Arteris (NASDAQ:AIP) Rating Increased to Buy at Jefferies Financial Group

Arteris (NASDAQ:AIP) was upgraded by investment analysts at Jefferies Financial Group from a “hold” rating to a “buy” rating in a note issued to investors on Friday. The brokerage presently has a $50.00 price target on the stock. Jefferies Financial Group’s price target suggests a potential upside of 58.13% from the stock’s previous close.

A number of other brokerages have also issued reports on AIP. Roth Capital assumed coverage on Arteris in a research note on Tuesday. They set a “buy” rating and a $40.00 price target for the company. Northland Securities set a $38.00 price target on shares of Arteris in a research note on Wednesday, May 13th. Weiss Ratings cut shares of Arteris from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Wednesday, May 13th. TD Cowen lifted their price target on shares of Arteris from $22.00 to $40.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $38.00 target price on shares of Arteris in a report on Friday. Five equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $41.00.

Arteris Stock Up 2.2%

AIP opened at $31.62 on Friday. The business’s 50-day simple moving average is $36.06 and its 200-day simple moving average is $26.16. Arteris has a one year low of $8.42 and a one year high of $50.26. The stock has a market capitalization of $1.46 billion, a P/E ratio of -40.03 and a beta of 1.96. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.73 and a current ratio of 0.73.

Arteris (NASDAQ:AIP) last announced its earnings results on Thursday, August 6th. The company reported ($0.10) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.04) by ($0.06). The business had revenue of $24.13 million for the quarter, compared to the consensus estimate of $23.48 million. Analysts anticipate that Arteris will post -0.58 EPS for the current year.

Insider Activity at Arteris

In other news, Director Saiyed Atiq Raza sold 70,000 shares of the business’s stock in a transaction on 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 sale, the director directly owned 140,000 shares of the company’s stock, valued at $5,042,800. The trade was a 33.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, major shareholder Bayview Legacy, Llc sold 192,686 shares of the business’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $36.32, for a total value of $6,998,355.52. Following the transaction, the insider directly owned 8,555,047 shares in the company, valued at $310,719,307.04. This trade represents a 2.20% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,498,949 shares of company stock valued at $52,200,293. 23.30% of the stock is owned by insiders.

Institutional Investors Weigh In On Arteris

A number of hedge funds and other institutional investors have recently modified their holdings of AIP. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Arteris during the 2nd quarter valued at $53,000. Versant Capital Management Inc raised its holdings in Arteris by 33.7% during the 2nd quarter. Versant Capital Management Inc now owns 1,150 shares of the company’s stock worth $56,000 after buying an additional 290 shares during the period. Raymond James Financial Inc. bought a new stake in Arteris during the 2nd quarter worth about $32,000. State of Wyoming acquired a new position in shares of Arteris during the 2nd quarter worth approximately $165,000. Finally, Royal Bank of Canada increased its position in Arteris by 366.7% during the 1st quarter. Royal Bank of Canada now owns 4,023 shares of the company’s stock worth $66,000 after buying an additional 3,161 shares during the period. 64.36% of the stock is currently owned by institutional investors.

Trending Headlines about 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.