Arbe Robotics (ARBE) Aperçu de l'action
Arbe Robotics Ltd, une société de semi-conducteurs, fournit des solutions de radar d'imagerie 4D aux fournisseurs de pièces ou de systèmes, de véhicules terrestres autonomes et de véhicules commerciaux et industriels en Suède, aux États-Unis, en Chine, à Hong Kong et en Allemagne. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 2/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
+ 1 plus de risques
ARBE Community Fair Values
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Analyst Price Targets
Arbe Robotics Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$0.90 |
| Plus haut sur 52 semaines | US$2.88 |
| Plus bas sur 52 semaines | US$0.55 |
| Bêta | 0.98 |
| Variation sur 1 mois | 37.82% |
| Variation sur 3 mois | -22.09% |
| Variation sur 1 an | -40.27% |
| Variation sur 3 ans | -58.13% |
| Variation sur 5 ans | -91.01% |
| Évolution depuis l'introduction en bourse | -90.72% |
Nouvelles et mises à jour récentes
Recent updates
Nouvelle analyse • Jan 25
High Resolution Radar Design Wins Will Shape A Cautious Yet Constructive Long Term View
Catalysts About Arbe Robotics Arbe Robotics develops high resolution radar chipsets and systems for advanced driver assistance and autonomous driving, as well as nonautomotive uses such as defense, smart cities and maritime safety. What are the underlying business or industry changes driving this perspective?Article d'analyse • Dec 08
Does Arbe Robotics (NASDAQ:ARBE) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Article d'analyse • Jul 13
Is Arbe Robotics (NASDAQ:ARBE) Weighed On By Its Debt Load?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Jun 10
Arbe: Changing Regulations And Commercial Success Suggest Profits Are Approaching
Summary The NHTSA has mandated that all light vehicles sold in the US must have automatic braking systems from 2028 onwards, expanding the market for Arbe's radar technology. Arbe is expected to secure four major OEM deals this year, with potential revenue of over $600 million in 2029. Arbe faces strong competition from Mobileye in the high perception radar sensor market, but probably no one else. Read the full article on Seeking AlphaArticle d'analyse • Mar 08
Here's Why We're Watching Arbe Robotics' (NASDAQ:ARBE) Cash Burn Situation
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Article d'analyse • Sep 20
Here's Why We're Watching Arbe Robotics' (NASDAQ:ARBE) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Article d'analyse • Apr 25
Is Arbe Robotics (NASDAQ:ARBE) In A Good Position To Invest In Growth?
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Oct 07
Veoneer has chosen to integrate with Arbe to expand the boundaries of high-performance perception-level automotive radars
The automotive technology company Veoneer and the 4D imaging radar solutions company Arbe Robotics (NASDAQ:ARBE) notifies plans to co-develop radars for automotive-grade safety and rolling out autonomous functionality. Veoneer has chosen to partner with Arbe for their 2K high resolution industry-leading surround radar, able to enhance the perception system and sensor fusion. The move will develop, market, and integrate two surround 4D imaging radars extending on Arbe's reference designs. Veoneer's patented waveguide technology will enhance Arbe's performance metrics further by improving antenna efficiency and reducing performance variability in the manufacturing process. The radar sensor is modular in design, reliable and affordable, providing both redundancy and the data diversity that is critical for both automotive-grade safety and rolling out autonomous functionality. The new surround radar is expected to be in pre-production by mid-2023.Seeking Alpha • Aug 25
Arbe Robotics: Buy It Now Before The Defining Next 12 Months
Summary Arbe expects decisions from crucial customers that will define its future in the coming months. Wallstreet analysts forecast a significant sales ramp that would give Arbe shares a fair value of more than $100. Technical and sales support from GLOBALFOUNDRIES is helping Arbe to target tier 1 manufacturers. ARBE Robotics (ARBE), a 2021 SPAC working on automotive RADAR systems, faces what might be the crucial 12 months in its life span. If the next year goes according to plan, it could be a billion-dollar company. Anything less, and it could be just another busted SPAC. Several major automotive players will make buying decisions in the next 12 months that will tie them into products for 3-5 years and ARBE is on the shortlist of companies totaling $7.5 Billion of sales contracts. I first wrote about Arbe in January and described them as A high return low risk bet. This article builds on the first one, and it may be worth reading the first article to get a good understanding of what Arbe does. Many startup companies have recently entered the Auto Radar market, often described as millimeter radar; start-ups from China, Korea, Israel, and the US have entered what looks like a lucrative market. However, Arbe was the first and is leading the technical challenge as its products will go into serial production early in 2023. ARBE has developed a high-resolution imaging radar system on a chip that it is trying to sell to automotive companies as a competitor to Lidar and an improvement on the existing automotive radar. (My first article on ARBE covers the product in detail) ARBE hopes its chips will be a crucial element in the drive toward Autonomous driving. Arbe's advantage is its IP. Its flagship product has 48 Transmitters x 48 Receiver Channels with a 1mm 1 degree resolution. It can detect objects of all size (and their speed) up to 300 m away, giving a full 360-degree point cloud that ARBE's software can interpret. Its maximum range is 800m for objects. Being RADAR rather than LIDAR (it uses Radio waves, not Light waves), it works in all weather conditions; unlike LIDAR, it is unaffected by fog, snow, rain, and bright sunlight. RADAR can also see through many objects giving information like:- "a dog is running behind that fence towards the road," "Visibility is only 10m because of the snow but there is a crashed car 25m ahead," "a cat is sitting behind that garbage can." RADAR is not as accurate as LIDAR; however, the Arbe Radar is accurate to 1mm, which is enough for any automotive applications. The increased information from the Arbe solution includes velocity at the pixel level. The ARBE product looks like a significant improvement on the existing automotive RADAR systems from companies like Infineon (IFNNY), NXP (NXPI), and Calterah. It also appears to be better than the other proposed offerings from startups pursuing the same market, of which Uhnder seems to be the closest to market. Comparison of key features (author) Uhnder, a startup based in Texas is pursuing a 4D digital radar product. They are collaborating with Magna (MGA) and have already signed Fisker (FSR) to their product. Full specs are not yet available on the website, and it is hard to be sure of the product. Uhnder uses terms like "virtual channels," of which there are more than 100 as the product seems to be in the development stage, it is hard to be sure of precisely what it will offer. ARBE is unique in its approach, as it develops its high-resolution 4D RADAR chip in collaboration with GLOBALFOUNDRIES (GFS) based on GFs 22nm architecture. ARBE's chipset can decode the 4D point cloud (position + velocity for every point in the cloud) and feed that information to the car's main information system. Arbe is also developing the algorithms necessary to interpret the information received. The Market The market for automotive radar was around $20 billion in 2020 and is growing with a CAGR of 10%. Current automotive radar helps with collision avoidance, cruise control, parking assist, and some blind spot detection. The market for LIDAR is forecast to be $3.4 billion in 2026, with a CAGR of over 20%. Arbe's 4D radar system will be targeting both of these markets with its products capable of fulfilling both roles simultaneously. A Crunch 12 months It is now crunch time for ARBE and its competitors; Innoviz (INVZ) stole a march on the rest with its recent significant design wins (as predicted in this article, Lidar Review leading to buy Innoviz recommendation. Kobi Marenko (CEO of ARBE) said in the Earnings call following the Q2 results that between September and March, they expect ten decisions from different auto companies that Arbe has completed testing with; each decision accounts for revenue somewhere between $30 million and $100 million per year. As soon as he said that, the CFO jumped in, saying that these figures were from Identified customers and they thought revenue would go higher. Arbe has consistently guided to $300 million in revenue per annum, requiring three big wins out of the ten they are bidding on. Five analysts follow Arbe, and using their forecasts (all of which assume Arbe will hit its $300 million revenue target), SimplyWall.st produced the following fair value calculation from a Discounted Cash Flow model. DCF Fair value (simplywall.st) This fair Value is a little higher than my model predicts with the given turnover. Arbe has guided to +60%. Late in the conference call, analysts quizzed management about the ten expected contract decisions and the interjection by the CFO, saying things could be much more significant. The CEO, Kobi, said that if you add all the Request for Proposals to the Requests for Quotations, they are bidding on 7.5 billion dollars in revenue between 2023 and 2029. His seriousness was hard to judge when he said he expected to win 95% of those bids. I suspect he was being honest. Adjusting the financial model for 95% of $7.5 billion revenue gives a share price well over $300, it is hard to estimate the costs of such an enormous ramp-up without more information. Where are they right now? GlobalFoundries is a vital part of the ARBE sales pitch. One customer received the first significant shipment direct from GF in the last quarter. A second customer will receive a shipment in the current quarter. GF is testing the chips in the fab, but that checking is not yet automated and needs to be before mass production begins. There is also an issue with auto grade approval; however, that is about to be resolved by GF. ARBE expects to go into total mass production in early 2023. All of ARBEs potential customers have spoken directly to GF to ensure that the product is of the correct standard and that GF is backing the ARBEs sales plan. In the earnings call, Kobi said that Tier 1 potential customers have had the production guaranteed by GF and that GF has established a designated area dedicated to producing and sampling ARBEs chipset within their fab. The commitment from GF is significant; global auto manufacturers are used to dealing with GF trusting their word, without GF ARBE is just a small-time Israeli startup. HIRain, the leading tier 1 ADAS supplier in China, announced that it is undertaking projects with major Chinese OEMs with imaging radar based on ARBEs chipset. HIRain expects to reach total mass production in 2023. HIRain has been shortlisted for several high-profile RFQs with major Chinese manufacturers. Arbe has one confirmed customer, AutoX, an Asian delivery vehicle manufacturer with some big-name backers, AutoX is making a delivery robot using Arbe Radar that is heading toward serial production in 2023. When Arbe launched, they made a big deal of this 400,000 unit agreement however, in the latest earnings call it was described as a small customer. That is a recognition of how Arbe has moved forward. Arbe Product line up In the last quarter, Arbe added a second product to their lead offering, the Lynx, introduced in July; it is a 24 transmission x 12 Receiver 360-degree long-range radar system. The product complements the flagship Phoenix 48 Transmission x 48 Receiver Radar, and the two devices can work in sync to provide full coverage around the vehicle. It comes with the same perception abilities using the same AI and has the 4th degree of velocity as standard. Arbe expects Lynx to be used at the rear and the corners of a vehicle, with any individual vehicle likely to have one phoenix and 5 Lynx plus one or two backup radars on board. Lynx can be used for a front radar on driver assist rather than fully autonomous vehicles. Arbe products are very low cost compared to the LIDAR competition, we do not have an exact price, but a Phoenix RADAR is expected to be one-tenth the cost of an equivalent LIDAR and the Lynx far less than a Phoenix. LIDAR is coming down in price but is unlikely to compete with RADAR in the foreseeable future. Finances The competitive situation looks good for Arbe, great products, low costs, and high customer engagement.Rendement pour les actionnaires
| ARBE | US Electronic | US Marché | |
|---|---|---|---|
| 7D | 7.0% | 5.5% | 2.6% |
| 1Y | -40.3% | 91.8% | 26.2% |
Rendement vs Industrie: ARBE a sous-performé le secteur US Electronic qui a rapporté 91.8 % au cours de l'année écoulée.
Rendement vs marché: ARBE a sous-performé le marché US qui a rapporté 26.2 % au cours de l'année écoulée.
Volatilité des prix
| ARBE volatility | |
|---|---|
| ARBE Average Weekly Movement | 11.9% |
| Electronic Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de ARBE a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ARBE ( 12% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2015 | 136 | Ram Machness | arberobotics.com |
Arbe Robotics Ltd, une société de semi-conducteurs, fournit des solutions de radar d'imagerie 4D aux fournisseurs de pièces ou de systèmes, de véhicules terrestres autonomes et de véhicules commerciaux et industriels en Suède, aux États-Unis, en Chine, à Hong Kong et en Allemagne. Elle propose un jeu de puces radar, comprenant des puces émettrices (Tx), réceptrices (Rx) et processeurs, ainsi que le radar de perception Phoenix pour la cartographie en espace libre, le suivi d'objets et la localisation et la cartographie simultanées. L'entreprise développe également des jeux de puces radar pour l'intégration dans les systèmes avancés d'aide à la conduite (ADAS) et les suites de capteurs des véhicules autonomes (AV), ainsi qu'une série d'applications de sécurité avec détection et perception qui changent de paradigme.
Arbe Robotics Ltd. Résumé des fondamentaux
| ARBE statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$98.24m |
| Bénéfices(TTM) | -US$46.42m |
| Recettes(TTM) | US$1.03m |
107.1x
Ratio P/S-2.4x
Ratio P/ELe site ARBE est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ARBE compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.03m |
| Coût des recettes | US$1.83m |
| Marge brute | -US$802.00k |
| Autres dépenses | US$45.62m |
| Les revenus | -US$46.42m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.38 |
| Marge brute | -78.17% |
| Marge bénéficiaire nette | -4,524.46% |
| Ratio dettes/capitaux propres | 62.6% |
Quelles ont été les performances à long terme de ARBE?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 09:31 |
| Cours de l'action en fin de journée | 2026/05/11 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Arbe Robotics Ltd. est couverte par 7 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| George Gianarikas | Canaccord Genuity |
| Robert Cheek | Hyundai Motor Securities Co. Ltd. |
| Matthew Galinko | Maxim Group |