Arteris (AIP)
Supplies interconnect IP and software for complex SoC and chiplet designs.
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Licenses semiconductor system IP and related software that manage on-chip communication, cache behavior, and IP deployment for complex SoC and chiplet designs. Revenue comes mainly from licenses, support, maintenance, and royalties tied to customers' semiconductor programs.
Supplies network-on-chip interconnect IP, cache IP, and system integration automation for semiconductor teams building complex SoC and chiplet designs. Current products include Ncore, FlexGen, FlexNoC, FlexWay, CodaCache, Magillem tools, and Cycuity Radix hardware security assurance.
Campbell-based operations serve semiconductor design and production customers whose end markets include automotive, enterprise computing, communications, AI and machine learning, consumer electronics, and industrial systems. The platform focuses on connecting processors, memory, logic, and other IP blocks while helping teams manage performance, power, function, and cost goals.
Licensing, support, maintenance, training, and royalties drive the business model. Demand and royalty revenue depend on customers' design starts, SoC shipments, and conditions in the end markets that adopt those chips.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | Craig-Hallum | Initiate | Rating: —Target: — | Target: $30 |
| Aug 7, 2026 | Jefferies | Upgrade | Target: $35 | Target: $50 |
| Aug 4, 2026 | Roth Capital | Initiate | Rating: —Target: — | Target: $40 |
| Jul 16, 2026 | Oppenheimer | Initiate | Rating: —Target: — | Target: $40 |
| May 13, 2026 | Northland Securities | Target | Target: $24 | Target: $38 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $122.1M · Total debt $8.7M · Total assets $224.7M · Shareholders' equity $67.7M
- Revenue
- $24.1M
- Operating income
- −$13.9M
- Net income
- −$14.1M
No dividends on record.
| Institutions | ≈ 63.99% | 31.45M shares | |
|---|---|---|---|
| 223 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 19.58% | 9.62M shares | |
| 12 holders · as of Sep 15, 2026 | |||
| Other | ≈ 16.43% | 8.08M shares | |
| remainder | |||
49.15M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
K. Charles JanacInsiderdirector, 10 percent owner, officer: President and CEO | 17.10% | 8.40M | filed Sep 3, 2026 |
Needham Investment Management LLCInstitution | 7.99% | 3.93M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.70% | 3.30M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.08% | 1.51M | as of Jun 30, 2026 |
Franklin Resources IncInstitution | 3.05% | 1.50M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Laurent R. Moll | officer: Chief Operating Officer | −9,219 | $20.85 |
| Sep 1, 2026 | Paul L. Alpern | officer: VP and General Counsel | −4,000 | $20.77 |
| Sep 1, 2026 | Bayview Legacy, LLC | 10 percent owner | −100,000 | $20.75 |
| Sep 1, 2026 | K. Charles Janac | director, 10 percent owner, officer: President and CEO | −100,000 | $20.75 |
| Aug 13, 2026 | Nicholas B. Hawkins | officer: VP and Chief Financial Officer | −10,431 | $28.26 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arteris | $24.19 | −2.38% | $1.14B | — | — | 13.5 | +46.3% |
| Synopsys | $416.68 | +1.82% | $78.36B | 71.6 | 24.7 | 8.3 | +42.4% |
| Cadence Design Systems | $309.83 | +2.27% | $83.43B | 60.2 | 36.2 | 14.3 | +24.2% |
| Arm (ADR) | $330.68 | −0.76% | $355.86B | 343.5 | 138.4 | 69.0 | +22.4% |
| Rambus | $102.30 | −2.79% | $11.41B | 48.3 | 30.1 | 15.1 | +20.4% |
| CEVA | $33.64 | +0.83% | $929.4M | — | 49.0 | 8.0 | +13.1% |
| Silvaco Group | $8.26 | +2.68% | $263.3M | — | 57.3 | 3.6 | +47.8% |
| Median | 65.9 | 42.6 | 11.3 | +23.3% |