Arbe Robotics shifts commercialization focus from automotive toward defense, robotics, and off-road markets

Arbe Robotics Ltd. (NASDAQ:ARBE) reported FY2025 revenue of $1.0 million (up from $0.8 million in 2024) and net loss of $45.2 million (narrowed from $49.3 million), funded by an $18.5 million capital raise and 15% cost reductions.

The company launched a 4D Imaging Radar for off-highway applications with 360-degree environmental awareness and real-time processing, targeting agriculture, mining, and construction industries.

Management expects 2026 revenue between $4 million and $6 million, while moving away from reliance on Western car manufacturers to pursue defense, homeland security, and smart infrastructure sectors. Canaccord cut its stock target from $1.75 to $1.25 but reiterated a 'Buy' rating.