Software Stocks Diverge: Some Companies Defy Downtrend
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 02 2026
0mins
Source: Benzinga
- Diverging Software Performance: Major software companies like Salesforce, Intuit, and Adobe have seen stock prices drop over 50% from their all-time highs, reflecting the severe impact of AI disruption and diminishing investor confidence in the software sector.
- Strong Momentum Stocks: Despite the overall market downturn, companies like Teradata, Arteris, and Clear Secure have scored above 80 on Benzinga Edge's Momentum Score, indicating strong market momentum that could lead to greater gains if the sector rebounds.
- Arteris Price Breakout: The earnings report for Arteris caused its stock to break above the 50-day SMA for the first time since mid-January, accompanied by a bullish MACD crossover, suggesting a relatively strong performance in the software industry with potential for further upside.
- Mitek Systems Recovery: Mitek's positive earnings report has pushed its stock back above the 50-day SMA, with a year-to-date increase of over 35%, and if the fundamental and technical trends hold, MITK shares could see additional gains ahead.
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Analyst Views on AIP
Wall Street analysts forecast AIP stock price to fall
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 33.760
Low
20.00
Averages
20.50
High
21.00
Current: 33.760
Low
20.00
Averages
20.50
High
21.00
About AIP
Arteris, Inc. is a provider of semiconductor system IP, including interconnect and other intellectual property, (collectively, System IP) technology. Its System IP technology manages the on-chip communications and IP block deployments in System-on-Chip (SoC) semiconductors and systems of chiplets. It provides semiconductor interconnect IP and SoC Integration Automation software solutions to serve its target end-markets, including automotive, enterprise computing, consumer electronics, communications across wired and wireless, and industrial markets. Its two core product platforms are Network-on-Chip IP Products and SoC Integration Automation Software Solutions Products. Its Network-on-Chip IP products include Non-coherent NoC IP, with FlexGen, FlexNoC and FlexWay; Cache-coherent NoC IP, with Ncore, and NoC interface IP, with CodaCache. Its SoC Integration Automation Software Solutions products include IP and SoC software, with Magillem (Connectivity and Registers) and CSRCompiler.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Arteris Director Sells 20,839 Shares Amid Stock Surge
- Transaction Overview: Antonio J. Viana disclosed the sale of 20,839 shares on June 4, 2026, with a transaction value of approximately $761,000, reducing his direct holdings to 4,704 shares while increasing indirect holdings via the Viana Family Trust to 64,620 shares, totaling 69,324 shares, or about 1.4% of his initial position.
- Proportion Analysis: This transaction represents 23.11% of Viana's total pre-transaction holdings, with direct holdings dropping to 4,704 shares and indirect holdings at 64,620 shares, indicating a significant shift in his ownership structure that may impact future trading capacity.
- Market Conditions and Timing: The shares were sold at a weighted average price of around $36.51, close to the closing price of $37.19 on the transaction date, occurring during a period when Arteris shares delivered a remarkable 332.28% total return over the past year, highlighting strong market performance.
- Investor Impact Assessment: Viana's share sale was executed under a pre-arranged Rule 10b5-1 trading plan established in June 2025 to avoid insider trading allegations; although conducted during a stock surge, it does not raise investor concerns and instead reflects the company's robust business performance and increasing customer demand.
See More
Arteris Director's Stock Sale Analysis
- Stock Sale Overview: On June 4, 2026, Arteris Director Antonio Viana sold 20,839 shares for approximately $761,000, with a weighted average sale price of $36.51 per share, representing 23.11% of his total holdings.
- Holding Changes: Following multiple sales, Viana's remaining shares now account for only 1.4% of his prior capacity, indicating a reduction in available shares rather than a shift in his disposition strategy, reflecting changes in market liquidity.
- Transaction Context: The stock sale occurred just a day after Arteris shares peaked at a 52-week high of $38.99, and it was a non-discretionary transaction executed under a pre-arranged Rule 10b5-1 trading plan established in June 2025, aimed at avoiding insider trading allegations.
- Company Performance: Arteris reported revenue of $22.9 million in Q1 2026, marking a 39% year-over-year growth, with sales driven by strong customer demand across sectors such as aerospace, defense, and artificial intelligence, highlighting the company's robust performance in high-growth markets.
See More
AIP Realty Trust Reports 29% Revenue Growth in Q1
- Significant Revenue Growth: AIP Realty Trust reported Q1 revenue of CAD 121.6 million for 2026, reflecting a strong performance and growth potential in the market compared to the previous year.
- Increased Rental Income: For the three months ended March 31, 2026, net rental income from investment properties reached CAD 77,203, up CAD 17,713 or 29% from CAD 59,490 in the same period of 2025, indicating enhanced profitability of the company's assets.
- Preferred Units Issuance: During this quarter, the Trust issued 1,367,946 Series B Convertible Preferred Units at a price of CAD 0.50 each, raising gross proceeds of CAD 683,973, which strengthens the company's capital structure and financial flexibility.
- Optimized Financing Strategy: This fifth tranche of non-brokered private placement not only provides essential funding support for the company but also lays the groundwork for future investments and expansions, demonstrating the company's proactive approach in the capital markets.
See More
Arteris Q1 Revenue Jumps 39%, Jefferies Raises Price Target
- Significant Revenue Growth: Arteris reported Q1 revenue of $22.9 million, a 39% increase year-over-year, surpassing Wall Street's expectations of $21 million, indicating strong performance in the data center market and reinforcing its growth outlook.
- Improved Net Loss: The company posted a net loss of $1.2 million, or $0.03 per share, which was better than the market's expectation of a $0.07 loss, suggesting progress in cost control and boosting investor confidence.
- Analyst Target Upgrade: Jefferies raised its price target for Arteris from $16 to $35 while maintaining a 'Hold' rating, noting that demand linked to AI growth is accelerating and profitability visibility is expected to improve in the future.
- Market Sentiment Turns Bullish: Retail investor sentiment for Arteris shifted from 'bullish' to 'extremely bullish', reflecting confidence in the company's potential in the data center sector, contributing to a stock price increase of over 116% this year.
See More
Arteris Reports Record Q1 2026 Earnings Driven by AI Chip Demand
- Record Performance: Arteris achieved a record annual contract value plus royalties of $92.8 million in Q1 2026, representing a 39% year-on-year increase, highlighting the company's robust growth driven by AI chip demand and solidifying its market position.
- Customer Expansion: The company secured partnerships with a leading global hyperscaler and memory supplier, notably increasing license usage for Renesas' R-Car Gen 5 series, indicating Arteris's growing influence in the automotive and data center sectors.
- Security Technology Acquisition: By acquiring Cycuity, Arteris broadened its system IP portfolio and licensed security technology to a top 5 U.S.-based hyperscaler in Q1, reflecting strong market interest in its security offerings and signaling future growth potential.
- Optimistic Financial Outlook: CFO Hawkins raised guidance for FY 2026 revenue and contract value, expecting annual contract value to reach $102 million to $106 million, indicating a positive shift in profitability and cash flow, with a projected non-GAAP operating profit as early as Q4.
See More
Director Sells 20,000 Shares of AIP for $601,000 Amid Executive Holdings Reduction
- Director's Sale: Antonio J Viana, a director at Arteris, sold 20,000 shares on May 5, 2026, for approximately $601,000, indicating a trend of ongoing reductions in executive holdings that could impact market confidence in corporate governance.
- Ownership Structure Change: Following the transaction, Viana holds 20,840 shares directly and 104,620 shares indirectly, totaling 125,460 shares, with a 16.05% reduction in indirect holdings, reflecting a shift in his holding strategy.
- Trading Plan Context: The sale was executed under a Rule 10b5-1 trading plan adopted on June 10, 2025, indicating that this reduction was pre-arranged rather than opportunistic, which may influence investor expectations regarding future transactions.
- Market Reaction and Impact: On the transaction date, AIP's stock price was $30.07, with a market capitalization of $1.47 billion; although this sale did not cause significant price fluctuations, ongoing executive sell-offs may raise concerns about the company's future performance.
See More
Arteris Director Sells 20,839 Shares Amid Stock Surge
- Transaction Overview: Antonio J. Viana disclosed the sale of 20,839 shares on June 4, 2026, with a transaction value of approximately $761,000, reducing his direct holdings to 4,704 shares while increasing indirect holdings via the Viana Family Trust to 64,620 shares, totaling 69,324 shares, or about 1.4% of his initial position.
- Proportion Analysis: This transaction represents 23.11% of Viana's total pre-transaction holdings, with direct holdings dropping to 4,704 shares and indirect holdings at 64,620 shares, indicating a significant shift in his ownership structure that may impact future trading capacity.
- Market Conditions and Timing: The shares were sold at a weighted average price of around $36.51, close to the closing price of $37.19 on the transaction date, occurring during a period when Arteris shares delivered a remarkable 332.28% total return over the past year, highlighting strong market performance.
- Investor Impact Assessment: Viana's share sale was executed under a pre-arranged Rule 10b5-1 trading plan established in June 2025 to avoid insider trading allegations; although conducted during a stock surge, it does not raise investor concerns and instead reflects the company's robust business performance and increasing customer demand.
See More
Arteris Director's Stock Sale Analysis
- Stock Sale Overview: On June 4, 2026, Arteris Director Antonio Viana sold 20,839 shares for approximately $761,000, with a weighted average sale price of $36.51 per share, representing 23.11% of his total holdings.
- Holding Changes: Following multiple sales, Viana's remaining shares now account for only 1.4% of his prior capacity, indicating a reduction in available shares rather than a shift in his disposition strategy, reflecting changes in market liquidity.
- Transaction Context: The stock sale occurred just a day after Arteris shares peaked at a 52-week high of $38.99, and it was a non-discretionary transaction executed under a pre-arranged Rule 10b5-1 trading plan established in June 2025, aimed at avoiding insider trading allegations.
- Company Performance: Arteris reported revenue of $22.9 million in Q1 2026, marking a 39% year-over-year growth, with sales driven by strong customer demand across sectors such as aerospace, defense, and artificial intelligence, highlighting the company's robust performance in high-growth markets.
See More
AIP Realty Trust Reports 29% Revenue Growth in Q1
- Significant Revenue Growth: AIP Realty Trust reported Q1 revenue of CAD 121.6 million for 2026, reflecting a strong performance and growth potential in the market compared to the previous year.
- Increased Rental Income: For the three months ended March 31, 2026, net rental income from investment properties reached CAD 77,203, up CAD 17,713 or 29% from CAD 59,490 in the same period of 2025, indicating enhanced profitability of the company's assets.
- Preferred Units Issuance: During this quarter, the Trust issued 1,367,946 Series B Convertible Preferred Units at a price of CAD 0.50 each, raising gross proceeds of CAD 683,973, which strengthens the company's capital structure and financial flexibility.
- Optimized Financing Strategy: This fifth tranche of non-brokered private placement not only provides essential funding support for the company but also lays the groundwork for future investments and expansions, demonstrating the company's proactive approach in the capital markets.
See More
Arteris Q1 Revenue Jumps 39%, Jefferies Raises Price Target
- Significant Revenue Growth: Arteris reported Q1 revenue of $22.9 million, a 39% increase year-over-year, surpassing Wall Street's expectations of $21 million, indicating strong performance in the data center market and reinforcing its growth outlook.
- Improved Net Loss: The company posted a net loss of $1.2 million, or $0.03 per share, which was better than the market's expectation of a $0.07 loss, suggesting progress in cost control and boosting investor confidence.
- Analyst Target Upgrade: Jefferies raised its price target for Arteris from $16 to $35 while maintaining a 'Hold' rating, noting that demand linked to AI growth is accelerating and profitability visibility is expected to improve in the future.
- Market Sentiment Turns Bullish: Retail investor sentiment for Arteris shifted from 'bullish' to 'extremely bullish', reflecting confidence in the company's potential in the data center sector, contributing to a stock price increase of over 116% this year.
See More
Arteris Reports Record Q1 2026 Earnings Driven by AI Chip Demand
- Record Performance: Arteris achieved a record annual contract value plus royalties of $92.8 million in Q1 2026, representing a 39% year-on-year increase, highlighting the company's robust growth driven by AI chip demand and solidifying its market position.
- Customer Expansion: The company secured partnerships with a leading global hyperscaler and memory supplier, notably increasing license usage for Renesas' R-Car Gen 5 series, indicating Arteris's growing influence in the automotive and data center sectors.
- Security Technology Acquisition: By acquiring Cycuity, Arteris broadened its system IP portfolio and licensed security technology to a top 5 U.S.-based hyperscaler in Q1, reflecting strong market interest in its security offerings and signaling future growth potential.
- Optimistic Financial Outlook: CFO Hawkins raised guidance for FY 2026 revenue and contract value, expecting annual contract value to reach $102 million to $106 million, indicating a positive shift in profitability and cash flow, with a projected non-GAAP operating profit as early as Q4.
See More
Director Sells 20,000 Shares of AIP for $601,000 Amid Executive Holdings Reduction
- Director's Sale: Antonio J Viana, a director at Arteris, sold 20,000 shares on May 5, 2026, for approximately $601,000, indicating a trend of ongoing reductions in executive holdings that could impact market confidence in corporate governance.
- Ownership Structure Change: Following the transaction, Viana holds 20,840 shares directly and 104,620 shares indirectly, totaling 125,460 shares, with a 16.05% reduction in indirect holdings, reflecting a shift in his holding strategy.
- Trading Plan Context: The sale was executed under a Rule 10b5-1 trading plan adopted on June 10, 2025, indicating that this reduction was pre-arranged rather than opportunistic, which may influence investor expectations regarding future transactions.
- Market Reaction and Impact: On the transaction date, AIP's stock price was $30.07, with a market capitalization of $1.47 billion; although this sale did not cause significant price fluctuations, ongoing executive sell-offs may raise concerns about the company's future performance.
See More
