Arteris Inc is expected to report Q2 2026 revenue of $23.48 million and a non-GAAP EPS of -$0.05, while the stock currently trades at $30.11 against an average analyst price target of $38.20.
Investors are primarily focused on the "Annual Contract Value (ACV) plus royalties" metric, which management has guided to a range of $95.0 million to $99.0 million for the reporting period.
This focus follows a record first quarter where ACV grew 39% year-over-year, driven by robust design wins in high-performance AI and automotive chip architectures. Market participants are also searching for updates on the company’s stated goal of achieving non-GAAP profitability by the fourth quarter of 2026.