Semiconductors

CEVA

TD Cowen analyst maintains CEVA buy rating and raises target price to $45

CEVA released FY2026 Q1 earnings on May 11 Pre-Market (EST), actual revenue USD 27.02 M (forecast USD 26.12 M), actual EPS USD -0.1611 (forecast USD -0.1823)

CEVA to Release FY2026 Q1 Earnings on May 11 Pre-Market EST, Forecast Revenue USD 26.14 M, EPS USD -0.1823

CEVA Logistics Launches Sea Freight Service for Used Lithium-ion Batteries

CEVA released FY2025 annual earnings on February 17 Pre-Market (EST), actual revenue USD 109.6 M (forecast USD 109.31 M), actual EPS USD -0.44 (forecast USD -0.4025)

CEVA released FY2025 Q4 earnings on February 17 Pre-Market (EST), actual revenue USD 31.29 M (forecast USD 31.03 M), actual EPS USD -0.0449 (forecast USD -0.01)

CEVA to Release FY2025 Q4 Earnings on February 17, Pre-Market EST; Forecast Revenue USD 31.03M, EPS USD -0.0066

Ceva and Sensory Collaborate to Integrate Voice Activation Technology

Barclays Upgrades CEVA's Target Price to $35

CEVA released FY2025 Q3 earnings on November 10 Pre-Market (EST), actual revenue USD 28.38 M (forecast USD 28.04 M), actual EPS USD -0.1047 (forecast USD -0.0966)

CEVA released FY2025 9 Months Earnings on November 10 Pre-Market EST, with actual revenue of USD 78.31 M and EPS of USD -0.3997

CEVA to Release FY2025 Q3 Earnings on November 10 Pre-Market EST, Forecast Revenue USD 28.04 M, EPS USD -0.0966

CEVA released FY2025 Semi-Annual earnings on August 11 Pre-Market (EST), actual revenue USD 49.92 M, actual EPS USD -0.3

CEVA released FY2025 Q2 earnings on August 11 Pre-Market EST, actual revenue USD 25.68 M (forecast USD 25.33 M), actual EPS USD -0.1549 (forecast USD -0.1066)

CEVA and ALI CORPORATION Announce Strategic Partnership

CEVA to Release FY2025 Q2 Earnings Pre-Market on August 11, 2025 (EST), Forecast Revenue USD 25.33 M, EPS USD -0.1066

CEVA Reports Q2 2025 Earnings

Ceva and Nothing Partner to Integrate Spatial Audio Technology

Elliptic Labs and CEVA Partner to Optimize AI Virtual Smart Sensor Platform

Jane Street Reduced Holdings in CEVA in Q4

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CEVA, Inc. reported a revenue increase to $27.02 million in Q1 2026, despite a widening net loss of $4.46 million. The company secured a significant Bluetooth High Data Throughput platform win with a U.S. semiconductor customer and partnered with Lenovo for spatial audio software. While revenue growth is promising, ongoing high R&D costs pose risks. Analysts project CEVA could reach $147.6 million in revenue by 2028, but concerns about profitability and rising expenses remain. The stock is currently viewed as potentially overvalued, with a fair value estimate of $33.50, indicating a 12% downside from its current price.

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Why CEVA (CEVA) Is Up 10.1% After New Bluetooth Win And Lenovo Spatial Audio Deal

Ceva, Inc. (NASDAQ:CEVA) reached a new 52-week high after Rosenblatt Securities raised its price target from $40 to $45, maintaining a buy rating. The stock traded at $39.94, closing at $37.08. Other firms, including UBS and TD Cowen, also increased their target prices, reflecting positive sentiment. Ceva's Q1 2026 results exceeded expectations, with revenue of $27.02 million and EPS of $0.04. Institutional investors hold 85.37% of the stock, indicating strong confidence in the company's growth prospects.

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Ceva (NASDAQ:CEVA) Hits New 1-Year High Following Analyst Upgrade

Ceva, Inc. (NASDAQ:CEVA) shares rose 6.1% following a better-than-expected earnings report, with Q1 EPS at $0.04, surpassing estimates of $0.02. Revenue reached $27.02 million, exceeding expectations. Analysts have reacted positively, with TD Cowen raising its price target from $24 to $45, citing strong AI licensing momentum. Despite the earnings beat, some investors are taking profits, leading to a slight reversal in stock price. Institutional investors hold 85.37% of Ceva's stock, reflecting strong interest in the company.

Ceva (NASDAQ:CEVA) Trading 6.1% Higher  Following Better-Than-Expected Earnings

Analyst Joshua Buchalter of TD Cowen has maintained a Buy rating on CEVA, raising the price target from $24 to $45. This decision is based on CEVA's strong licensing performance, particularly in AI and automotive sectors, which has driven revenue and earnings above expectations. The company has seen double-digit growth and a favorable mix of system-level deals. Buchalter highlights AI momentum and automotive design wins as significant long-term value drivers. Roth MKM also supports this outlook with a Buy rating and a $45 price target.

- TD Cowen analyst Joshua Buchalter maintains a buy rating on CEVA and raises the target price to $45.00.  
- He cites strong performance in early 2026 and improved prospects, including double-digit growth and a robust system-level deal portfolio in connectivity and AI.  
- Additionally, Roth MKM also retains a buy rating with a target price of $45.00, reflecting confidence in CEVA's long-term value driven by AI momentum and successful automotive designs.

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Buchalter Doubles Down on CEVA: Strong AI Licensing Momentum, Automotive Wins Drive Buy Rating and Price Target Hike from $24 to $45

CEVA, Inc. (NASDAQ:CEVA) shares initially rose but later fell 4.14% to $35.44 after reporting Q1 results. The company achieved adjusted earnings per share of 4 cents, surpassing estimates of 2 cents, and revenue of $27.02 million, exceeding the $26.12 million forecast. Licensing revenues reached $17.8 million, an 18% year-over-year increase, while AI contributed over 20% to licensing revenues. Despite a strong performance, CEVA's stock has seen a pullback after a significant rise of about 90.7% over the past month.

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Ce reported Q1 2026 revenues of $27.0 million, an 11% increase year-over-year, driven by an 18% rise in licensing revenues. The company had a GAAP net loss of $4.5 million but a non-GAAP net income of $1.1 million, with non-GAAP EPS at $0.04. Highlights include 14 new IP licensing agreements, a major Bluetooth HDT license, and advancements in AI and 5G technologies. AI contributed over 20% to licensing revenues this quarter.

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Ce reports Q1 2026 revenues $27.0M, licensing up 18%, non-GAAP EPS $0.04

Earnings Watch

CEVA | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 27.02 M

CEVA(CEVA.US)