Arteris Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Arteris de 66.9% y 22.4% respectivamente, mientras que el BPA crecerá en un 69% al año.
Información clave
66.9%
Tasa de crecimiento de los beneficios
69.01%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 20.4% |
| Tasa de crecimiento de los ingresos | 22.4% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 03 Sep 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Sep 06
AIP: AI Interconnect Demand And Royalties Will Drive Future Upside
Analysts have raised their implied fair value estimate for Arteris from $40 to approximately $49.25, reflecting expectations for stronger profit margins and a higher future P/E multiple supported by views on AI-driven demand for the company’s interconnect IP and automation software. Analyst Commentary on Arteris Recent coverage of Arteris highlights a constructive view on the company’s role in system intellectual property for complex system on chip designs.
Actualización de narrativa • Aug 23
AIP: AI Interconnect Royalties Will Test Elevated Multiple And Operating Leverage
The Arteris analyst fair value estimate has been updated from $35 to $38, as analysts incorporate new coverage and see support from AI driven interconnect IP demand, automation software expectations, and potential operating leverage benefits highlighted in recent Street research. Analyst Commentary Recent Street research on Arteris has centered on the role of its interconnect IP and automation software in supporting complex system on chip designs, especially as data movement needs grow.Seeking Alpha • Aug 21
Arteris: High Premium For AI Chip IP
Summary Arteris sells NoC and SoC IP. This means their business is mostly reliant on monetizing their IP. However, their IP is valuable for increasingly complex chips to move data, integrate components, and verify hardware security. AIP is a capital-light business that has exposure to the ongoing AI boom. This way, AIP generates long royalty tails after customer designs enter mass production. Unfortunately, the stock’s valuation seems a bit stretched. And coupled with its inherent macro risks, I feel it lessens its appeal down to a “Hold” for now. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 09
AIP: AI Data Center Licensing Strength Will Drive Earlier Royalty Upside
Analysts raised Arteris' fair value estimate from $37.75 to $41.00, reflecting higher Street price targets around $40, along with expectations for stronger AI driven interconnect IP demand and earlier royalty contributions from data center related licenses. Analyst Commentary Street research on Arteris has centered on how its interconnect IP and automation software are positioned against rising data movement needs in AI, automotive, and data center chips.Actualización de narrativa • 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.Actualización de narrativa • Jun 22
AIP: Elevated AI Licensing Optimism Will Likely Limit Forward Return Potential
Arteris' analyst price target has moved from $20.50 to about $38, reflecting analysts' updated views after beat and raise results, stronger data center and AI related licensing momentum, and expectations for earlier and higher royalty contributions compared with prior assumptions tied more heavily to automotive. Analyst Commentary Recent research updates on Arteris center on its latest beat and raise quarter, the growing importance of data center and AI related licensing, and how quickly this mix could translate into royalty revenue compared with earlier expectations tied more heavily to automotive.Artículo de análisis • Jun 17
Arteris (AIP) Stock Could Be 103% Overvalued As AI Chip Demand Lifts Interest
Arteris (AIP) is drawing fresh attention as investors focus on its role supplying network on chip technology that supports increasingly complex AI oriented semiconductors and advanced architectures used in data centers and automotive systems. See our latest analysis for Arteris. At a share price of $41.56, Arteris has seen strong momentum, with a 90 day share price return of 160.40% and a one year total shareholder return of about 7x, even after a 1 day pullback of 4.74%. If Arteris has you...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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).Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 150 | 0 | 49 | 52 | 4 |
| 12/31/2027 | 117 | -21 | 25 | 22 | 6 |
| 12/31/2026 | 97 | -38 | -7 | 3 | 6 |
| 6/30/2026 | 85 | -40 | 7 | 9 | N/A |
| 3/31/2026 | 77 | -35 | -5 | -3 | N/A |
| 12/31/2025 | 71 | -35 | 5 | 7 | N/A |
| 9/30/2025 | 66 | -34 | 0 | 1 | N/A |
| 6/30/2025 | 63 | -33 | -2 | -1 | N/A |
| 3/31/2025 | 61 | -32 | 1 | 2 | N/A |
| 12/31/2024 | 58 | -34 | -1 | -1 | N/A |
| 9/30/2024 | 55 | -36 | -2 | -1 | N/A |
| 6/30/2024 | 53 | -36 | -6 | -5 | N/A |
| 3/31/2024 | 53 | -37 | -8 | -7 | N/A |
| 12/31/2023 | 54 | -37 | -17 | -16 | N/A |
| 9/30/2023 | 52 | -34 | -15 | -13 | N/A |
| 6/30/2023 | 52 | -33 | -17 | -16 | N/A |
| 3/31/2023 | 52 | -30 | -15 | -14 | N/A |
| 12/31/2022 | 50 | -27 | -8 | -7 | N/A |
| 9/30/2022 | 51 | -28 | -4 | -3 | N/A |
| 6/30/2022 | 47 | -25 | -1 | 0 | N/A |
| 3/31/2022 | 43 | -23 | -4 | -3 | N/A |
| 12/31/2021 | 38 | -23 | -2 | -1 | N/A |
| 9/30/2021 | 41 | -8 | -2 | -1 | N/A |
| 6/30/2021 | 38 | -7 | 0 | 0 | N/A |
| 3/31/2021 | 33 | -6 | 2 | 2 | N/A |
| 12/31/2020 | 32 | -3 | 2 | 2 | N/A |
| 12/31/2019 | 32 | 5 | N/A | 12 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que AIP siga sin ser rentable en los próximos 3 años.
Beneficios vs. Mercado: Se prevé que AIP siga sin ser rentable en los próximos 3 años.
Beneficios de alto crecimiento: Se prevé que AIP siga sin ser rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (22.4% al año) de AIP crezcan más rápidamente que los del mercado US (13.4% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (22.4% al año) de AIP crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de AIP se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/12 08:06 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Arteris, Inc. está cubierta por 8 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ambrish Srivastava | BMO Capital Markets Equity Research |
| Blayne Curtis | Jefferies LLC |
| Mark Lipacis | Jefferies LLC |