Arteris’ (AIP) “Buy” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reissued their buy rating on shares of Arteris (NASDAQ:AIP) in a research note released on Friday,Benzinga reports. The brokerage currently has a $20.00 price target on the stock.

AIP has been the subject of several other research reports. Weiss Ratings restated a “sell (d-)” rating on shares of Arteris in a research note on Wednesday, January 21st. TD Cowen reaffirmed a “buy” rating on shares of Arteris in a research note on Wednesday, November 5th. Finally, Jefferies Financial Group upgraded Arteris to a “hold” rating in a research report on Tuesday, October 28th. Three research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $20.17.

Arteris Stock Performance

NASDAQ AIP opened at $14.62 on Friday. The firm has a market capitalization of $664.77 million, a P/E ratio of -17.83 and a beta of 1.48. Arteris has a fifty-two week low of $5.46 and a fifty-two week high of $19.85. The stock has a 50-day simple moving average of $16.23 and a two-hundred day simple moving average of $13.31.

Arteris (NASDAQ:AIP) last announced its quarterly earnings results 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 during the quarter, compared to analyst estimates of $18.55 million. As a group, analysts forecast that Arteris will post -0.73 earnings per share for the current year.

Insider Buying and Selling at Arteris

In other Arteris news, major shareholder Bayview Legacy, Llc sold 70,000 shares of the business’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $17.71, for a total value of $1,239,700.00. Following the transaction, the insider directly owned 9,469,071 shares in the company, valued at $167,697,247.41. The trade was a 0.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO K Charles Janac sold 70,000 shares of the stock in a transaction on Monday, December 8th. The stock was sold at an average price of $17.71, for a total value of $1,239,700.00. Following the transaction, the chief executive officer owned 9,469,071 shares of the company’s stock, valued at approximately $167,697,247.41. This represents a 0.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 689,072 shares of company stock worth $11,525,611. Insiders own 33.70% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the stock. Westerly Capital Management LLC increased its holdings in shares of Arteris by 109.6% in the 3rd quarter. Westerly Capital Management LLC now owns 1,425,000 shares of the company’s stock valued at $14,392,000 after purchasing an additional 745,000 shares in the last quarter. Nuveen LLC grew its position in Arteris by 872.3% during 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. Goldman Sachs Group Inc. grew its position in Arteris by 144.7% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,012,670 shares of the company’s stock worth $15,696,000 after buying an additional 598,840 shares during the period. Granahan Investment Management LLC increased its holdings in Arteris by 725.7% in the third quarter. Granahan Investment Management LLC now owns 621,625 shares of the company’s stock valued at $6,278,000 after buying an additional 546,341 shares in the last quarter. Finally, Informed Momentum Co LLC acquired a new stake in shares of Arteris during the 4th quarter valued at approximately $5,755,000. 64.36% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Arteris

Here are the key news stories impacting Arteris this week:

• Positive Sentiment: Q4 2025 results beat expectations: EPS of ($0.05) topped estimates and revenue of $20.14M beat consensus; management issued above‑consensus revenue guidance for Q1 and FY‑2026 — a clear fundamental positive supporting upside. Read More.
• Positive Sentiment: Commercial traction: Arteris reported its network‑on‑chip technology has shipped in over 4 billion devices, a credibility milestone that supports longer‑term revenue expansion in AI and edge markets. Read More.
• Positive Sentiment: Strategic moves: Management outlined a >$100M contract‑value target for 2026 and strengthened chip security capability via the Cycuity acquisition — both bolster the company’s addressable market and product offering. Read More.
• Positive Sentiment: Analyst/institutional support: Rosenblatt reaffirmed a Buy and $20 PT; several funds increased or initiated positions recently, which provides bench‑marked upside versus the current price.
• Neutral Sentiment: Earnings materials and call transcripts are available for deeper read‑throughs — these will be sources of further guidance detail and management color that could move shares. Read More.
• Neutral Sentiment: Short‑interest data in feeds is inconsistent (entries showing 0/NaN vs earlier reported short positions), so short‑squeeze risk is unclear until exchanges reconcile figures.
• Negative Sentiment: Large insider/major‑holder selling: CEO K. Charles Janac (and major holder Bayview Legacy, LLC) sold sizeable blocks in recent days (47,244 shares on Feb 9 plus additional sales), creating added supply and pressuring sentiment. Read More.
• Negative Sentiment: Mixed research view: some shops (Weiss) remain negative; consensus is a Hold with a $17.50 average target — divergent analyst views can increase short‑term volatility.

Arteris Company Profile

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.