Arrive AI (ARAI)
Builds secure delivery endpoints connecting people, couriers, robots, and drones.
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Builds Arrive Point smart delivery endpoints and software that coordinate secure exchanges among people, couriers, robots, and drones. Latest reported revenue was recurring subscription revenue; commercialization remains early, initial deployments include medical delivery, and operations rely on external financing while losses exceed revenue.
Builds Arrive Point hardware and a software platform for secure package exchanges among people, couriers, ground robots, and drones. The endpoint combines controlled access, tracking, chain-of-custody, temperature assistance, and pickup functions for parcels, food, supplies, and medicine.
Operations are based in Fishers, Indiana, with initial commercial work including robotic medical delivery deployments. Latest reported revenue came from recurring subscriptions, while the product strategy centers on patent-protected endpoint features and integrations across delivery modes.
Commercialization remains early and the business is founder-led, with Daniel S. O’Toole serving as chief executive since inception. Commercial activity remains centered on deployments and partnerships, and operations continue to rely on external financing while losses exceed revenue.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $5.1M · Total debt $5.4M · Total assets $12.5M · Shareholders' equity $4.8M
- Revenue
- $14.7K
- Operating income
- −$4.5M
- Net income
- −$14.1M
No dividends on record.
| Institutions | 5.16% | 2.46M shares | |
|---|---|---|---|
| 53 holders · as of Jun 30, 2026 | |||
| Insiders | 51.90% | 24.77M shares | |
| 11 holders · as of Sep 15, 2026 | |||
| Other | 42.94% | 20.50M shares | |
| remainder | |||
47.73M company shares as of Aug 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (51.88M in the company's Sep 22, 2026 report, 47.73M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Daniel Steven O'TooleInsiderdirector, 10 percent owner, officer: Chief Executive Officer | 48.51% | 23.16M | filed Nov 19, 2025 |
John David RitchisonInsiderdirector | 2.73% | 1.30M | filed Jun 12, 2025 |
AQR Capital Management LLCInstitution | 1.81% | 862,219 | as of Jun 30, 2026 |
Jane Street Group, LLCInstitution | 0.60% | 287,908 | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 0.30% | 145,288 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 19, 2025 | Neerav Dilip Shah | director, officer: Chief Strategy Officer | +1,390 | $3.53 |
| Nov 18, 2025 | Daniel Steven O'Toole | director, 10 percent owner, officer: Chief Executive Officer | +11,142 | $3.50 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arrive AI | $0.2550 | +6.25% | $11.5M | — | — | 219.7 | −83.8% |
| Amazon | $255.36 | −1.20% | $2.78T | 20.8 | 27.4 | 3.6 | +19.6% |
| Pitney Bowes | $16.46 | −0.51% | $2.27B | 13.9 | 9.7 | 1.2 | −2.3% |
| Median | 17.3 | 18.5 | 2.4 | +8.7% |