Recent chatter on X about Arteris, Inc. (AIP) has been notably active, largely driven by news of a significant data center deal involving AMD and OpenAI. Many users are highlighting a sharp pre-market and intraday spike in AIP's stock price, with some noting gains of up to 30% in a single day, attributing this momentum to potential additional licensing revenue for Arteris in 2026.
Discussions also touch on speculative connections to other major tech players like NVIDIA and Waymo, fueling further intrigue among investors. While some express optimism about the company's positioning in the AI and semiconductor space, others remain cautious, pointing to past revenue shortfalls and questioning the sustainability of the current surge. This mix of excitement and skepticism keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Arteris, Inc. Insider Trading Activity
Arteris, Inc. insiders have traded $AIP stock on the open market 63 times in the past 6 months. Of those trades, 0 have been purchases and 63 have been sales.
Here’s a breakdown of recent trading of $AIP stock by insiders over the last 6 months:
- K CHARLES JANAC (President and CEO) has made 0 purchases and 12 sales selling 191,105 shares for an estimated $2,366,282.
- SAIYED ATIQ RAZA has made 0 purchases and 4 sales selling 113,607 shares for an estimated $1,332,440.
- LAURENT R MOLL (Chief Operating Officer) has made 0 purchases and 15 sales selling 98,172 shares for an estimated $1,035,899.
- NICHOLAS B. HAWKINS (VP and Chief Financial Officer) has made 0 purchases and 18 sales selling 75,698 shares for an estimated $726,967.
- LEGACY, LLC BAYVIEW sold 50,000 shares for an estimated $655,995
- ANTONIO J VIANA has made 0 purchases and 2 sales selling 26,196 shares for an estimated $245,293.
- PAUL L ALPERN (VP and General Counsel) has made 0 purchases and 11 sales selling 25,130 shares for an estimated $230,753.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Arteris, Inc. Hedge Fund Activity
We have seen 83 institutional investors add shares of Arteris, Inc. stock to their portfolio, and 40 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ROUBAIX CAPITAL, LLC removed 281,450 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,682,218
- MORGAN STANLEY added 245,257 shares (+189.4%) to their portfolio in Q2 2025, for an estimated $2,337,299
- MILLENNIUM MANAGEMENT LLC added 199,778 shares (+71.2%) to their portfolio in Q2 2025, for an estimated $1,903,884
- FRANKLIN RESOURCES INC added 142,936 shares (+9.6%) to their portfolio in Q2 2025, for an estimated $1,362,180
- NEEDHAM INVESTMENT MANAGEMENT LLC added 142,500 shares (+5.1%) to their portfolio in Q2 2025, for an estimated $1,358,025
- SILVERCREST ASSET MANAGEMENT GROUP LLC added 122,622 shares (+21.2%) to their portfolio in Q2 2025, for an estimated $1,168,587
- JANE STREET GROUP, LLC added 122,498 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,167,405
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Arteris, Inc. Analyst Ratings
Wall Street analysts have issued reports on $AIP in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 05/21/2025
To track analyst ratings and price targets for Arteris, Inc., check out Quiver Quantitative's $AIP forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
