Core Insights - Arbe Robotics will announce its fourth quarter and full year 2025 financial results on February 26, 2026, at 8:30 a.m. Eastern Time, with a conference call to follow [1] - The company is recognized as a global leader in perception radar solutions, providing ultra-high-resolution radar technology that significantly enhances automotive safety systems [1] Company Overview - Arbe Robotics specializes in advanced radar solutions, delivering radar chipsets that offer up to 100 times more detail than existing systems, facilitating the development of safe driving systems from ADAS to full vehicle autonomy [1] - The technology enables real-time, 4-dimensional imaging for precise mapping of drivable spaces in various environments, regardless of weather or lighting conditions [1] - Arbe operates globally with headquarters in Tel Aviv, Israel, and additional offices in the United States, Germany, and China [1] Conference Call Details - The financial results will be released before the US market opens on the same day as the conference call [1] - Key speakers for the call will include Kobi Marenko, CEO, and Karine Pinto-Flomenboim, CFO [1] - Participants can pre-register for the call to receive a unique dial-in number for immediate access [1]

Core Viewpoint - Arbe Robotics Ltd. has successfully closed a public offering of 13,225,000 ordinary shares at a price of $1.40 per share, generating approximately $18.5 million in gross proceeds for working capital and general corporate purposes [1][2]. Group 1: Offering Details - The offering included 1,725,000 shares from the underwriters' over-allotment option [1]. - Canaccord Genuity served as the sole bookrunner, with Roth Capital Partners and WestPark Capital as co-managers [2]. - The offering was conducted under a registration statement filed with the SEC, which became effective on June 13, 2025 [3]. Group 2: Company Overview - Arbe Robotics is a leader in ultra-high-resolution radar solutions, providing technology that enhances safety in driving systems from ADAS to full vehicle autonomy [4]. - The company's radar chipset offers up to 100 times more detail than existing systems, enabling real-time, 4-dimensional imaging for various vehicle segments [4]. - Arbe operates globally with offices in the United States, Germany, and China, focusing on transforming the role of radar in next-generation mobility [5].

Group 1 - Arbe Robotics (ARBE) has priced an underwritten offering of 11,500,000 ordinary shares at a purchase price of $1.40 per share, estimating gross proceeds of approximately $16.1 million before deducting underwriting discounts and commissions and other offering expenses [1] - The company expects to grant underwriters a 30-day option to purchase up to an additional 1,725,000 ordinary shares at the public offering price, less underwriting discounts and commissions [1] - The offering is anticipated to close on or about January 27, subject to customary closing conditions, with net proceeds intended for working capital and general corporate purposes [1] Group 2 - Canaccord Genuity is acting as the sole bookrunner for the offering, while Roth Capital Partners and WestPark Capital are serving as co-managers [1]

Core Viewpoint - Arbe Robotics Ltd. has announced an underwritten offering of 11,500,000 ordinary shares priced at $1.40 per share, aiming to raise approximately $16.1 million in gross proceeds for working capital and general corporate purposes [1][2]. Group 1: Offering Details - The offering is expected to close on or about January 27, 2025, subject to customary closing conditions [2]. - Arbe plans to grant underwriters a 30-day option to purchase up to an additional 1,725,000 ordinary shares at the public offering price [2]. - Canaccord Genuity is the sole bookrunner for the offering, with Roth Capital Partners and WestPark Capital acting as co-managers [3]. Group 2: Company Overview - Arbe Robotics is a leader in ultra-high-resolution radar solutions, providing technology that delivers up to 100 times more detail than other radar systems [6]. - The company's radar chipset enables automakers to develop advanced driving systems, including full vehicle autonomy, by providing real-time, 4-dimensional imaging [6]. - Arbe operates globally, with headquarters in Tel Aviv and offices in the United States, Germany, and China [7].

Core Viewpoint - Shares of Arbe Robotics Ltd. experienced a significant increase in early trading following the announcement of a new automotive radar platform that combines its perception technology with computing capabilities from Nvidia [1] Company Summary - Arbe Robotics Ltd. has launched a new automotive radar platform that integrates its advanced perception technology with Nvidia's computing capabilities [1] Industry Summary - The automotive radar market is likely to see increased interest and investment due to advancements in technology integration, particularly with the collaboration between perception technology and computing power [1]

Core Viewpoint - Arbe Robotics Ltd. is proposing to extend the deadline for meeting conditions under its series A convertible bonds to December 31, 2026, to avoid early redemption of unconverted bonds [1][2]. Group 1: Bondholder Meeting and Terms - A bondholder meeting is scheduled for December 16, 2025, to vote on the proposed extension and updated terms, which include reducing the interest rate from 6.5% to 4.35% effective January 1, 2026 [2]. - The conversion price for the bonds remains at ILS 9.53 (approximately $2.95) per share, and the company is considering issuing additional bonds to increase the total principal amount to up to $20 million from the current $8.5 million [2]. Group 2: Conditions for Fund Release - The release of funds from the trustee is contingent upon three conditions, which include securing a strategic program award with a European OEM, maintaining a share price of at least $3.10 for 30 consecutive trading days, and achieving a minimum trading volume of 300,000 shares per day [3][6]. - The decision to seek an extension is influenced by recent developments that have led Arbe to not expect securing the potential strategic program award in the near future [3]. Group 3: Company Overview - Arbe Robotics is a leader in ultra-high-resolution radar solutions, providing technology that enhances safety in driving systems and supports advancements from ADAS to full vehicle autonomy [4]. - The company’s radar chipset offers up to 100 times more detail than traditional radar systems, enabling real-time, 4-dimensional imaging for various vehicle segments and safety applications [4].

Core Viewpoint - Arbe Robotics Ltd. (ARBE) remains a speculative stock with significant volatility since the last buy rating was issued in July [1] Company Summary - The stock has experienced fluctuations, including a decline following the previous analysis [1] Investment Analysis - The company is currently viewed as a speculative investment opportunity, indicating potential for both gains and losses [1]

Core Viewpoint - Arbe Robotics Ltd. (ARBE) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1]. Earnings Estimates and Ratings - The Zacks rating system is primarily based on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade reflects an optimistic earnings outlook for Industrial Tech Acquisitions, potentially leading to increased buying pressure and stock price appreciation [4]. Impact of Earnings Estimates on Stock Prices - Changes in a company's future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements [5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, influencing their buying and selling decisions, which in turn affects stock prices [5]. Business Improvement Indicators - Rising earnings estimates and the Zacks rating upgrade suggest an improvement in the underlying business of Industrial Tech Acquisitions, which should encourage investors to drive the stock price higher [6]. Importance of Earnings Estimate Revisions - Empirical research supports a strong correlation between earnings estimate revisions and stock movements, making tracking these revisions beneficial for investment decisions [7]. - The Zacks Rank system effectively leverages earnings estimate revisions to classify stocks into five groups, with a strong historical performance of Zacks Rank 1 stocks averaging a +25% annual return since 1988 [8]. Specific Earnings Estimates for Industrial Tech Acquisitions - For the fiscal year ending December 2025, Industrial Tech Acquisitions is expected to earn -$0.31 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 7% over the past three months [9]. Zacks Rating System Overview - The Zacks rating system maintains a balanced distribution of "buy" and "sell" ratings across over 4,000 stocks, with only the top 5% receiving a "Strong Buy" rating [10]. - The upgrade to Zacks Rank 2 places Industrial Tech Acquisitions in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11].

Core Insights - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] Group 1 - The analysis occasionally includes large-cap companies to provide a broader perspective on the equity markets [1]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 totaled $0.3 million, up from $0.1 million in Q3 2024, indicating a significant increase [9] - Gross profit for Q3 2025 was negative $0.2 million, an improvement from negative $0.3 million in the same period last year [9] - Operating loss for Q3 2025 was $11.5 million, compared to a loss of $12.4 million in Q3 2024, showing a reduction in losses [10] - Net loss in Q3 2025 was $11 million, down from a net loss of $12.6 million in Q3 2024 [10] - As of September 30, 2025, the company held $52.6 million in cash and cash equivalents [11] Business Line Data and Key Metrics Changes - The company is focused on securing design wins with OEMs for its radar technology, with significant progress reported in collaborations with major OEMs [3][4] - A top Japanese OEM has ordered radar kits for level 4 development activities, indicating strong demand for the company's technology [4] Market Data and Key Metrics Changes - Global economic shifts are causing some OEMs to postpone new model launches, but Arbe's market position continues to strengthen [5][11] - The company is seeing increasing demand in the defense sector and has expanded into the maritime domain, indicating diversification in market applications [6][7] Company Strategy and Development Direction - The company aims to secure four design wins with OEMs in the next three quarters, focusing on premium automotive models initially [5][15] - Arbe's radar technology is expected to serve as a key enabler for 2028 passenger vehicle platforms, with initial revenues anticipated in 2027 [6] Management's Comments on Operating Environment and Future Outlook - Management noted that dialogues with OEMs are progressing positively, with a clearer path to decision-making emerging [25] - The company expects a ramp-up in revenues from non-automotive sectors in 2026, alongside anticipated revenues from China [28] Other Important Information - The company won two prestigious automotive technology industry awards, highlighting its technological advancements and contributions to safety in the automotive sector [7] - A new board member with extensive automotive industry experience has been appointed, which may enhance strategic direction [8] Q&A Session Summary Question: Is the guidance for four design wins referring to four separate OEMs? - Yes, it refers to four different OEMs, with decisions expected from at least five OEMs in the next three quarters [16] Question: What factors could swing the revenue guidance for Q4 from low to high? - The timing of customer decisions on NRE programs will significantly impact revenue recognition in Q4 [19] Question: Can you provide insights into the conversations with OEMs and reasons for decision delays? - Dialogues are going well, but earlier delays were due to uncertainty around tariffs; now, a clearer path to decisions is expected [25] Question: How should revenue and OpEx be modeled for 2026 and 2027? - Most revenues in 2026 are expected from non-automotive sectors, with stable OpEx levels anticipated [28][29]