Herald Investment Management Ltd Purchases 100,000 Shares of Arteris, Inc. $AIP
Herald Investment Management Ltd increased its stake in Arteris, Inc. (NASDAQ:AIP) by 33.3%, acquiring 100,000 additional shares, bringing their total to 400,000 shares valued at approximately $4.04 million. This move comes as Arteris reported strong Q4 2025 results, beating EPS and revenue estimates, and provided optimistic guidance for 2026. However, significant insider selling from CEO K. Charles Janac and major holder Bayview Legacy, LLC, along with mixed analyst ratings, introduce headwinds despite positive commercial traction and strategic acquisitions.
Arteris, Inc. (AIP) Reports Q4 Loss, Beats Revenue Estimates
Arteris, Inc. (AIP) reported a Q4 loss of $0.05 per share, surpassing the Zacks Consensus Estimate of a $0.08 loss, and recorded revenues of $20.14 million, beating expectations by 9.44%. The company has consistently exceeded revenue estimates in the past year, though its stock has declined by 2.6% year-to-date. Its current Zacks Rank is #3 (Hold), suggesting a market-aligned performance in the near future.
Arteris (NASDAQ:AIP) Releases Earnings Results, Beats Expectations By $0.03 EPS
Arteris (NASDAQ:AIP) announced its Q4 earnings, reporting an EPS of ($0.05) and revenue of $20.14 million, surpassing analyst expectations by $0.03 EPS and $1.59 million in revenue. The company demonstrated strong commercial momentum with 30% YoY Q4 revenue growth and provided a bullish 2026 outlook, including an expectation of non-GAAP operating profitability by Q4 2026, though recent insider selling and GAAP unprofitability remain points of investor concern. Despite a 2.7% stock dip following the announcement, analysts maintain a "Hold" rating with an average price target of $20.17.
Arteris, Inc. (NASDAQ:AIP) Q4 2025 Earnings Call Transcript
Arteris, Inc. (NASDAQ:AIP) reported strong Q4 and full-year 2025 earnings, beating expectations with record annual contract value and royalty growth. The company highlighted increased adoption of its AI-driven semiconductor technologies, including FlexNoC and Ncore, across various markets and announced the strategic acquisition of Cycuity, a semiconductor cybersecurity assurance provider, which is expected to significantly expand its product portfolio and market reach. Arteris also provided an optimistic outlook for 2026, forecasting continued growth and a path to non-GAAP operating profitability.
AI Chips Today - Arteris Achieves Major Milestone With Network-On-Chip Technology
Arteris, Inc. has announced a significant achievement with its network-on-chip technology now deployed in over 4 billion chips and chiplets, demonstrating its increasing adoption across various AI-driven sectors like automotive and consumer electronics. The company's interconnect IP is critical for modern AI chip designs, facilitating high performance and energy efficiency in complex multi-die architectures. Other market activities included Suzhou Centec Communications rising by 11.4% and Astera Labs falling by 11.9% after appointing a new CFO and providing earnings guidance.
Earnings call transcript: Arteris Q4 2025 beats expectations, stock rises By Investing.com
Arteris Inc. reported strong Q4 2025 results, with revenue of $20.1 million and an EPS of -$0.05, significantly exceeding analyst expectations. The company also announced the acquisition of Cycuity, a semiconductor cybersecurity assurance provider, and projects substantial revenue growth for 2026, aiming for profitability by Q4 2026. The stock rose 2.65% in aftermarket trading following the positive announcements.
Earnings Flash (AIP) Arteris Posts Q4 Adjusted Loss -$0.05, vs. FactSet Est of -$0.07
Arteris (AIP) reported an adjusted loss of -$0.05 per share for the fourth quarter, which is better than the FactSet estimate of -$0.07. The company's Q4 revenue also surpassed expectations at $20.1 million, compared to the FactSet estimate of $18.5 million. This indicates a stronger financial performance than analysts had predicted for the quarter.
Earnings Flash (AIP) Arteris Posts Q4 Revenue $20.1M, vs. FactSet Est of $18.5M
Arteris (AIP) reported its Q4 revenue at $20.1 million, surpassing the FactSet estimate of $18.5 million. The company's stock shows a 5-day change of -2.01% and a year-to-date change of -5.68%. Arteris is a semiconductor system IP provider, and its Q4 adjusted loss narrowed, with revenue rising and guidance set for 2026.
Arteris (AIP) grows 2025 revenue to $70.6M but remains in loss
Arteris (AIP) reported a revenue increase to $70.6 million in 2025, up from $57.7 million in 2024, driven by strong demand for its semiconductor system IP across various markets, including automotive and AI. Despite this growth, the company recorded a net loss of $34.7 million, attributed to substantial investments in research and development and strategic acquisitions aimed at enhancing its technology portfolio. Arteris emphasized its growing recurring revenue base with an Annual Contract Value (ACV) of $77.0 million, highlighting its strategic focus on technological leadership in network-on-chip and SoC integration automation.
Arteris, Inc. SEC 10-K Report
Arteris, Inc. has released its annual 10-K report, highlighting significant financial growth with a 22% increase in total revenue to $70.6 million, though also reporting a net loss of $34.7 million due to increased operating expenses. The report details strategic initiatives including the acquisition of Cycuity, substantial R&D investments, and capital management through equity and debt strategies. Challenges noted include intense competition, geopolitical and economic risks, and the need to achieve sustained profitability, while the company plans continued innovation and expansion into new markets to drive future growth.
Arteris Announces Financial Results for the Fourth Quarter and Full Year 2025 and Estimated First Quarter and Full Year 2026 Guidance
Arteris (Nasdaq: AIP) announced strong financial results for the fourth quarter and full year 2025, with ACV plus royalties reaching a record $83.6 million, a 28% year-over-year increase. The company also provided guidance for the first quarter and full year 2026, anticipating continued growth. Key business highlights include the acquisition of Cycuity, surpassing four billion SoC chips shipped with Arteris technology, and expanding partnerships with companies like NXP and Black Sesame.
Arteris Network-on-Chip Technology Achieves Deployment Milestone of 4 Billion Chips and Chiplets
Arteris Inc. has announced that its network-on-chip (NoC) technology has been deployed in over 4 billion chips and chiplets, marking a significant milestone in the AI era. This growth is largely driven by increased adoption in AI-enabled systems, where Arteris's technology addresses the rising demands for compute density, energy efficiency, and chiplet integration. The company's NoC IP is crucial for complex semiconductor designs and is seeing accelerating adoption across various industries, contributing to its variable royalty revenue stream.
Inside the 4 billion AI-era chips built on Arteris networks
Arteris (Nasdaq: AIP) announced its network-on-chip interconnect technology has been deployed in over 4 billion chips and chiplets, with accelerated adoption driven by AI-enabled systems across various sectors. This milestone is significantly boosting Arteris' variable royalty revenue stream, exceeding its historical 20% annual growth rate. The company's technology is crucial for managing data movement in complex AI-era System-on-Chips (SoCs) and chiplets, underpinning its foundational role in advanced semiconductor designs.
Arteris Announces Financial Results for the Fourth Quarter and Full Year 2025 and Estimated First Quarter and Full Year 2026 Guidance
Arteris, Inc. reported strong financial results for Q4 and full year 2025, with revenue up 30% and 22% year-over-year respectively, and Annual Contract Value plus royalties reaching a record $83.6 million. The company recently acquired Cycuity to enhance cybersecurity in silicon and provided optimistic guidance for Q1 and full year 2026, driven by growth in AI, chiplet architectures, and strategic customer adoptions. Arteris continues to expand its technology footprint with key partnerships and product deployments, emphasizing its position in accelerating innovation in the AI era.
Arteris Network-on-Chip Technology Achieves Deployment Milestone of 4 Billion Chips and Chiplets
Arteris, Inc. announced its network-on-chip interconnect IP has shipped in over 4 billion devices, marking a significant milestone in enabling data movement for AI-era chips and chiplets. This growth is driven by increased adoption in AI-enabled systems, where Arteris technology addresses rising compute density, energy efficiency, and chiplet integration, contributing to a consistently growing variable royalty revenue stream. The company emphasizes the critical role of its technology in modern system design, particularly as AI systems become larger and more complex, solidifying its position in advanced computing, automotive, and data-intensive applications.
NXP leans on Arteris tech to power smarter cars and devices
Arteris (Nasdaq: AIP) announced that NXP Semiconductors has expanded its use of Arteris system IP products across its AI-enabled silicon solutions for automotive, industrial, and consumer edge applications. This expanded deployment involves Arteris's FlexNoC, Ncore, CodaCache, and Magillem software to enhance performance, security, and design automation in NXP’s edge AI SoCs, NPUs, and MCUs. The collaboration aims to accelerate the delivery of innovative edge AI devices to the market.
Insider Selling: Arteris (NASDAQ:AIP) CEO Sells 2,756 Shares of Stock
Arteris (NASDAQ:AIP) CEO K. Charles Janac sold 2,756 shares of the company's stock on February 10th for approximately $41,423, adding to a consistent pattern of insider sales. Despite these sales, NXP's expanded deployment of Arteris's system IP for AI-enabled designs shows commercial validation. Analysts currently have a "Hold" rating on the stock with a consensus price target of $17.50.
Arteris (NASDAQ:AIP) CEO Sells $718,581.24 in Stock
Arteris (NASDAQ:AIP) CEO K. Charles Janac sold 47,244 shares of the company's stock for $718,581.24 on February 9th, reducing his ownership by 0.50%. This sale is part of a pattern of recent insider disposals by the CEO, potentially impacting investor sentiment. Despite these sales, the company has received positive commercial validation from NXP Semiconductors and several analyst "Buy" ratings with a median target of $17.50.
Arteris Technology Deployed More Broadly by NXP to Accelerate Edge AI Leadership
Arteris, Inc. announced that NXP Semiconductors has expanded its use of Arteris system IP products to accelerate innovation in AI-enabled silicon solutions for automotive, industrial, and consumer applications. NXP leverages Arteris FlexNoC, Ncore, and CodaCache IP for high-performance data movement and utilizes Magillem SoC integration software to streamline design processes. This expanded deployment highlights Arteris' critical role in enabling NXP to meet performance, safety, and security requirements for smart edge AI systems.
NXP Semiconductors Expands Use of Arteris IP Products for AI-Enabled Silicon Solutions
NXP Semiconductors has broadened its adoption of Arteris system IP products to enhance its AI-enabled silicon solutions for intelligent vehicles, industrial systems, and consumer experiences. This collaboration utilizes Arteris' technology for efficient data movement in SoC designs and NPUs, reinforcing NXP's commitment to secure edge AI devices. The expanded use signifies Arteris' critical role in advanced AI solutions and NXP's confidence in its flexible system IP.
Arteris, Inc. (NASDAQ:AIP) Receives Average Recommendation of "Hold" from Analysts
Analysts have issued an average "Hold" recommendation for Arteris, Inc. (NASDAQ:AIP), with a one-year average price target of $17.50. Despite some recent insider selling totaling approximately $10 million, the company slightly surpassed its last quarter's earnings and revenue estimates. Arteris, a fabless semiconductor IP company, focuses on on-chip interconnect solutions for advanced integrated circuits.
Arteris to Announce Financial Results for the Fourth Quarter and Year End 2025 on Thursday, February 12, 2026
Arteris, Inc. (Nasdaq: AIP) announced it will release its financial results for the fourth quarter and full year ended December 31, 2025, after market close on Thursday, February 12, 2026. Management will host a conference call at 4:30 PM ET on the same day to discuss the results, with a live webcast available on the company's investor relations website, and a replay available for 30 calendar days.
Arteris (AIP) to Release Quarterly Earnings on Thursday
Arteris (NASDAQ:AIP) is expected to announce its Q4 2025 earnings after market close on Thursday, February 12th, with analysts projecting a loss of ($0.08) per share and revenue of $18.55 million. The company previously exceeded consensus estimates in Q3 2025, reporting ($0.09) EPS on $17.41 million in revenue. Recent insider activity shows sales by VP Paul L. Alpern and major shareholder Bayview Legacy, Llc, while institutional investors have adjusted their positions in the stock.
The Data Dilemma: Cracking the Code of Data Movement for the Next Wave of Semiconductor Innovation
The semiconductor industry faces a critical challenge in efficiently moving data within advanced chips and chiplets, as raw processing power alone is no longer sufficient. The "network-on-chip" (NoC) is vital for optimal performance, especially with the explosion of data from AI, autonomous driving, and smart edge devices. Inefficient data movement leads to prohibitive energy costs and performance bottlenecks, making optimized and energy-efficient data transport a necessity for future innovation and scalability in chip design.
Arteris, Inc.'s (NASDAQ:AIP) Intrinsic Value Is Potentially 25% Below Its Share Price
Simply Wall St analysts estimate that Arteris, Inc. (NASDAQ:AIP) is potentially overvalued by 33% based on its current share price of US$14.52, with a fair value estimate of US$10.94 using a two-stage Discounted Cash Flow (DCF) model. This valuation is also significantly lower than the average analyst price target of US$19.25. The analysis highlights that while the company's debt is well-covered, it appears expensive based on its price-to-sales ratio and faces threats from total liabilities exceeding assets, suggesting potential overvaluation despite expected reductions in losses next year.
Arteris, Inc. to Release Fourth Quarter and Full Year 2025 Financial Results on February 12, 2026
Arteris, Inc. (Nasdaq: AIP) announced it will release its financial results for the fourth quarter and full year ending December 31, 2025, after market close on February 12, 2026. A conference call will follow at 4:30 PM ET to discuss these results, accessible via phone and a live webcast on the company's investor relations website. The article also provides details on insider trading activity, revenue, hedge fund activity, and analyst ratings for AIP stock.
Arteris, Inc. (NASDAQ:AIP) Short Interest Update
Arteris, Inc. (NASDAQ:AIP) experienced a 13.2% decrease in short interest in January, with shorted shares totaling 1,331,050, representing 4.6% of the stock. Insiders have been net sellers, offloading over $10 million worth of shares recently, although they still retain 33.7% ownership. The company, which has a market cap of $662.6 million, beat last quarter's EPS and revenue estimates and holds a consensus "Hold" rating from analysts with a $17.50 price target.
Arteris, Inc. to Release Fourth Quarter and Full Year 2025 Financial Results on February 12, 2026
Arteris, Inc. (Nasdaq: AIP) announced it will release its financial results for the fourth quarter and full year ending December 31, 2025, after market close on February 12, 2026. Management will host a conference call at 4:30 PM ET on the same day to discuss the results, which can be accessed via toll-free numbers or a live webcast on the company's Investor Relations website. The company is recognized for its semiconductor technology that enhances the development of efficient silicon solutions for AI.
Arteris to Announce Financial Results for the Fourth Quarter and Year End 2025 on Thursday, February 12, 2026
Arteris, Inc. (Nasdaq: AIP) announced it will release its financial results for the fourth quarter and full year ended December 31, 2025, after market close on Thursday, February 12, 2026. Management will host a conference call at 4:30 PM ET on the same day to discuss these results. A live webcast of the call will be available on the Investor Relations section of Arteris' website.
Arteris, Inc. (NASDAQ:AIP) is largely controlled by institutional shareholders who own 57% of the company
Institutional shareholders control 57% of Arteris, Inc. (NASDAQ:AIP), indicating that their trading activities significantly influence the stock price. The top 8 shareholders combined own over half of the company's shares. Insiders also hold a significant stake, owning approximately US$173 million worth of shares in the US$684 million company, with the CEO being the largest individual shareholder.
Arteris, Inc. $AIP Shares Sold by Acuitas Investments LLC
Acuitas Investments LLC significantly reduced its stake in Arteris, Inc. (NASDAQ:AIP) by 82.4% during the third quarter, selling 74,129 shares and holding 15,871 shares valued at $160,000. Despite this, other institutions like Worth Venture Partners LLC, Franklin Resources Inc., Squarepoint Ops LLC, Campbell & CO Investment Adviser LLC, and XTX Topco Ltd increased or initiated positions in Arteris. The article also notes recent insider selling by CEO K Charles Janac and major shareholder Bayview Legacy, Llc, both selling 70,000 shares each in December.
Arteris (NASDAQ:AIP) Major Shareholder Sells $319,050.56 in Stock
Bayview Legacy, LLC, a major shareholder in Arteris (NASDAQ:AIP), sold 17,884 shares of the company's stock for $319,050.56 on January 15th, reducing its stake by 0.19%. This sale is part of a trend of recent dispositions by the firm, including other large sales in December and January. Arteris shares are trading near $16.74, with analysts holding a "Moderate Buy" consensus rating and an average target price of $17.50.
Arteris (NASDAQ:AIP) CEO K Charles Janac Sells 17,884 Shares
Arteris (NASDAQ:AIP) CEO K Charles Janac recently sold an additional 17,884 shares of the company's stock on January 15th for approximately $319,050. This transaction is part of a series of insider sales by Janac since early December, reducing his stake by 0.19%. Despite the insider selling, Arteris currently holds a consensus "Moderate Buy" rating from analysts with an average price target of $17.50.
Arteris Announces New Employment Inducement Grants
Arteris, Inc., a technology provider for semiconductor creation in the AI era, announced that its compensation committee has granted 477,208 restricted stock units (RSUs) to 25 newly hired employees. These inducement awards were made under the company's 2022 Employee Inducement Incentive Plan, in accordance with Nasdaq Listing Rule 5635(c)(4), with an effective grant date of January 15, 2026.
AIP - Arteris, Inc. Latest Stock News & Market Updates
This page provides the latest news and market updates for Arteris, Inc. (AIP), a leader in system IP for semiconductors. The content highlights product licensing wins, corporate updates, acquisitions, and financial reports, showcasing Arteris' role in AI, automotive, data center, and edge computing. Recent news includes inducement grants for new employees, the acquisition of Cycuity, and key partnerships for advanced SoC and AI solutions.
Arteris, Inc. Completes Acquisition of Cycuity, Inc. to Enhance Semiconductor Cybersecurity Solutions
Arteris, Inc. has completed its acquisition of Cycuity, Inc., a specialist in semiconductor cybersecurity assurance technology, to address the increasing hardware vulnerabilities and cyber threats targeting chip designs. This strategic move aims to enhance semiconductor security without compromising system functionality, performance, or schedules. The acquisition positions Arteris to offer more comprehensive solutions for secure on-chip data movement, especially for AI and edge devices, where the risk of sophisticated cyberattacks is escalating.
Nearly 500,000 Arteris stock units granted to 25 new semiconductor hires
Arteris (Nasdaq: AIP) announced that its compensation committee granted 477,208 restricted stock units (RSUs) to 25 newly hired employees as inducement awards. The grants were made under the company’s 2022 Employee Inducement Incentive Plan, effective January 15, 2026, and in accordance with Nasdaq Listing Rule 5635(c)(4). This move reflects Arteris's ongoing talent investment strategies, despite a small negative market reaction on the day of the news.
Arteris Announces New Employment Inducement Grants
Arteris, Inc. (Nasdaq: AIP) announced that its compensation committee granted 477,208 restricted stock units (RSUs) to 25 newly hired employees as inducement awards under its 2022 Employee Inducement Incentive Plan. These grants were made in accordance with Nasdaq Listing Rule 5635(c)(4), with an effective grant date of January 15, 2026. The company is a leading technology provider for semiconductor creation in the AI era.
Arteris Announces New Employment Inducement Grants
Arteris, Inc. (Nasdaq: AIP) announced that its compensation committee granted 477,208 restricted stock units (RSUs) to 25 newly hired employees. These inducement awards were made under the company’s 2022 Employee Inducement Incentive Plan, in accordance with Nasdaq Listing Rule 5635(c)(4). The grants were effective January 15, 2026, and approved by the company's board of directors.
Bayview Legacy sells Arteris (AIP) shares worth $37,643
Bayview Legacy, LLC, a significant shareholder in Arteris, Inc., sold 2,116 shares of common stock for $37,643. This transaction occurred amidst a significant surge in Arteris' shares, which InvestingPro models suggest are near overvalued, despite the company's high gross profit margins but current unprofitability. The sale was executed via a pre-arranged trading plan, and Bayview Legacy still holds a substantial stake in Arteris.
Bayview Legacy sells Arteris (AIP) shares worth $37,643
Bayview Legacy, a ten percent owner of Arteris, Inc. (NASDAQ:AIP), sold 2,116 shares of common stock for $37,643 on January 13, 2026, as part of a pre-arranged trading plan. Despite substantial share growth and high gross profit margins, Arteris is not yet profitable. The company recently reported increased Q3 2025 revenue, acquired Cycuity, and received a raised price target from Rosenblatt Securities due to momentum in AI and an enhanced product portfolio.
Bayview Legacy sells Arteris (AIP) shares worth $37,643
Bayview Legacy, a major shareholder of Arteris Inc. (NASDAQ: AIP), sold 2,116 shares worth $37,643 on January 13, 2026, as part of a pre-arranged trading plan. Despite the sale, Bayview Legacy retains a significant stake, and Arteris has recently reported strong third-quarter 2025 earnings, acquired Cycuity to enhance cybersecurity offerings, and received an increased price target from Rosenblatt Securities.
Insider Selling: Arteris (NASDAQ:AIP) CEO Sells $37,643.64 in Stock
Arteris CEO K Charles Janac sold 2,116 shares of the company's stock for $37,643.64 on January 13th, reducing his direct ownership by 0.02%. This transaction is part of a series of insider sales by Janac since December 2nd, totaling over $4.1 million. Despite the insider selling, Arteris currently holds a "Moderate Buy" consensus rating from analysts with an average target price close to its current trading value.
Arteris (NASDAQ:AIP) Major Shareholder Sells $37,643.64 in Stock
Bayview Legacy, LLC, a major shareholder in Arteris (NASDAQ:AIP), sold 2,116 shares of the company's stock on January 13th for a total of $37,643.64. This sale is part of a larger pattern, with Bayview Legacy having sold over 220,000 shares since early December, though they still retain a significant holding of over 9.4 million shares valued at approximately $167.5 million. Arteris stock recently traded up 1.6% to $17.37, and the company has a "Moderate Buy" consensus rating from analysts with an average price target of $17.50.
Precision Trading with Arteris Inc. (AIP) Risk Zones
This article provides a detailed analysis of Arteris Inc. (AIP) using AI models to identify trading risk zones and strategies. It highlights a strong overweight bias, an exceptional short setup with a 65.6:1 risk-reward ratio, and offers different strategies for various risk profiles including position trading, momentum breakout, and risk hedging. The analysis also includes multi-timeframe signal strengths, support, and resistance levels.
Arteris completes acquisition of cybersecurity firm Cycuity
Arteris, Inc. has finalized its acquisition of Cycuity, Inc., a semiconductor cybersecurity assurance technology provider. This strategic move aims to enhance Arteris's secure on-chip data movement capabilities and address increasing hardware security vulnerabilities, especially with the rise of AI and chiplets. The financial terms of the acquisition were not disclosed, and it follows Arteris's strong stock performance and recent positive earnings report.
Arteris completes acquisition of cybersecurity firm Cycuity By Investing.com
Arteris Inc. (NASDAQ:AIP) has completed its acquisition of Cycuity, Inc., a semiconductor cybersecurity assurance technology provider, aiming to enhance secure on-chip data movement. This strategic move addresses the rising concerns over hardware security vulnerabilities, with reported new Common Vulnerabilities and Exposures in hardware increasing significantly. The acquisition follows Arteris' strong stock performance and recent positive financial reports, including an 18% revenue increase year-over-year in Q3 2025.
Arteris Closes Acquisition of Cycuity
Arteris (Nasdaq: AIP) has completed its acquisition of Cycuity, a provider of semiconductor cybersecurity assurance technology, on January 14, 2026. This acquisition aims to enhance Arteris's product portfolio by integrating Cycuity's hardware security capabilities with Arteris's system IP to address the rising hardware threats and secure on-chip data movement from AI data centers to edge devices. The company emphasizes the increasing need for such solutions due to a significant rise in reported hardware vulnerabilities.
Arteris (NASDAQ:AIP) CEO Sells $829,000.00 in Stock
Arteris (NASDAQ:AIP) CEO K. Charles Janac sold 50,000 shares of company stock on January 8th for $829,000, reducing his ownership by 0.53%. This recent sale is part of several transactions in December and January totaling approximately $4.11 million. The stock is currently trading at $17.37, and analysts have a "Moderate Buy" consensus rating with a target price of $17.50.
Bayview Legacy, Llc Sells 50,000 Shares of Arteris (NASDAQ:AIP) Stock
Bayview Legacy, LLC sold 50,000 shares of Arteris (NASDAQ:AIP) stock on January 8th for $16.58 per share, totaling $829,000. This transaction reduced their direct ownership by 0.53% to 9,419,071 shares. The firm also made several other sales in December, and Arteris currently holds a "Moderate Buy" analyst consensus with a $17.50 price target.
