AIP

In the past few days, Arteris, Inc. reported first-quarter 2026 results showing revenue of US$22.94 million versus US$16.53 million a year earlier, a slightly smaller net loss of US$7.96 million, issued higher revenue guidance for 2026, and announced the upcoming retirement of CFO Nicholas B. Hawkins. Alongside this, Arteris highlighted strong contracted revenue indicators, including increased annual contract value and remaining performance obligations, underscoring growing demand for its semiconductor system IP despite continued losses and integration costs from the Cycuity acquisition. With Arteris raising full-year 2026 revenue guidance, we’ll now examine how this updated outlook influences the company’s existing investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 16 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. To own Arteris, you need to believe its network on chip and security IP can convert a growing AI and automotive design footprint into a scalable, software like revenue base while eventually narrowing persistent losses. The key near term catalyst is execution on this higher 2026 revenue outlook and contracted backlog. The biggest risk remains that operating costs and integration spending stay elevated, prolonging losses. The latest results modestly support the catalyst without materially changing that risk balance. The most relevant update here is Arteris lifting full year 2026 revenue guidance to US$91.0 million to US$95.0 million after delivering US$22.94 million in Q1. That higher range leans on strong annual contract value and remaining performance obligations and will likely shape how investors weigh the upside from AI related design wins against ongoing losses and customer concentration, especially after the Cycuity acquisition. Yet beneath the stronger guidance, investors should still be aware of how rising R&D and integration costs could... Read the full narrative on Arteris (it's free!) Arteris' narrative projects $130.9 million revenue and $15.0 million earnings by 2029. Uncover how Arteris' forecasts yield a $20.50 fair value, a 42% downside to its current price. While consensus already expected about 23 percent annual revenu...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Record performance was driven by the rapid integration of AI into electronics, with two-thirds of current customer engagements now focused on AI chips. The enterprise computing sector, including data centers and high-bandwidth memory, has become the company's largest licensing vertical, surpassing automotive. Royalty revenue grew 67% year-over-year, fueled by a diversifying base of high-volume customers in automotive, consumer, and enterprise computing. Management attributes increased adoption to the rising complexity of chiplets and multi-die systems, which require advanced network-on-chip technology for efficient data movement. The acquisition of Semifore has strategically positioned the company to address critical cybersecurity vulnerabilities during the chip development phase. Operational leverage is being achieved by limiting operating expense growth to 50% of revenue growth, specifically through disciplined G&A spending. Management expects to reach the strategic milestone of non-GAAP operating profitability as early as the fourth quarter of 2026. Guidance for 2026 was raised across all top and bottom-line metrics based on a strong start to Q2 and an upward trend cycle in the semiconductor market. The company plans to deploy two new products for optimized chiplet and multi-die system IP into production during 2026, targeting AI and ADAS designs. Future royalty growth is expected to benefit from shorter design cycles in the data center and AI infrastructure segments compared to traditional automotive timelines. The company will no longer provide quarterly free cash flow guidance due to fluctuations caused by increasing average deal sizes, focusing instead on annual targets. CFO Nick Hawkins announced his retirement effective August 31, 2026, following a seven-year tenure that included the company's IPO and three acquisitions. The first quarter results included $3 million in deal consideration and fees related to the closing of the Semifore acquisition. Cost of revenue now includes subcontractor costs for the first time, specifically related to certain security government contracts. Management highlighted that while data center chips command higher prices, they typically have shorter lifecycles and lower...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Arteris (AIP) is back in focus after its latest first quarter update, reporting revenue of US$22.94 million, a net loss of US$7.96 million, and a loss per share of US$0.17. See our latest analysis for Arteris. The latest earnings release appears to be the main catalyst behind Arteris’s recent momentum, with a 30 day share price return of 67.68% and a 1 year total shareholder return of 288.38% pointing to strong positive sentiment building around the stock. If Arteris’s surge has you thinking about where else growth stories might be emerging in this space, it could be worth scanning a broader set of AI related semiconductor plays through 38 AI infrastructure stocks After such a sharp move and with Arteris trading above the latest analyst price target and intrinsic value estimate, the key question now is simple: is there still a buying opportunity here, or has the market already priced in future growth? The most followed narrative places Arteris’s fair value at $20.50, well below the last close at $32.43. This sets a very high bar for future execution. Read the complete narrative. The narrative leans heavily on brisk revenue growth, a major swing in profit margins, and a rich future earnings multiple to back into that fair value. Want to see how those pieces fit together? Result: Fair Value of $20.50 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on Arteris turning recurring contracts and large AI focused wins into profitable growth, while managing customer concentration and rising R&D and support costs. Find out about the key risks to this Arteris narrative. With sentiment clearly split between risk and reward, it makes sense to move quickly, stress test the assumptions yourself and weigh both sides through 1 key reward and 3 important warning signs If Arteris has caught your attention, do not stop here. Use this momentum to widen your watchlist and uncover other opportunities that might not stay under the radar for long. Target stability with 69 resilient stocks with low risk scores that have kept risk scores in check while still offering potential for solid long term compounding. Hunt for quality at a discount by scanning...

Interested in Arteris, Inc.? Here are five stocks we like better. Arteris posted record Q1 2026 results, with revenue up 39% year over year to $22.9 million and annual contract value plus royalties reaching a record $92.8 million. Royalties also accelerated sharply, rising 67% to a record $7.9 million on a trailing 12-month basis. Demand was strongest in AI, data center, automotive and cybersecurity, with management noting that two-thirds of customer engagements are now tied to AI chips. Key wins included expanded hyperscaler and memory supplier use, a Renesas automotive design win, and early traction from the Cycuity cybersecurity acquisition. The company raised its 2026 outlook and now expects full-year revenue of $91 million to $95 million, along with positive full-year free cash flow of $5 million to $9 million. Arteris also ended the quarter with $41.9 million in cash and no debt, while CFO Nick Hawkins announced he will retire on Aug. 31, 2026. 3 Under-The-Radar Small Caps Making New All-Time Highs Arteris (NASDAQ:AIP) reported record first-quarter results for 2026, with management pointing to strong demand tied to artificial intelligence chips, data center infrastructure, automotive systems and cybersecurity as key drivers of growth. Chief Executive Officer K. Charles Janac said the quarter was “robust” for Arteris, as annual contract value plus royalties reached a record $92.8 million, up 39% from a year earlier. The company also posted record revenue, royalties and revenue backlog during the quarter ended March 31, 2026. → Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum 3 Straightforward ETF Plays to Build AI Exposure Into a Portfolio “AI integration into all types of electronics from data centers to edge devices and physical AI systems is increasing the demand for advanced connectivity and security products,” Janac said, adding that two-thirds of Arteris’ customer engagements are now tied to AI chips. Chief Financial Officer Nick Hawkins said total revenue for the first quarter was $22.9 million, up 39% year over year and above the high end of the company’s guidance range. Trailing 12-month royalties reached $7.9 million, up 67% year over year and a record for the company. → MercadoLibre Boldly Invests in Growth: Discount Deepens Small Cap, Big Potential: 3 Tech Disruptors You Should Know About Hawkins said Arteris’ royalty base is b...

This article first appeared on GuruFocus. Release Date: May 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Arteris Inc (NASDAQ:AIP) achieved a record annual contract value plus royalties of $92.8 million, marking a 39% year-on-year increase. The company reported record revenue and royalties, with a 67% year-over-year increase in royalty streams. Arteris Inc (NASDAQ:AIP) expanded its customer base with new license deals across multiple sectors, including enterprise computing, automotive, and aerospace. The acquisition of Cycuity, a leading chip cybersecurity company, broadens Arteris Inc (NASDAQ:AIP)'s system IP portfolio and enhances its cybersecurity offerings. Arteris Inc (NASDAQ:AIP) was recognized as one of Fast Company's most innovative companies of 2026 and won a Stevie Award for Technology Innovation of the Year. Despite strong revenue growth, Arteris Inc (NASDAQ:AIP) reported a GAAP operating loss of $9.3 million for the first quarter. The company's free cash flow was negative $7.4 million in the first quarter, partly due to acquisition-related expenses. Arteris Inc (NASDAQ:AIP) will no longer provide quarterly free cash flow guidance, which may reduce transparency for investors. The transition to profitability is still in progress, with non-GAAP profitability expected towards the end of the year. The retirement of CFO Nick Hawkins could lead to transitional challenges, despite plans for an orderly transition. Warning! GuruFocus has detected 5 Warning Signs with AIP. Is AIP fairly valued? Test your thesis with our free DCF calculator. Q: On the hyperscaler design win and high bandwidth memory, what's the timeline for these products to come to market or generate royalties? Is there an acceleration in these developments? A: Nick Hawkins, CFO: Generally, design cycles in this space are quicker than in automotive, typically two to three years. These products, especially in data center AI, have faster design cycles and higher volumes than in the past, leading to quicker market entry and exit. Q: Regarding the annual guidance raise, how much is attributed to a better royalty environment versus increased confidence in future licensing deals? A: Nick Hawkins, CFO: We are seeing a strong trajectory in royalties, with a 67% increase in 12-month trailing royalties and over 100% year-over-year growth...

Announces Retirement of Chief Financial Officer CAMPBELL, Calif., May 12, 2026 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor technology for accelerating innovation in the AI era, today announced financial results for the first quarter ended March 31, 2026 and provided estimated second quarter and updated full year 2026 guidance. “Arteris delivered a strong first quarter to start the year, achieving a record Annual Contract Value plus royalties of $92.8 million, up 39% year-over-year, and new highs in revenues, royalties and remaining performance obligation,” said K. Charles Janac, President and Chief Executive Officer of Arteris. “Our customers continue to innovate across high-growth areas, including AI-enabled chips and chiplet architectures spanning data centers, edge devices and emerging physical AI systems. As these increasingly complex systems require a combination of high performance, energy efficiency, functional safety and cybersecurity, we believe we are well positioned to enable efficient and secure data movement across a broad range of end-markets including enterprise computing, automotive, communications, industrial automation and aerospace and defense,” concluded Janac. First Quarter 2026 Financial Highlights: Revenue of $22.9 million, up 39% year-over-year Trailing-twelve-months variable royalties of $7.9 million, up 67% year-over-year Annual Contract Value (ACV) plus royalties of $92.8 million, up 39% year-over-year Remaining Performance Obligation (RPO) of $118.3 million, up 33% year-over-year Operating loss of $9.3 million, partially attributable to one-time acquisition related deal consideration elements and fees, compared to an operating loss of $7.7 million in the first quarter of 2025 Non-GAAP operating loss of $2.5 million, compared to a Non-GAAP operating loss of $3.2 million in the first quarter of 2025 Net loss of $8.0 million or $0.17 per share Non-GAAP net loss of $1.2 million or $0.03 per share First Quarter 2026 Business Highlights: First quarter deal activity was driven by growing customer engagement in enterprise computing, automotive, communications, consumer electronics, and aerospace and defense sectors, with increasing AI integration from data center to edge and physical AI systems; Key wins include a leading global hyperscaler expanding its use of Arteris technology, and a leading glo...

CAMPBELL, Calif., April 22, 2026 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor technology for accelerating innovation in the AI era, today announced it will release its financial results for the first quarter ended March 31, 2026, after market close on Tuesday, May 12, 2026. Management will host a conference call on Tuesday, May 12, 2026, at 4:30 PM ET to discuss these results. The call will be available, live, to interested parties by dialing: Please join the call 5-10 minutes prior to the scheduled start time to avoid a delay in connecting. A live webcast will be available in the Investor Relations section of Arteris’ website at: https://ir.arteris.com/events-and-presentations. A replay of the webcast will be available on the Events and Presentations page in the Investor Relations section of the company’s website approximately two hours after the conclusion of the call and remain available for approximately 30 calendar days. About Arteris Arteris is a leading provider of semiconductor technology that accelerates the creation of high-performance, power-efficient silicon with built-in safety, reliability, and security. Innovative Arteris products are designed to optimize data movement and help ease complexity in the modern AI era with network-on-chip (NoC) interconnect intellectual property (IP), system-on-chip (SoC) software for integration automation and hardware security assurance. All are used by the world’s top technology companies to improve overall performance and engineering productivity, reduce risk, lower costs, and bring cutting-edge designs to market faster. Learn more at arteris.com. © 2004-2026 Arteris, Inc. All rights reserved worldwide. Arteris, Arteris IP, the Arteris IP logo, and the other Arteris marks found at https://www.arteris.com/trademarks are trademarks or registered trademarks of Arteris, Inc. or its subsidiaries. All other trademarks are the property of their respective owners. Investor Contacts Arteris Inc. Nick Hawkins Chief Financial Officer [email protected] Sapphire Investor Relations, LLC Erica Mannion or Mike Funari [email protected] +1-617-542-6180

Shareholders might have noticed that Arteris, Inc. (NASDAQ:AIP) filed its full-year result this time last week. The early response was not positive, with shares down 2.1% to US$14.62 in the past week. The business exceeded expectations with revenue of US$71m coming in 2.3% ahead of forecasts. Statutory losses were US$0.82 a share, in line with what the analysts predicted. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Taking into account the latest results, the most recent consensus for Arteris from four analysts is for revenues of US$91.0m in 2026. If met, it would imply a substantial 29% increase on its revenue over the past 12 months. Losses are supposed to decline, shrinking 14% from last year to US$0.66. Before this latest report, the consensus had been expecting revenues of US$83.2m and US$0.63 per share in losses. So it's pretty clear consensus is mixed on Arteris after the new consensus numbers; while the analysts lifted revenue numbers, they also administered a modest increase to per-share loss expectations. Check out our latest analysis for Arteris It will come as a surprise to learn that the consensus price target rose 5.2% to US$20.25, with the analysts clearly more interested in growing revenue, even as losses intensify. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Arteris, with the most bullish analyst valuing it at US$24.00 and the most bearish at US$16.00 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable. These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Arter...

Arteris exited Q4 with a record annual contract value plus royalties of $83.6 million (up 28% YoY), backed by broad adoption of its NoC and system IP as customers have shipped more than 4 billion chips and chiplets. The Jan. 14 acquisition of Cycuity adds hardware security-assurance tools to Arteris’ portfolio, positioning the company to cross-sell into its base and win new customers amid a surge in reported silicon vulnerabilities. Financially, Arteris reported Q4 revenue of $20.1 million (+30% YoY), industry-leading non-GAAP gross margins near 92%, positive free cash flow for the year, and guided 2026 exit ACV to $100–104 million while expecting a potential non-GAAP operating profit as early as Q4 2026. Interested in Arteris, Inc.? Here are five stocks we like better. Small Cap, Big Potential: 3 Tech Disruptors You Should Know About Arteris (NASDAQ:AIP) reported fourth-quarter and full-year 2025 results that management said set multiple company records, driven by growth across licensing and royalties and increased adoption of its network-on-chip (NoC) and related system IP in AI-driven semiconductor designs. Chief Executive Officer Charlie Janac said the company delivered a record annual contract value (ACV) plus royalties of $83.6 million exiting the fourth quarter, up 28% year over year. Janac attributed the performance to demand across enterprise computing, automotive, and consumer electronics, alongside communications, industrial, and aerospace and defense applications, as AI-driven designs proliferate from the data center to the edge. → Once Upon A Farm: Buy the $1B Growth Story? 5 Semiconductor stocks under $10 Janac also highlighted scale in Arteris’ end-market footprint, saying customers have now shipped more than 4 billion chips and chiplets that incorporate Arteris NoC IP, supporting an expanding royalty stream. On January 14, Arteris closed its acquisition of Cycuity, which management described as a provider of semiconductor cybersecurity assurance products. Janac said the deal expands Arteris’ portfolio by enabling chip designers to analyze and improve security in IP blocks, chiplets, and SoCs, with tools aimed at detecting risks during the design phase before manufacturing and deployment. → No Rally? Coca-Cola’s Results Still Look Like a Sweet Deal Three IPO’s To Buy In December Janac cited NIST data indicating newly reported cybersecurity sil...

This article first appeared on GuruFocus. Release Date: February 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Arteris Inc (NASDAQ:AIP) achieved a record annual contract value plus royalties of $83.6 million, marking a 28% year-over-year increase. The company closed the acquisition of Cycuity, enhancing its product portfolio with semiconductor cybersecurity assurance products. Arteris Inc (NASDAQ:AIP) reported a 30% year-over-year increase in total revenue for the fourth quarter, reaching $20.1 million. The company has a strong customer retention rate of over 90%, driven by its ability to support large customers across multiple product generations. Arteris Inc (NASDAQ:AIP) ended the year with $59.5 million in cash equivalents and investments, with no financial debt. Arteris Inc (NASDAQ:AIP) reported a non-GAAP operating loss of $2.2 million for the fourth quarter. The GAAP operating loss for the fourth quarter was $8.5 million, compared to a loss of $7.1 million in the prior year period. The acquisition of Cycuity is expected to contribute to a slight loss for the year, with about $1 million in losses anticipated. The company expects a non-GAAP free cash flow of negative $1.5 million to $1.5 million for the first quarter of 2026. There was a single royalty pickup in the fourth quarter, which contributed to the 50% variable increase, indicating potential volatility in royalty income. Warning! GuruFocus has detected 5 Warning Signs with AIP. Is AIP fairly valued? Test your thesis with our free DCF calculator. Q: Can you help us size the cross-sell opportunities by outlining what customer segments you expect to engage first and expand on how Cycuity changes your ability to increase content per customer over time? A: Hardware security assurance is becoming a major issue, with a 15x growth in hardware attacks on semiconductors. The Cycuity acquisition opens significant opportunities to enhance our system IP value and address any semiconductor company. This acquisition allows us to enhance our offerings and engage a broader customer base. CEO Charlie Janek Q: Are you seeing more interest from customers to deploy an entire suite of solutions, and how does this affect your licensing ASPs? A: Yes, customers deploying our entire suite of solutions, especially with the Cycuity acquisition, will see licensi...

CAMPBELL, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor technology for accelerating innovation in the AI era, today announced financial results for the fourth quarter and year ended December 31, 2025 and provided estimated first quarter and full year 2026 guidance. “In the fourth quarter of 2025, we again delivered strong financial results, including a new record of Annual Contract Value plus royalties reaching $83.6 million, representing 28% year-over-year growth. During the quarter, our customers surpassed the milestone of more than four billion systems shipped with SoCs connected by Arteris System IP, and we enjoyed royalty growth of 50% year-over-year,” said K. Charles Janac, President and CEO of Arteris. “As cybersecurity threats intensify not just in software but the underlying hardware used across data centers, edge devices, and mission-critical systems, our recent acquisition of Cycuity strengthens Arteris’ ability to help customers secure data movement in silicon through proven technology and deep domain expertise. Combined with the acceleration of AI use in semiconductors and the ever increasing SoC complexities created by the proliferation of chiplet-based, multi-die architectures, Arteris is well positioned to deliver on these transformative opportunities,” concluded Janac. Fourth Quarter 2025 Financial Highlights: Revenue of $20.1 million, up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million, up 28% year-over-year, growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million, up 32% year-over-year, growing to the highest level we have ever reported. We expect approximately half of our RPO will be recognized as revenue in 2026. This projection excludes cancelable and non-cancelable Flexible Spending Accounts. Operating loss of $8.5 million, compared to an operating loss of $7.1 million in the fourth quarter of 2024 Non-GAAP operating loss of $2.2 million, compared to a Non-GAAP operating loss of $2.8 million in the fourth quarter of 2024 Net loss of $8.5 million or $0.19 per share Non-GAAP net loss of $2.3 million or $0.05 per share Non-GAAP free cash flow of positive $3.0 million or 15% of revenue Full year 2025 Financial Highlights: Revenue of $70.6 million, up 22% year-over-year Variable royalties of $6.6 mil...