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Published
25 Jan 26
Updated
11 Sep 26
Views
69
Not Invested
Arbe RoboticsARBE
ARBE logo
Fair Value
US$2
Share price11 Sep
US$0.6766.5% undervalued intrinsic discount
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1Y-58.39%
7D-14.50%

High Resolution Radar Design Wins Will Shape A Cautious Yet Constructive Long Term View

AN
AnalystLowTarget
AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
25 Jan 26
Updated
11 Sep 26
Views
69
Not Invested
Fair ValueUS$2
Share priceUS$0.67
66.5% undervalued intrinsic discount
Narrative
Updates3

Shared on 11 Sep 26

Fair value Increased 60%

ARBE: China Level 3 Radar Win Will Drive Future Upside Potential

A major automaker in China picks a Level 3 driving radar that runs on Arbe’s chips, putting the company in the middle of a real vehicle program rather than just demos. The board also approves a plan to combine shares and the company keeps its outlook for the year, alongside a new finance chief coming in.
Read more
7 viewsusers have viewed this narrative update

Shared on 10 Aug 26

Fair value Decreased 17%

ARBE: Robotaxi Radar Orders Will Drive Future Upside Potential

Robotaxi customers are coming back for repeat radar orders, and Arbe is also landing early defense work that’s already shipping. With the company sticking to its near-term sales outlook and bringing in a new finance chief, the key question is whether these non-car uses can build into something bigger.
Read more
5 viewsusers have viewed this narrative update

Shared on 10 Jul 26

Fair value Decreased 14%

ARBE: Robotaxi Radar Demand Will Drive Future Upside Potential

Robotaxi operators keep coming back for repeat orders of Arbe’s Phoenix radar as they look to give driverless vehicles full all-around awareness, and that demand is helping lift expectations for the company. At the same time, a Nasdaq listing warning and a pending CFO departure add fresh uncertainty around the next stretch.
Read more
2 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$2
vs US$0.6766.5% undervalued intrinsic discount
PastFuture-47m90m2019202120232025202620272029Revenue US$90.2mEarnings US$6.1m
263.6%
Revenue growth
6.7%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

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Company analysis

Medium-low risk with excellent balance sheet.

Market capUS$85.3m
PB2.1x
Estimated Growth55.0%
Dividend YieldN/A
Full analysis

CEO & management

Ram Machness
CEO
6.6yrs
CEO Tenure

A semiconductor company, provides 4D imaging radar solutions to suppliers of parts or systems, autonomous ground vehicles, and commercial and industrial vehicles in Sweden, the United States, China, Hong Kong, and Germany.

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