Arteris’ (AIP) Buy Rating Reaffirmed at Rosenblatt Securities

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

Other equities analysts have also recently issued research reports about the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Arteris in a research report on Wednesday, January 21st. Jefferies Financial Group upgraded shares of Arteris to a “hold” rating in a report on Tuesday, October 28th. Finally, TD Cowen reiterated a “buy” rating on shares of Arteris in a report on Wednesday, November 5th. Three investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $17.50.

Arteris Price Performance

NASDAQ AIP opened at $14.92 on Friday. Arteris has a 1 year low of $5.46 and a 1 year high of $19.85. The stock has a market capitalization of $651.71 million, a PE ratio of -17.98 and a beta of 1.47. The business’s 50-day moving average is $16.28 and its 200 day moving average is $13.24.

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

Insider Buying and Selling

In related news, CEO K Charles Janac sold 2,756 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $15.03, for a total transaction of $41,422.68. Following the completion of the transaction, the chief executive officer owned 9,349,071 shares of the company’s stock, valued at $140,516,537.13. This trade represents a 0.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Paul L. Alpern sold 5,000 shares of Arteris stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $15.48, for a total value of $77,400.00. Following the transaction, the vice president owned 57,650 shares of the company’s stock, valued at $892,422. The trade was a 7.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 689,072 shares of company stock worth $11,525,611 in the last 90 days. Insiders own 29.10% of the company’s stock.

Hedge Funds Weigh In On Arteris

A number of hedge funds have recently bought and sold shares of the company. Federated Hermes Inc. grew its holdings in shares of Arteris by 41.8% during the fourth quarter. Federated Hermes Inc. now owns 437,608 shares of the company’s stock valued at $6,783,000 after buying an additional 129,093 shares during the last quarter. Informed Momentum Co LLC bought a new position in Arteris in the fourth quarter valued at about $5,755,000. New York State Common Retirement Fund grew its position in Arteris by 352.4% during the fourth quarter. New York State Common Retirement Fund now owns 9,500 shares of the company’s stock valued at $147,000 after buying an additional 7,400 shares during the period. Campbell & CO Investment Adviser LLC increased its stake in shares of Arteris by 29.9% in the 4th 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 in the last quarter. Finally, Nuveen LLC increased its position in 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 in the last quarter. Institutional investors own 64.36% of the company’s stock.

Key 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.