Rosenblatt Securities Reaffirms “Buy” Rating for Arteris (NASDAQ:AIP)

Arteris (NASDAQ:AIP)‘s stock had its “buy” rating restated by stock analysts at Rosenblatt Securities in a research report issued to clients and investors on Friday,Benzinga reports. They currently have a $20.00 price target on the stock. Rosenblatt Securities’ price target indicates a potential upside of 36.80% from the stock’s previous close.

Several other equities analysts have also commented on the stock. TD Cowen restated a “buy” rating on shares of Arteris in a report on Wednesday, November 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of Arteris in a research report on Wednesday, January 21st. Finally, Jefferies Financial Group upgraded Arteris to a “hold” rating in a research report on Tuesday, October 28th. Three investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $20.17.

Arteris Price Performance

Arteris stock opened at $14.62 on Friday. The firm has a 50 day simple moving average of $16.23 and a 200-day simple moving average of $13.29. The stock has a market cap of $638.60 million, a price-to-earnings ratio of -17.83 and a beta of 1.47. Arteris has a 1-year low of $5.46 and a 1-year high of $19.85.

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

Insider Activity

In related news, major shareholder Bayview Legacy, Llc sold 2,756 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $15.03, for a total transaction of $41,422.68. Following the completion of the transaction, the insider owned 9,349,071 shares in the company, valued at approximately $140,516,537.13. The trade was a 0.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Paul L. Alpern sold 5,000 shares of the 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 completion of the transaction, the vice president directly owned 57,650 shares in the company, valued at $892,422. This trade represents a 7.98% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 689,072 shares of company stock worth $11,525,611. 29.10% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Arteris

Several hedge funds and other institutional investors have recently made changes to their positions in AIP. Intech Investment Management LLC boosted its holdings in Arteris by 9.3% in the fourth quarter. Intech Investment Management LLC now owns 13,540 shares of the company’s stock valued at $210,000 after purchasing an additional 1,148 shares in the last quarter. Deutsche Bank AG lifted its position in shares of Arteris by 7.7% during the 4th quarter. Deutsche Bank AG now owns 21,159 shares of the company’s stock worth $328,000 after buying an additional 1,504 shares during the last quarter. BNP Paribas Financial Markets boosted its holdings in shares of Arteris by 75.0% in the 3rd quarter. BNP Paribas Financial Markets now owns 6,053 shares of the company’s stock valued at $61,000 after buying an additional 2,595 shares in the last quarter. Public Employees Retirement System of Ohio boosted its holdings in shares of Arteris by 12.3% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 23,913 shares of the company’s stock valued at $242,000 after buying an additional 2,613 shares in the last quarter. Finally, Strs Ohio grew its position in shares of Arteris by 16.5% in the 3rd quarter. Strs Ohio now owns 20,500 shares of the company’s stock valued at $207,000 after buying an additional 2,900 shares during the last quarter. Institutional investors and hedge funds own 64.36% of the company’s stock.

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.

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.