CEVA outlines 8%-12% revenue growth target for 2026 while expanding AI and connectivity leadership
CEVA, a licensor of wireless connectivity and smart sensing technologies, has set a revenue growth target of 8%-12% for 2026, aiming for approximately $155 million in revenue. The company plans to achieve this growth by leveraging its advanced AI and connectivity solutions. This forward-looking statement reflects their strategy to expand market leadership in these key technological areas.
IP licensor Ceva at MWC, Embedded World, March investor conferences
Ceva (NASDAQ: CEVA), a licensor of silicon and software IP, announced its management team will attend several investor conferences and industry events in March 2026. The company plans to discuss its strategy and growth opportunities within Physical AI at events including Mobile World Congress and Embedded World. Webcast links for presentations will be posted on Ceva's investor website.
Ceva to Participate in Upcoming Investor Conferences and Industry Events
Ceva, Inc. announced its participation in several upcoming investor conferences and industry events in March 2026, including Mobile World Congress, Embedded World, Loop Capital Markets 7th Annual Investor Conference, Stifel 2026 NYC Technology One-on-One Conference, and the 38th Annual ROTH Conference. Management will discuss the company's strategy and growth opportunities in enabling Physical AI. Ceva specializes in silicon and software IP for the Smart Edge, focusing on AI-driven products.
CEVA, Inc. (NASDAQ:CEVA) Q4 2025 Earnings Call Transcript
CEVA, Inc. reported strong Q4 and full-year 2025 results, with record quarterly revenue and significant growth in licensing and royalty revenues despite mobile market softness. The company emphasized its strategic focus on AI for the Smart Edge, securing key NPU licensing deals, and expanding its presence in wireless connectivity. CEVA also shared its 2026 financial guidance, anticipating 8% to 12% revenue growth driven by AI adoption, integrated engagements, and wireless connectivity leadership.
Ceva Inc. Earnings Call Highlights AI and Connectivity Strength
Ceva Inc.'s Q4 2025 earnings call revealed record quarterly revenue and annual device shipments, driven by strong growth in AI and connectivity IP licensing and royalties. While the company saw significant non-GAAP profitability improvements and a bolstered balance sheet, it faced headwinds from softness in smartphones, modems, and some industrial and Bluetooth markets, alongside FX pressures and rising stock compensation expenses. Ceva expects continued growth in 2026, particularly in the second half, as its AI and connectivity innovations scale.
Ceva Inc. Q4 Earnings: Loss Narrowed, Revenue Beat Analyst Forecasts - News and Statistics
Ceva Inc. reported a Q4 net loss of $1.1 million (4 cents per share), with adjusted earnings per share of 18 cents matching Wall Street expectations. The company's Q4 revenue of $31.3 million surpassed analyst forecasts, though it posted an annual loss of $10.6 million on $109.6 million in revenue. This financial update is presented alongside details of an IndexBox report on the memories industry in the United States, outlining market scope, methodology, and forecast data.
CEVA: Record revenue, strong licensing, and a strategic NPU deal highlight robust 2025 performance
CEVA achieved record Q4 and full-year revenues in 2025, driven by strong licensing, royalty growth, and record device shipments. The company also secured a strategic NPU deal and raised $63 million in capital to support future growth. Despite a GAAP net loss for the year, non-GAAP profitability showed improvement.
CEVA, Inc. Reports Sequential Revenue Growth Ahead of Q4 2025 Earnings Release
CEVA, Inc. is set to release its Q4 and full-year 2025 financial results on February 17, 2026, with recent quarters showing sequential revenue improvement despite constrained operating income due to R&D investments. The semiconductor intellectual property licensor's share price has remained in the low-to-mid $20 range with limited volatility. Investors and analysts are looking for updated financial guidance and insight into future licensing and royalty growth.
CEVA Inc (NASDAQ:CEVA) Reports Q4 2025 Earnings Slightly Below Estimates, Stock Gains
CEVA Inc (NASDAQ:CEVA) reported Q4 2025 financial results that slightly missed analyst estimates for revenue and EPS but saw a cautiously positive market reaction with its stock gaining in pre-market trading. The company posted $31.29 million in revenue and $0.18 non-GAAP EPS, marking minor shortfalls. Investors appear to be focusing on CEVA's strategic position in the "Smart Edge" market and the absence of negative surprises, despite a lack of formal 2026 guidance.
Ceva: Q4 Earnings Snapshot
Ceva Inc. (CEVA) reported a Q4 loss of $1.1 million, or 4 cents per share. After adjustments for stock option and amortization costs, earnings were 18 cents per share, meeting Wall Street expectations. The chip designer's revenue of $31.3 million surpassed analysts' forecasts, though the company recorded a full-year loss of $10.6 million on $109.6 million in revenue.
Ceva: Fourth Quarter Earnings Overview
Ceva Inc. reported a net loss of $1.1 million for the fourth quarter, or 4 cents per share. However, adjusted earnings per share reached 18 cents, meeting Wall Street expectations. The chip design company's revenue for the quarter was $31.3 million, slightly exceeding analyst predictions.
Inside Ceva's big AI year: 10 NPU deals powering next-gen devices
Ceva (NASDAQ: CEVA) announced 2025 as a breakthrough year for its AI licensing business, securing 10 NeuPro NPU agreements and reporting that AI contributed over 20% of its annual licensing revenue. Key deals included strategic NPU licenses with a major PC OEM and Microchip Technology, validating Ceva's scalable NPU strategy. The company anticipates six customers will have silicon prepared by late 2026, boosting future royalty visibility.
Stifel initiates coverage on CEVA stock with Buy rating, $30 target
Stifel has initiated coverage on CEVA Inc. (NASDAQ:CEVA) with a Buy rating and a $30 price target, suggesting a significant upside. The firm believes CEVA's wireless connectivity IP leadership positions it well for on-device AI applications, supported by strong gross profit margins. While acknowledging potential near-term challenges like mobile handset demand and automotive industry difficulties, Stifel sees CEVA's recent NPU deal as validation of its long-term strategy in the edge-AI market.
Ceva (CEVA) Projected to Post Quarterly Earnings on Tuesday
Ceva (CEVA) is projected to report its Q4 2025 earnings before market open on Tuesday, February 17th, with analysts forecasting $0.19 EPS and $31.03 million in revenue. The company had previously beaten estimates in Q3 2025, but analysts now expect $0 EPS for the current and next fiscal years. CEVA stock currently trades near $22.95, and institutional investors hold approximately 85% of its shares.
New Renesas chips use Ceva tech to cut power in smart home devices
Ceva announced that its Ceva-Waves Wi-Fi 6 and Bluetooth LE IPs are now integrated into Renesas' new RA6W1 and RA6W2 combo MCUs. This integration provides dual-band Wi-Fi 6 and Wi-Fi 6 + Bluetooth LE options, aimed at enhancing connectivity, power efficiency, and simplifying design for smart home, industrial, and IoT devices. The collaboration reinforces Ceva's position as a key partner for IoT innovation, allowing developers to accelerate time-to-market.
Ceva (NASDAQ:CEVA) Now Covered by Stifel Nicolaus
Stifel Nicolaus has initiated coverage on Ceva (NASDAQ:CEVA) with a "buy" rating and a $30 price target, suggesting a 30.7% upside. This new coverage contributes to a "Moderate Buy" consensus rating among analysts, with an average price target of $33.20. Despite Ceva slightly beating recent earnings estimates, the semiconductor company reports a negative net margin and return on equity, with a current market capitalization of $551 million.
Ceva Wi-Fi 6 and Bluetooth IPs Power Renesas' First Combo MCUs for IoT and Connected Home
Ceva, Inc. announced that its Ceva-Waves Wi-Fi 6 and Bluetooth LE IPs have been integrated into Renesas Electronics Corporation's new RA6W1 and RA6W2 combo microcontrollers. This collaboration provides power-efficient, robust wireless connectivity solutions for the growing IoT and smart home markets, enabling simpler design, lower BOM costs, and accelerated time-to-market for next-generation devices. Renesas' new MCUs offer flexible implementation options for developers, reinforcing Ceva's leadership in wireless connectivity IP.
Stifel Initiates CEVA Inc(CEVA.US) With Buy Rating, Announces Target Price $30
Stifel analyst Ruben Roy has initiated coverage on CEVA Inc (CEVA.US) with a 'buy' rating and set a target price of $30. According to TipRanks data, the analyst has a strong track record with a 71.7% success rate and an average return of 46.8% over the past year. This rating provides a positive outlook for CEVA Inc's stock performance.
Stifel initiates coverage on CEVA stock with Buy rating, $30 target By Investing.com
Stifel has initiated coverage on CEVA Inc. (NASDAQ:CEVA) with a Buy rating and a $30 price target, citing the company's strong position in wireless connectivity IP for power-efficient on-device sensing and inference applications. The firm believes CEVA's low power NPU and DSP IP portfolios are well-placed to benefit from AI infrastructure growth towards the network edge, despite recognizing near-term challenges such as mobile handset demand and uncertainty regarding Apple's modem efforts. CEVA's high gross profit margins (87.17%) and recent strategic partnerships, including a NPU deal with Microchip Technology, validate its long-term strategy in the edge-AI market.
Stifel initiates coverage on CEVA stock with Buy rating, $30 target
Stifel has initiated coverage on CEVA Inc. (NASDAQ:CEVA) with a Buy rating and a $30 price target, seeing a 30.7% upside. The firm believes CEVA is well-positioned to leverage its wireless connectivity IP for power-efficient on-device sensing and inference applications, supported by strong gross profit margins. While acknowledging near-term challenges like mobile handset demand and automotive industry difficulties, Stifel views CEVA's recent strategic deals and strong financial health as positive indicators for its longer-term engagement in the edge-AI market.
432,044 Shares in Ceva, Inc. $CEVA Acquired by Penserra Capital Management LLC
Penserra Capital Management LLC acquired 432,044 shares of Ceva, Inc. (NASDAQ:CEVA) in the third quarter, a stake valued at approximately $11.41 million, bringing institutional ownership to 85.37%. Ceva reported a slight EPS beat and 4.3% revenue growth year-over-year, despite remaining unprofitable. Analysts maintain a "Moderate Buy" rating with an average price target of $34.
Understanding the Setup: (CEVA) and Scalable Risk
This article provides a detailed analysis of Ceva Inc. (NASDAQ: CEVA), highlighting weak sentiment across all horizons and suggesting a short bias setup. It offers three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal analysis, identifying support and resistance levels for near-term, mid-term, and long-term horizons, and emphasizes a high risk-reward ratio for a short position.
CEVA (NASDAQ:CEVA shareholders incur further losses as stock declines 9.2% this week, taking five-year losses to 65%
CEVA (NASDAQ:CEVA) shareholders have experienced significant losses, with the stock declining 9.2% this week and 65% over the last five years, including a 35% drop in the past year. The company has not been profitable recently and has seen its revenue shrink by 1.4% annually over the last five years, making investor enthusiasm unlikely. Analysts suggest focusing on fundamental metrics rather than buying into declining stocks without visible improvements.
CEVA, Inc. (NASDAQ:CEVA): Is Breakeven Near?
CEVA, Inc. (NASDAQ:CEVA) is projected to reach breakeven just over a year from now, specifically in 2027, according to analysts. The company, which provides silicon and software IP solutions, has seen its losses widen but operates with no debt on its balance sheet, reducing investment risk. Analysts anticipate CEVA will generate positive profits of US$5.4 million in 2027 after incurring a final loss in 2026, requiring an optimistic average annual growth rate of 94%.
CEVA, Inc. (NASDAQ:CEVA): Is Breakeven Near?
CEVA, Inc., a silicon and software IP solutions provider, is projected by analysts to reach breakeven in 2027, after incurring a US$11m loss in the last twelve months. This optimistic forecast requires an ambitious annual growth rate of 94%. Notably, CEVA operates without debt, reducing financial risk.
Ceva, Inc. (NASDAQ:CEVA) Receives Consensus Rating of "Moderate Buy" from Brokerages
Ceva, Inc. (NASDAQ:CEVA) has received a consensus rating of "Moderate Buy" from five brokerages, with an average 12-month target price of $34.00. Institutional investors hold a significant 85.37% of the stock, with several increasing their positions despite the stock trading below its 200-day moving average. While Ceva recently beat quarterly EPS and revenue expectations, the company remains unprofitable with analysts forecasting a negative EPS for the current fiscal year.
Ceva’s CES: Three wins that map the edge-AI stack from wake word to zonal control
Ceva highlighted three key wins at CES, demonstrating its edge-AI IP as essential building blocks for latency-sensitive and power-efficient applications, particularly in automotive and consumer electronics. The company's SensPro AI DSP is being integrated into NXP's real-time processors and BOS Semiconductors' ADAS SoC for sophisticated sensor pre-processing and in-car control. Additionally, Ceva expanded its NeuPro-Nano ecosystem by integrating Sensory's TrulyHandsfree wake word technology, enhancing always-on voice activation for ultra-low-power devices.
The Technical Signals Behind (CEVA) That Institutions Follow
This article analyzes Ceva Inc. (NASDAQ: CEVA) using AI models, identifying a near-term weak sentiment within a broader long-term weak bias, but with mid-term strength. It outlines three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, showing specific support and resistance levels. The analysis highlights an exceptional risk-reward setup targeting a 22.8% gain with minimal risk.
Migdal Insurance & Financial Holdings Ltd. Has $7.28 Million Stock Position in Ceva, Inc. $CEVA
Migdal Insurance & Financial Holdings Ltd. reduced its stake in Ceva, Inc. by 16.7% in the third quarter, now holding 275,595 shares valued at $7.28 million. Despite beating Q3 earnings estimates with $0.11 EPS and $28.38 million in revenue, Ceva remains unprofitable with a negative net margin. Analysts have a "Moderate Buy" consensus rating with an average price target of $34.00 for the semiconductor company.
Ceva Powers BOS Semiconductors’ Next-Gen ADAS Platforms
BOS Semiconductors has licensed Ceva's SensPro AI DSP architecture for its Eagle-A standalone ADAS SoC, designed for advanced driver assistance and autonomous driving systems. The SensPro AI DSP optimizes LiDAR and radar pre-processing, reducing latency and enhancing real-time perception for safety-critical intelligence. This collaboration leverages BOS's chiplet strategy for scalability and Ceva’s AI and sensing capabilities, aiming to deliver next-generation ADAS solutions.
NXP Taps CEVA to Power Next-Gen Control Modules for SDVs
NXP Semiconductors has integrated Ceva's AI DSP into its S32Z2 and S32E2 processors to enable next-generation real-time domain and zonal control modules in software-defined vehicles (SDVs). This collaboration addresses the rapidly growing SDV market, projected to exceed $1.2 trillion by 2030, by providing the necessary compute efficiency, AI inference, and safety-critical control for advanced automotive applications. The integration leverages Ceva's SensPro AI DSP technology for real-time decision-making and intelligent perception, supporting features like predictive maintenance and driver monitoring.
Ceva, Inc. Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
Ceva, Inc. (NASDAQ: CEVA) announced that it will release its financial results for the fourth quarter and full year 2025 on February 17, 2026, before the NASDAQ market opens. Following the release, Ceva management will host a conference call at 8:30 a.m. Eastern Time to discuss the company's operating performance. Details for U.S. and international participants, as well as webcast and replay options, were provided.
Ceva, Inc. Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
Ceva, Inc. announced its schedule for the fourth quarter and full year 2025 earnings release and conference call. The results will be released on February 17, 2026, before the NASDAQ market opens, followed by a conference call at 8:30 a.m. Eastern Time. The call will be accessible via dial-in numbers and a live webcast, with a replay available afterward.
Ceva Powers BOS Semiconductors’ Next-Gen ADAS Platforms
BOS Semiconductors has licensed Ceva's SensPro AI DSP architecture for its new Eagle-A standalone ADAS System-on-Chip (SoC). The Eagle-A SoC is designed for advanced driver assistance and autonomous driving systems, integrating high-end NPU, CPU, and GPU along with sensing interfaces for camera, LiDAR, and radar fusion. Ceva's SensPro AI DSP will optimize LiDAR and radar pre-processing to reduce latency and enable efficient handling of raw sensor data in these automotive applications.
Precision Trading with Ceva Inc. (CEVA) Risk Zones
This article from Stock Traders Daily discusses precision trading strategies for Ceva Inc. (CEVA), highlighting a mixed sentiment and a mid-channel oscillation pattern. It presents an exceptional 85.8:1 risk-reward setup targeting a 24.1% gain with minimal risk and outlines three institutional trading strategies tailored to different risk profiles: Position Trading, Momentum Breakout, and Risk Hedging. The analysis also includes multi-timeframe signal analysis, providing support and resistance levels for near, mid, and long-term horizons, advising readers to access real-time signals for positioning and risk parameters.
NXP Taps CEVA to Power Next-Gen Control Modules for SDVs
NXP Semiconductors has integrated Ceva Inc.'s AI DSP into its S32Z2 and S32E2 processors, designed for real-time domain and zonal control modules in software-defined vehicles (SDVs). This collaboration enables NXP's processors to deliver high performance, deterministic, safety-critical control with AI inference, addressing the rapidly growing software-defined vehicle market. The integration leverages Ceva’s SensPro AI DSP technology for intelligent perception and real-time decision-making in advanced automotive applications.
BOS Semiconductors Selects Ceva's AI DSP for Next-Generation ADAS Platforms
BOS Semiconductors has licensed Ceva's SensPro™ AI DSP architecture for its new Eagle-A standalone ADAS System-on-Chip (SoC). This collaboration aims to enhance real-time sensor processing and accelerate LiDAR and radar sensing workloads for advanced driver assistance and autonomous driving systems. Ceva's SensPro AI DSP is optimized for efficient handling of raw sensor data and reducing latency, reinforcing BOS Semiconductors' competitive edge in automotive AI.
Ceva’s AI DSP powers NXP processors for software-defined vehicles By Investing.com
Ceva, Inc. announced that NXP Semiconductors has integrated Ceva's AI digital signal processor (DSP) technology into its S32Z2 and S32E2 real-time processors for software-defined vehicles. This integration will enable predictive analytics and intelligent control, supporting a market projected to grow significantly by 2030. Ceva's SensPro AI DSP aims to facilitate real-time decision-making and perception functions within next-generation automotive control modules, as revealed at CES 2026.
BOS Semiconductors selects Ceva’s AI DSP for ADAS platforms By Investing.com
BOS Semiconductors has chosen Ceva Inc.'s SensPro AI DSP architecture for its Eagle-A standalone ADAS System-on-Chip (SoC), aimed at enhancing advanced driver assistance and autonomous driving systems. This collaboration leverages Ceva's expertise in AI DSP to handle LiDAR and radar pre-processing, reducing latency in perception pipelines. Ceva, while not currently profitable, is projected by analysts to return to profitability this year and has recently announced other strategic partnerships in the automotive sector.
BOS Semiconductors Selects Ceva's AI DSP for Next-Generation ADAS Platforms
BOS Semiconductors has licensed Ceva's SensPro™ AI DSP architecture for its new Eagle-A autonomous driving System-on-Chip (SoC). This collaboration integrates Ceva’s specialized AI DSP to accelerate LiDAR and radar processing, crucial for real-time perception and sensor fusion in advanced driver assistance systems (ADAS). The Eagle-A SoC, designed for advanced ADAS and autonomous driving, combines NPU, CPU, and GPU with dedicated sensing interfaces, leveraging Ceva's technology to enhance efficiency and reduce latency.
BOS Semiconductors Selects Ceva's AI DSP for Next-Generation ADAS Platforms – Company Announcement
BOS Semiconductors has chosen Ceva's SensPro AI DSP architecture for its new Eagle-A ADAS System-on-Chip (SoC), designed for advanced driver assistance and autonomous driving systems. The Eagle-A SoC will leverage SensPro to accelerate LiDAR and radar sensing, enabling real-time perception and efficient sensor fusion. This collaboration aims to provide scalable and high-performance solutions for automotive AI and intelligent mobility.
Ceva Delivers Real-Time AI Acceleration on NXP's Processors for Software-Defined Vehicles
Ceva has integrated its AI DSP into NXP's S32Z2 and S32E2 processors to enable real-time AI acceleration for software-defined vehicles. This collaboration aims to meet the growing demand for predictive analytics, energy management, and intelligent control in the evolving automotive market. The integration supports applications like extended battery lifespan prediction, predictive maintenance, and in-cabin voice control, enhancing safety and intelligence in next-generation vehicles.
Ceva Enhances NeuPro-Nano NPU Ecosystem with Addition of Sensory's TrulyHandsfree Voice Activation
Ceva and Sensory Inc. have partnered to integrate Sensory's TrulyHandsfree™ voice activation technology into Ceva's NeuPro-Nano NPU ecosystem. This collaboration enables the development of ultra-low power, always-on AI-driven, voice-first user experiences for edge AI devices. The on-device processing ensures privacy and performance for battery-constrained consumer devices like earbuds, smartwatches, and home appliances.
Ceva, Inc. (NASDAQ:CEVA) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Ceva, Inc. (NASDAQ:CEVA) has received a consensus "Moderate Buy" rating from five brokerages, with an average 12-month price target of $34.00, ranging from $28 to $40. Despite beating quarterly revenue and EPS estimates, the company remains unprofitable with negative net margin and P/E. Institutional investors hold a significant 85.37% of the stock.
Ceva Enhances NeuPro-Nano NPU Ecosystem with Addition of Sensory's TrulyHandsfree Voice Activation
Ceva has expanded its NeuPro-Nano NPU ecosystem by integrating Sensory's TrulyHandsfree voice activation technology, addressing the growing demand for AI-driven, voice-first user experiences in ultra-low power devices. This collaboration enables seamless, on-device keyword spotting for battery-constrained consumer devices while ensuring privacy and faster time-to-market. The partnership aims to accelerate voice-enabled innovation at the edge for applications like TWS earbuds, smartwatches, and smart home devices.
CEVA: An Affordable AI Play Seeing Growing Analyst Optimism
CEVA, Inc. (NASDAQ:CEVA) is highlighted as an affordable AI stock with growing analyst optimism, exemplified by a "Buy" rating from Loop with a $28 price target. The company reported strong Q3 2025 revenues, with AI processor licensing contributing significantly. Analysts maintain a consensus "Buy" rating on CEVA, predicting a substantial upside potential.
CEVA: An affordable AI play seeing growing analyst optimism
This article analyzes CEVA as an appealing investment in artificial intelligence, citing its affordability and increasing analyst optimism. The company's valuation metrics and projected earnings growth are highlighted as key attractiveness factors for investors.
Discipline and Rules-Based Execution in CEVA Response
This article provides an analysis of Ceva Inc. (NASDAQ: CEVA), highlighting weak near-term sentiment that may lead to a resumption of long-term weakness. It outlines three distinct AI-generated trading strategies tailored to different risk profiles, along with multi-timeframe signal analysis indicating support and resistance levels. The report also points out an exceptional risk-reward short setup for the stock.
Squarepoint Ops LLC Increases Stake in Ceva, Inc. $CEVA
Squarepoint Ops LLC significantly increased its holdings in Ceva, Inc. (NASDAQ:CEVA) by 835.6% during the second quarter, now owning 86,150 shares valued at approximately $1.894 million. Other major institutional investors like Vanguard and Senvest also raised their stakes in the semiconductor company. Ceva, currently trading around $20.64 with a "Moderate Buy" consensus rating and an average price target of $34.20, recently surpassed its quarterly EPS and revenue estimates.
Further weakness as CEVA (NASDAQ:CEVA) drops 13% this week, taking five-year losses to 50%
CEVA, Inc. (NASDAQ:CEVA) has experienced further stock price weakness, dropping 13% this week and accumulating a 50% loss over the last five years. The company is not currently profitable, and its trailing twelve-month revenue has decreased by 1.4% annually over the last five years, contributing to shareholder disappointment. Investors are advised to look for signs of a turnaround given the lack of profit or revenue growth.
