Systems Software

Arteris

Palantir

Conference Minutes

PLTR

Below is Dolphin Research's Trans of PLTR FY2026 Q1 earnings call. For the earnings analysis, cf. 'Palantir：软件末日论汹涌，最牛信仰股也松动了？'.Section I: Core highlights recap.1) Guidance materially raised: FY2026 revenue midpoint lifted to $7.656bn (+71% YoY), up 10ppt vs. last quarter's guide, marking the largest full-year revenue guide raise in company history. Q2 revenue guide at $1.797–1.801bn...

Palantir Tech

American International Group

GE Aerospace

PLTR (Trans): Bespoke enterprise solutions, truly autonomous execution; unlike legacy software and theoretical AI.

Below is Dolphin Research's compilation of Palantir's FY25 Q4 earnings call Trans. For our detailed read, see 'Palantir: Another strong print — can the AI apps leader return to its peak?'I. Key metrics recap. 1) Overall performance: Q4 revenue surged 70% YoY, the fastest since listing. FY2025 revenue rose 56% YoY to $4.475bn.2) Profitability: Q4 Adj. OP was $798mn with OPM at 57%. Full-year Adj. OP was $2.3bn...

PLTR (Trans): From 'Allaying Skepticism' to 'Faster Deployment' vs. 2 yrs ago

TECH

$Palantir Tech(PLTR.US) reported Q4 2025 results after hours on Feb 2 (ET). Overall the print was strong, with little to nitpick.Notably, Q4 growth re-accelerated and leading indicators improved, easing concerns about the durability of the high growth underpinning its premium valuation. That said, the AH move was under 7%, suggesting a more measured market vs. prior episodes. Under the 2024–1H25 sentiment regime, a &gt;10% pop would likely have followed...

Bio-Techne

Mirae Asset Global Investments Co., Ltd.

Accenture

PLTR: Another strong print—can the AI apps leader get back to ATH?

Arteris CFO Nicholas B. Hawkins Sells 3,000 Shares at $37.75 Per Share

Arteris Unveils 2030 Revenue Target of $250M and 2026 Profit Guidance

Arteris CFO Nicholas B. Hawkins Sells 221,035 Shares for $7.32 Million

Arteris released FY2026 Q1 earnings on May 12 After-Market EST, actual revenue USD 22.94 M (forecast USD 21.03 M), actual EPS USD -0.1747 (forecast USD -0.1925)

Arteris to Release FY2026 Q1 Earnings on May 12 After-Market EST, Forecast Revenue USD 21.03 M, EPS USD -0.1925

Arteris collaborates with MIPS to develop physical AI computing platform

Arteris released FY2025 Q4 earnings on February 12 After-Market EST, actual revenue USD 20.14 M (forecast USD 18.55 M), actual EPS USD -0.1945 (forecast USD -0.1875)

Arteris released FY2025 earnings on February 12 After-Market EST, actual revenue USD 70.58 M (forecast USD 68.97 M), actual EPS USD -0.8216 (forecast USD -0.825)

Arteris to Release FY2025 Q4 Earnings on February 12 After-Market EST, Forecast Revenue USD 18.55 M, EPS USD -0.1875

Arteris completes the acquisition of Cycuity

Arteris Agrees to Acquire Cycuity to Enhance Chip Security

Huami 芝麻 Tech Licenses Arteris Inc. Technology for Enhanced Data Transmission in Autonomous Driving

Richard Rates Arteris as Hold, Joshua Buchalter Rates Buy

Arteris Raises 2025 Revenue Target to $68.8 to $69.2 Million

Arteris released FY2025 Q3 earnings on November 4 After-Market EST, actual revenue USD 17.41 M (forecast USD 17 M), actual EPS USD -0.2103 (forecast USD -0.2066)

Arteris released FY2025 9 Months Earnings on November 4 After-Market EST, with actual revenue of USD 50.44 M and EPS of USD -0.6274

Arteris to Release FY2025 Q3 Earnings on November 4 After-Market EST, Forecast Revenue USD 17 M, EPS USD -0.2066

Arteris Partners with Alibaba DAMO Academy to Integrate RISC-V CPU Cores

Arteris CFO Nicholas B. Hawkins Disposes of Company Shares

Arteris released FY2025 Semi-Annual earnings on August 5 After-Market EST, actual revenue USD 33.03 M, actual EPS USD -0.4173

CCSC Tech

Youlife

Core AI

Regentis Biomaterials

Epsium Enterprise

Autozi Internet Tech Global

Leslies

Mega Matrix

eLong Power

Smart Logistics Global

SOXX

SOXL

Arteris (NASDAQ:AIP) presented its growth strategy and market outlook at a TD Cowen TMT conference, targeting $250 million in revenue by 2030. The company highlighted its focus on semiconductor system IP, with significant exposure to AI and data center trends. Arteris expects data center royalties to grow faster than other segments, while maintaining a strong customer retention rate. The company anticipates $95-$99 million in revenue for 2026 and aims for non-GAAP profitability by Q4, supported by a predictable revenue model.

Market Beat

iShares Semiconductor ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

VanEck Semiconductor ETF

Arteris Maps AI, Data Center and Chiplet Growth Path Toward $250M Revenue Goal

Nicholas B. Hawkins, VP and Chief Financial Officer of Arteris, sold shares of the company's common stock on May 15, 2026, for total proceeds of $7,381,777. The sales were executed at weighted average prices of $32.9749, $33.5087, and $34.585 per share. Following these transactions, Hawkins retains ownership of 110,600 shares.

TradingView

Arteris VP, Chief Financial Officer Sold Shares Worth Over $7.3M

Shares of Arteris, Inc. (NASDAQ:AIP) rose 7.9% after TD Cowen upgraded its price target from $22 to $40, maintaining a buy rating. The stock traded as high as $37.99, closing at $38.35. Other analysts have also adjusted their price targets, with Jefferies raising it to $35 and Northland Securities setting it at $24. Despite positive earnings and revenue guidance, insider sales raised some caution. The company has a consensus rating of "Hold" with an average target price of $37.75.

Jefferies Financial

Arteris (NASDAQ:AIP) Trading Up 7.9% Following Analyst Upgrade

Rosenblatt Securities has raised its price target for Arteris (NASDAQ:AIP) from $20.00 to $38.00, maintaining a "buy" rating. This new target suggests a potential upside of 17.18% from the previous close. Other analysts have mixed ratings, with one downgrading to "hold" and another maintaining a "sell" rating. Arteris recently reported better-than-expected quarterly earnings, with a revenue of $20.14 million. The stock opened at $32.43, with a market cap of $1.49 billion and a consensus target price of $28.38.

WesBanco

Invesco

Wesbanco Pref Shares 7.375 WSBC Perp 10/01/30

Rosenblatt Securities Issues Positive Forecast for Arteris (NASDAQ:AIP) Stock Price

KRMN

9984

US equity futures, oil, and yields are rising as optimism around AI earnings potential outweighs inflation concerns. S&P futures are up 0.2% and Nasdaq futures 0.7%, driven by gains in semiconductor stocks. Trump's China trip is expected to focus on trade deals, particularly in semiconductors. In corporate news, Arteris Inc. shares rose 24% after strong revenue results, while Karman Holdings fell 5.6%. AI company Anthropic is seeking $30 billion in new capital, and SoftBank reported a surge in profits from its OpenAI investment. Higher oil prices are impacting consumer prices and bond yields.

- US equity futures have risen, reversing modest losses from yesterday as optimism over AI earnings potential continues.  
- Traders are hopeful for favorable outcomes from the Trump-Xi summit in Beijing while anticipating today's PPI data following recent inflation readings.  
- Key stocks, particularly in technology and semiconductors, have benefitted from this renewed sentiment amid geopolitical tensions and ongoing supply chain concerns.

ZeroHedge

Karman

SoftBank Group Corp.

SoftBank

Occidental Petroleum

HSPC

BP p.l.c.

China Merchants CSI Semiconductor Industry ETF

Guotai CES Semiconductor Chip Industry ETF

United States Oil Fund LP

SPDR O&G Ex & Prd

Harvest CSI All Share Integrated Circuit ETF

ISHRS S&P Glb Engy

Harvest SSE STAR Chip ETF

Dacheng NASDAQ 100 ETF (QDII)

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

SPDR O&G Equip

ProShares Ultra QQQ

VanEck Oil Services ETF

iShares US Oil & Gas Expl & Prod

F GX OIL

China Universal NASDAQ 100 ETF(QDII)

First Trust NASDAQ-100 Equal Weighted

Direxion Semicon Bear 3X

GTJA Allianz SSE STAR Chip Design Thematic ETF

VG Energy

Fidelity Nasdaq Composite Index ETF

ChinaAMC Guozheng Semiconductor Chip ETF

ProShares Ultra Energy

Invesco Nasdaq 100 ETF

VanEck Oil Refiners ETF

Invesco QQQ Trust

Guotai CSI Semiconductor Material Equipment Theme ETF

Pro Ultr Bloomberg Crude Oil

SPDR Energy Select

Bosera S&P 500 ETF

Guotai S&P 500 ETF(QDII)

S&P 500

Nasdaq

NASDAQ Composite Index

Mitsubishi UFJ Financial Group, Inc.

Pacer Cash COWZ 100-Nasdaq100RotatorETF

NASDAQ-100

SPDR S&P 500

iShares Core S&P 500

NVIDIA

Tesla

Alphabet

Alphabet - C

Amazon

Meta Platforms

Microsoft

Apple

Phaos Tech

Nano Labs

Nextpower

GZ6G Technologies Corp.

Daishinku Corp.,

Iczoom

祥峰控股

OneApex

iShares U.S. Power Infrastructure ETF

GO2 People Ltd.

Go-Ahead Group plc

LTC Properties

Invesco Ultra Short Duration ETF

Advanced Human Imaging Ltd.

Industrial Human Capital, Inc.

Ceribell

System1

Cirrus Logic

OpenAI

State Street

NVIDIA Corporation

SYSTEM1 INC C/WTS 27/01/2027 (TO PUR COM)

State Street® US Equity Premium Inc ETF

Futures, Yields And Oil All Rise As Trump Arrives In China

Arteris Inc (NASDAQ:AIP) shares surged 7.89% in after-hours trading following a strong Q1 earnings report, with revenue of $22.94 million surpassing analyst expectations of $21.03 million. The company reported an adjusted loss of three cents per share, better than the anticipated seven cents. Year-over-year revenue increased by 39%, and Arteris raised its full-year 2026 revenue guidance. CEO K. Charles Janac highlighted the company's position in high-growth areas like AI-enabled chips. CFO Nicholas Hawkins will retire in 2026 but will assist in the transition.

benzinga_article

ISHRS S&P Glb It

Velo3D

VELO3D INC

VELO3D INC C/WTS 29/09/2026 (TO PUR COM)

Velo3D, Inc.

Arteris Stock Surges After Q1 Earnings Exceed Expectations

Arteris, Inc. reported a revenue of $22.94M for Q1 2026, marking a 38.7% increase year-over-year. The company experienced a net loss of $7.96M, with a diluted loss per share of $0.17. Revenue growth was attributed to increased product sales and pricing strategies, alongside a shift to direct-to-consumer channels. Marketing investments and new product launches contributed to customer acquisition, while capacity upgrades improved fulfillment efficiency.

Arteris, Inc. 1Q 2026: Revenue $22.94M, EPS ($0.17) — 10-Q Summary

QUIK

PENG

In Tuesday's after-market session, Creative Global Tech (CGTL) shares surged 20.6% to $0.92, while Penguin Solutions (PENG) rose 8.72% to $47.99. Other gainers included Arteris (AIP) up 7.89% and Republic Power Group (RPGL) up 6.62%. Conversely, QuickLogic (QUIK) shares plummeted 16.5% to $15.9, followed by Gauzy (GAUZ) down 11.89%. BIO-key International (BKYI) and Interlink Electronics (LINK) also saw declines. The movements follow recent Q1 earnings reports for several companies.

Arteris(AIP.US)