ARBE Earnings

ARBE reported its FY2025Q3 earnings on 2025-11-17, showcasing a revenue of 254.00K against an estimate of 614.67K, resulting in a -58.68% surprise. The EPS was -0.1, surpassing the expected -0.07 by -42.86%. The stock experienced a -10.34% price change on the earnings day and a -11.03% change over the next five days, reflecting market reactions to the results.

Following ARBE's FY2025Q3 earnings announcement on 2025-11-17, the stock price moved by -10.34% on the day of the release. Over the subsequent five days, it saw a -11.03% change. Historically, ARBE's stock price tends to shift by an average of 14.13% in the 10 days leading up to earnings and 6% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate ARBE's annual revenue to reach 722.00K, while the EPS is projected at -0.07. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ARBE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ARBE's stock price typically moves by 14.13% in the 10 days before its earnings and 6% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -0.07 and revenue of 722.00K.

The earnings call presents a mixed picture. While there are improvements in operating expenses and net losses, adjusted EBITDA loss has increased. The company's expansion into non-automotive sectors is promising, but revenue growth is delayed until 2026-2028. The Q&A section reveals positive sentiment towards non-automotive opportunities but highlights challenges in the automotive sector, especially with RoboTaxi and EV-related slowdowns. The financial position is stable with increased cash reserves, but the new public offering might dilute stock value. Overall, the near-term outlook is neutral, with potential for future growth.