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Arteris, Inc. Stock Price

NasdaqGM:AIP Community·US$1.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

AIP Share Price Performance

US$34.46
25.03 (265.43%)
US$37.75
Fair Value
US$34.46
25.03 (265.43%)
8.7% undervalued intrinsic discount
US$37.75
Fair Value
Price US$34.46
AnalystConsensusTarget US$37.75
AnalystHighTarget US$40.00
AnalystLowTarget US$35.00

AIP Community Narratives

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Fair Value US$37.75 8.7% undervalued intrinsic discount

Broader Partnerships And AI Adoption Will Shape Future Enterprise Demand

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·
Fair Value US$40 13.9% undervalued intrinsic discount

AI And Automotive Trends Will Drive Advanced Chip Adoption

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·
Fair Value US$35 1.5% undervalued intrinsic discount

Trade Tensions And Risks Will Limit Markets Yet Yield Hope

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US$40
13.9% undervalued intrinsic discount
Profit Margin
14.82%
Future PE
104.84x
Price in 2029
US$50.7
US$37.75
8.7% undervalued intrinsic discount
Profit Margin
12.11%
Future PE
147.62x
Price in 2029
US$47.84

Trending Discussion

Updated Narratives

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AIP: Data Center And AI Licensing Momentum Will Support Further Upside

Fair Value: US$40 13.9% undervalued intrinsic discount
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AIP: Elevated AI Licensing Optimism Will Likely Limit Forward Return Potential

Fair Value: US$37.75 8.7% undervalued intrinsic discount
5 users have set this as their fair value
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AIP: Data Center AI Royalties Will Test Elevated Multiple And Margin Discipline

Fair Value: US$35 1.5% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet with low risk.

3 Risks
1 Reward

Arteris, Inc. Key Details

US$77.0m

Revenue

US$8.6m

Cost of Revenue

US$68.4m

Gross Profit

US$102.9m

Other Expenses

-US$34.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.75
88.80%
-44.92%
49.4%
View Full Analysis

About AIP

Founded
2003
Employees
353
CEO
Karel Janac
WebsiteView website
www.arteris.com

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.

Recent AIP News & Updates

Narrative Update Jul 06

AIP: Data Center And AI Licensing Momentum Will Support Further Upside

Arteris' analyst fair value estimate has been lifted from $24.00 to $40.00, as analysts point to a series of beat and raise quarters, stronger data center and AI related licensing momentum, earlier royalty contribution from these licenses, and improved margin assumptions that support higher long-term growth expectations. Analyst Commentary Recent Street research on Arteris points to a clear shift in sentiment, with several bullish analysts lifting price targets after what they describe as a beat and raise quarter, stronger AI and data center licensing activity, and earlier than expected royalty contributions.

Recent updates

No updates