Sei Investments Co. Boosts Stock Holdings in Arteris, Inc. $AIP

Sei Investments Co. grew its holdings in Arteris, Inc. (NASDAQ:AIP) by 43.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 170,272 shares of the company’s stock after purchasing an additional 51,279 shares during the period. Sei Investments Co.’s holdings in Arteris were worth $2,799,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of AIP. Raymond James Financial Inc. bought a new position in Arteris in the 2nd quarter worth approximately $32,000. BNP Paribas Financial Markets raised its holdings in Arteris by 75.0% during the 3rd quarter. BNP Paribas Financial Markets now owns 6,053 shares of the company’s stock valued at $61,000 after acquiring an additional 2,595 shares during the period. Strs Ohio bought a new stake in Arteris during the 1st quarter valued at $104,000. Susquehanna Fundamental Investments LLC purchased a new stake in shares of Arteris during the third quarter worth $113,000. Finally, New York State Common Retirement Fund lifted its position in shares of Arteris by 352.4% during the fourth quarter. New York State Common Retirement Fund now owns 9,500 shares of the company’s stock worth $147,000 after acquiring an additional 7,400 shares in the last quarter. 64.36% of the stock is currently owned by hedge funds and other institutional investors.

Arteris Stock Down 5.8%

AIP opened at $29.78 on Friday. The firm has a market capitalization of $1.37 billion, a P/E ratio of -34.23 and a beta of 1.96. Arteris, Inc. has a one year low of $8.42 and a one year high of $50.26. The company has a fifty day moving average price of $35.94 and a 200-day moving average price of $26.19. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.73 and a quick ratio of 0.73.

Arteris (NASDAQ:AIP) last issued its quarterly earnings data 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 company had revenue of $24.13 million during the quarter, compared to the consensus estimate of $23.48 million. Equities research analysts expect that Arteris, Inc. will post -0.58 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, major shareholder Bayview Legacy, Llc sold 192,686 shares of the business’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $36.32, for a total transaction of $6,998,355.52. Following the completion of the transaction, the insider owned 8,555,047 shares of the company’s stock, valued at approximately $310,719,307.04. The trade was a 2.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO K Charles Janac sold 192,686 shares of the business’s stock in a transaction dated 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 chief executive officer directly owned 8,555,047 shares of the company’s stock, valued at $310,719,307.04. The trade was a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,498,949 shares of company stock valued at $52,200,293 over the last 90 days. 23.30% of the stock is owned by insiders.

Wall Street Analyst Weigh In

AIP has been the subject of several recent research reports. Rosenblatt Securities reiterated a “buy” rating and issued a $38.00 price target on shares of Arteris in a research report on Friday. TD Cowen raised their target price on Arteris from $22.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, May 13th. Jefferies Financial Group upgraded Arteris from a “hold” rating to a “buy” rating and set a $50.00 target price for the company in a research note on Friday. Roth Capital started coverage on Arteris in a research report on Tuesday. They set a “buy” rating and a $40.00 price target on the stock. Finally, Weiss Ratings downgraded shares of Arteris from a “sell (d-)” rating to a “sell (e+)” rating in a report on Wednesday, May 13th. Five analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $41.00.

Arteris News Roundup

Here are the key news stories impacting Arteris this week:

• Positive Sentiment: Jefferies upgraded Arteris from Hold to Buy and assigned a $50 price target, indicating substantial potential upside. Jefferies upgrade
• Positive Sentiment: Rosenblatt Securities reaffirmed its Buy rating and raised or maintained a $38 price target, while Roth Capital also initiated coverage with a Buy rating and a $40 target. The endorsements strengthen the bullish analyst backdrop for AIP. Rosenblatt rating Roth Capital rating
• Positive Sentiment: Arteris projected third-quarter revenue of $24 million to $25 million and updated full-year 2026 revenue guidance to $95 million to $98 million. Both ranges exceed consensus estimates of approximately $23.5 million and $94.2 million, respectively. Arteris results and guidance
• Neutral Sentiment: The company appointed Saurabh Sinha as chief financial officer and chief accounting officer, effective September 8, 2026. The leadership change may improve financial oversight, but investors may initially monitor the transition. CFO appointment
• Negative Sentiment: Second-quarter adjusted results showed a loss of $0.10 per share, worse than the expected loss of roughly $0.04-$0.05. Revenue of $24.13 million exceeded estimates, but the larger-than-expected loss likely drove selling pressure. Arteris second-quarter results
• Negative Sentiment: Recent filings disclosed sales by CEO K. Charles Janac, director Saiyed Atiq Raza, major shareholder Bayview Legacy and Vice President Paul Alpern. The concentration of insider selling may weigh on sentiment, although insiders retain significant positions.

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.