ARBE

MKT CAP:$97M

Arbe Robotics Ltd.

Market Cap

$97M

Technology·Software - Infrastructure·🇮🇱 Israel·NASDAQ

Technology·Software Infra·🇮🇱·NASDAQ

Stock Price

$0.78-$0.42 (-34.99%)

Apr 22, 2026

Company Details

Arbe Robotics Ltd., a semiconductor company, provides 4D imaging radar solutions for tier 1 automotive suppliers and automotive manufacturers in Israel and the United States. It offers 4D imaging radar chipset solutions that address the cor...

CEO

Jacob Marenko

IPO Date

Oct 30, 2020

Website

www.arberobotics.com

Key Metrics TTM

Revenue

$1M

+33.6% YoY

Net Income

-$45M

EPS (Diluted)

-$0.41

Free Cash Flow

-$38M

Revenue / Share

$0.01

Gross Margin

-78.2%

Operating Margin

-4671.9%

Net Margin

-4402.7%

FCF Margin

-3745.2%

P/S

94.3x

P/E

—

Earnings Reports

Q4 2025

Feb 26, 2026

$458.0K+362.6%EPS -$0.09

Q3 2025

Nov 17, 2025

$254.0K+106.5%EPS -$0.10

Q2 2025

Aug 7, 2025

$274.0K-33.0%EPS -$0.09

Q1 2025

May 20, 2025

$40.0K-70.8%EPS -$0.13

FY 2024

Mar 28, 2025

$768.0KEPS -$0.61

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 22	$876.0K	$492.0K	-$11M
Q2 22	$1M	$899.0K	-$12M
Q3 22	$1M	$911.0K	-$11M
Q4 22	$149.0K	-$68.0K	-$14M
Q1 23	$355.0K	$39.0K	-$11M
Q2 23	$289.0K	-$3.0K	-$13M
Q3 23	$479.0K	$115.0K	-$12M
Q4 23	$347.0K	-$189.0K	-$12M
Q1 24	$137.0K	-$266.0K	-$13M
Q2 24	$409.0K	-$39.0K	-$12M
Q3 24	$123.0K	-$271.0K	-$12M
Q4 24	$99.0K	-$209.0K	-$13M
Q1 25	$40.0K	-$298.0K	-$13M
Q2 25	$274.0K	-$185.0K	-$11M
Q3 25	$254.0K	-$243.0K	-$12M
Q4 25	$458.0K	-$76.0K	-$12M

Valuation

Quarter	P/S	P/E
Q1 22	144.2x	—
Q2 22	109.7x	—
Q3 22	94.6x	—
Q4 22	76.3x	—
Q1 23	71.5x	—
Q2 23	110.8x	—
Q3 23	124.4x	—
Q4 23	98.8x	—
Q1 24	113.2x	—
Q2 24	112.8x	—
Q3 24	147.1x	—
Q4 24	221.4x	—
Q1 25	124.8x	—
Q2 25	357.4x	—
Q3 25	282.6x	—
Q4 25	124.1x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 22	-$13M	-$13M
Q2 22	-$11M	-$11M
Q3 22	-$8M	-$8M
Q4 22	-$9M	-$9M
Q1 23	-$10M	-$10M
Q2 23	-$10M	-$10M
Q3 23	-$8M	-$8M
Q4 23	-$5M	-$5M
Q1 24	-$8M	-$8M
Q2 24	-$8M	-$8M
Q3 24	-$8M	-$8M
Q4 24	-$8M	-$8M
Q1 25	-$6M	-$6M
Q2 25	-$12M	-$12M
Q3 25	-$11M	-$11M
Q4 25	-$9M	-$9M

Capital Expenditures

Quarter	CapEx
Q1 22	$242.0K
Q2 22	$284.0K
Q3 22	$50.0K
Q4 22	$342.0K
Q1 23	$53.0K
Q2 23	$66.0K
Q3 23	$71.0K
Q4 23	$59.0K
Q1 24	$81.0K
Q2 24	$126.0K
Q3 24	$308.0K
Q4 24	$89.0K
Q1 25	$25.0K
Q2 25	$59.0K
Q3 25	$190.0K
Q4 25	$29.0K

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 22	+351.5%	+187.6%
Q2 22	+113.1%	+174.7%
Q3 22	+141.1%	+67.7%
Q4 22	-76.3%	+59.7%
Q1 23	-59.5%	-4.5%
Q2 23	-76.6%	-3.3%
Q3 23	-61.9%	-0.9%
Q4 23	+132.9%	-12.8%
Q1 24	-61.4%	+17.3%
Q2 24	+41.5%	-6.6%
Q3 24	-74.3%	+4.4%
Q4 24	-71.5%	+3.9%
Q1 25	-70.8%	+3.9%
Q2 25	-33.0%	-2.2%
Q3 25	+106.5%	-6.4%
Q4 25	+362.6%	-6.9%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 22	$2M	204.3%
Q2 22	$2M	190.0%
Q3 22	$0	0.0%
Q4 22	$3M	1859.1%
Q1 23	$2M	565.6%
Q2 23	$4M	1284.8%
Q3 23	$4M	773.9%
Q4 23	$4M	1214.1%
Q1 24	$4M	2719.7%
Q2 24	$4M	877.0%
Q3 24	$0	0.0%
Q4 24	$4M	3727.3%
Q1 25	$3M	8275.0%
Q2 25	$2M	825.9%
Q3 25	$2M	788.2%
Q4 25	$0	0.0%

OpEx Breakdown

Quarter	R&D	G&A	S&M	SG&A
Q1 22	$8M	$2M	$1M	—
Q2 22	$10M	$2M	$1M	—
Q3 22	$9M	$2M	$1M	—
Q4 22	$11M	$2M	$1M	—
Q1 23	$8M	$2M	$924.0K	—
Q2 23	$9M	$2M	$1M	—
Q3 23	$8M	$2M	$1M	—
Q4 23	$8M	$2M	$2M	—
Q1 24	$9M	$2M	$1M	—
Q2 24	$8M	$2M	$1M	—
Q3 24	$9M	$2M	$1M	—
Q4 24	$9M	$2M	$1M	—
Q1 25	$10M	$2M	$1M	—
Q2 25	$8M	$2M	$1M	—
Q3 25	$8M	—	—	$3M
Q4 25	$9M	—	—	$3M

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 22	351.5%	-1202.4%	-850.9
Q2 22	113.1%	-968.8%	-855.7
Q3 22	141.1%	-856.7%	-715.6
Q4 22	-76.3%	-9384.6%	-9460.8
Q1 23	-59.5%	-2958.3%	-3017.8
Q2 23	-76.6%	-4306.9%	-4383.5
Q3 23	-61.9%	-2385.0%	-2446.8
Q4 23	132.9%	-3445.2%	-3312.4
Q1 24	-61.4%	-9210.2%	-9271.6
Q2 24	41.5%	-2803.7%	-2762.1
Q3 24	-74.3%	-9999.2%	-10073.5
Q4 24	-71.5%	-12815.2%	-12886.6
Q1 25	-70.8%	-33065.0%	-33135.8
Q2 25	-33.0%	-4141.6%	-4174.6
Q3 25	106.5%	-4290.6%	-4184.0
Q4 25	362.6%	-2189.3%	-1826.7

Rule of 40

Revenue by Geography

Quarter	Germany	Sweden	Switzerland	United States
Q4 22	$41.0K	$52.0K	$7.0K	$55.0K

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$87M	$400.0K	$88M
Q2 22	$71M	$400.0K	$72M
Q3 22	$63M	$400.0K	$64M
Q4 22	$54M	$400.0K	$55M
Q1 23	$45M	$0	$45M
Q2 23	$32M	$26M	$57M
Q3 23	$24M	$26M	$49M
Q4 23	$29M	$15M	$44M
Q1 24	$5M	$30M	$35M
Q2 24	$9M	$18M	$27M
Q3 24	$19M	$20.0K	$19M
Q4 24	$13M	$11M	$24M
Q1 25	$7M	$29M	$36M
Q2 25	$7M	$19M	$26M
Q3 25	$13M	$48M	$61M
Q4 25	$4M	$41M	$45M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 22	63M	+1.4%	+1.4%
Q2 22	63M	+0.4%	+1.9%
Q3 22	64M	+0.5%	+2.4%
Q4 22	64M	+0.5%	+2.9%
Q1 23	65M	+1.1%	+2.6%
Q2 23	68M	+4.8%	+7.1%
Q3 23	77M	+14.3%	+21.8%
Q4 23	78M	+0.5%	+21.7%
Q1 24	78M	+0.4%	+20.9%
Q2 24	78M	+0.1%	+15.4%
Q3 24	81M	+3.5%	+4.5%
Q4 24	82M	+1.2%	+5.3%
Q1 25	108M	+31.3%	+37.7%
Q2 25	112M	+4.3%	+43.4%
Q3 25	113M	+0.4%	+39.1%
Q4 25	113M	+0.2%	+37.8%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 22	$7.4K	118
Q2 22	$10.5K	118
Q3 22	$10.6K	118
Q4 22	$1.1K	141
Q1 23	$2.5K	141
Q2 23	$2.0K	141
Q3 23	$3.4K	141
Q4 23	$2.5K	137
Q1 24	$1.0K	137
Q2 24	$3.0K	137
Q3 24	$898	137
Q4 24	$688	144
Q1 25	$278	144
Q2 25	$1.9K	144
Q3 25	$1.8K	144
Q4 25	$3.2K	144

Revenue / Employee