Aug. 7 at 1:11 PM
$ARBE OEM deals materialize and revenue grows.
Bullish upside:
$4–
$6+ could be attainable if channel adoption, regulation, and diversification accelerate sharply.
Bearish / conservative path: If execution falters or dilution hits, the stock may remain in the
$1.50–
$2.00 range.
In Summary
Time Horizon Estimated Price Range ($) Drivers
12 Months ~
$2.30 –
$2.40 (analyst consensus) Revenue growth, early OEM deals
2 Years (Base) ~
$2.50 –
$3.00 Infrastructure scaling, China demand
2 Years (Bullish) ~
$4.00 –
$6.00+ OEM conversions, defense income, regs