$AIP

Arteris, Inc.

3
4
0
$8.3M
Bayview Legacy, LLC
100%
Med

Arteris Inc. raises FY26 sales guidance to $95-98M range

Arteris Inc. raised its FY2026 revenue guidance to $95.0 million to $98.0 million, up from $91.0 million to $95.0 million previously. The new range is above the $94.578 million analyst consensus estimate, reflecting stronger-than-expected demand for its NoC interconnects and design automation tools, according to the company.

Is Arteris (AIP) Undervalued On Its CFO Change Or Is Good News Priced In?

Simply Wall St reports Arteris (AIP) will appoint Saurabh Sinha as CFO on Sept. 8, 2026, replacing Nick Hawkins on retirement. The stock closed at $31.62, up 102.95% YTD and 239.63% over 1 year. One valuation narrative sets fair value at $37.75 (16.2% undervalued) and another at $61.08, citing improving royalty trends and data center exposure.

Arteris, Inc. (AIP) Reports Q2 Loss, Tops Revenue Estimates

Arteris, Inc. (AIP) reported Q2 adjusted EPS loss of $0.10 per share, compared with a Zacks Consensus loss of $0.05 and a year-ago loss of $0.11. Revenue rose to $24.13 million, above the $23.47 million estimate. The article cites a Zacks Rank #3 (Hold) and notes upcoming consensus EPS of -$0.02 for the next quarter.

AIP sentiment & insider activity

Over the past 7 days, alphai's AI scored 7 news stories mentioning AIP (Arteris, Inc.). Coverage has skewed bullish: 3 bullish, 4 neutral, and 0 bearish.

Recent AIP coverage spans earnings, financial news and insider activity.

In the last 30 days, AIP insiders filed 15 SEC Form 4 transactions — no purchases and 15 sales ($8.3M). The most active reporter was Bayview Legacy, LLC with 5 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.

What's driving AIP

  • Arteris Inc. raised its FY2026 revenue guidance to $95.0 million to $98.0 million, up from $91.0 million to $95.0 million previously. The new range is above the $94.578 million analyst consensus estimate, reflecting stronger-than-expected demand for its NoC interconnects and design automation tools, according to the company.

    scanx.trade · Aug 7, 2026

  • The article frames the CFO transition as a potential catalyst for faster AI/data-center royalty progress, but it is primarily valuation commentary rather than new operational guidance.

    finance.yahoo.com · Aug 7, 2026

  • Earnings missed on EPS but revenue beat, leaving near-term direction dependent on management’s earnings-call commentary and updated estimate revisions.

    finance.yahoo.com · Aug 6, 2026

  • Guidance and key demand metrics (ACV plus royalties, RPO, design starts) point to accelerating AI-era customer activity, with operating losses narrowing in Q3.

    SEC EDGAR 8-K · Aug 6, 2026

  • CFO transition is a governance and execution signal, but the article provides no new financial targets, guidance, or deal terms.

    design-reuse.com · Aug 6, 2026

alphai scores every news story that mentions AIP with an AI model for sentiment and relevance, and aggregates insider trades from Arteris, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $AIP

Score
MedAI 8/10

Arteris Inc. raises FY26 sales guidance to $95-98M range

Arteris Inc. raised its FY2026 revenue guidance to $95.0 million to $98.0 million, up from $91.0 million to $95.0 million previously. The new range is above the $94.578 million analyst consensus estimate, reflecting stronger-than-expected demand for its NoC interconnects and design automation tools, according to the company.

$AIPHighAI 9/10

Arteris, Inc. (AIP): Results of Operations and Financial Condition

Arteris, Inc. (AIP) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991q2fy268-k.htm EX-99.1 Document Arteris Announces Financial Results for the Second Quarter and Estimated Third Quarter and Updated Full Year 2026 Guidance CAMPBELL, Calif. - August 6, 2026 - Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor techn

Arteris, Inc. (AIP): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Arteris, Inc. (AIP) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. 8-K false 0001667011 0001667011 2026-08-03 2026-08-03 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): August 3,

$PLTRMed

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

Deutsche Bank upgraded Palantir (PLTR) to Buy, keeping a $200 target, citing an “exceptional” Q2. Oppenheimer upgraded Inspire Medical (INSP) to Outperform with an $85 target. UBS upgraded BBB Foods (TBBB) to Buy, $51 target. Several others were upgraded or downgraded ahead of earnings or on guidance, including Walmart (WMT) to Perform and Apple (AAPL) to Hold.

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