Arteris（AIP）株式概要
アルテリス・インクは、その子会社とともに、米国、その他の米州、中国、韓国、その他のアジア太平洋地域、欧州、中東において、半導体システムの知的財産（IP）ソリューションを提供している。 詳細
AIP Community Fair Values
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Analyst Price Targets
Arteris, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$36.28 |
| 52週高値 | US$38.47 |
| 52週安値 | US$7.14 |
| ベータ | 1.94 |
| 1ヶ月の変化 | 35.78% |
| 3ヶ月変化 | 132.42% |
| 1年変化 | 408.84% |
| 3年間の変化 | 436.69% |
| 5年間の変化 | n/a |
| IPOからの変化 | 99.34% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).Seeking Alpha • Nov 27
Arteris: The Hidden Gem Powering The Chiplet Revolution
Summary Arteris is well-positioned in the semiconductor industry, leveraging its FlexNoC 5 and NCore technologies to address chiplet and interconnect complexity. Arteris' strong recurring revenue growth, high gross margins, and recent positive free cash flow signal improving financial health and operational efficiency. Valuation remains attractive, with shares trading below peers and a calculated fair value of $17 per share, offering potential upside from current levels. I rate Arteris stock a buy, recommending a portfolio allocation below 5% due to China exposure and customer concentration risks. Read the full article on Seeking Alphaナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| AIP | US Software | US 市場 | |
|---|---|---|---|
| 7D | 9.0% | 0.3% | 1.2% |
| 1Y | 408.8% | -6.6% | 28.7% |
業界別リターン: AIP過去 1 年間で-6.6 % の収益を上げたUS Software業界を上回りました。
リターン対市場: AIP過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| AIP volatility | |
|---|---|
| AIP Average Weekly Movement | 10.0% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AIP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AIPの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2003 | 353 | Charlie Janac | www.arteris.com |
アルテリス・インク（Arteris, Inc.）は、その子会社とともに、米国、その他の米州、中国、韓国、その他のアジア太平洋地域、欧州、中東において、半導体システムの知的財産（IP）ソリューションを提供している。同社は、システムオンチップ（SoC）半導体およびチップレットシステムにおけるオンチップ通信およびIPブロックの展開を管理している。同社は、ノンコヒーレントNoC IPであるFlexGen、FlexNoC、FlexWay、キャッシュコヒーレントNoC IPであるNcore、ラストレベルキャッシュであるCodaCacheなどのネットワークオンチップ（NoC）IP製品を提供している。また、SoCのIPブロックやサブシステムのセキュリティ問題を検出・修正する「Cycuity Radix-S」、システムレベルのSoCやファームウェアのハードウェア・セキュリティ検証エミュレーション「Cycuity Radix-M」、開発ライフサイクルの早い段階で潜在的な設計上の弱点を特定するスタティック・セキュリティ・アナライザ「Cycuity Radix-ST」などのハードウェア・セキュリティ検証ソフトウェア製品や、「Magillem Connectivity and Registers」、「CSRCompiler」などのSoC統合自動化ソフトウェア・ソリューション製品も提供している。さらに、トレーニング、設計支援、コンサルティングなどのプロフェッショナルサービス、ソフトウェアと知的財産のライセンスサービス、IPサポートとメンテナンス、オンサイトサポートサービスも提供している。自動車、通信、エンタープライズコンピューティング、コンシューマエレクトロニクス、産業機器市場にサービスを提供している。は2003年に設立され、カリフォルニア州キャンベルに本社を置いている。
Arteris, Inc. 基礎のまとめ
| AIP 基礎統計学 | |
|---|---|
| 時価総額 | US$1.68b |
| 収益（TTM） | -US$34.58m |
| 売上高(TTM) | US$76.98m |
21.8x
P/Sレシオ-48.4x
PER（株価収益率AIP は割高か？
公正価値と評価分析を参照収益と収入
| AIP 損益計算書（TTM） | |
|---|---|
| 収益 | US$76.98m |
| 売上原価 | US$8.62m |
| 売上総利益 | US$68.36m |
| その他の費用 | US$102.95m |
| 収益 | -US$34.58m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.75 |
| グロス・マージン | 88.80% |
| 純利益率 | -44.92% |
| 有利子負債／自己資本比率 | 49.4% |
AIP の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 07:44 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Arteris, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6
| アナリスト | 機関 |
|---|---|
| Ambrish Srivastava | BMO Capital Markets Equity Research |
| Blayne Curtis | Jefferies LLC |
| Mark Lipacis | Jefferies LLC |