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Arrive AI Inc. (ARAI)

USD0.39 +0.01 (+3.25%)
US NASDAQ Technology Software - Infrastructure
Address 12175 Visionary Way 46038
Fishers, IN, US
CEO Daniel Steven O'Toole
IPO 2025-05-15
CIK 1818274 ISIN US04272H2040

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD0.39 +0.01 (+3.25%)
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Volume Profile
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Liquidity & share structure
Average Volume
10M
Beta
4.02
Float Shares
4.46M
Free Float %
12.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.18% -1.15% -28.19% -43.63% -80.33% -74.49% -93.29% -94.94% -94.94% -94.94% -94.94%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
0.39
Low 12.00 +2,949.6%
Consensus 12.00 +2,949.6%
Median 12.00 +2,949.6%
High 12.00 +2,949.6%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
12.00
+2,949.6%
All Time 1
12.00
+2,949.6%
Quality scores
Altman Z-Score
-5.36
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
0 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (3.95) × ERP
WACC = 79% × Ke + 21% × Kd (8.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.39
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-6.29M
OE per share TTM
-0.17
Owner's Yield
-25.72%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
3,617.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
16
Total invested
134.4K
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
16
-15 vs prev Q
New positions
9
Closed positions
24
Increased
11
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 14 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
4.00
Bullish
Ratio by volume
3.00
Bullish
Buys
12
Sells
3
Shares acquired
2.63M
Shares disposed
32.3K
Cash buys
Cash sales
Net activity
+2,602,510
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
EBIT / Employee
-17.6K
Shares Outstanding
36.43M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-28 8-K
2026-04-15 10-Q/A
2026-04-15 10-Q/A
2026-04-15 10-K
2026-04-14 8-K
2026-04-09 424B3
2026-04-03 8-K
2026-04-02 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
Rank: 140 out of 160
2025
E (Environmental)
55.4 / 65.1
Company / Sector avg.
S (Social)
60.7 / 63.5
Company / Sector avg.
G (Governance)
59.4 / 65.6
Company / Sector avg.
ESG Total
58.5 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits