call and in recent press releases, Arbe sketched a roadmap built around three pillars: premium OEM design wins, AI partnerships and diversification beyond passenger cars. [15] From CEO Kobi Marenko's comments on the Q3 call: [16] Arbe believes it is 'well positioned and in the lead' to become the key radar enabler for an 'eyes‑off, hands‑off' automated driving program at a major European OEM , with a decision expected in the near term . to become the for an 'eyes‑off, hands‑off' automated driving program at a , with a decision expected in the . A second premium European OEM is using radars based on Arbe's chipset for Level 3 data collection . is using radars based on Arbe's chipset for . A top Japanese OEM has ordered additional radar kits for its Level 4 development activities, expanding a project started in 2024. Management's internal roadmap calls for four OEM program 'design wins' within the next three quarters, with initial revenue from these programs expected to start in 2027 and ramp materially in 2028 as high‑volume passenger vehicle platforms roll out. [17] That long time horizon is typical in automotive, but it also means public shareholders are paying today for revenue that may not show up for several years. In January 2025, Arbe announced a collaboration with NVIDIA to integrate its ultra‑high‑definition perception radar with the NVIDIA DRIVE platform, focusing on radar‑based free‑space mapping and AI‑driven perception. [18] The partnership highlights that: Arbe's 4D radar uses a 48×48 MIMO antenna array and supports tens of thousands of detections per frame , providing unusually dense point clouds for radar. [19] and supports , providing unusually dense point clouds for radar. Coupled with NVIDIA's in‑vehicle computing, the goal is to deliver more reliable hands‑free driving and better understanding of drivable space in poor weather and lighting. For now this is mostly strategic and reputational—there's no disclosed revenue number tied to the collaboration—but it helps cement Arbe's position on the radar 'short list' for advanced ADAS and autonomy programs. Arbe is also working to reduce its reliance on passenger vehicles by pushing into defense and smart infrastructure through partners such as Sensrad, a Swedish radar Tier‑1. [20] Key 2025 milestones include: July 2025: Sensrad begins shipping its first radar series powered by Arbe's chipset into a defense off‑road autonomous vehicle application and an intelligent road infrastructure project . [21] Sensrad begins shipping its first radar series powered by Arbe's chipset into a application and an . Sensrad placed a 'significant purchase order' for Arbe chipsets covering multiple programs, including a U.S. defense customer and the Tianyi Transportation project in China , and signed a support and maintenance agreement that brings Arbe recurring services revenue . [22] for Arbe chipsets covering multiple programs, including a and the , and signed a support and maintenance agreement that brings Arbe . The company is also pursuing maritime collision‑avoidance projects with radar‑powered systems for boats via WATCHIT and Sensrad, as highlighted in later updates and call commentary. [23] Non‑automotive revenue is still small, but management has signaled that it expects meaningful contributions from defense and other verticals by 2026, with more pronounced ramp from automotive programs closer to 2028. [24] If you judged Arbe only by its trophy cabinet, you might assume it was already a big, profitable Tier‑1. Recent awards include: 'Innovation Award – Perception Systems' at the 2025 Just Auto Excellence Awards (September 3, 2025). The award cites Arbe's radar having 2,304 virtual channels , roughly 10× more than competing systems , and the ability to generate over 100,000 detections per frame . [25] at the (September 3, 2025). The award cites Arbe's radar having , roughly , and the ability to generate over . 'Sensor Technology Solution of the Year' at the 2025 AutoTech Breakthrough Awards (October 16, 2025), recognizing its perception radar as a standout sensor solution in the global automotive and transportation market. [26] Coverage on Yahoo Finance, Intellectia and social media framed these awards as confirmation that Arbe's radar really is best‑in‑class on paper—while also noting that the short‑term impact is reputational rather than financial, given the company's minimal revenue and continued cash burn. [27] In other words: the technology moat looks real; the commercial moat is still under construction. Behind the scenes, Arbe has spent the last 18–24 months radically reshaping its balance sheet. Key moves: Convertible debentures (June 2024): Arbe issued about NIS 110 million (~$30 million) in convertible debentures listed on the Tel Aviv Stock Exchange, paying 6.5% interest and maturing in 2028, with a conversion price of roughly $2.60 per share . Proceeds were initially held in escrow pending conditions. [28] Arbe issued about in convertible debentures listed on the Tel Aviv Stock Exchange, paying and maturing in 2028, with a conversion price of roughly . Proceeds were initially held in escrow pending conditions. Up to $49 million public offering (Nov 2024): Arbe priced and then closed a U.S. public offering of ordinary shares, with $15 million raised upfront and up to $34 million more tied to the exercise of long‑term and milestone‑linked warrants. [29] Arbe priced and then closed a U.S. public offering of ordinary shares, with and up to tied to the exercise of long‑term and milestone‑linked warrants. $29 million registered direct offering (Jan 7, 2025): The company sold 8,984,375 shares at $3.20 per share, raising about $29 million gross. [30] These transactions were heavily dilutive, but they mean that Arbe is currently funded to pursue its near‑term operating plan, as noted by Roth Capital in an August 2025 analyst note. [31] At the end of 2024, Arbe reported: [32] Current assets: $57.6 million, including $13.5 million in cash and cash equivalents $10.8 million in short‑term bank deposits $30.4 million in funds held in escrow (tied to the convertible debentures) $57.6 million, including Convertible bonds: $30.6 million on the liability side $30.6 million on the liability side Shareholders' equity: $22.5 million $22.5 million Full‑year 2024 revenue: $768,000 vs. $1.47 million in 2023 $768,000 vs. in 2023 Net loss:$49.3 million for 2024 By Q3 2025, after the 2025 equity raise and some changes in the debt structure, the company was reporting over $52 million in net cash, according to management, and a reduced convertible bond balance of around $9.4 million. [33] The bottom line: cash runway looks acceptable, but it is being consumed by R&D and operating expenses north of $30 million per year, with sub‑$2 million expected in 2025 revenue. This is exactly the profile that excites growth bulls and scares off conservative investors. Despite the micro‑cap size, ARBE has a surprisingly dense layer of analyst and quant coverage. Across MarketBeat, TipRanks, Intellectia and other aggregators, the 12‑month consensus price target for ARBE sits around $1.88 per share. [34] Key points: Average target: $1.88 (roughly 19–30% upside depending on which 'current price' snapshot you compare to). [35] $1.88 (roughly depending on which 'current price' snapshot you compare to). Range: $1.75 – $2.00. High target $2.00 from Roth MKM (Suji De Silva), recently cut from $3 after Q2 2025 but reiterated with a Buy rating, citing Arbe's technology and funding cushion. [36] Low target $1.75 from Canaccord Genuity, which initiated coverage in April 2025 with a Strong Buy/Buy stance. [37] $1.75 – $2.00. Consensus rating: MarketBeat: 'Hold' (4 analysts: 1 Sell, 1 Hold, 2 Buy). [38] TipRanks / Intellectia: 'Moderate Buy' (3 analysts: 2 Buy, 1 Hold, 0 Sell). [39] So while formal ratings lean mildly positive, the numerical upside implied by price targets is relatively modest compared with the stock's recent swings. On December 3, 2025, Nasdaq highlighted that Arbe has been upgraded by Zacks to Rank #2 (Buy) thanks to upward revisions in earnings estimates, which Zacks views as a powerful driver of future price action. [40] However, Zacks' own style scores page (where accessible) flags Arbe as overvalued, noting a Value Score of 'F', suggesting poor value characteristics for traditional value investors. [41] Interpretation: short‑term estimate revisions look better, but fundamental valuation metrics remain ugly given the tiny revenue base. Technical‑analysis platform StockInvest.us recently upgraded ARBE from 'Strong Sell' to 'Hold/Accumulate', citing: [42] Support around $1.45 and resistance near $1.77 . and resistance near . Expected trading range for December 4 between $1.50 and $1.64 , implying an intraday swing potential of around ±9% . between , implying an intraday swing potential of around . A conclusion that ARBE has 'several positive signals' but still doesn't qualify as a clear buy, and should be treated as a high‑risk hold while awaiting further developments. Quant and seasonality services like Intellectia and PandaForecast echo the idea of moderate expected upside with high noise, noting that December historically has one of the better 'win rates' for positive monthly returns in ARBE, and short‑term fair‑value targets around current levels. [43] Some long‑horizon algorithmic models even project ARBE drifting toward the mid‑$1 range by 2030 and much higher levels by 2040–2050, but those projections are purely mechanical extrapolations and about as reliable as guessing the weather in 25 years. [44] Public analysis of Arbe Robotics is surprisingly polarized for such a small stock. Bullish commentators — including at least one early‑2025 Seeking Alpha piece titled along the lines of '2025 Could Be a Great Year to Own Arbe Shares' — argue that: [45] Arbe's 4D imaging radar looks structurally ahead of traditional automotive radar, with far more channels and a denser point cloud, potentially making it the radar choice for L2+ and L3 autonomy. [46] looks of traditional automotive radar, with far more channels and a denser point cloud, potentially making it radar choice for L2+ and L3 autonomy. The NVIDIA collaboration , premium OEM engagements and defense/infrastructure deals position Arbe at the intersection of autonomy, AI and safety‑critical systems . [47] , and position Arbe at the . The company has shored up its balance sheet with multiple offerings and now has the cash runway to survive until design wins ramp. [48] with multiple offerings and now has the to survive until design wins ramp. If Arbe secures even one or two large‑scale OEM production deals, the revenue step‑change could be dramatic, and the current sub‑$200 million valuation may prove cheap relative to long‑term potential. This is the 'options‑like upside' view: ARBE as a speculative call on radar becoming central to autonomous driving, with Arbe winning a meaningful share. Bearish analysts — including a November 2025 Seeking Alpha article summarised on StockAnalysis as 'Why I Still Wouldn't Touch This Stock' — frame the story very differently: [49] Revenue remains negligible (hundreds of thousands of dollars per quarter) despite years of development and marketing. [50] (hundreds of thousands of dollars per quarter) despite years of development and marketing. Net losses are huge relative to revenue: nearly $50 million lost on under $1 million in 2024 revenue , and another $23–24 million lost in the first half of 2025. [51] relative to revenue: nearly , and another lost in the first half of 2025. On any traditional metric, ARBE is extremely hard to value , with revenue multiples that are off the charts. , with revenue multiples that are off the charts. Even after funding, the company is highly dependent on continued access to capital markets and successful conversion of its convertible debentures . [52] and . Design wins are not contracts: OEM programs can be delayed, resized or cancelled, particularly in a macro environment where EV and ADAS spending is under scrutiny. This view is reinforced by Zacks' Value Score 'F' and by Intellectia's reminder that Arbe's awards may help brand positioning more than near‑term cash flow. [53] Other quantitative and news‑driven platforms sit somewhere in the middle: StockInvest.us calls ARBE a Hold/Accumulate : technically improved, but too risky to call a clear buy. [54] calls ARBE a : technically improved, but too risky to call a clear buy. Intellectia lists ARBE as a 'Moderate Buy' based on three Wall Street analysts but explicitly warns that analyst targets are subjective and often lag price action. [55] The consensus is basically: exciting technology, binary execution risk. For traders, the near‑term technical setup matters as much as the five‑year radar roadmap. Based on recent technical commentary and price data: [56] Support: Cluster of accumulated volume around $1.45 . Cluster of accumulated volume around . Resistance: First resistance zone around $1.77 , with additional resistance higher up near $1.94 . First resistance zone around , with additional resistance higher up near . Intraday range expectation (Dec 4): Many models expect ARBE to oscillate between roughly $1.50 and $1.64 , though the actual move can easily exceed that given the stock's history of 10–15% daily swings. Many models expect ARBE to oscillate between roughly , though the actual move can easily exceed that given the stock's history of 10–15% daily swings. 52‑week picture: Up ~85% from the $0.85 low. Down ~69% from the $5.09 high. Sites like StockInvest characterize ARBE's volatility and wide Bollinger bands as a clear sign that position sizing and risk management are crucial; they even suggest tight stop‑loss levels for short‑term traders, reflecting the probability of sharp reversals. [57] Beyond the generic 'small cap tech is risky,' Arbe faces several company‑specific and geopolitical risks that appear repeatedly in its filings and forward‑looking statements: [58] Commercialization risk The company must convert ongoing OEM evaluations and pilots into firm design wins and production contracts , and then survive the long lag between design win and full‑scale production. , and then survive the long lag between design win and full‑scale production. Even a strong technology can be sidelined by cost pressures, platform redesigns, or an OEM's decision to consolidate suppliers. Concentration and timing risk A small number of large automotive programs could represent a large share of future revenue, making Arbe vulnerable to delays or cancellations . . Management's expectation of a revenue ramp in 2027–2028 is a forecast, not a guarantee. Continued cash burn and dilution With operating expenses north of $30 million per year and revenue below $2 million, Arbe is likely to remain free‑cash‑flow negative for several years , even if design wins start to appear. [59] and revenue below $2 million, Arbe is likely to remain , even if design wins start to appear. Convertible debentures and new equity offerings can further dilute existing shareholders. Geopolitical and currency risk Arbe is headquartered in Tel Aviv, Israel, and its filings explicitly flag risks from ongoing hostilities, mobilization of workers (including employees), potential boycotts of Israeli companies, and shekel–dollar exchange‑rate volatility. [60] Competitive landscape The automotive sensor space is crowded, with large incumbents in radar, lidar and cameras. Arbe must convince OEMs not just that radar matters , but that its radar should be the standard. , but that should be the standard. Larger competitors can bundle radar with other sensors or undercut pricing, squeezing margins if and when volume production begins. For investors and traders tracking Arbe Robotics into 2026, several clear catalysts and milestones stand out: Potential OEM design win announcements — especially the flagship European 'eyes‑off, hands‑off' program and the additional three design‑win targets management says it is chasing over the next three quarters. [61] — especially the and the additional three design‑win targets management says it is chasing over the next three quarters. Q4 2025 and full‑year 2025 results — currently expected around March 4, 2026 , based on earnings calendars and prior reporting patterns. [62] — currently expected around , based on earnings calendars and prior reporting patterns. Updates on non‑automotive deployments , particularly additional orders from defense and infrastructure customers via partners like Sensrad. [63] , particularly additional orders from defense and infrastructure customers via partners like Sensrad. Any further funding moves — new equity or debt could extend runway but also change the dilution math. — new equity or debt could extend runway but also change the dilution math. Macro developments in ADAS/autonomy — regulatory moves, safety requirements and OEM capex priorities will all influence how aggressively automakers push for high‑resolution radar. Arbe Robotics today is not a classic 'fundamentals' story. On a trailing basis, it looks almost absurd: tens of millions in annual losses, under $1 million in revenue, and a valuation that only makes sense if multi‑year OEM ramp assumptions come true. [64] At the same time, the company has: Real, independently recognized technical advantages in 4D imaging radar. [65] in 4D imaging radar. Credible strategic partnerships (NVIDIA, Sensrad, Tier‑1s in China and Japan). [66] (NVIDIA, Sensrad, Tier‑1s in China and Japan). A beefed‑up balance sheet after multiple financings. [67] after multiple financings. And a set of analyst targets that, while not screaming 'multi‑bagger,' do imply modest upside from current levels under base‑case assumptions. [68] For risk‑tolerant investors, ARBE functions almost like an equity call option on high‑resolution radar becoming mandatory in next‑generation ADAS and autonomy, with Arbe winning a meaningful share of that market. For conservative investors, the tiny revenue base, steep cash burn and geopolitical overlay make it a natural 'too hard' pile candidate. 1. www.macrotrends.net, 2. stockinvest.us, 3. stockinvest.us, 4. stockinvest.us, 5. stockinvest.us, 6. stockinvest.us, 7. stockanalysis.com, 8. www.stocktitan.net, 9. www.barchart.com, 10. www.barchart.com, 11. www.barchart.com, 12. www.investing.com, 13. www.investing.com, 14. www.investing.com, 15. www.investing.com, 16. www.investing.com, 17. www.investing.com, 18. ir.arberobotics.com, 19. ir.arberobotics.com, 20. ir.arberobotics.com, 21. ir.arberobotics.com, 22. ir.arberobotics.com, 23. www.investing.com, 24. www.investing.com, 25. ir.arberobotics.com, 26. ir.arberobotics.com, 27. finance.yahoo.com, 28. www.prnewswire.com, 29. ir.arberobotics.com, 30. ir.arberobotics.com, 31. intellectia.ai, 32. ir.arberobotics.com, 33. www.barchart.com, 34. www.marketbeat.com, 35. www.marketbeat.com, 36. intellectia.ai, 37. intellectia.ai, 38. www.marketbeat.com, 39. www.tipranks.com, 40. www.nasdaq.com, 41. www.zacks.com, 42. stockinvest.us, 43. intellectia.ai, 44. stockscan.io, 45. seekingalpha.com, 46. ir.arberobotics.com, 47. ir.arberobotics.com, 48. ir.arberobotics.com, 49. stockanalysis.com, 50. www.barchart.com, 51. ir.arberobotics.com, 52. www.prnewswire.com, 53. www.zacks.com, 54. stockinvest.us, 55. intellectia.ai, 56. stockinvest.us, 57. stockinvest.us, 58. ir.arberobotics.com, 59. www.barchart.com, 60. ir.arberobotics.com, 61. www.investing.com, 62. stockinvest.us, 63. ir.arberobotics.com, 64. ir.arberobotics.com, 65. ir.arberobotics.com, 66. ir.arberobotics.com, 67. ir.arberobotics.com, 68. www.marketbeat.com analyst forecasts Arbe Robotics ARBE stock Q3 2025 earnings radar technology
  Content Reference URL	None

• Publisher

  Publisher Name	ts2.tech (#20595)
  Publisher URL	https://ts2.tech/
  Description	None
  Trust Flow Score	25
  Citation Flow Score	54

• Data Source

  Data Source Name	NewsCatcher (#303)
  Data Source Type	news
  Data Source URL	https://www.newscatcherapi.com/
  Description
  Weight	1