Arteris, Inc. (AIP)

Arteris, Inc. experienced a 90.68% stock price increase over the past year, with a 13% rise in the week leading up to October 11, 2025. There were reports of insider selling by CEO K. Charles Janac and other executives. Arteris announced that AxeleraAI licensed its FlexNoC 5 interconnect IP for their Europa platform. Arteris and Alibaba DAMO Academy extended their partnership to accelerate high-performance RISC-V SoC designs. The company was selected by 2V Systems for an IO Chiplet for data centers and by NanoXplore for space applications. Arteris reported its Q2 2025 financial results, meeting analysts' EPS estimates while exceeding revenue estimates, leading TD Cowen to raise Arteris' target price. Arteris won a Gold Stevie® Award for Most Innovative Tech Company of the Year and joined the Ultra Accelerator Link Consortium (UALink). Arteris licensed FlexNoC 5 IP to Whalechip and launched Magillem Packaging. The company announced an expansion of its multi-die solution. Arteris reported a Q1 2025 loss but surpassed revenue estimates. Analysts cut their target price for Arteris, Inc. following its earnings report. Optimistic investors pushed Arteris, Inc. shares up 29%. Arteris expanded its Ncore Cache Coherent Interconnect IP.

Detailed information regarding the demand seasonality for Arteris, Inc.'s products and services is not readily available. The company's focus on critical and growing markets such as automotive, AI/machine learning, 5G, and data centers suggests that demand is largely driven by ongoing technological advancements and industry trends rather than strong seasonal fluctuations. The increasing adoption of advanced semiconductor technologies and the shift towards chiplet architectures are expected to drive sustained demand for Arteris's solutions.

Arteris, Inc. (AIP) is a provider of semiconductor system intellectual property (IP) solutions, specializing in managing on-chip communications and IP block deployments within System-on-Chip (SoC) semiconductors and chiplets. The company operates within the Electronic Technology sector, specifically the Semiconductor industry. Arteris's major products include Network-on-Chip (NoC) IP products such as FlexGen, FlexNoC, FlexWay, Ncore, and CodaCache. Additionally, it offers SoC integration automation software solutions like Magillem and CSRCompiler, and provides professional services, including training, design assistance, consulting, IP support and maintenance, and on-site support. Arteris serves a diverse range of industries, including automotive, communications, enterprise computing, consumer electronics, industrial, AI/machine learning, and 5G and wireless communications.

Arteris, Inc. has a global presence, providing its semiconductor system IP solutions across the United States, the rest of the Americas, China, Korea, the rest of the Asia Pacific, Europe, and the Middle East. The majority of the company's profits are derived from the Asia Pacific region.

Arteris, Inc. has maintained a positive brand reputation over the past year, driven by its technological advancements, strategic partnerships, and industry recognition. Arteris won a Gold Stevie® Award for Most Innovative Tech Company of the Year. Recent partnerships and licensing agreements have bolstered its reputation, including agreements with AxeleraAI, Alibaba DAMO Academy, 2V Systems, and NanoXplore. The company also joined the UALink Consortium. The expansion of its multi-die solution and the launch of Magillem Packaging demonstrate its commitment to innovation. Reports of insider selling could be viewed with caution by some investors.

Arteris, Inc. has a mixed ownership structure, with approximately 36.45% to 64.36% of the company's stock owned by institutional investors. Major institutional owners include Needham Investment Management Llc, BlackRock, Inc., Franklin Resources Inc, Vanguard Group Inc, Acadian Asset Management Llc, Samjo Management, LLC, Silvercrest Asset Management Group Llc, Westerly Capital Management, Llc, Geode Capital Management, Llc, and State Street Corp. Insiders hold a substantial portion, ranging from 29.10% to 77.73% of the company's stock. K. Charles Janac, the President and CEO, is the largest individual shareholder, owning 30.71 million shares, representing 72.00% of the company. Other significant individual and insider owners include Arteris Ip LLC, Bayview Legacy LLC, Christian Claussen, Ventech Capital F, and Saiyed Atiq Raza.