Arteris (AIP) 주식 개요
는 자회사와 함께 미국, 기타 미주 지역, 중국, 한국, 기타 아시아 태평양 지역, 유럽 및 중동 지역에서 반도체 시스템 지적 재산(IP) 솔루션을 제공하고 있습니다. 자세히 보기
AIP Community Fair Values
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Analyst Price Targets
Arteris, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$22.69 |
| 52주 최고가 | US$50.26 |
| 52주 최저가 | US$8.70 |
| 베타 | 1.91 |
| 1개월 변동 | -17.76% |
| 3개월 변동 | -44.66% |
| 1년 변동 | 159.31% |
| 3년 변동 | 246.41% |
| 5년 변동 | n/a |
| IPO 이후 변동 | 24.67% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 AlphaRecent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...주주 수익률
| AIP | US Software | US 시장 | |
|---|---|---|---|
| 7D | 6.2% | -2.1% | -1.0% |
| 1Y | 159.3% | -9.0% | 14.1% |
수익률 대 산업: AIP은 지난 1년 동안 -9.5%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: AIP은 지난 1년 동안 13.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| AIP volatility | |
|---|---|
| AIP Average Weekly Movement | 12.4% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: AIP의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: AIP의 주간 변동성(12%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2003 | 364 | Charlie Janac | www.arteris.com |
는 자회사와 함께 미국, 기타 미주 지역, 중국, 한국, 기타 아시아 태평양 지역, 유럽 및 중동 지역에서 반도체 시스템 지적 재산권(IP) 솔루션을 제공합니다. 시스템온칩(SoC) 반도체 및 칩렛 시스템의 온칩 통신 및 IP 블록 배포를 관리합니다. 이 회사는 비코히어런트 NoC IP인 FlexGen, FlexNoC, FlexWay, 캐시 코히어런트 NoC IP인 Ncore, 라스트 레벨 캐시인 CodaCache와 같은 네트워크 온 칩(NoC) IP 제품을 제공합니다.
Arteris, Inc. 기초 지표 요약
| AIP 기초 통계 | |
|---|---|
| 시가총액 | US$1.12b |
| 순이익 (TTM) | -US$39.52m |
| 매출 (TTM) | US$84.62m |
13.2x
주가매출비율(P/S)-28.2x
주가수익비율(P/E)AIP는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AIP 손익계산서 (TTM) | |
|---|---|
| 매출 | US$84.62m |
| 매출원가 | US$10.48m |
| 총이익 | US$74.13m |
| 기타 비용 | US$113.65m |
| 순이익 | -US$39.52m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.80 |
| 총이익률 | 87.61% |
| 순이익률 | -46.70% |
| 부채/자본 비율 | 5.2% |
AIP의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/12 01:59 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Arteris, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ambrish Srivastava | BMO Capital Markets Equity Research |
| Blayne Curtis | Jefferies LLC |
| Mark Lipacis | Jefferies LLC |