Dilution profile // every instrument, one screen, from SEC filings

Arbe Robotics Ltd. (ARBE)

CIK 1861841 · all EDGAR filings →

Overall dilution risk
MEDIUMworst of 4 computed signals (offering ability)
= the worst band among the computed sub-ratings, no hidden weighting
Offering ability
MEDIUM$15.7M registered
= total registered offering amount from the fee exhibits of live registrations (bands: $1M / $20M)
one or more live registrations had no structured fee data, so the true total is AT LEAST this
Overhead supply
LOWwarrants = 9% of O/S
= warrant shares outstanding divided by current shares outstanding (bands: 20% / 50%)
warrants only; converts, ATMs and equity lines are not in free structured data, so the true overhead is AT LEAST this
Historical dilution
MEDIUM+89% O/S in 3y
= share count now vs 3 years ago (bands: 30% / 100%); a reverse split pushes this negative
Cash need
MEDIUM~14.1 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

2022-03-282026-03-01

Latest: 122.6M shares as of Mar 1, 2026 (20-F).

Cash runway

Funded — but tight

~14 months of cash · watch

Full breakdown: cash runway tool

Warrants

Warrants outstanding: 10.7M underlying shares, as reported Dec 31, 2023 (20-F).

Reported exercise price: $1.22 (aggregate figure as tagged; individual tranches vary).

Balance-sheet fair value of warrants: $12,000 as of Dec 31, 2025.

Rough fully diluted estimate: 133.4M = 122.6M O/S + 10.7M warrant shares. An estimate, not a filing figure: it ignores converts, options and RSUs, and the two inputs carry different as-of dates.

Convertible notes

The latest 10-Q/10-K instance document could not be checked just now, so nothing is shown rather than guessed. Try again shortly.

Fully diluted build-up

Shares outstanding plus every potential-share instrument the filer tagged in XBRL, each at its own as-of date. An estimate assembled from filed figures, not a filing figure itself.

Shares outstanding122.6MMar 1, 2026
+ Warrants (aggregate, as tagged) (if exercised)10.7MDec 31, 2023
Fully diluted estimate133.4M+8.8% vs O/S

Still excluded, because the filer does not tag them in countable form: employee options and RSUs, any instrument living only in exhibit prose, and instruments above missing a share count. Inputs carry different as-of dates, shown per row. Each figure traces to the tranche and note tables above and their cited filings.

Registrations and offerings

Registered offering capacity on live registrations: $15.7Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

F-3Jan 20, 2026$15.7M registeredfiling →
F-3Jun 5, 2025no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →
F-3MEFJan 7, 2025no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 1 executed · 1 registered.

EFFECTIVEJan 29, 2026SEC declared a registration effective — selling can beginEFFECT
EXECUTEDJan 27, 2026Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
REGISTEREDJan 20, 2026F-3 registration — capacity to sell shares, not a sale yetF-3
EFFECTIVEJun 13, 2025SEC declared a registration effective — selling can beginEFFECT
REGISTEREDJun 5, 2025F-3 registration — capacity to sell shares, not a sale yetF-3
EXECUTEDJan 8, 2025Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
UPDATEJan 7, 2025Prospectus update — often a resale registration, not necessarily new capital424B3
REGISTEREDJan 7, 2025F-3MEF registration — capacity to sell shares, not a sale yetF-3MEF
EXECUTEDNov 4, 2024Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
UPDATEOct 31, 2024Prospectus update — often a resale registration, not necessarily new capital424B3
EXECUTEDOct 31, 2024Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
EFFECTIVEJun 27, 2024SEC declared a registration effective — selling can beginEFFECT

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

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