Added to YB: 2026-10-07
Pitch date: 2026-10-01
AIP [bullish]
Arteris, Inc.
-19.58%
current return
Author Info
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Company Info
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.
Market Cap
$1.2B
Pitch Price
$24.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-30.05
P/E
-27.19
EV/Sales
12.58
Sector
Software
Category
growth
The Roads Inside the Chip: A Deep Dive on Arteris (NASDAQ: AIP)
AIP: Arteris supplies network-on-chip IP used in more than four billion shipped devices. At roughly $21, estimated enterprise value is $910 million, or 9.4x 2026 revenue guidance, after a 58% fall from the June high. Q2 revenue grew 46%, trailing-twelve-month royalties 65%, and backlog reached $135 million. The thesis is that delayed royalties remain underpriced; risks include a reversing blow-off top, selling by a 17% holder, and profitability still being guided rather than delivered.
Read full article (8 min)