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Arteris (AIP)
NASDAQ:AIP
US Market
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Arteris (AIP) Price & Analysis

499 Followers

AIP Stock Chart & Stats

$23.23
<$0.01(0.03%)
At close: 4:00 PM EDT
$23.23
<$0.01(0.03%)

Bulls Say, Bears Say

Bulls Say
Demand And Contracted GrowthRecord ACV, royalties, and RPO indicate expanding customer commitments and a substantial contracted revenue base. The raised full-year outlook supports continued demand for Arteris connectivity IP and improves revenue visibility over the next several quarters.
Strong Gross MarginsGross margins in the mid-to-high 80% range demonstrate the economic value of Arteris’s semiconductor IP model and provide meaningful contribution from each dollar of revenue. This margin structure can support reinvestment and future operating leverage as scale increases.
Diversified Market AdoptionBroad wins across automotive, computing, communications, consumer, industrial, and aerospace markets reduce reliance on one application or customer. Rising design starts and limited customer concentration support a more resilient foundation for future licenses and royalties.
Bears Say
Persistent Operating LossesArteris has not yet converted its attractive gross margins into sustainable operating profitability. Continued negative net, EBIT, and EBITDA margins indicate that the current expense base remains too large relative to revenue, limiting earnings quality and internal funding capacity.
Inconsistent Cash ConversionRecent cash generation remains uneven, with slightly positive operating cash flow but negative trailing free cash flow and a sharp deterioration from the prior annual period. This weakens the evidence that growth is currently self-funded and leaves execution dependent on improving conversion.
Profitability Timing Remains UncertainManagement’s profitability target remains conditional while the full-year outlook still includes a sizeable non-GAAP operating loss. Until revenue growth consistently outpaces operating costs, the timing of sustainable profitability remains uncertain and near-term earnings risk persists.

Arteris News

AIP FAQ

What was Arteris’s price range in the past 12 months?
Arteris lowest stock price was $12.06 and its highest was $50.26 in the past 12 months.
    What is Arteris’s market cap?
    Arteris’s market cap is $937.82M.
      When is Arteris’s upcoming earnings report date?
      Arteris’s upcoming earnings report date is Nov 10, 2026 which is in 21 days.
        How were Arteris’s earnings last quarter?
        Arteris released its earnings results on Aug 06, 2026. The company reported -$0.1 earnings per share for the quarter, missing the consensus estimate of -$0.042 by -$0.058.
          Is Arteris overvalued?
          According to Wall Street analysts Arteris’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Arteris pay dividends?
            Arteris does not currently pay dividends.
            What is Arteris’s EPS estimate?
            Arteris’s EPS estimate is -0.04.
              How many shares outstanding does Arteris have?
              Arteris has 49,152,103 shares outstanding.
                What happened to Arteris’s price movement after its last earnings report?
                Arteris reported an EPS of -$0.1 in its last earnings report, missing expectations of -$0.042. Following the earnings report the stock price went down -5.819%.
                  Which hedge fund is a major shareholder of Arteris?
                  Currently, no hedge funds are holding shares in AIP
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Arteris

                    Arteris, Inc., together with its subsidiaries, provides semiconductor system intellectual property (IP) solutions in the United States, rest of the Americas, China, Korea, the rest of the Asia Pacific, Europe, and the Middle East. It manages on-chip communications and IP block deployments in System-on-Chip (SoC) semiconductors and systems of chiplets. The company offers Network-on-Chip (NoC) IP Products, such as FlexGen, FlexNoC, and FlexWay, a non-coherent NoC IP; Ncore, a cache-coherent NoC IP; and CodaCache, a last-level cache. It also provides hardware security verification software products, such as Cycuity Radix-S to detect and remediate security issues in IP blocks and subsystems of an SoC; Cycuity Radix-M for hardware security verification emulation for system-level SoC and firmware; and Cycuity Radix-ST, a static security analyzer that identifies potential design weaknesses early in the development lifecycle, as well as SoC integration automation software solutions products, including Magillem Connectivity and Registers, and CSRCompiler. In addition, the company offers professional services, such as training, design assistance, and consulting; licensing services for software and intellectual properties; IP support and maintenance; and on-site support services. It serves the automotive, communications, enterprise computing, consumer electronics, and industrial markets. Arteris, Inc. was founded in 2003 and is headquartered in Campbell, California.

                    Arteris (AIP) Earnings & Revenues

                    AIP Company Deck

                    AIP Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized multiple record highs (ACV + royalties, royalties, RPO, revenue), strong top‑line growth (46% revenue YoY) and improving cash strength (positive FCF and $123M cash), alongside clear product and ecosystem momentum (Arm partnership, large FlexGen deals, diversified wins). Near‑term challenges include elevated payroll tax and commission driven OpEx, acquisition‑related charges, some royalty cadence variability, and continued GAAP losses. Management raised revenue guidance and reiterated a path to non‑GAAP profitability, while also disclosing one‑time and timing headwinds that modestly tempered profitability expectations.View all AIP earnings summaries

                    AIP Stock 12 Month Forecast

                    Average Price Target

                    $39.43
                    ▲(69.73% Upside)
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7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":17.02,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":17.55,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n       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                    Ownership Overview

                    36.40%20.99%0.39%30.57%
                    36.40% Insiders
                    0.39% Other Institutional Investors
                    30.57% Public Companies and Individual Investors
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