Arteris (NASDAQ:AIP) Earns “Buy” Rating from Rosenblatt Securities

Arteris (NASDAQ:AIP)‘s stock had its “buy” rating reiterated by stock analysts at Rosenblatt Securities in a report issued on Friday,Benzinga reports. They currently have a $20.00 price target on the stock. Rosenblatt Securities’ price target suggests a potential upside of 34.05% from the stock’s previous close.

Several other equities research analysts also recently commented on the stock. Jefferies Financial Group raised shares of Arteris to a “hold” rating in a report on Tuesday, October 28th. TD Cowen reissued a “buy” rating on shares of Arteris in a research report on Wednesday, November 5th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Arteris in a research note on Wednesday, January 21st. Three equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Arteris has a consensus rating of “Hold” and an average price target of $17.50.

Arteris Stock Down 1.2%

Shares of NASDAQ AIP opened at $14.92 on Friday. The company has a market capitalization of $651.71 million, a PE ratio of -17.98 and a beta of 1.47. Arteris has a twelve month low of $5.46 and a twelve month high of $19.85. The stock’s 50 day moving average price is $16.28 and its 200-day moving average price is $13.24.

Arteris (NASDAQ:AIP) last posted its quarterly earnings results on Thursday, February 12th. The company reported ($0.05) earnings per share for the quarter, beating the consensus estimate of ($0.08) by $0.03. The company had revenue of $20.14 million for the quarter, compared to the consensus estimate of $18.55 million. As a group, research analysts expect that Arteris will post -0.73 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO K Charles Janac sold 2,756 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $15.03, for a total value of $41,422.68. Following the completion of the transaction, the chief executive officer directly owned 9,349,071 shares in the company, valued at approximately $140,516,537.13. This represents a 0.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Paul L. Alpern sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $15.48, for a total value of $77,400.00. Following the completion of the sale, the vice president directly owned 57,650 shares of the company’s stock, valued at approximately $892,422. This represents a 7.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 689,072 shares of company stock valued at $11,525,611 over the last 90 days. Insiders own 29.10% of the company’s stock.

Institutional Investors Weigh In On Arteris

Hedge funds and other institutional investors have recently modified their holdings of the stock. Federated Hermes Inc. grew its position in Arteris by 41.8% during the 4th quarter. Federated Hermes Inc. now owns 437,608 shares of the company’s stock worth $6,783,000 after acquiring an additional 129,093 shares during the last quarter. Informed Momentum Co LLC purchased a new stake in shares of Arteris during the fourth quarter valued at approximately $5,755,000. New York State Common Retirement Fund grew its holdings in shares of Arteris by 352.4% in the fourth quarter. New York State Common Retirement Fund now owns 9,500 shares of the company’s stock worth $147,000 after purchasing an additional 7,400 shares during the last quarter. Campbell & CO Investment Adviser LLC grew its holdings in shares of Arteris by 29.9% in the fourth quarter. Campbell & CO Investment Adviser LLC now owns 16,449 shares of the company’s stock worth $255,000 after purchasing an additional 3,791 shares during the last quarter. Finally, Nuveen LLC increased its stake in shares of Arteris by 872.3% in the fourth quarter. Nuveen LLC now owns 737,281 shares of the company’s stock worth $11,428,000 after buying an additional 661,454 shares during the period. Institutional investors own 64.36% of the company’s stock.

More Arteris News

Here are the key news stories impacting Arteris this week:

• Positive Sentiment: Q4 2025 results beat expectations: EPS of ($0.05) vs. consensus ($0.08) and revenue $20.14M vs. $18.55M — a near‑term proof point for top‑line momentum that reduces execution risk. Arteris Q4 2025 Earnings Call Transcript
• Positive Sentiment: Company issued stronger forward guidance: Q1 2026 revenue $20.5M–$21.5M (consensus ~$18.9M) and FY 2026 revenue $89M–$93M (consensus ~$83.4M) — guidance above Street expectations is the primary driver for today’s upside. Arteris Announces Financial Results and Guidance
• Positive Sentiment: Commercial acceleration and product expansion: Arteris set a >$100M contract‑value target for 2026 and said it strengthened chip security via the Cycuity acquisition — expands TAM and upsell opportunities into security for AI/edge chips. Arteris outlines $100M+ contract value target
• Positive Sentiment: Customer validation: NXP expanded deployment of Arteris IP across AI‑enabled SoCs/NPUs/MCUs — a meaningful design‑win that supports recurring licensing and royalties. Arteris Technology Deployed More Broadly by NXP
• Positive Sentiment: Product traction milestone: Arteris announced its NoC technology has shipped in over 4 billion chips/chiplets — a credibility and scale milestone for long‑term licensing growth. 4 Billion Chips Milestone
• Neutral Sentiment: Transcripts and slides available — useful for detail but unlikely to change the market’s near‑term reaction beyond guidance and design wins. Arteris Q4 2025 Earnings Call Transcript (Yahoo)
• Neutral Sentiment: Short‑interest reporting in feeds is inconsistent (some feeds show 0/NaN). The noisy data make short‑cover/squeeze dynamics unclear — treat as uncertain until exchanges reconcile.
• Negative Sentiment: Insider selling: CEO K. Charles Janac and major shareholder Bayview Legacy reported significant sales (e.g., Janac sold 47,244 shares on Feb 9 and additional 2,756 shares). Repeated insider sales can weigh on sentiment and add supply pressure despite operational positives. SEC filing: Insider sales

About Arteris

Arteris, Inc is a fabless semiconductor intellectual property (IP) company specializing in on-chip interconnect solutions and system IP for advanced integrated circuits. The company’s core products include its FlexNoC network-on-chip (NoC) fabrics, Ncore cache coherent interconnect IP, and CodaCache memory subsystem IP. These technologies enable semiconductor and systems companies to design scalable, energy-efficient chips for applications ranging from automotive and artificial intelligence (AI) to 5G communications and high-performance computing.

Founded in 2003 and headquartered in Santa Clara, California, Arteris serves a global customer base across North America, Europe, and Asia.