NASDAQ$ARBE

ARBE Robotics LTD · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

ARBE Q3 2026 — extraction skipped

ARBE Robotics LTD filed Form 6-K (accession 0001213900-25-126659) for Q3 2026, but headline financial numerics could not be extracted automatically: no headline numerics found by parser nor by Financial Datasets fallback. The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 6-K filed; press release body not parseable here.
  • Reason: no headline numerics found by parser nor by Financial Datasets fallback.
  • Numerics rely on the Financial Datasets fallback.

Headline financials

Total Revenue

$300K

Previous: $254K+18.1%
EPS (adj)

-$0.08

Previous: -$0.08+0.0%
Net Income

-$11M

Previous: -$11M+0.0%
Operating Income

-$11.5M

Previous: -$11.5M+0.0%
Gross Profit

-$243K

No prior period

Revenue & EPS history

ARBE Robotics · Revenue · Quarterly

$300K

Q3 2026
Beat estimate in 1 of 12 quarters(8%)
ActualEstimate

Forward guidance

Arbe expects continued OEM traction and maintained its full-year revenue and EBITDA guidance, while acknowledging delayed OEM timelines.

Tailwinds

  • Strong engagement with top OEMs and Tier 1 suppliers
  • Radar technology seen as key enabler for L3 autonomy
  • Balance sheet remains solid with over $52M in liquidity
  • Expanding into non-automotive markets such as marine and defense
  • Expected to secure four OEM design wins over next three quarters

Headwinds

  • Revenue guidance for 2025 remains low at $1M–$2M
  • Adjusted EBITDA loss expected between $29M–$35M
  • OEMs delaying new model launches due to macro uncertainty
  • Extended decision timelines impacting near-term revenue
  • No updates on immediate large-scale production launches

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-4.3%

Avg return

Earnings day

-6.0%

Avg return

5 days after

-6.5%

Avg return

30 days after

21%

4 / 19 earnings

Positive

+12.4%

Q1 2023

Best reaction

-23.8%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-9.4%-9.9%
Q1 2026-4.0%-10.3%
Q3 2026-9.9%-9.7%-22.1%
Q1 2025-6.3%-4.9%-8.6%
Q4 2024-18.7%-28.3%-43.4%
Q3 2024-6.3%-14.1%+12.0%
Q1 2024-5.6%+0.6%+7.3%
Q3 2023-10.2%-6.8%-9.8%
Q2 2023-3.2%-2.5%-9.3%
Q1 2023+12.4%-0.5%+34.9%
Q4 2022-23.8%-36.9%-46.2%
Q3 2022-3.0%-5.8%-21.8%
Q2 2022-0.8%-0.4%-15.4%
Q1 2022+3.2%+5.5%+7.6%
Q4 2020-11.8%+2.9%+12.6%
Q4 2021+4.8%+1.2%+1.0%
Q3 2021+11.3%+6.9%-9.7%
Q2 2021-0.7%-0.5%-0.9%
Q1 2021+0.0%+0.3%+0.4%
Q3 2020
Q2 2020
Q1 2020

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