Sei Investments Co. Raises Position in Arteris, Inc. $AIP

Sei Investments Co. grew its stake in Arteris, Inc. (NASDAQ:AIP) by 43.1% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 170,272 shares of the company’s stock after purchasing an additional 51,279 shares during the quarter. Sei Investments Co. owned approximately 0.37% of Arteris worth $2,799,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the stock. Raymond James Financial Inc. purchased a new stake in Arteris in the 2nd quarter valued at $32,000. BNP Paribas Financial Markets boosted 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 worth $61,000 after acquiring an additional 2,595 shares during the last quarter. Strs Ohio purchased a new position in Arteris during the 1st quarter worth $104,000. Susquehanna Fundamental Investments LLC bought a new stake in shares of Arteris in the 3rd quarter worth $113,000. Finally, New York State Common Retirement Fund grew its stake in shares of Arteris by 352.4% in the 4th 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. Hedge funds and other institutional investors own 64.36% of the company’s stock.

Arteris Price Performance

AIP opened at $29.78 on Friday. Arteris, Inc. has a fifty-two week low of $8.42 and a fifty-two week high of $50.26. The firm has a 50-day moving average of $35.94 and a 200 day moving average of $26.19. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.73 and a current ratio of 0.73. The firm has a market cap of $1.37 billion, a P/E ratio of -34.23 and a beta of 1.96.

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

Analyst Ratings Changes

AIP has been the topic of several analyst reports. Roth Capital started coverage on shares of Arteris in a report on Tuesday. They set 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 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. Wall Street Zen downgraded Arteris from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, TD Cowen upped their target price on Arteris from $22.00 to $40.00 and gave the company a “buy” rating in a report on Wednesday, May 13th. Five analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $41.00.

Insider Activity at Arteris

In related news, Director Saiyed Atiq Raza sold 70,000 shares of Arteris stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $30.01, for a total value of $2,100,700.00. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO K Charles Janac sold 26,106 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $31.97, for a total value of $834,608.82. Following the completion of the transaction, the chief executive officer owned 8,329,071 shares in the company, valued at approximately $266,280,399.87. The trade was a 0.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,498,949 shares of company stock worth $52,200,293. 23.30% of the stock is currently owned by company insiders.

Key Headlines Impacting Arteris

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.