ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $0.43 at the close on 23 Oct 2026, 22:00 CEST.
Models: Net asset value.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
30
out of 100
Analysts
67% buy
3 covering
1-year return
-77.8%
Dividend yield
0.00%
Arbe Robotics Ltd. Ordinary Shares in four questions
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Overview
ACCE thesis
Arbe Robotics designs 4D imaging radar chipsets and perception software for automotive advanced driver assistance systems, selling them to Tier 1 suppliers and OEMs as an alternative to lidar and camera-only sensing. Its edge rests on a single-chip radar architecture with high angular resolution, a niche where few rivals have reached production volume, though that edge has not yet translated into profit. Revenue grew 156.6% on a small base, but gross margin is -24.1% and operating margin is -1398.9%, so every incremental dollar of sales is still deepening losses. The near-term catalyst is design-win conversion into production programs with European and Asian automakers, which would need to scale volume fast enough to close the gross margin gap. At a $62M market cap, the stock is a binary bet on that conversion, and the 30/100 score and negative ROE of -83.2% argue for treating it as a speculative position that needs a deep look at cash runway and dilution before anything else.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
severe
Cash burn versus scale
Free cash flow is $-38,426,000 against a $61M market cap, and operating margin is -1398.9%. Gross margin of -24.1% means each sale loses money before overheads.
high
Shares trade above ACCE target
The price of $0.43 sits 4.9% above the ACCE price target of $0.41, last updated 2026-10-14. Insider sales of $0.53M outweigh buys of $0.03M.
moderate
Short interest elevated
Short interest stands at 9.1% of float, which points to some bearish positioning alongside a score that has held flat at 30/100 over 90 days.
AI research notes
AI-assisted·How I use AIWritten Oct 21, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue grew 156.6% year over year, far faster than the 25.3% average annual growth over five years.
Analysts are overwhelmingly positive, with 67% (2 of 3) rating the stock Buy or Strong Buy.
The analysts' mean price target of $2.75 sits far above the current $0.43 share price.
Why it could disappoint
The company still earns no profit, with a net margin of 0.0%, and free cash flow was negative $38M over the last twelve months.
Return on equity of -83.2% shows shareholders' money is being lost rather than compounded.
The diluted share count rose 37.6% last fiscal year, diluting existing holders and making the $0.43 price harder to justify.
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Next results
Nov 16, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where ARBE's valuation models land
Price
$0.43
Model fair valueConfidence: low
about $0.30
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Upside
Net asset value
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Quality
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