Arteris Management
Management Kriterienprüfungen 3/4
Arteris CEO ist Charlie Janac , ernannt in May 2005, hat eine Amtszeit von 21.08 Jahren. Die jährliche Gesamtvergütung beträgt $1.69M , bestehend aus 28.3% Gehalt und 71.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 19.62% der Aktien des Unternehmens, im Wert von $310.52M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.3 Jahre bzw. 9.7 Jahre.
Wichtige Informationen
Charlie Janac
Geschäftsführender
US$1.7m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 28.29% |
| Amtszeit als Geschäftsführer | 21.1yrs |
| Eigentum des Geschäftsführers | 19.6% |
| Durchschnittliche Amtszeit des Managements | 5.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 9.7yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Jun 06
Arteris: A Hidden Beneficiary Of Hyperscaler AI Spending
Summary Arteris is uniquely positioned in the semiconductor value chain, supplying NoC interconnect IP critical for AI-driven SoC development. I initiate coverage with a buy rating and a $41 price target, reflecting over 11% upside, supported by robust AI infrastructure demand and raised FY 2026 revenue guidance. AIP's Q1 2026 revenue grew 39% YoY, with strong RPO and positive FY 2026 FCF guidance, though GAAP profitability remains elusive due to acquisition-related costs. Cycuity's acquisition expands AIP's reach into cybersecurity-sensitive verticals like aerospace and defense, but integration and execution risks warrant close monitoring. Read the full article on Seeking Alpha
Narrativ-Update • Jun 05
AIP: Data Center AI Royalties Will Test Elevated Multiple And Margin Discipline
Analysts have lifted their average price target on Arteris from $20 to a range of $35 to $40. They cite a recent beat and raise quarter, stronger data center and AI related licensing activity, and expectations for earlier and higher royalty contributions compared with automotive licenses.Narrativ-Update • May 20
AIP: AI Licensing Momentum Will Test Elevated Multiple And Margin Discipline
Narrative Update: Arteris Analyst Price Target Reset The analyst fair value estimate for Arteris has moved from $16.00 to $35.00, reflecting higher Street price targets in the $35 to $40 range. Analysts attribute this change to what they describe as a "beat and raise" quarter, stronger data center and AI related licensing momentum, and improved royalty trends supported by earlier royalty revenue timing and higher average selling prices.
Narrativ-Update • May 04
AIP: Elevated Future P/E Assumptions Will Likely Constrain Forward Return Potential
Analysts have increased their price target on Arteris by $0.25 to $20.50 as they refresh their assumptions around the discount rate, profit margin, revenue growth and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the refreshed assumptions on discount rate, profit margin, revenue growth and future P/E expectations as supportive of a higher valuation ceiling, which is reflected in the recent price target updates.
Narrativ-Update • Apr 23
Arteris Inc. – Collaboration with MIPS to Accelerate Physical AI SoC Platforms
Arteris Inc. has announced a strategic collaboration with MIPS, a subsidiary of GlobalFoundries, to accelerate the development of next-generation system-on-chip (SoC) platforms tailored for physical AI applications.Narrativ-Update • Apr 19
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.
Narrativ-Update • Apr 05
AIP: AI Era Chip Adoption Will Support Continued Fair Value Upside
Analysts kept their Arteris fair value estimate steady at $24.00, and modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E underpin a slightly refined but unchanged price target view. Analyst Commentary Recent Street research on Arteris points to a cluster of optimistic views, with bullish analysts adjusting price targets and sharpening their focus on the company’s execution and growth potential.Narrativ-Update • Mar 21
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.Narrativ-Update • Mar 07
AIP: AI Era Chip Adoption Will Drive Stronger Prospects Ahead
Analysts have raised their price target on Arteris from $16.00 to $24.00, citing updated assumptions around revenue growth, profitability, discount rates and future P/E that they believe better reflect the company’s prospects. Analyst Commentary Recent Street research around Arteris highlights a clear tilt toward more optimistic assumptions on the stock, as reflected in higher price targets that analysts view as better aligned with their updated models on revenue, profitability and valuation multiples.Narrativ-Update • Feb 21
AIP: Index Addition And Expanding Design Wins Will Likely Support Upside
Analysts have raised their Arteris price target by $1 to $20.25, citing updates to revenue growth assumptions, profit margin outlook, discount rate inputs, and future P/E estimates reflected in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the higher price target to $20.25 reflects refreshed assumptions on revenue growth and profitability, which they see as better aligned with recent Street modeling.Narrativ-Update • Feb 07
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.Analyseartikel • Feb 04
Arteris, Inc.'s (NASDAQ:AIP) Intrinsic Value Is Potentially 25% Below Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Arteris fair value estimate is US$10.94 Arteris is estimated...Narrativ-Update • Jan 24
AIP: Index Inclusion And New Design Wins Will Likely Unlock Upside
Analysts have raised their fair value estimate for Arteris from US$17.13 to US$19.25, citing updated assumptions on revenue growth, profit margins and future P/E that they view as better aligned with the company’s current risk profile. What's in the News Arteris, Inc.Narrativ-Update • Jan 17
Arteris, Inc. (NASDAQ: AIP) – Acquisition of Cycuity Strengthens Position in Semiconductor Cybersecurity for the AI Era
Author: Qudus Adebara (Founder of Wane Investment House) Executive Summary Arteris, Inc. (“Arteris” or “the Company”), a leading provider of system IP for accelerating semiconductor development in the AI era, has closed its acquisition of Cycuity, Inc.Narrativ-Update • Jan 09
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.Narrativ-Update • Dec 25
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).Analyseartikel • Dec 12
Arteris, Inc. (NASDAQ:AIP) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Arteris, Inc. ( NASDAQ:AIP ) shares have been powering on, with a gain of 27% in the...Narrativ-Update • Dec 11
AIP: Expanded AI Wins Will Likely Fail To Justify Rich Expectations
Analysts have modestly raised their price target on Arteris to approximately $17.13 per share. This reflects slightly higher long term margin expectations and a marginally improved growth and risk profile.Analyseartikel • Nov 29
Why Arteris, Inc. (NASDAQ:AIP) Could Be Worth Watching
While Arteris, Inc. ( NASDAQ:AIP ) might not have the largest market cap around , it led the NASDAQGM gainers with a...Narrativ-Update • Nov 27
AIP: Major Platform Wins Will Drive Stronger Revenue And Margin Upside
Analysts have raised their price target for Arteris from $16.75 to $17.13, citing slight improvements in fair value estimates along with modest adjustments in discount rate and profit margin assumptions. What's in the News Blaize adopted Arteris' FlexNoC 5 interconnect IP to enhance the performance and scalability of its programmable AI platform, enabling better energy efficiency and faster time-to-market for edge and cloud AI applications (Client Announcements).Narrativ-Update • Nov 12
AIP: Revenue Momentum And Client Wins Will Support Balanced Outlook
Analysts have raised their price target for Arteris from $15.00 to $16.75, citing improved revenue growth estimates and slight enhancements to profit margin expectations. What's in the News Blaize has adopted Arteris FlexNoC 5 interconnect IP to enhance the performance and scalability of its AI Platform for hybrid edge and cloud deployments (Client Announcements).Analyseartikel • Nov 07
Arteris, Inc. (NASDAQ:AIP) Analysts Are Pretty Bullish On The Stock After Recent Results
Shareholders of Arteris, Inc. ( NASDAQ:AIP ) will be pleased this week, given that the stock price is up 12% to...Narrativ-Update • Oct 29
Broader Partnerships And AI Adoption Will Shape Future Enterprise Demand
Analysts have raised their price target for Arteris by $1, from $14 to $15. They cited adjustments in growth and profitability expectations, despite a modest reduction in projected revenue growth and profit margins.Analyseartikel • Oct 28
Revenues Not Telling The Story For Arteris, Inc. (NASDAQ:AIP) After Shares Rise 48%
Arteris, Inc. ( NASDAQ:AIP ) shareholders would be excited to see that the share price has had a great month, posting a...Analyseartikel • Sep 05
Risks Still Elevated At These Prices As Arteris, Inc. (NASDAQ:AIP) Shares Dive 32%
The Arteris, Inc. ( NASDAQ:AIP ) share price has softened a substantial 32% over the previous 30 days, handing back...Narrativ-Update • Aug 08
AI And Chiplet Trends Will Expand Enterprise Markets
With both the discount rate and future P/E multiples remaining virtually unchanged, Arteris’ consensus analyst price target also held steady at $14.00. What's in the News Arteris provided updated revenue guidance for Q3 2025 of $16.8–$17.2 million and full year 2025 of $66.0–$70.0 million.Analyseartikel • Aug 06
Estimating The Intrinsic Value Of Arteris, Inc. (NASDAQ:AIP)
NasdaqGM:AIP 1 Year Share Price vs Fair Value Explore Arteris's Fair Values from the Community and select yours Key...Analyseartikel • Jun 20
Is It Time To Consider Buying Arteris, Inc. (NASDAQ:AIP)?
Arteris, Inc. ( NASDAQ:AIP ), might not be a large cap stock, but it led the NASDAQGM gainers with a relatively large...Analyseartikel • Jun 20
Revenues Not Telling The Story For Arteris, Inc. (NASDAQ:AIP) After Shares Rise 25%
Arteris, Inc. ( NASDAQ:AIP ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...Analyseartikel • May 15
Arteris, Inc. (NASDAQ:AIP) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Investors in Arteris, Inc. ( NASDAQ:AIP ) had a good week, as its shares rose 3.7% to close at US$7.51 following the...Analyseartikel • Apr 19
Market Cool On Arteris, Inc.'s (NASDAQ:AIP) Revenues Pushing Shares 26% Lower
To the annoyance of some shareholders, Arteris, Inc. ( NASDAQ:AIP ) shares are down a considerable 26% in the last...
Neues Narrativ • Mar 28
Semiconductor IP And FlexGen Systems Will Expand AI Automotive Markets
Growing demand for AI and automotive solutions, alongside strategic microcontroller expansion, is set to drive Arteris' revenue and earnings growth.Analyseartikel • Feb 26
Some Confidence Is Lacking In Arteris, Inc. (NASDAQ:AIP) As Shares Slide 26%
Arteris, Inc. ( NASDAQ:AIP ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...Seeking Alpha • Feb 24
Arteris Q4: Long Growth Runway Ahead Overshadowed By The Lack Of Profitability
Summary Management has guided for 15% year over year ACV plus Royalties, with corresponding growth in RPO of 22%. While the company, Arteris, remains unprofitable, margins are projected to improve, with positive FCF expected in 2025. At 4.5 times ACV plus Royalties, its valuation represents a significant discount compared to larger peers. Given its higher risk profile, I recommend AIP stock as a speculative Buy. Read the full article on Seeking AlphaAnalyseartikel • Feb 21
Arteris, Inc. (NASDAQ:AIP) Analysts Are Pretty Bullish On The Stock After Recent Results
Arteris, Inc. ( NASDAQ:AIP ) came out with its full-year results last week, and we wanted to see how the business is...Analyseartikel • Dec 28
Is Arteris (NASDAQ:AIP) Using Debt Sensibly?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Dec 01
Arteris, Inc. (NASDAQ:AIP) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Arteris, Inc. ( NASDAQ:AIP ) shareholders would be excited to see that the share price has had a great month, posting a...Seeking Alpha • Oct 13
Arteris: Favorable Industry Trends Set To Fuel Growth Ahead
Summary The company is poised to benefit from industry tailwinds arising from AI and autonomous driving, owing to its strong technology offering. Growth is strong, with the business already generating positive FCF so far this year. I expect mid double-digit growth rates to continue in the coming years, with an inflection to non-GAAP profitability likely next year. While risks are significant, the appealing valuation leads me to rate the shares as a speculative Buy. Read the full article on Seeking AlphaAnalyseartikel • Jul 27
What Arteris, Inc.'s (NASDAQ:AIP) 26% Share Price Gain Is Not Telling You
Despite an already strong run, Arteris, Inc. ( NASDAQ:AIP ) shares have been powering on, with a gain of 26% in the...Analyseartikel • May 07
Revenues Not Telling The Story For Arteris, Inc. (NASDAQ:AIP) After Shares Rise 32%
Arteris, Inc. ( NASDAQ:AIP ) shares have continued their recent momentum with a 32% gain in the last month alone. The...Analyseartikel • Feb 09
Optimistic Investors Push Arteris, Inc. (NASDAQ:AIP) Shares Up 29% But Growth Is Lacking
Despite an already strong run, Arteris, Inc. ( NASDAQ:AIP ) shares have been powering on, with a gain of 29% in the...Analyseartikel • Dec 14
Subdued Growth No Barrier To Arteris, Inc. (NASDAQ:AIP) With Shares Advancing 39%
Arteris, Inc. ( NASDAQ:AIP ) shareholders are no doubt pleased to see that the share price has bounced 39% in the last...Analyseartikel • Nov 09
Downgrade: Here's How Analysts See Arteris, Inc. (NASDAQ:AIP) Performing In The Near Term
One thing we could say about the analysts on Arteris, Inc. ( NASDAQ:AIP ) - they aren't optimistic, having just made a...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$35m |
| Dec 31 2025 | US$2m | US$477k | -US$35m |
| Sep 30 2025 | n/a | n/a | -US$34m |
| Jun 30 2025 | n/a | n/a | -US$33m |
| Mar 31 2025 | n/a | n/a | -US$32m |
| Dec 31 2024 | US$1m | US$404k | -US$34m |
| Sep 30 2024 | n/a | n/a | -US$36m |
| Jun 30 2024 | n/a | n/a | -US$36m |
| Mar 31 2024 | n/a | n/a | -US$37m |
| Dec 31 2023 | US$1m | US$404k | -US$37m |
| Sep 30 2023 | n/a | n/a | -US$34m |
| Jun 30 2023 | n/a | n/a | -US$33m |
| Mar 31 2023 | n/a | n/a | -US$30m |
| Dec 31 2022 | US$652k | US$370k | -US$27m |
| Sep 30 2022 | n/a | n/a | -US$28m |
| Jun 30 2022 | n/a | n/a | -US$25m |
| Mar 31 2022 | n/a | n/a | -US$23m |
| Dec 31 2021 | US$2m | US$322k | -US$23m |
| Sep 30 2021 | n/a | n/a | -US$8m |
| Jun 30 2021 | n/a | n/a | -US$7m |
| Mar 31 2021 | n/a | n/a | -US$6m |
| Dec 31 2020 | US$383k | US$303k | -US$3m |
Vergütung im Vergleich zum Markt: CharlieDie Gesamtvergütung ($USD1.69M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD5.30M).
Entschädigung vs. Einkommen: CharlieDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
Charlie Janac (67 yo)
21.1yrs
Amtszeit
US$1,685,993
Vergütung
Mr. Karel Charles Janac, also known as Charlie, serves as the Chairman, Chief Executive Officer and President of Arteris, Inc. since July 2005 and has served as its Chairman of board of directors since Aug...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman | 21.1yrs | US$1.69m | 19.62% $ 310.5m | |
| Executive VP & CFO | 6.6yrs | US$994.59k | 0.013% $ 210.7k | |
| Executive VP of Engineering & COO | 5.3yrs | US$951.18k | 0.33% $ 5.3m | |
| Executive VP | 6.8yrs | keine Daten | 0.0086% $ 136.4k | |
| EVP and Chief Product & Marketing Officer | 4.3yrs | keine Daten | keine Daten | |
| Executive VP of Sales & Chief Customer Officer | 1.8yrs | keine Daten | keine Daten | |
| Executive VP & Chief Human Resources Officer | 1.2yrs | keine Daten | keine Daten | |
| Corporate Controller | 5.3yrs | keine Daten | keine Daten |
5.3yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von AIP ist erfahren und erfahren (durchschnittliche Amtszeit von 5.3 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman | 20.9yrs | US$1.69m | 19.62% $ 310.5m | |
| Independent Director | 12.4yrs | US$227.96k | 0.35% $ 5.5m | |
| Lead Independent Director | 12.4yrs | US$375.77k | 0.58% $ 9.2m | |
| Independent Director | 9.7yrs | US$242.96k | 0.15% $ 2.4m | |
| Independent Director | 4.1yrs | US$220.46k | 0.18% $ 2.8m | |
| Independent Director | 1.8yrs | US$222.96k | 0.029% $ 458.2k | |
| Independent Director | 5.4yrs | US$235.46k | 0.31% $ 4.9m |
9.7yrs
Durchschnittliche Betriebszugehörigkeit
67yo
Durchschnittliches Alter
Erfahrener Vorstand: AIPDie Vorstandsmitglieder gelten als erfahren (9.7 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/08 13:23 |
| Aktienkurs zum Tagesende | 2026/06/05 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Analysten-Quellen
Arteris, Inc. wird von 6 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Ambrish Srivastava | BMO Capital Markets Equity Research |
| Blayne Curtis | Jefferies LLC |
| Mark Lipacis | Jefferies LLC |