Arrive AI Inc. (ARAI)
Fishers, IN, US
Arrive AI Inc. operates a subscription-based "Mailbox-as-a-Service" platform. This innovative system facilitates the automated, on-demand, and secure delivery of various goods, including packages, products, and food. It boasts intelligent, climate-controlled features and can receive items from a diverse range of delivery methods, such as traditional couriers, drones, and robotic systems. Established in 2020, the company is based in Fishers, Indiana. It was previously recognized as Arrive Technology Inc. before officially changing its name to Arrive AI Inc. in September 2024.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -6.18% | -1.15% | -28.19% | -43.63% | -80.33% | -74.49% | -93.29% | -94.94% | -94.94% | -94.94% | -94.94% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
12.00
+2,949.6%
|
| All Time | 1 |
12.00
+2,949.6%
|
-
Revenue growth Software - Infrastructure: +13.7%—
-
EPS growth Software - Infrastructure: +28.7%-166.7% Q1'26: -172.7% (vs Q1'25)
-
FCF margin FCF growth · Software - Infrastructure: +32.2%-11,534.3% Q1'26: -23,789.8% (vs Q1'25)
-
EBIT margin Software - Infrastructure: +8.8%-10,855.6% Q1'26: -31,246.7% (vs Q1'25)
-
ROIC Software - Infrastructure: +6.6%-185.3% Q1'26: +1,820.3% (vs Q1'25)
-
Share dilution Software - Infrastructure: +0.0%+7.4% Q1'26: +20.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×-0.51× Q1'26: -0.11× (vs Q1'25)
| Metric |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|
| Revenue |
113.3K
est: 100.0K (+13.3%)
|
1.00M
1.00M – 1.00M
+900.0% YoY
|
7.50M
7.50M – 7.50M
+650.0% YoY
|
20.00M
20.00M – 20.00M
+166.7% YoY
|
| EBITDA |
-12.23M
est: 60.0K (-20,478.4%)
|
600.0K
600.0K – 600.0K
+900.0% YoY
|
4.50M
4.50M – 4.50M
+650.0% YoY
|
12.00M
12.00M – 12.00M
+166.7% YoY
|
| EBIT |
-12.29M
est: 60.0K (-20,589.9%)
|
600.0K
600.0K – 600.0K
+900.0% YoY
|
4.50M
4.50M – 4.50M
+650.0% YoY
|
12.00M
12.00M – 12.00M
+166.7% YoY
|
| Net Income |
-12.83M
est: -14.17M (+9.5%)
|
-11.91M
-11.91M – -11.91M
+15.9% YoY
|
-10.62M
-10.62M – -10.62M
+10.8% YoY
|
-6.44M
-6.44M – -6.44M
+39.4% YoY
|
| SGA |
9.87M
est: 1.82M (+441.4%)
|
18.22M
18.22M – 18.22M
+900.0% YoY
|
136.67M
136.67M – 136.67M
+650.0% YoY
|
364.44M
364.44M – 364.44M
+166.7% YoY
|
| EPS |
-0.40
est: -0.44 (+9.1%)
|
-0.37
-0.37 – -0.37
+15.9% YoY
|
-0.33
-0.33 – -0.33
+10.8% YoY
|
-0.20
-0.20 – -0.20
+39.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | D+ | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
No beneficial ownership filings recorded.
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | 123.6K +16.8K (+15.7%) | 325.0K -63.7K (-16.4%) | 0.37% +0.051 pp | 0.00% +0.000 pp | USD7.92 -66.8% | 3 qtrs — |
| 2 | VANGUARD GROUP INC | 103.2K +5.4K (+5.5%) | 271.4K -84.5K (-23.7%) | 0.31% +0.016 pp | 0.00% +0.000 pp | USD9.52 -72.4% | 3 qtrs — |
| 3 | BLACKROCK, INC. | 91.2K +60.5K (+197.4%) | 239.9K +128.2K (+114.9%) | 0.27% +0.182 pp | 0.00% +0.000 pp | USD2.97 -11.4% | 2 qtrs — |
| 4 | STATE STREET CORP | 46.1K +30.4K (+193.6%) | 121.2K +64.1K (+112.2%) | 0.14% +0.092 pp | 0.00% +0.000 pp | USD5.71 -53.9% | 3 qtrs — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 32.8K -19.0 (-0.1%) | 86.3K -33.2K (-27.8%) | 0.10% 0.000 pp | 0.00% +0.000 pp | USD9.18 -71.4% | 3 qtrs — |
| 6 | NORTHERN TRUST CORP | 26.5K -2.6K (-9.0%) | 69.7K -36.4K (-34.3%) | 0.08% -0.008 pp | 0.00% +0.000 pp | USD3.64 -27.7% | 2 qtrs — |
| 7 | TWO SIGMA INVESTMENTS, LP | 24.2K -5.0K (-17.1%) | 63.7K -42.7K (-40.1%) | 0.07% -0.015 pp | 0.00% 0.000 pp | USD3.64 -27.7% | 2 qtrs — |
| 8 | LJI WEALTH MANAGEMENT, LLC | 15.3K +— (+0.0%) | 40.3K -15.5K (-27.7%) | 0.05% +0.000 pp | 0.01% -0.004 pp | USD11.46 -77.1% | 3 qtrs — |
| 9 | STRS OHIO | 15.2K +15.2K (+100.0%) | 40.0K +40.0K (+100.0%) | 0.05% +0.046 pp | 0.00% +0.000 pp | USD2.63 +0.0% | 1 qtrs NEW |
| 10 | JANE STREET GROUP, LLC | 14.4K -15.0K (-51.0%) | 37.9K -69.2K (-64.6%) | 0.04% -0.045 pp | 0.00% +0.000 pp | USD3.64 -27.7% | 2 qtrs — |
| 11 | NEW YORK STATE COMMON RETIREMENT FUND | 12.4K +— (+0.0%) | 32.6K -12.5K (-27.7%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD3.64 -27.7% | 2 qtrs — |
| 12 | UBS GROUP AG | 10.8K -19.7K (-64.5%) | 28.4K -82.5K (-74.4%) | 0.03% -0.059 pp | 0.00% +0.000 pp | USD11.68 -77.5% | 3 qtrs — |
| 13 | FMR LLC | 10.8K +8.0K (+286.2%) | 28.4K +18.2K (+179.1%) | 0.03% +0.024 pp | 0.00% +0.000 pp | USD2.89 -9.0% | 2 qtrs — |
| 14 | MORGAN STANLEY | 6.8K -13.3K (-66.0%) | 18.0K -55.3K (-75.4%) | 0.02% -0.040 pp | 0.00% +0.000 pp | USD11.68 -77.5% | 3 qtrs — |
| 15 | BARCLAYS PLC | 4.7K -573.0 (-10.8%) | 12.4K -6.9K (-35.6%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD8.08 -67.5% | 3 qtrs — |
| 16 | RHUMBLINE ADVISERS | 4.3K +997.0 (+30.3%) | 11.3K -701.0 (-5.9%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD3.40 -22.6% | 2 qtrs — |
| 17 | RUSSELL INVESTMENTS GROUP, LTD. | 3.8K +3.4K (+1,091.5%) | 9.9K +8.8K (+761.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD2.71 -3.0% | 2 qtrs — |
| 18 | WELLS FARGO & COMPANY/MN | 3.2K +514.0 (+18.8%) | 8.5K -1.4K (-14.1%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD3.48 -24.4% | 2 qtrs — |
| 19 | BANK OF AMERICA CORP /DE/ | 3.2K +1.5K (+94.2%) | 8.3K +2.4K (+40.3%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD3.26 -19.3% | 3 qtrs — |
| 20 | TOWER RESEARCH CAPITAL LLC (TRC) | 3.0K +1.3K (+76.2%) | 7.8K +1.7K (+27.3%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD7.77 -66.2% | 3 qtrs — |
| 21 | JPMORGAN CHASE & CO | 2.8K +1.3K (+86.2%) | 7.3K +1.9K (+34.5%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD3.17 -17.0% | 2 qtrs — |
| 22 | BNP PARIBAS ARBITRAGE, SNC | 2.4K +555.0 (+30.3%) | 6.3K -388.0 (-5.8%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD3.40 -22.6% | 2 qtrs — |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.8K +44.0 (+2.6%) | 4.6K -1.6K (-25.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD3.61 -27.1% | 2 qtrs — |
| 24 | ADVISOR GROUP HOLDINGS, INC. | 1.7K +604.0 (+57.0%) | 4.4K +549.0 (+14.3%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD3.27 -19.6% | 2 qtrs — |
| 25 | AMERITAS INVESTMENT PARTNERS, INC. | 310.00 +— (+0.0%) | 815.00 -313.0 (-27.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.64 -27.7% | 2 qtrs — |
| 26 | JONES FINANCIAL COMPANIES LLLP | 278.00 +278.0 (+100.0%) | 731.00 +731.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD2.63 +0.0% | 1 qtrs NEW |
| 27 | STERLING CAPITAL MANAGEMENT LLC | 214.00 +2.0 (+0.9%) | 563.00 -209.0 (-27.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.63 -27.5% | 2 qtrs — |
| 28 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 198.00 +198.0 (+100.0%) | 521.00 +521.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD2.63 +0.0% | 1 qtrs NEW |
| 29 | — | 100.00 +100.0 (+100.0%) | 263.00 +263.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.63 +0.0% | 1 qtrs NEW |
| 30 | EVERSOURCE WEALTH ADVISORS, LLC | 91.00 +— (+0.0%) | 239.00 -92.0 (-27.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.67 -77.5% | 3 qtrs — |
| 31 | CITIGROUP INC | 66.00 +3.0 (+4.8%) | 174.00 -55.0 (-24.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.58 -26.5% | 2 qtrs — |
| 32 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | — -2.0K (-100.0%) | — -7.3K (-100.0%) | 0.00% -0.006 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 33 | PHARVISION ADVISERS, LLC | — -16.5K (-100.0%) | — -60.1K (-100.0%) | 0.00% -0.050 pp | 0.00% -0.034 pp | USD— | 2 qtrs SOLD |
| 34 | ADVISORY SERVICES NETWORK, LLC | — -1.0K (-100.0%) | — -3.7K (-100.0%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 35 | QUARRY LP | — -2.7K (-100.0%) | — -9.7K (-100.0%) | 0.00% -0.008 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard Russell 2000 ETF VTWO | 0.00% | 9.7K | 0.06% |
| 2 | Schwab U.S. Small-Cap ETF SCHA | 0.00% | 9.8K | 0.03% |
| 3 | Vanguard Extended Market ETF VXF | 0.00% | 33.8K | 0.05% |
| 4 | Vanguard Total Stock Market ETF VTI | 0.00% | 8.5K | 0.03% |
| 5 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 18.06 | 0.03% |
| 6 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 3.66 | 0.17% |
| 7 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 49.59 | 0.17% |
| 8 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 18.80 | 0.22% |
| 9 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 10.39 | 0.22% |
| 10 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 4.00 | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | Tucker Laurie Anne | Director | A-Award | A | Restricted Stock Award | 47,052 | 0.00 | — | 47,052 | D | ↗ |
| 2026-03-31 | Shah Neerav Dilip | Director / Officer | M-Exempt | A | Restricted Stock Award | 25,348 | 0.00 | — | 50,698 | D | ↗ |
| 2026-03-31 | Pepmeier Todd Alan | Officer | F-InKind | D | Common Stock | 11,641 | 0.00 | — | 23,847 | D | ↗ |
| 2026-03-31 | McAdams Kevin Lewis | Director | A-Award | A | Restricted Stock Award | 47,052 | 0.00 | — | 47,052 | D | ↗ |
| 2026-03-31 | Hamm Mark David | Director / Officer | A-Award | A | Restricted Stock Award | 930,188 | 0.00 | — | 930,188 | D | ↗ |
| 2026-03-31 | Gallina John E | Director | A-Award | A | Restricted Stock Award | 47,052 | 0.00 | — | 47,052 | D | ↗ |
| 2025-12-31 | Tucker Laurie Anne | Director | A-Award | A | Restricted Stock Award | 14,259 | 0.00 | — | 21,551 | D | ↗ |
| 2025-12-31 | Shah Neerav Dilip | Director / Officer | A-Award | A | Restricted Stock Award | 76,046 | 0.00 | — | 76,046 | D | ↗ |
| 2025-12-31 | Pepmeier Todd Alan | Officer | A-Award | A | Restricted Stock Award | 106,464 | 0.00 | — | 106,464 | D | ↗ |
| 2025-12-31 | McAdams Kevin Lewis | Director | A-Award | A | Restricted Stock Award | 14,259 | 0.00 | — | 21,551 | D | ↗ |
| 2025-12-31 | Hamm Mark David | Director / Officer | A-Award | A | Restricted Stock Award | 124,969 | 0.00 | — | 124,969 | D | ↗ |
| 2025-12-31 | Gallina John E | Director | A-Award | A | Restricted Stock Award | 14,259 | 0.00 | — | 21,551 | D | ↗ |
| 2025-12-19 | O'Toole Lora Taylor | Officer | A-Award | A | Restricted Stock Award | 12,082 | 0.00 | — | 12,082 | D | ↗ |
| 2025-11-19 | Shah Neerav Dilip | Director / Officer | P-Purchase | A | Common Stock | 1,390 | 3.53 | 4.9K | 76,415 | D | ↗ |
| 2025-11-18 | O'Toole Daniel Steven | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 11,142 | 3.50 | 39.0K | 23,155,051 | D | ↗ |
| 2025-10-06 | Tucker Laurie Anne | Director | A-Award | A | Restricted Stock Award | 7,292 | 0.00 | — | 7,292 | D | ↗ |
| 2025-10-06 | McAdams Kevin Lewis | Director | A-Award | A | Common Stock | 7,292 | 0.00 | — | 16,241 | D | ↗ |
| 2025-10-06 | Gallina John E | Director | A-Award | A | Restricted Stock Award | 7,292 | 0.00 | — | 7,292 | D | ↗ |
| 2025-06-30 | Tucker Laurie Anne | Director | A-Award | A | Common Stock | 285 | 0.00 | — | 285 | D | ↗ |
| 2025-06-30 | Stafford William Elwyn | Director | A-Award | A | Common Stock | 856 | 0.00 | — | 8,549 | D | ↗ |
| 2025-06-30 | McAdams Kevin Lewis | Director | A-Award | A | Common Stock | 856 | 0.00 | — | 8,949 | D | ↗ |
| 2025-06-30 | Gallina John E | Director | A-Award | A | Common Stock | 856 | 0.00 | — | 10,910 | D | ↗ |
| 2025-06-23 | Stafford William Elwyn | Director | A-Award | A | Common Stock | 7,693 | 0.00 | — | 7,693 | D | ↗ |
| 2025-06-23 | McAdams Kevin Lewis | Director | A-Award | A | Common Stock | 7,693 | 0.00 | — | 8,093 | D | ↗ |
| 2025-06-23 | Gallina John E | Director | A-Award | A | Common Stock | 7,693 | 0.00 | — | 10,054 | D | ↗ |
| 2025-06-10 | Shah Neerav Dilip | Director / Officer | S-Sale | D | Common Stock | 65,000 | 13.85 | 900.3K | 75,025 | D | ↗ |
| 2025-06-10 | Ritchison John David | Director | S-Sale | D | Common Stock | 72,500 | 13.85 | 1.00M | 1,302,500 | D | ↗ |
| 2025-06-10 | O'Toole Lora Taylor | Officer | S-Sale | D | Common Stock | 4,644 | 13.85 | 64.3K | 0 | D | ↗ |
| 2025-06-10 | O'Toole Daniel Steven | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 434,672 | 13.85 | 6.02M | 23,143,909 | D | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Daniel Steven O'Toole | Founder, Chief Executive Officer & Chairman | 2M | male |
| Mark D. Hamm | Chief Operating Officer & Director | 417.9K | male |
| Todd Pepmeier | Chief Financial Officer | 388.4K | male |
| Neerav Shah | Chief Strategy Officer & Director | 175.2K | male |
| John Ritchison | Attorney, Secretary, General Counsel & Director | 106.3K | male |
| Lora O'Toole | Vice President of Business Development | 85.0K | female |
| Kylie Conway | Senior Marketing & Communications Manager | — | female |
| Ian Geise | Head of Commercialization | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for ARAI
Short-term intention
Target Price Distribution
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