Arteris Förvaltning
Förvaltning kriterier kontrolleras 3/4
Arteris VD är Charlie Janac, utsedd i May 2005, har en mandatperiod på 21.33 år. totala årliga ersättningen är $ 1.69M, bestående av 28.3% lön 71.7% bonusar, inklusive företagsaktier och optioner. äger direkt 16.87% av företagets aktier, värda $ 188.11M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5 år respektive 9.9 år.
Viktig information
Charlie Janac
Verkställande direktör
US$1.7m
Total ersättning
| VD-lön i procent | 28.29% |
| Anställning som VD | 21.3yrs |
| Ägande av VD | 16.9% |
| Ledningens genomsnittliga anställningstid | 5yrs |
| Styrelsens genomsnittliga mandatperiod | 9.9yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$40m |
| 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$3m |
Ersättning vs marknad: Charlie s total kompensation ($USD 1.69M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 3.54M ).
Ersättning vs inkomst: Ersättningen för Charlie har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
Charlie Janac (67 yo)
21.3yrs
Anställning
US$1,685,993
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 21.3yrs | US$1.69m | 16.87% $ 188.1m | |
| Executive VP of Engineering & COO | 5.5yrs | US$951.18k | 0.25% $ 2.8m | |
| Chief Financial Officer | no data | inga uppgifter | inga uppgifter | |
| Executive VP | 7.1yrs | inga uppgifter | 0.14% $ 1.6m | |
| EVP, Chief Product & Marketing Officer and GM Security Solutions | 4.5yrs | inga uppgifter | inga uppgifter | |
| Executive VP of Sales & Chief Customer Officer | 2yrs | inga uppgifter | inga uppgifter | |
| Executive VP & Chief Human Resources Officer | 1.4yrs | inga uppgifter | inga uppgifter | |
| Corporate Controller | 5.5yrs | inga uppgifter | inga uppgifter |
5.0yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder
Erfaren ledning: AIP s ledningsgrupp är erfaren och erfaren ( 5 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 21.2yrs | US$1.69m | 16.87% $ 188.1m | |
| Independent Director | 12.7yrs | US$227.96k | 0% $ 0 | |
| Lead Independent Director | 12.7yrs | US$375.77k | 0.47% $ 5.3m | |
| Independent Director | 9.9yrs | US$242.96k | 0.13% $ 1.5m | |
| Independent Director | 4.3yrs | US$220.46k | 0.21% $ 2.3m | |
| Independent Director | 2yrs | US$222.96k | 0% $ 0 | |
| Independent Director | 5.7yrs | US$235.46k | 0.12% $ 1.3m |
9.9yrs
Genomsnittlig anställningstid
67yo
Genomsnittlig ålder
Erfaren styrelse: AIP s styrelse anses vara erfaren ( 9.9 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/12 13:19 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Arteris, Inc. bevakas av 8 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ambrish Srivastava | BMO Capital Markets Equity Research |
| Blayne Curtis | Jefferies LLC |
| Mark Lipacis | Jefferies LLC |