Arteris, Inc.

Arteris, Inc.

AIPยทNASDAQ

$37.44

+4.0%
TechnologySemiconductors

Arteris, Inc. provides semiconductor interconnect intellectual property (IP) and IP deployment solutions in the Americas, the Asia Pacific, Europe, and the Middle East. The company develops, licenses, and supports the on-chip interconnect fabric technology used in System-on-Chip (Soc) designs and Network-on-Chip (NoC) interconnect IP. Its products include FlexNoC, a silicon-proven interconnect IP product; FlexNoC Resilience Package, which provides on-chip data protection; Ncore, a silicon-proven and cache coherent interconnect IP product that provides scalable, configurable, and area efficient characteristics; CodaCache, a last-level cache semiconductor IP product; and Physical interconnect aware NoC optimizer, a software tool that estimates physical layout effects during the architecture and logic development stages of an SoC interconnect design; The company also offers FlexWay for IP subsystem interconnect; FlexPSI for All-digital inter chip link; and FlexNoC Physical for linking physical placement and routing tools. In addition, it provides IP deployment software solutions, including specification, design, documentation, artificial intelligence (AI) package, design data intelligence, and harmony trace. The company serves customers in the automotive, AI/machine learning, 5G and wireless communications, data centers, consumer electronics, and other markets. Arteris, Inc. was founded in 2003 and is headquartered in Campbell, California.

At a Glance

Live Snapshot
Market Cap$1.73B
EPS-0.8200
P/E Ratio-45.66
Earnings Date08/04/2026
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Arteris, Inc. Street Expectations Map

AIP ยท NASDAQ

Wall Street analysts project that AIP stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 36.50, with estimates ranging from a low of 35.00 to a high of 38.00.

Lowest Target
35.00
-6.52%
Consensus Target
36.50
-2.51%
Highest Target
38.00
1.50%

The consensus 1-year price target stands at 36.50, with estimates ranging from a low of 35.00 to a high of 38.00.

Analyst Consensus Analysis

Upside Potential

-2.5%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

8.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.23x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Arteris, Inc. Forward Estimates of Revenue

AIP ยท NASDAQ
Latest Revenue
70.58M
FY 2025
Avg Estimate
82.90M
FY 2026
Estimate Range
82.46M - 83.38M
Analyst Spread

Forward Growth Analysis

Projected Growth+17.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Arteris, Inc. Forward Estimates of Net Income

AIP ยท NASDAQ
Latest Net Income
-34.75M
FY 2025
Avg Estimate
-5.31M
FY 2026
Estimate Range
-5.35M - -5.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+84.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Arteris, Inc. Forward Estimates of EPS

AIP ยท NASDAQ
Latest EPS
-0.82
FY 2025
Avg Estimate
$-0.14
FY 2026
Estimate Range
$-0.14 - $-0.14
Analyst Spread

Forward Growth Analysis

Projected Growth+83.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Arteris, Inc. Forward Estimates of EBIT

AIP ยท NASDAQ
Latest EBIT
-33.14M
FY 2025
Avg Estimate
-37.55M
FY 2026
Estimate Range
-37.77M - -37.36M
Analyst Spread

Forward Growth Analysis

Projected Growth-13.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Arteris, Inc. Forward Estimates of EBITDA

AIP ยท NASDAQ
Latest EBITDA
-29.76M
FY 2025
Avg Estimate
-33.81M
FY 2026
Estimate Range
-34.00M - -33.63M
Analyst Spread

Forward Growth Analysis

Projected Growth-13.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Arteris, Inc. Forward Estimates of SG&A Expense

AIP ยท NASDAQ
Latest SG&A Expense
46.91M
FY 2025
Avg Estimate
53.94M
FY 2026
Estimate Range
53.66M - 54.26M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Arteris, Inc. Insider Positioning

AIP ยท NASDAQ

During the last 12 months, insiders have sold $36.47M worth of AIP shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

741.9K

19.17M

Net Activity

-19.2M

-$19.17M

3-6 Months

Bought

0

0.00

Sold

670.0K

11.39M

Net Activity

-11.4M

-$11.39M

6-9 Months

Bought

0

0.00

Sold

372.7K

5.91M

Net Activity

-5.9M

-$5.91M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
JKC

Janac K Charles

Director, 10 Percent Owner, Officer: President And Ceo

537.6K sharesโ€ข17 transactions

$10.14M

2
BLL

Bayview Legacy, Llc

10 Percent Owner

520.0K sharesโ€ข13 transactions

$9.85M

3
RSA

Raza Saiyed Atiq

Director

380.0K sharesโ€ข8 transactions

$8.01M

4
VAJ

Viana Antonio J

Director

95.5K sharesโ€ข5 transactions

$2.46M

5
HNB

Hawkins Nicholas B.

Officer: Vp And Chief Financial Officer

64.4K sharesโ€ข6 transactions

$2.00M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $36.47M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$19.17M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.