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Published

09 Aug 25

Updated

23 Aug 26

Views

35

Not Invested

Fair Value

US$38

Share price23 Aug

US$20.7445.4% undervalued intrinsic discount

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1Y129.17%

7D-10.72%

Trade Tensions And Risks Will Limit Markets Yet Yield Hope

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

09 Aug 25

Updated

23 Aug 26

Views

35

Not Invested

Fair ValueUS$38

Share priceUS$20.74

45.4% undervalued intrinsic discount

Shared on 23 Aug 26

Fair value Increased 8.57%

AIP: AI Interconnect Royalties Will Test Elevated Multiple And Operating Leverage

Arteris is getting a lift from growing interest in its chip “connectivity” technology for AI-heavy designs, with hopes that more cars and AI systems moving into production will bring in steadier royalty revenue. But the market’s expectations look tight, and delays in customers’ big projects or stronger in-house alternatives could quickly take the shine off.

3 viewsusers have viewed this narrative update

Shared on 05 Jun 26

AIP: Data Center AI Royalties Will Test Elevated Multiple And Margin Discipline

Arteris is seeing a bigger swing toward data-center and AI chip deals, and some analysts think that could bring royalties in sooner than its older auto-focused work. The catch is that spending is rising and even bulls want clearer signs the company can turn this momentum into steady profits without relying too heavily on one market.

2 viewsusers have viewed this narrative update

Shared on 20 May 26

Fair value Increased 119%

AIP: AI Licensing Momentum Will Test Elevated Multiple And Margin Discipline

Arteris is getting a fresh boost from data-center and AI licensing, with some signs that royalties could show up sooner and at better pricing. But higher spending and heavier reliance on one fast-moving market mean the stock could stumble if growth cools or profits don’t become clearer.

1 viewusers have viewed this narrative update

Shared on 19 Apr 26

AIP: Elevated Multiple And Margin Uncertainty Will Constrain AI Era Upside

Analysts have raised their Arteris price target by $3, citing updated assumptions around discount rates, revenue growth, profit margin, and future P/E that are reflected in the latest valuation model. Analyst Commentary Bearish analysts are treating the higher Arteris price target as a balance between long term potential and near term execution risk.

1 viewusers have viewed this narrative update

Shared on 21 Mar 26

Fair value Increased 6.67%

AIP: AI Era Chip Demand And Execution Risks Will Shape Balanced Outlook

Analysts have lifted their price target on Arteris to $16.00 from $15.00, citing updated views on revenue growth, profit margins, and future P/E expectations. Analyst Commentary While the latest price target move reflects a more constructive view on Arteris, some bearish analysts are still flagging risks around execution and how the market is pricing the stock.

3 viewsusers have viewed this narrative update

Shared on 07 Feb 26

AIP: Index Inclusion And AI IP Wins Will Support Balanced Outlook

Analysts are keeping their fair value estimate for Arteris steady at $15.00, pointing to small tweaks in assumptions around discount rates, revenue growth, profit margins, and future P/E that fine tune rather than materially shift their outlook. What's in the News Arteris, Inc.

3 viewsusers have viewed this narrative update

Shared on 09 Jan 26

AIP: Index Addition And AI IP Wins Will Mask Overvaluation Risk

Analysts maintained their fair value estimate for Arteris at $15.00, making only modest adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E to support this stable price target. What's in the News Arteris, Inc.

2 viewsusers have viewed this narrative update

Shared on 25 Dec 25

Fair value Increased 36%

AIP: Index Addition And AI Deals Will Support Balanced Long-Term Outlook

Analysts have raised their fair value estimate for Arteris from 11.00 dollars to 15.00 dollars, citing slightly stronger long term revenue growth expectations and an increased future earnings multiple, despite a modestly lower profit margin outlook. What's in the News Added to the S&P Software and Services Select Industry Index, increasing visibility among institutional investors (Index Constituent Adds).

2 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$38

vs US$20.7445.4% undervalued intrinsic discount

18.9%

Revenue growth

11.4%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Arteris

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Company analysis

Flawless balance sheet with slight risk.

Market capUS$1.1b

PB15.1x

Estimated Growth22.4%

Dividend YieldN/A

CEO & management

Karel Janac

CEO

5.5yrs

CEO Tenure

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.

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