Arteris (NASDAQ:AIP) Upgraded at Jefferies Financial Group

Arteris (NASDAQ:AIP) was upgraded by equities research analysts at Jefferies Financial Group from a “hold” rating to a “buy” rating in a research report issued on Friday. The firm currently has a $50.00 target price on the stock. Jefferies Financial Group’s price objective points to a potential upside of 58.13% from the company’s current price.

AIP has been the topic of several other research reports. Roth Capital started coverage on Arteris in a report on Tuesday. They issued a “buy” rating and a $40.00 price target on the stock. Northland Securities set a $38.00 price objective on shares of Arteris in a report on Wednesday, May 13th. Oppenheimer initiated coverage on shares of Arteris in a report on Thursday, July 16th. They issued an “outperform” rating and a $40.00 price target for the company. TD Cowen increased their price target on shares of Arteris from $22.00 to $40.00 and gave the stock a “buy” rating in a report on Wednesday, May 13th. Finally, Wall Street Zen downgraded shares of Arteris from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Five research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat, Arteris currently has an average rating of “Moderate Buy” and an average price target of $41.00.

Arteris Stock Up 2.2%

NASDAQ:AIP opened at $31.62 on Friday. The company has a current ratio of 0.73, a quick ratio of 0.73 and a debt-to-equity ratio of 0.17. The stock has a 50-day moving average price of $36.06 and a two-hundred day moving average price of $26.16. Arteris has a 1 year low of $8.42 and a 1 year high of $50.26. The stock has a market cap of $1.46 billion, a price-to-earnings ratio of -40.03 and a beta of 1.96.

Arteris (NASDAQ:AIP) last announced its quarterly earnings data on Thursday, August 6th. The company reported ($0.10) earnings per share for the quarter, missing the consensus estimate of ($0.04) by ($0.06). The company had revenue of $24.13 million during the quarter, compared to analyst estimates of $23.48 million. As a group, equities analysts expect that Arteris will post -0.58 earnings per share for the current year.

Insider Transactions at Arteris

In other news, Director Saiyed Atiq Raza sold 70,000 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $36.02, for a total transaction of $2,521,400.00. Following the completion of the sale, the director owned 140,000 shares of the company’s stock, valued at $5,042,800. This represents a 33.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Nicholas B. Hawkins sold 221,035 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $33.40, for a total transaction of $7,382,569.00. Following the completion of the transaction, the chief financial officer owned 110,600 shares in the company, valued at $3,694,040. The trade was a 66.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,498,949 shares of company stock worth $52,200,293 in the last ninety days. Insiders own 23.30% of the company’s stock.

Institutional Trading of Arteris

A number of hedge funds and other institutional investors have recently modified their holdings of AIP. AQR Capital Management LLC bought a new stake in Arteris during the 1st quarter valued at approximately $1,621,000. Strs Ohio purchased a new position in shares of Arteris in the 1st quarter worth approximately $104,000. Geode Capital Management LLC boosted its stake in shares of Arteris by 4.8% during the 2nd quarter. Geode Capital Management LLC now owns 652,754 shares of the company’s stock worth $6,222,000 after purchasing an additional 30,018 shares during the period. Rhumbline Advisers grew its position in Arteris by 35.8% in the 2nd quarter. Rhumbline Advisers now owns 54,416 shares of the company’s stock valued at $519,000 after acquiring an additional 14,350 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its stake in shares of Arteris by 8.6% during the second quarter. Arrowstreet Capital Limited Partnership now owns 320,332 shares of the company’s stock valued at $3,053,000 after acquiring an additional 25,448 shares in the last quarter. 64.36% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Arteris

Here are the key news stories impacting Arteris this week:

• Positive Sentiment: Arteris reported second-quarter revenue of $24.13 million, above the $23.48 million analyst consensus. Management also forecast third-quarter revenue of $24 million to $25 million and full-year revenue of $95 million to $98 million, both ahead of consensus estimates. The improved revenue outlook supports the growth case for Arteris’ semiconductor interconnect and system-IP business. Arteris second-quarter results and guidance
• Positive Sentiment: Roth Capital initiated coverage with a Buy rating and a $40 price target. The recommendation adds to recent bullish analyst coverage, including Oppenheimer’s Outperform rating, and indicates potential upside from recent trading levels. Roth Capital Buy rating
• Neutral Sentiment: Arteris appointed Saurabh Sinha as chief financial officer and chief accounting officer, effective September 8, 2026. The leadership change may improve financial oversight, although investors will likely await further details on his priorities and transition. Arteris CFO appointment
• Negative Sentiment: Second-quarter adjusted loss was $0.10 per share, worse than the $0.04–$0.05 consensus loss and only modestly improved from the $0.11 loss a year earlier. The earnings shortfall is the main reason the results could weigh on the stock despite the revenue beat. Arteris second-quarter earnings report
• Negative Sentiment: Insiders reported a cluster of sales, including CEO K. Charles Janac’s sales, Director Saiyed Atiq Raza’s sale of 70,000 shares, and Vice President Paul Alpern’s sale of 4,000 shares. Although insiders retain substantial holdings, the transactions may create a cautious sentiment around AIP. Arteris insider selling

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.