Arbe (ARBE)
Supplies radar chips, processors, and perception software for automotive sensing.
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Supplies a 4D imaging-radar platform combining RF chips, radar processors, and AI-based post-processing. The company sells through Tier-1 suppliers that integrate its technology into radar systems for vehicle OEM programs, while also pursuing adjacent sensing markets.
Builds a 4D imaging-radar platform from an RF chipset, radar-processor chip, and AI-based post-processing software. The technology targets L2+ and more automated-driving applications, with uses also described for defense, perimeter security, robotaxis, robotrucks, and off-road vehicles.
Sales channel through Tier-1 automotive suppliers, which integrate the chipset into radar systems for OEM programs. A supply agreement with Magna Electronics is intended to govern a production phase if Magna secures an OEM imaging-radar contract.
Commercial activity is moving from development toward serial production. Most historical revenue came from low-volume non-automotive orders, samples, and testing; a Chinese OEM program through Hirain is expected to bring vehicles to market in early 2027. GlobalFoundries is the sole chip manufacturer.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | Canaccord Genuity | Target | Target: $1.25 | Target: $2 |
| Aug 7, 2026 | Canaccord Genuity | Target | Target: — | Target: $1.25 |
| Mar 6, 2025 | Maxim Group | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $67.0M · Total debt $25.9M · Total assets $72.2M · Shareholders' equity $40.5M
- Revenue
- $703.0K
- Operating income
- −$9.8M
- Net income
- −$9.1M
No dividends on record.
| Institutions | 21.89% | 26.85M ADS | |
|---|---|---|---|
| 54 holders · as of Jun 30, 2026 | |||
| Insiders | 7.48% | 9.18M ADS | |
| 12 holders · as of Sep 15, 2026 | |||
| Other | 70.63% | 86.62M ADS | |
| remainder | |||
122.65M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
PEAK6 Capital Management LLCInstitution | 6.14% | 7.53M | filed May 14, 2026 |
Alyeska Investment Group, L.P.Institution | 5.28% | 6.48M ADS | as of Jun 30, 2026 |
Awm Investment Company, Inc.Institution | 4.49% | 5.51M ADS | as of Jun 30, 2026 |
Peak6 LLCInstitution | 3.37% | 4.14M ADS | as of Jun 30, 2026 |
Y.D. More Investments LtdInstitution | 2.32% | 2.84M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Noam Arkind | director, officer: Chief Technology Officer | −278,800 | $0.7796 |
| Sep 4, 2026 | Noam Arkind | director, officer: Chief Technology Officer | −22,700 | $0.6294 |
| Sep 3, 2026 | Noam Arkind | director, officer: Chief Technology Officer | −66,800 | $0.6338 |
| Sep 2, 2026 | Noam Arkind | director, officer: Chief Technology Officer | −31,700 | $0.6403 |
| Jun 3, 2026 | Noam Arkind | director, officer: Chief Technology Officer | −24,138 | $1.09 |
- Mobileye
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- NXP Semiconductors
4D imaging-radar chipsets for OEM and Tier 1 designs
- Texas Instruments
Automotive mmWave radar chips for Tier 1 sensor designs
- Innoviz Technologies
LiDAR and perception stack for the same ADAS sensor budgets
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arbe | $0.6966 | +1.35% | $84.3M | — | — | 44.9 | +156.5% |
| Mobileye | $7.82 | −2.16% | $6.52B | — | 19.0 | 3.2 | +0.4% |
| NXP Semiconductors | $235.65 | +1.39% | $58.61B | 19.8 | 14.1 | 4.4 | +19.5% |
| Texas Instruments | $270.37 | −0.18% | $247.37B | 41.2 | 28.4 | 12.7 | +22.8% |
| Innoviz Technologies | $0.3460 | +3.59% | $96.2M | — | — | 1.8 | +85.1% |
| Median | 30.5 | 19.0 | 3.8 | +21.2% |