May. 26 at 9:15 AM
$ARBE's next earnings (call) could be a huge pivot point. For the first time, defense revenue enters the equation, and with the best 4D radar technology in the space, they're perfectly positioned to capitalize on a combined
$1.6T+ US-Israel defense budget.
And that's before you factor in a decade of autonomous vehicle work that's finally bearing fruit.
$TSLA is already lighting the fuse on the AV narrative. 2026 is the begin accumulation setup for ARBE, 2027 is the acceleration.
$4-5 ARBE EOY.
