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Arteris (AIP)
NASDAQ:AIP
US Market
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Arteris (AIP) Price & Analysis

433 Followers

AIP Stock Chart & Stats

$30.27
<$0.01(0.03%)
At close: 4:00 PM EDT
$30.27
<$0.01(0.03%)

Bulls Say, Bears Say

Bulls Say
High Gross MarginsSustained ~87% gross margins reflect a scalable, high‑margin IP and tool licensing model with low incremental costs. That structural margin profile supports significant operating leverage as revenue scales, enabling durable path to profitability if OpEx growth remains disciplined.
Record ACV & BacklogRecord ACV and a growing backlog provide multi‑quarter revenue visibility and recurring royalty upside. Strong contracted obligations reduce near‑term sales risk, support predictable revenue conversion over the next 12 months, and underpin expansion within existing SoC customers.
Cash Buffer & No DebtA sizable cash balance with no debt provides runway to fund growth, integration and R&D without immediate external financing. That liquidity reduces short‑term funding risk, supports selective M&A and execution on the path to positive free cash flow and sustainable non‑GAAP profitability.
Bears Say
Persistent GAAP LossesDespite strong revenue trends, deeply negative TTM net margins and recurring GAAP operating losses show current scale is insufficient to cover operating costs. Persistent accounting losses heighten the need for sustained revenue acceleration or cost reduction to avoid dilution or prolonged dependence on cash reserves.
Inconsistent Cash GenerationVolatile and negative near‑term operating and free cash flow increases funding risk and constrains reinvestment. Inconsistent cash generation can force dilutive financing or spending cuts, complicate integration of acquisitions, and reduce the margin for execution errors while pursuing the guided path to sustained FCF.
Thin Equity CushionA very small equity base makes leverage metrics highly sensitive to earnings swings. With debt meaningfully larger than equity on a TTM basis, modest additional losses could materially erode capital, raising refinancing, covenant or dilution risk and limiting flexibility for larger strategic investments.

Arteris News

AIP FAQ

What was Arteris’s price range in the past 12 months?
Arteris lowest stock price was $8.42 and its highest was $50.26 in the past 12 months.
    What is Arteris’s market cap?
    Arteris’s market cap is $1.40B.
      When is Arteris’s upcoming earnings report date?
      Arteris’s upcoming earnings report date is Aug 06, 2026 which is in 8 days.
        How were Arteris’s earnings last quarter?
        Arteris released its earnings results on May 12, 2026. The company reported -$0.03 earnings per share for the quarter, beating the consensus estimate of -$0.069 by $0.039.
          Is Arteris overvalued?
          According to Wall Street analysts Arteris’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Arteris pay dividends?
            Arteris does not currently pay dividends.
            What is Arteris’s EPS estimate?
            Arteris’s EPS estimate is -0.04.
              How many shares outstanding does Arteris have?
              Arteris has 46,171,980 shares outstanding.
                What happened to Arteris’s price movement after its last earnings report?
                Arteris reported an EPS of -$0.03 in its last earnings report, beating expectations of -$0.069. Following the earnings report the stock price went up 9.621%.
                  Which hedge fund is a major shareholder of Arteris?
                  Currently, no hedge funds are holding shares in AIP
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Arteris

                    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.

                    Arteris (AIP) Earnings & Revenues

                    AIP Company Deck

                    AIP Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    Overall the call conveyed strong commercial momentum and clear operational progress: record ACV, revenue, accelerated royalties, raised guidance, strategic M&A, and awards. Financially the company remains in transition to profitability with GAAP losses, a negative Q1 free cash flow impacted by acquisition costs, and an early-stage security acquisition integration. Management emphasized discipline on OpEx and provided positive full-year guidance and a path to non-GAAP profitability, leading to a favorable outlook despite near-term variability and leadership transition risk.View all AIP earnings summaries

                    AIP Stock 12 Month Forecast

                    Average Price Target

                    $38.20
                    ▲(26.20% Upside)
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3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":14.41,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":15.5,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n        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                    Ownership Overview

                    39.48%22.35%0.54%26.05%
                    39.48% Insiders
                    0.54% Other Institutional Investors
                    26.05% Public Companies and Individual Investors
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