Highlights

  • Arteris, Inc. (NASDAQ:AIP) supplies network-on-chip interconnect and related semiconductor design software and intellectual property.
  • Revenue was $24.13 million, up 46% from a year earlier, and annual contract value plus royalties rose 44%, according.
  • Arteris reported a net loss of $14.07 million, or $0.30 per share, against $7.96 million, or $0.17, in the.
  • Management raised its full-year 2026 revenue guidance to $95 million to $98 million and gave free cash flow guidance.

Arteris, Inc. (NASDAQ:AIP) supplies network-on-chip interconnect and related semiconductor design software and intellectual property. Its latest reported results are for the second quarter of 2026, announced on 6 August. Revenue was $24.13 million, up 46% from a year earlier, and annual contract value plus royalties rose 44%, according to a summary of the results compiled by StockAnalysis. Revenue also rose from $22.94 million in the first quarter and $20.14 million in the fourth quarter of 2025.

The net loss widened. Arteris reported a net loss of $14.07 million, or $0.30 per share, against $7.96 million, or $0.17, in the first quarter, according to StockAnalysis. A Simply Wall St article published on 19 August also described the loss as having widened and said the shares fell about 6% after the report. The sources reviewed do not itemise the reasons for the larger loss, and readers should consult the company's results release for the breakdown.

Outlook figures

Management raised its full-year 2026 revenue guidance to $95 million to $98 million and gave free cash flow guidance of $5 million to $9 million. For the third quarter it guided to revenue of $24 million to $25 million and an operating loss of $1 million to $3 million, and it said it expects non-GAAP profitability as early as the fourth quarter of 2026. These are management expectations as relayed by data providers, not reported results, and we did not open the underlying release.

As simple arithmetic, the first two quarters sum to $47.07 million. Adding the third-quarter guidance gives $71.07 million to $72.07 million for nine months, so the full-year range implies fourth-quarter revenue of roughly $22.9 million to $26.9 million. That calculation is ours, not the company's, and the wide span shows how much depends on the final quarter.

Recent company announcements

Arteris announced on 6 October 2026 that it had won funding to expand hardware design supply chain security assurance under the Trusted and Assured Microelectronics programme. On 15 September it announced steps to accelerate the industry's transition to multi-die, chiplet-based architectures. Our attempts to read the full releases were blocked by rate limiting, so only their headlines are used here and no financial value is attributed to either.

The company also appointed Saurabh Sinha as chief financial officer on 6 August, with effect from 8 September, according to Simply Wall St. StockAnalysis lists employment inducement grants announced on 11 September.

Share price and market view

StockAnalysis showed Arteris at $19.13 in delayed intraday trading at 12:13 p.m. Eastern Time on Thursday 15 October 2026, down $0.54, or 2.75%, from a previous close of $19.67. That is not a closing price. The day's range was $18.15 to $19.31, the 52-week range was $12.06 to $50.26, and market capitalisation was about $940 million.

The same page lists analyst actions: Jefferies upgraded the stock to Buy from Hold with a $50 target in August, and Craig-Hallum initiated coverage with a Buy rating and a $30 target around 21 September. These are third-party opinions rather than facts about the business, and the wide gap between them and the current price illustrates how widely views differ.

We did not find Arteris in the S&P 500, S&P MidCap 400, S&P SmallCap 600 or Nasdaq-100 lists reviewed, so no index membership is claimed. The Nasdaq Composite is used only as a benchmark.

What to watch next

StockAnalysis estimates the next earnings report for 3 November 2026, although we did not see a company announcement confirming it. Investors may compare third-quarter revenue and operating loss with the guidance above and watch whether management reiterates the prospect of non-GAAP profitability in the fourth quarter. The company's results release will carry fuller detail on both.