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Arteris, Inc. Stock Price

NasdaqGM:AIP Community·US$1.1b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AIP Share Price Performance

US$20.74
11.69 (129.17%)
​
US$41.00
Fair Value
US$20.74
11.69 (129.17%)
49.4% undervalued intrinsic discount
US$41.00
Fair Value
Price US$20.74
AnalystConsensusTarget US$41.00
AnalystLowTarget US$38.00
AnalystHighTarget US$40.00
Sun, 9 Aug 26
Fair ValueUS$41.00
Share Pricen/a

AIP Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$41 49.4% undervalued intrinsic discount

Broader Partnerships And AI Adoption Will Shape Future Enterprise Demand

0users have liked this narrative
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5users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$38 45.4% undervalued intrinsic discount

Trade Tensions And Risks Will Limit Markets Yet Yield Hope

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$40 48.2% undervalued intrinsic discount

AI And Automotive Trends Will Drive Advanced Chip Adoption

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AIP logo
Arteris
45.4% undervalued intrinsic discount

Trade Tensions And Risks Will Limit Markets Yet Yield Hope

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 23 Aug
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AIP logo
Arteris
49.4% undervalued intrinsic discount

Broader Partnerships And AI Adoption Will Shape Future Enterprise Demand

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Aug
Read Narrative
AIP logo
Arteris
48.2% undervalued intrinsic discount

AI And Automotive Trends Will Drive Advanced Chip Adoption

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 6 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
AIP logo

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

Fair Value: US$38 45.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
AIP logo

AIP: AI Data Center Licensing Strength Will Drive Earlier Royalty Upside

Fair Value: US$41 49.4% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
AIP logo

AIP: Data Center And AI Licensing Momentum Will Support Further Upside

Fair Value: US$40 48.2% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with slight risk.

4 Risks
3 Rewards
View Full Analysis

Arteris, Inc. Key Details

US$84.6m

Revenue

US$10.5m

Cost of Revenue

US$74.1m

Gross Profit

US$113.7m

Other Expenses

-US$39.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.80
87.61%
-46.70%
5.2%
View Full Analysis

About AIP

Founded
2003
Employees
364
CEO
Karel Janac
WebsiteView website
www.arteris.com

Arteris, Inc., together with its subsidiaries, 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. It manages on-chip communications and IP block deployments in System-on-Chip (SoC) semiconductors and systems of chiplets. The company offers Network-on-Chip (NoC) IP Products, such as FlexGen, FlexNoC, and FlexWay, a non-coherent NoC IP; Ncore, a cache-coherent NoC IP; and CodaCache, a last-level cache. It also provides hardware security verification software products, such as Cycuity Radix-S to detect and remediate security issues in IP blocks and subsystems of an SoC; Cycuity Radix-M for hardware security verification emulation for system-level SoC and firmware; and Cycuity Radix-ST, a static security analyzer that identifies potential design weaknesses early in the development lifecycle, as well as SoC integration automation software solutions products, including Magillem Connectivity and Registers, and CSRCompiler. In addition, the company offers professional services, such as training, design assistance, and consulting; licensing services for software and intellectual properties; IP support and maintenance; and on-site support services. It serves the automotive, communications, enterprise computing, consumer electronics, and industrial markets. Arteris, Inc. was founded in 2003 and is headquartered in Campbell, California.

Recent AIP News & Updates

User avatar
Narrative Update • 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

Recent updates

No updates

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