Arteris (NASDAQ:AIP) Announces Quarterly Earnings Results, Misses Estimates By $0.06 EPS

Posted by George Bondi on Aug 6th, 2026

Arteris (NASDAQ:AIP – Get Free Report) announced its quarterly earnings data on Thursday. The company reported ($0.10) earnings per share for the quarter, missing the consensus estimate of ($0.04) by ($0.06), FiscalAI reports. The company had revenue of $24.13 million for the quarter, compared to analyst estimates of $23.48 million.

Here are the key takeaways from Arteris’ conference call:

Record quarterly performance: Revenue reached $24.1 million, up 46% year over year, while ACV plus royalties rose 44% to a record $99.5 million and RPO reached $135 million.
Arteris reported strong demand tied to AI and high-performance computing, including major wins with a hyperscale cloud company and a semiconductor design house developing custom ASICs and chiplets for data centers.
The company raised its full-year 2026 revenue outlook to $95 million-$98 million and expects to achieve non-GAAP operating profitability as early as the fourth quarter; it also generated $8.6 million of free cash flow in the quarter.
Arteris completed an ATM offering that raised approximately $72 million, increasing liquidity to $123 million with no debt, although the equity issuance may create shareholder dilution; the proceeds will fund product investment, support, and acquisitions.
Higher French payroll taxes on RSU vesting, increased sales commissions, and lower-margin government security work pressured operating results, while royalty growth experienced a temporary sequential slowdown due to customer logistical and supply-chain issues.

Arteris Stock Up 2.2%

NASDAQ AIP traded up $0.69 on Thursday, reaching $31.62. The company had a trading volume of 1,040,491 shares, compared to its average volume of 602,251. The company’s fifty day moving average is $36.06 and its 200-day moving average is $26.16. The firm has a market capitalization of $1.46 billion, a price-to-earnings 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 has a 1-year low of $8.42 and a 1-year high of $50.26.

Insider Transactions at Arteris

In other Arteris news, VP Paul L. Alpern sold 4,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $30.04, for a total value of $120,160.00. Following the sale, the vice president owned 70,733 shares in the company, valued at approximately $2,124,819.32. The trade was a 5.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Saiyed Atiq Raza sold 70,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $30.01, for a total transaction of $2,100,700.00. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,638,949 shares of company stock valued at $56,568,293. 23.30% of the stock is currently owned by company insiders.

Institutional Trading of Arteris

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. AQR Capital Management LLC bought a new stake in Arteris in the first quarter valued at approximately $1,621,000. Strs Ohio bought a new position in shares of Arteris during the 1st quarter worth approximately $104,000. Geode Capital Management LLC increased its holdings in shares of Arteris by 4.8% during the 2nd quarter. Geode Capital Management LLC now owns 652,754 shares of the company’s stock worth $6,222,000 after acquiring an additional 30,018 shares during the last quarter. Rhumbline Advisers increased its holdings in shares of Arteris by 35.8% during the 2nd quarter. Rhumbline Advisers now owns 54,416 shares of the company’s stock worth $519,000 after acquiring an additional 14,350 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its stake in Arteris by 8.6% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 320,332 shares of the company’s stock valued at $3,053,000 after acquiring an additional 25,448 shares during the period. 64.36% of the stock is owned by institutional investors.

More Arteris News

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. More importantly, the company forecast third-quarter revenue of $24.0 million to $25.0 million and full-year 2026 revenue of $95.0 million to $98.0 million, both ahead of consensus estimates of $23.5 million and $94.2 million, respectively. The outlook suggests continued demand for Arteris’ semiconductor interconnect and system IP products. Arteris financial results and guidance
Positive Sentiment: Roth Capital initiated coverage with a Buy rating and a $40 price target, while other analysts also maintain bullish targets. The new coverage adds support to the investment case and implies meaningful upside from recent trading levels. Roth Capital coverage
Neutral Sentiment: Arteris appointed Saurabh Sinha as chief financial officer. The leadership change may improve investor focus on financial execution, although the announcement itself provides limited information about near-term earnings effects. Arteris CFO appointment
Negative Sentiment: Second-quarter adjusted EPS was a loss of $0.10, missing the expected loss of $0.04 by $0.06. The larger-than-expected loss highlights ongoing profitability pressure despite the revenue beat. Arteris quarterly earnings
Negative Sentiment: Several insiders reported sales, including CEO K. Charles Janac, Director Saiyed Atiq Raza, major shareholder Bayview Legacy, and Vice President Paul Alpern. While the sales represent relatively small portions of their remaining holdings in some cases, the concentration of insider selling could weigh on sentiment. Arteris insider selling

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on AIP shares. Jefferies Financial Group raised their price target on Arteris from $16.00 to $35.00 and gave the stock a “hold” rating in a research report on Wednesday, May 13th. TD Cowen boosted their target price on Arteris from $22.00 to $40.00 and gave the stock a “buy” rating in a research report on Wednesday, May 13th. Northland Securities set a $38.00 price target on shares of Arteris in a research report on Wednesday, May 13th. Rosenblatt Securities boosted their price objective on shares of Arteris from $20.00 to $38.00 and gave the company a “buy” rating in a report on Wednesday, May 13th. Finally, Weiss Ratings downgraded shares of Arteris from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Wednesday, May 13th. Four research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $38.50.

View Our Latest Stock Report on Arteris

About Arteris

(Get Free Report)

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.