, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, will announce results for the second quarter 2026 on August 10, 2026 before the NASDAQ market opens.
Following the release, Ceva management will conduct a conference call at 8:30 a.m. Eastern Time to discuss the operating performance for the quarter.
The conference call will be available via the following dial in numbers:
U.S. Participants: Dial 1-844-435-0316 (Access Code: Ceva) International Participants: Dial +1-412-317-6365 (Access Code: Ceva) The conference call will also be available live via webcast at the following link: https://app.webinar.net/P3eXEg0zQLb. https://app.webinar.net/ePpLk12BRaDhttps://app.webinar.net/GvAklQElMmjPlease go to the web site at least fifteen minutes prior to the call to register.
For those who cannot access the live broadcast, a replay will be available by dialing +1 855-669-9658 or +1 412-317-0088 (access code: 9794488) from one hour after the end of the call until 9:00 a.m. (Eastern Time) on August 17, 2026. The replay will also be available at Ceva's web site at www.ceva-ip.com.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 21 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
NeuPro-M chosen as NPU IP foundation for custom AI silicon program, enabling OS-to-silicon optimization for next-generation intelligent computing devices
, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced a landmark AI licensing deal with a major U.S. software and AI platform company for a custom AI silicon program targeting next-generation intelligent computing devices. The agreement extends Ceva's customer base beyond traditional semiconductor companies and device OEMs to include software platform companies that are increasingly designing custom silicon to optimize performance, power and area (PPA) and the overall user experience.
Ceva's NeuPro-M neural processing unit (NPU) has been licensed by a major U.S. software and AI platform company for a custom AI silicon program. NeuPro-M provides scalable AI acceleration for advanced on-device inference, enabling power-efficient execution of generative AI, multimodal AI and other AI workloads in next-generation intelligent computing devices. "The decision by one of the industry's leading software and AI platform companies to build custom AI silicon on NeuPro-M reflects a broader shift toward AI-first computing architectures," said Amir Panush, Chief Executive Officer of Ceva. "Intelligent devices are increasingly expected to sense, reason and act locally, driving demand for AI acceleration that delivers high performance within strict power and thermal constraints. As AI workloads become increasingly distributed across cloud and edge devices, platform companies are optimizing the entire stack, from silicon and software frameworks to operating system integration and user experience. We view this as one of the most strategically significant AI licensing agreements in Ceva's history, reflecting the growing role of AI acceleration in shaping the future of computing."
Leading technology platform companies increasingly recognize that custom AI silicon is essential to optimize performance, power efficiency and full-stack control at scale. For companies that own both the operating system and the hardware platform, co-designing silicon and software creates a decisive advantage: tighter OS-to-silicon optimization enables greater performance and power efficiency that off-the-shelf processors cannot deliver, particularly in portable edge computing devices where thermal and battery constraints are unforgiving. Just as CPUs defined general-purpose computing and GPUs accelerated graphics and parallel workloads, AI acceleration is emerging as a third foundational layer of the computing stack, driving a new generation of custom inference silicon and positioning NPUs as a core architectural element of future intelligent computing platforms.
The customer selected NeuPro-M to provide scalable, power-efficient AI acceleration for advanced on-device inference workloads. The architecture enables efficient execution of generative AI, multimodal AI, emerging agentic AI workloads and other machine learning applications while operating within the power, area and thermal constraints of intelligent edge computing devices. NeuPro-M enables customers to integrate advanced AI capabilities directly into custom silicon architectures, providing the flexibility to co-optimize performance, power efficiency and user experience across the full hardware and software stack. As part of the program, Ceva collaborated closely with the customer to implement advanced neural network optimizations tailored to its target AI workloads, further improving inference efficiency and performance.
About NeuPro
Ceva's NeuPro family of AI NPUs delivers scalable AI acceleration from ultra-low-power embedded devices to advanced intelligent computing platforms. Together with Ceva's industry-leading wireless connectivity, sensing and AI technologies, NeuPro forms a core pillar of the company's Physical AI strategy, enabling devices that Connect, Sense and Infer. Today, more than 2 billion devices incorporating Ceva technologies ship annually across consumer electronics, automotive, industrial IoT and mobile markets, with NeuPro licensing momentum continuing to expand across consumer, industrial, automotive, infrastructure and computing applications.
NeuPro-M IP is available for licensing. For more information, visit https://www.ceva-ip.com/product/ceva-neupro-m/.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 21 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
On June 30, 2026, CEVA Inc (CEVA) shares rose 9.6% today, bringing the current price to $47.21. Over the past week, the stock has increased by 3.7%, and in the
Recognition reflects Panush's leadership in anticipating the shift to hybrid AI inference and aligning Ceva's Connect, Sense and Infer portfolio to enable intelligent processing at the edge
, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced that its Chief Executive Officer, Amir Panush, has been named "Artificial Intelligence Company CEO of the Year" in the 9th annual AI Breakthrough Awards program, which recognizes the world's most innovative companies, technologies and leaders in the artificial intelligence market.
Amir Panush, Chief Executive Officer of Ceva, named "Artificial Intelligence Company CEO of the Year" in the 2026 AI Breakthrough Awards program, recognizing his leadership in enabling Physical AI at the intelligent edge Panush was recognized for his leadership in identifying and acting on a fundamental shift in how AI inference is deployed. Rather than a simple migration from cloud to edge, the industry is moving toward a hybrid model in which AI processing is distributed across cloud and local devices, with the right model running in the right place at the right time. He made the strategic call to align Ceva's connectivity, sensing and inference technologies into a cohesive portfolio built to enable the local half of that equation, equipping edge devices to handle inference on-device where power, latency, cost and privacy requirements make cloud processing impractical.
"This award reflects the dedication of the entire Ceva team and the trust our customers place in us as their IP partner," said Amir Panush, Chief Executive Officer of Ceva. "AI inference is increasingly a distributed challenge. The cloud will always play a role, but billions of connected devices need to sense, reason and act locally. We built our portfolio to address exactly that need, and the market is now moving squarely in that direction."
Central to that strategy is Ceva's AI Fabric portfolio, an integrated set of silicon and software IP spanning connectivity, sensing and inference that provides the essential building blocks for accelerating the development of Physical AI systems. Through its Connect, Sense and Infer technology pillars, Ceva's IP enables devices to communicate, perceive their environment and perform intelligent local processing as part of a broader hybrid AI architecture.
The strategy is translating into tangible market momentum. Ceva has secured more than a dozen NeuPro NPU IP licensing wins spanning consumer IoT, industrial, automotive, infrastructure and PC applications, with customers actively designing Ceva's edge AI processors into the next generation of AI-enabled products. This emerging pipeline sits alongside Ceva's established scale: today, more than 2 billion devices incorporating Ceva technologies ship annually across consumer electronics, automotive, industrial IoT and mobile markets.
"Amir has demonstrated exceptional leadership in positioning Ceva at the forefront of the edge AI revolution," said Steve Johansson, Managing Director, AI Breakthrough. "By anticipating where AI inference was heading and building the portfolio to support it, he has helped enable a new generation of intelligent devices that can understand and interact with the world around them."
About AI Breakthrough
Part of Tech Breakthrough, a leading market intelligence and recognition platform for global technology innovation and leadership, the AI Breakthrough Awards program is devoted to honoring excellence in Artificial Intelligence technologies, services, companies and products. The AI Breakthrough Awards provide public recognition for the achievements of AI companies and products in categories including Agentic AI, Machine Learning, Generative AI, Robotics, AI Hardware, Computer Vision and more. For more information visit AIBreakthroughAwards.com.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 21 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra‑low‑power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
Ceva (CEVA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
RealSpace™ Elevate, a licensable Windows APO, enables OEMs to create differentiated, branded spatial audio experiences while reducing development cost and complexity
, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced RealSpace™ Elevate for Windows, a Microsoft-certified, licensable Windows Audio Processing Object (APO) that enables gaming headset and PC OEMs to deliver fully customizable spatial audio experiences for gaming and entertainment content. RealSpace Elevate expands Ceva's Sense portfolio of audio and sensing technologies, enabling OEMs to deliver richer user experiences across consumer devices.
Ceva RealSpace Elevate delivers Microsoft-Certified spatial audio for PC gaming headsets, enabling OEMs to differentiate with premium 3D sound experiences. As spatial audio becomes a standard feature in PC gaming, OEMs are facing increasing challenges balancing performance, differentiation, cost, and integration complexity. Existing approaches, ranging from built-in OS or game engine solutions to third-party branded applications, often limit customization, increase cost, or result in fragmented user experiences not optimized for individual OEM headset product lines.
Delivered as a production-ready Windows APO, RealSpace Elevate addresses these challenges by providing an optimal balance between ease of deployment and OEM control. Unlike OS-level solutions that offer limited differentiation or branded third-party applications that restrict customization and increase end-user cost, RealSpace Elevate enables OEMs to fully control the user experience, create custom-tuned audio experiences, and integrate spatial audio as a core part of their gaming headset offering.
"Immersive spatial audio has become the primary battleground for differentiation in gaming headsets, but the cost and complexity of developing a proprietary software stack from scratch remains a major bottleneck for OEMs," said Neil Shah, VP Research & Co-Founder of Counterpoint Research. "Ceva's RealSpace Elevate, a Microsoft-certified, production-ready APO, gives OEMs full control over tuning, branding and user experience while accelerating time-to-market and unlocking the next tier of differentiation."
Built on Ceva's proven RealSpace spatial audio technology, the solution delivers precise sound localization and natural externalization, enabling gamers to accurately perceive the direction and distance of in-game sounds for a more engaging and competitive experience. The technology has been optimized specifically for gaming headset use cases, combining rich entertainment audio with competitive gameplay enhancements.
"Spatial audio is rapidly becoming a baseline expectation for premium gaming headsets," said Chad Lucien, Vice President and General Manager of the Sensor and Audio Business Unit at Ceva. "With RealSpace Elevate, we give OEMs the ability to deliver differentiated, branded audio experiences through a Microsoft-certified Windows APO solution that significantly reduces development cost, complexity, and time-to-market."
The introduction of RealSpace Elevate expands Ceva's software licensing opportunities in the growing gaming headset and PC audio market, enabling OEMs to bring differentiated spatial audio experiences to market more efficiently.
Designed for Gaming Headset Differentiation
RealSpace Elevate is purpose-built to give OEMs full control over performance and product identity, including:
7.1 multi-channel spatial rendering with pin-point accuracy and natural sound externalization Gaming-focused enhancements, including controls to highlight critical in-game sounds such as footsteps and gunshots Full control of user interface, branding, and overall user experience with a Ceva-provided reference application Customizable audio tuning and gaming-specific audio presets for competitive and casual gameplay, as well as entertainment content such as music, movies, and podcasts Integrated Windows APO architecture enabling seamless spatial audio deployment on Windows PCs Availability
The RealSpace Elevate Windows APO solution is available now. For more information, visit: https://www.ceva-ip.com/product/ceva-realspace/
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 21 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
Ceva (CEVA - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
As such, the Zacks rating upgrade for Ceva is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Ceva imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for CevaFor the fiscal year ending December 2026, this chip designer is expected to earn $0.53 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for Ceva. Over the past three months, the Zacks Consensus Estimate for the company has increased 15.9%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Ceva to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Ultra-efficient NPU IP recognized for advancing edge AI in resource-constrained devices
, /PRNewswire/ -- Embedded World -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced that its Ceva-NeuPro-Nano neural processing unit NPU IP has won the Artificial Intelligence category of the 2026 embedded award at the embedded world Exhibition & Conference in Nuremberg, Germany.
NeuPro-Nano, part of Ceva’s scalable NeuPro family of neural processing units (NPUs), won the Artificial Intelligence Award at embedded world 2026, recognizing its ultra-efficient AI acceleration for resource-constrained edge devices and enabling advanced on-device intelligence for next-generation smart edge applications. The embedded award honors the most innovative products in the embedded systems industry and is judged by an independent panel of industry and academic experts. Ceva-NeuPro-Nano was recognized for delivering powerful AI inference capabilities with exceptional energy efficiency and minimal silicon footprint, enabling advanced AI workloads directly on highly resource-constrained edge devices.
"Winning the Artificial Intelligence award at embedded world is a strong validation of our vision for scalable, energy-efficient edge AI," said Yaron Galitzky, Executive Vice President, AI Division at Ceva. "NeuPro-Nano enables a new generation of devices that can perceive, understand and act on real-world data locally, bringing practical Physical AI capabilities to power- and cost-constrained edge products."
Ceva-NeuPro-Nano is designed to bring efficient AI inference to cost- and power-constrained edge devices such as smart sensors, wearables, consumer electronics, industrial IoT systems and smart home products. Its compact architecture supports modern neural networks used for computer vision, audio and speech processing, sensor fusion and contextual awareness, enabling devices to intelligently process data from their surroundings while maintaining minimal silicon footprint and ultra-low power consumption.
NeuPro-Nano is part of Ceva's scalable NeuPro family of NPUs, which delivers efficient neural network acceleration across a wide range of edge AI workloads. Ceva's scalable NPU family supports AI inference processing capabilities ranging from tens of GOPS (Giga Operations Per Second) to hundreds of TOPS (Tera Operations Per Second), enabling efficient AI from ultra-low-power edge devices to high-performance AI systems. The NeuPro family is gaining strong market traction, with 10 customers licensing NeuPro technologies in 2025 across consumer IoT, industrial, automotive, infrastructure and PC applications, reflecting the growing demand for efficient on-device AI processing.
The embedded award is presented annually at the embedded world Exhibition & Conference and recognizes outstanding innovation across the embedded systems ecosystem, highlighting technologies that enable the next generation of intelligent connected devices.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 20 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
Impinj (NASDAQ:PI – Get Free Report) and Ceva (NASDAQ:CEVA – Get Free Report) are both computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their valuation, profitability, institutional ownership, risk, earnings, dividends and analyst recommendations.
Analyst Ratings This is a breakdown of recent recommendations and price targets for Impinj and Ceva, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Impinj 2 2 5 0 2.33 Ceva 1 0 7 0 2.75 Impinj currently has a consensus price target of $167.63, suggesting a potential upside of 64.71%. Ceva has a consensus price target of $30.29, suggesting a potential upside of 54.28%. Given Impinj’s higher probable upside, equities analysts clearly believe Impinj is more favorable than Ceva.
Profitability This table compares Impinj and Ceva’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Impinj -3.00% 8.49% 3.11% Ceva -9.71% -3.15% -2.75% Insider & Institutional Ownership 85.4% of Ceva shares are owned by institutional investors. 12.4% of Impinj shares are owned by insiders. Comparatively, 2.4% of Ceva shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Earnings & Valuation This table compares Impinj and Ceva”s revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Impinj $361.08 million 8.52 -$10.85 million ($0.39) -260.95 Ceva $109.60 million 4.97 -$10.64 million ($0.43) -45.65 Ceva has lower revenue, but higher earnings than Impinj. Impinj is trading at a lower price-to-earnings ratio than Ceva, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility Impinj has a beta of 1.67, indicating that its stock price is 67% more volatile than the S&P 500. Comparatively, Ceva has a beta of 1.53, indicating that its stock price is 53% more volatile than the S&P 500.
Summary Impinj beats Ceva on 9 of the 14 factors compared between the two stocks.
About Impinj (Get Free Report)
Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company’s platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that consists of reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enable its partners to solve enterprise business problems, such as retail self-checkout and loss prevention. The company primarily serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, value-added resellers, independent software vendors, and other solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.
About Ceva (Get Free Report)
CEVA, Inc. provides silicon and software IP solutions to semiconductor and original equipment manufacturer (OEM) companies worldwide. Its 5G mobile and infrastructure products include Ceva-XC vector digital signal processors (DSPs) for 5G handsets, 5G RAN, and general-purpose baseband processing; PentaG-RAN, an open ran platform for base station and radio; and PentaG2 – 5G NR modem platform for UE, as well as for non-handset 5G vertical markets, such as fixed wireless access, industry 4.0, robotics, and AR/VR devices. The company’s wireless IoT products comprise RivieraWaves’ Bluetooth 5dual mode and low energy platforms, RivieraWaves’ Wi-Fi platforms, ultra-wide band platforms, and Cellular IoT and RedCap platforms, as well as sense and inference processors and platforms consist of NeuPro-M neural processing unit (NPU) family; SensPro2 sensor hub AI platforms addressing imaging, vision, powertrain, and applications, including DSP processors, AI accelerators, and a software portfolio; and Ceva-BX1 and Ceva-BX2 audio AI DSPs. Its sensing and audio software comprise RealSpace spatial audio software package; WhisPro speech recognition; ClearVox, a voice front-end software package for voice-enabled devices; and CDNN, a neural network graph compiler that enables AI developers to automatically compile, optimize, and run pre-trained networks onto embedded devices. The company’s application software IP are licensed primarily to OEMs who embed it in their system on chip designs. It delivers AI DSPs and NPUs in the form of a hardware description language definition; and offers development platforms, software development kits, and software debug tools, which facilitate system design, debug, and software development. The company licenses its technology through a direct sales force. CEVA, Inc. was formerly known as ParthusCeva, Inc. and changed its name to CEVA, Inc. in December 2003. The company was incorporated in 1999 and is headquartered in Rockville, Maryland.
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Shares of Ceva, Inc. (NASDAQ:CEVA – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the eight analysts that are presently covering the stock, Marketbeat.com reports. One analyst has rated the stock with a sell rating and seven have assigned a buy rating to the company. The average 12 month price target among analysts that have updated their coverage on the stock in the last year is $30.2857.
CEVA has been the subject of several analyst reports. Weiss Ratings restated a “sell (d-)” rating on shares of Ceva in a report on Wednesday. TD Cowen started coverage on Ceva in a report on Friday, March 20th. They issued a “buy” rating and a $22.00 target price for the company. Oppenheimer reiterated an “outperform” rating and issued a $30.00 target price (down from $33.00) on shares of Ceva in a research note on Wednesday, February 18th. Rosenblatt Securities reiterated a “buy” rating and issued a $40.00 target price on shares of Ceva in a research note on Thursday, March 12th. Finally, Stifel Nicolaus started coverage on shares of Ceva in a research note on Tuesday, February 10th. They issued a “buy” rating and a $30.00 target price on the stock.
Get Our Latest Research Report on Ceva
Institutional Inflows and Outflows Hedge funds and other institutional investors have recently bought and sold shares of the company. Hantz Financial Services Inc. grew its stake in Ceva by 77.6% in the 4th quarter. Hantz Financial Services Inc. now owns 1,446 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 632 shares during the last quarter. State of Wyoming acquired a new position in Ceva in the 3rd quarter valued at $39,000. Russell Investments Group Ltd. grew its stake in Ceva by 771.8% in the 3rd quarter. Russell Investments Group Ltd. now owns 2,380 shares of the semiconductor company’s stock valued at $63,000 after buying an additional 2,107 shares during the last quarter. Tower Research Capital LLC TRC grew its stake in Ceva by 422.2% in the 2nd quarter. Tower Research Capital LLC TRC now owns 2,731 shares of the semiconductor company’s stock valued at $60,000 after buying an additional 2,208 shares during the last quarter. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its stake in Ceva by 47.4% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 6,758 shares of the semiconductor company’s stock valued at $145,000 after buying an additional 2,172 shares during the last quarter. 85.37% of the stock is currently owned by institutional investors and hedge funds.
Ceva Stock Up 1.7% Shares of CEVA opened at $20.59 on Friday. The company’s fifty day moving average is $20.13 and its 200-day moving average is $22.74. Ceva has a 12 month low of $17.02 and a 12 month high of $30.88. The firm has a market cap of $571.37 million, a price-to-earnings ratio of -47.88 and a beta of 1.53.
Ceva (NASDAQ:CEVA – Get Free Report) last announced its quarterly earnings results on Tuesday, February 17th. The semiconductor company reported $0.18 EPS for the quarter, hitting the consensus estimate of $0.18. Ceva had a negative net margin of 9.71% and a negative return on equity of 3.15%. The company had revenue of $31.29 million for the quarter, compared to analyst estimates of $31.03 million. During the same quarter in the prior year, the business posted $0.11 EPS. Ceva’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, research analysts predict that Ceva will post -0.12 earnings per share for the current fiscal year.
About Ceva (Get Free Report)
Ceva, Inc (NASDAQ: CEVA) is a leading licensor of signal processing IP cores and platforms that enable intelligent, connected devices. The company designs a broad portfolio of digital signal processing (DSP) and AI processors, software development toolkits and reference frameworks for applications ranging from 5G wireless communications and Bluetooth connectivity to audio, computer vision, sensor fusion and edge AI. Its solutions target a variety of end markets including smartphones, automotive, IoT devices, smart home, industrial automation and wearable electronics.
Founded in 1999 as a spin-off from DSP Group, Ceva has built its reputation on delivering modular, power-efficient IP that can be customized to meet stringent performance, area and power requirements.
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, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, will announce results for the first quarter 2026 on May 11, 2026 before the NASDAQ market opens.
Following the release, Ceva management will conduct a conference call at 8:30 a.m. Eastern Time to discuss the operating performance for the quarter.
The conference call will be available via the following dial in numbers:
U.S. Participants: Dial 1-844-435-0316 (Access Code: Ceva) International Participants: Dial +1-412-317-6365 (Access Code: Ceva) The conference call will also be available live via webcast at the following link: https://app.webinar.net/N8PRLk4oljM. Please go to the web site at least fifteen minutes prior to the call to register.
For those who cannot access the live broadcast, a replay will be available by dialing +1 855-669-9658 or +1 412-317-0088 (access code: 4033535) from one hour after the end of the call until 9:00 a.m. (Eastern Time) on May 18, 2026. The replay will also be available at Ceva's web site at www.ceva-ip.com.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 20 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced that Sven-Christer Nilsson will retire from its Board of Directors and will not seek re-election at the Company's upcoming annual meeting of stockholders on June 2, 2026.
Mr. Nilsson has served as a member of Ceva's Board of Directors since November 2002. He also serves on the Audit Committee, Strategy Committee, and is the Chair of the Nomination and Governance Committee. Following more than two decades of dedicated service, Mr. Nilsson has informed the Board of his decision to retire.
Peter McManamon, Chairman of the Board of Ceva, commented, "On behalf of the entire Board of Directors and management team, I would like to extend our sincere thanks to Sven-Christer for his many years of dedicated service and commitment to Ceva. Over more than 20 years, Sven-Christer has provided invaluable leadership, deep industry insight and thoughtful guidance to the Board and management team. We are truly grateful for his contributions and wish him all the very best in his retirement."
Mr. Nilsson brought decades of leadership experience in the telecommunications industry, including senior executive roles at Ericsson, and has served on the boards of several public companies and institutions in Europe and the US.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 20 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
Ceva (CEVA) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
On April 27, 2026, CEVA Inc CEVA shares fell 6.0% today, closing at $27.14. The stock has experienced notable volatility over the past year, with a 52-week high of $30.88 and a low of $17.02.
GF Value™ verdict: The current price of $27.14 is 16.5% above the GF Value™ estimate of $23.30.GF Score™: CEVA has a GF Score™ of 75/100, indicating it is rated as above average.Most notable signal: In the last three months, insiders have bought $0.2 million worth of shares, showing positive sentiment from those within the company. Is CEVA Overvalued or Undervalued? The current market price of CEVA Inc at $27.14 exceeds the GF Value™ estimate of $23.30 by 16.5%, which categorizes the stock as overvalued according to GuruFocus' proprietary measure of intrinsic value. With CEVA being classified as 'modestly overvalued', this indicates a potential risk for investors, as the stock price may not be sustainable if the underlying business performance does not improve or if market conditions change. The margin of safety appears limited, making it critical for potential investors to assess the risks involved before making any commitments.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current valuation, market participants may want to consider the implications of investing in a stock that is trading above its calculated intrinsic value.
How Does CEVA's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 54.2x 821.5x The current forward P/E ratio of 54.2x is significantly lower than CEVA's 5-year median P/E of 821.5x, indicating that the stock is trading below its historical valuation levels. This analysis aligns with the GF Value™ verdict, suggesting that while the stock may be overvalued relative to its intrinsic value, it is trading at a much more favorable P/E ratio compared to its historical averages.
What Does CEVA's GF Score™ Tell Us? Metric Rating GF Score™ 75/100 Financial Strength 8/10 Profitability 4/10 Growth 6/10 Valuation 6/10 Momentum 5/10 The GF Score™ of 75/100 indicates that CEVA is above average in terms of its overall quality as an investment. The company's Financial Strength rating of 8/10 is its strongest area, suggesting a solid balance sheet and good liquidity. However, the profitability rank of 4/10 is a weakness, indicating that while the company is financially stable, it may be struggling to convert revenues into profits effectively. The Growth and Valuation rankings at 6/10 suggest moderate growth prospects and a fair valuation compared to its peers, while the Momentum rank of 5/10 indicates average price performance over recent periods.
What Are Insiders Doing with CEVA Stock? In the last three months, insiders at CEVA have purchased $0.2 million in shares, with no reported selling activity. This trend of insider buying can be a positive signal, suggesting that those with the most intimate knowledge of the company's operations believe the stock is undervalued or that the company is poised for better performance in the future. The lack of selling during this period further reinforces the notion of confidence from the management team.
What This Means for Investors Based on the current analysis and the GF Value™ estimate, CEVA Inc appears to be overvalued at this time, with a significant premium over its calculated intrinsic value. This situation warrants caution for potential investors looking to enter at these price levels.
For the complete analysis, visit the CEVA Inc CEVA stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is CEVA's GF Score™?
CEVA has a GF Score™ of 75/100, indicating it is rated as above average in terms of quality and investment potential.
Is CEVA overvalued or undervalued?
CEVA is currently overvalued, as its market price of $27.14 exceeds the GF Value™ estimate of $23.30 by 16.5%.
What is CEVA's P/E ratio?
CEVA's forward P/E ratio is 54.2x, which is significantly lower than its 5-year median P/E of 821.5x, indicating a more favorable valuation than its historical levels.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
ThinkPad Headset 8550 (Aura Edition) powered by Ceva RealSpace® delivers low-latency, head-tracked spatial audio to enhance immersion across music, video and gaming, extending usage beyond conference calls
, /PRNewswire/ -- As hybrid work continues to blur the line between productivity and entertainment, Lenovo is betting that better audio, not just better video, can make digital experiences feel more natural across the board. Ceva, Inc. (NASDAQ: CEVA), today announced that Lenovo has selected its RealSpace® spatial audio software for its new ThinkPad Dual-Mode Wireless ANC Foldable Headset 8550 (Aura Edition).
Lenovo ThinkPad Dual-Mode Wireless ANC Foldable Headset 8550 (Aura Edition) powered by Ceva RealSpace® spatial audio software delivers immersive 3D sound with integrated head tracking for PC, multimedia and gaming applications. The 8550 headset is designed to recreate the sensation of being physically present, whether listening to music, watching a movie, or playing a game. Instead of a traditional stereo experience, audio is rendered in a virtual 3D space that remains anchored in place. As users turn their head, sound stays fixed in the environment, just as it would in the real world, creating a more natural and immersive listening experience.
This capability is enabled by Ceva's RealSpace technology, which combines advanced spatial audio rendering with low-latency head tracking in a single optimized solution. The result is a stable and responsive sound field that adapts in real time to user movement, maintaining immersion across a wide range of entertainment content. The spatial audio sound, optimized and tuned by Ceva, is complemented by Sound by Bose which delivers expertly tuned audio for both calls and music.
The impact is especially noticeable across media. Movies gain a more cinematic soundstage, music becomes more immersive, and in games, directional audio cues such as footsteps and environmental effects feel more precise and responsive. By enhancing entertainment experiences, the headset is designed to extend usage beyond traditional work scenarios and encourage all-day use.
"People do not separate their day into 'work audio' and 'entertainment audio.' They expect a great experience everywhere," said Wayne Liang, Product Director, Lenovo. "With Ceva's RealSpace spatial audio and head tracking, we are enabling a more natural and engaging listening experience that encourages users to stay immersed throughout the day."
This approach reflects a broader shift in how audio is used to enhance digital experiences. While spatial audio is increasingly common in premium devices, Lenovo's implementation emphasizes flexibility and everyday usability. The spatial audio processing runs directly on the headset, enabling consistent performance across PCs, tablets, and smartphones without requiring a closed ecosystem.
"A headset that lives on your desk gets used for eight hours a day, that raises the bar for what audio needs to deliver, because people aren't just taking calls anymore.," said Chad Lucien, Vice President and General Manager of the Sensor and Audio Business Unit at Ceva. "By combining spatial audio and head tracking in a single efficient solution, we enable devices that deliver a more immersive and responsive experience throughout the day."
The launch reflects growing adoption of Ceva's RealSpace technology among leading OEMs seeking to deliver immersive audio while maintaining flexibility in product design. The software is optimized for low power and efficient compute and can run either on the headset or on connected devices such as PCs or smartphones, giving manufacturers greater freedom in system design and cost optimization.
For more information, visit https://www.ceva-ip.com/product/ceva-realspace.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 20 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
Pre-Market Stock Futures: Futures are trading higher as we get set to end what has been one of the wildest weeks on Wall Street in some time. After blowing through all-time highs for the umpteenth time on Wednesday, stocks started higher again on Thursday but started to sell off after the noon hour. While most of the upside for much of the week was related to the peace process with Iran and falling oil prices, that unraveled some on Thursday when a Chinese tanker was attacked near a key oil route, which was all it took to send oil prices higher again, and wake up the sellers who were noticeably absent much of the week as technology earnings blew away estimates. When it was all said and done on Thursday, all of the major indices finished the day lower, with the small-cap heavy Russell 2000 leading the way lower, closing down 1.67% at 2,838, while the Dow Jones Industrial Average traded lower by 0.63% to finish the day at 49,596. The S&P 500 closed Thursday at 7,337, down 0.38%, while the tech-loaded Nasdaq fared the best, closing down 0.13% at 25,806.
Treasury Bonds: After a slew of buyers showed up when Treasury yields hit 5% earlier this week on the longest maturities, the sellers had seen enough and returned, and yields across the Treasury curve were all higher on Thursday, with only the shortest T-bill maturities being bought. The attack on the Chinese ship and the spike in oil prices were seen as the provocateur, and likely, as with equities, some profit-taking was involved as well. By the close, the 30-year long bond was trading at 4.96%, while the 10-year note was last seen at 4.38%.
Oil and Gas: Prices were mixed across the energy complex on Thursday, but we didn’t see the drastic moves that have been part and parcel for energy trading since the start of the war with Iran. This comes as the U.S. Secretary of Energy noted that Iran has cut oil output by 400,000 barrels per day amid collapsing exports and a lack of storage. Brent Crude closed trading on Thursday at $100.50, down 0.81%, while West Texas Intermediate was last seen at $95.20, up 0.13%. Natural gas also traded higher, finishing the session at $2.78, up 1.83%.
Gold: Gold continued its winning ways Thursday, following up on a series of recent strong showings. Morgan Stanley noted Thursday that it sees gold trading back to $5,200 by year-end, while many Wall Street analysts have year-end targets well above that. Gold was last seen Thursday at $4,712, up 0.47%, while Silver ended the day at $79.51, up 2.94%.
Crypto: The cryptocurrency market experienced a widespread pullback, with major assets retreating after a solid rally earlier in the week. Bitcoin failed to sustain its push above $82,000, falling back to trade around $80,000–$81,000 during the day. After hitting a 3-month high on Wednesday, sellers returned, and the combination of weak equities and the ever-present geopolitical issues was cited as the cause. At 8 AM EDT, Bitcoin was trading at $80,220, while Ethereum was quoted at $2,295.
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Friday May, 8, 2026.
Upgrades: Devon Energy (NYSE: DVN | DVN Price Prediction) was upgraded to Buy from Hold at Jefferies, which raised the price target for the shares to $62 from $53. Fastly (NASDAQ: FSLY) was upgraded to Outperform from Market Perform at Raymond James, with a $23 target price. Qualcomm (NASDAQ: QCOM) was raised to Outperform from Neutral at Daiwa, with a $225 target price. Shake Shack (NYSE: SHAK) was upgraded to Buy from Hold at Stifel, which dropped the target price for the shares to $85 from $105. Tapestry (NYSE: TPR) was upgraded to Buy from Hold at Stifel, which raised the price target for the stock to $187 from $142. Downgrades: Deckers Outdoors (NYSE: DECK) was cut to Underweight from Equal Weight at Wells Fargo, with a $90 target price. Epam Systems (NYSE: EPAM) was downgraded to Neutral from Buy at Goldman Sachs, which slashed the target price for the stock to $110 from $215. HubSpot (NYSE: HUBS) was downgraded to Neutral from Overweight at Cantor Fitzgerald, which slashed the price target for the shares to $200 from $325. Nike (NYSE: NKE) was downgraded to Equal Weight from Overweight at Wells Fargo, which trimmed the target price for the stock to $45 from $55. Planet Fitness (NYSE: PLNT) was downgraded to Neutral from Outperform by KGI Securities, which has a $50.50 target price. Initiations: Applied Materials (NASDAQ: AMAT) was initiated with a Buy rating at HSBC with a $517 target price. CEVA (NASDAQ: CEVA) was initiated with a Neutral rating at JPMorgan, with a $30 target price. ClearPoint Neuro (NASDAQ: CLPT) was resumed with a Buy rating at Stifel, with a $16 target price. Kopin (NASDAQ: KOPN) was assumed with a Buy rating at Canaccord, with a $5.50 target price. Satellogic (NASDAQ: SATL) was started with a Buy rating at Roth Capital, with a $10 target price.
A major win at a leading U.S. semiconductor company validates Ceva's strategy to deliver system-level wireless solutions, deepening customer partnerships across the wireless value chain
, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced a major customer win for its Bluetooth® High Data Throughput (HDT) solution including Ceva's internally developed RF technology, a significant commercial milestone validating the company's strategy to expand its wireless offering and deliver comprehensive, system-level solutions to its customers.
Ceva-Waves Links Bluetooth HDT platform — digital baseband, software stack, and integrated RF in a single solution — marks the company's evolution from component IP to full-stack wireless partner The customer, a leading U.S.-based semiconductor company, had previously licensed Ceva's Bluetooth IP portfolio and has now adopted Ceva's Bluetooth HDT platform, combining digital baseband, software stack and Ceva's internally developed RF technology. This progression to an integrated wireless connectivity subsystem reflects the value Ceva delivers through reduced integration complexity, faster time-to-market and deeper strategic partnerships with its customers.
This design win captures two reinforcing growth dynamics. Bluetooth 6.0 designs are entering production at multiple customers, with royalties beginning to ramp, while early Bluetooth HDT design wins position Ceva at the center of the next wave of high-performance wireless devices. A more integrated platform means greater value per engagement, while deepening its position within customer platforms across multiple product generations.
The Bluetooth connectivity market sees annual device shipments in the billions, with increasing design complexity driving demand for more integrated solutions. As the industry shifts toward the physical infrastructure required to support edge AI and data-intensive applications, connectivity is becoming a critical layer of that stack, enabling efficient data movement, low-latency communication and seamless device interaction. Suppliers capable of delivering integrated, system-level wireless platforms are increasingly favored in this environment.
The addition of internally developed RF to Ceva's platform does more than deepen its offering to existing customers; it materially expands the addressable market. Large-scale system companies and major semiconductor players that previously required a complete wireless solution, and were not served by a digital-only IP offering, can now engage with Ceva as a system-level wireless partner. Customers requiring only digital baseband IP continue to have that option, giving Ceva the ability to serve the full spectrum of wireless design requirements.
"Securing this major Bluetooth HDT design win including our integrated RF technology is a pivotal milestone for Ceva," said Amir Panush, Chief Executive Officer of Ceva. "Our deliberate investment in RF technology, including targeted asset acquisition, is now translating into customer adoption. This is not just a design win; it validates that our evolution from component IP to full-stack wireless solutions is working. We are delivering more complete solutions, adding greater value across the wireless stack, and building deeper, multi-generational relationships with leading companies."
"As Bluetooth evolves to support higher data throughput and more advanced use cases, the complexity of wireless design is increasing significantly," said Andrew Zignani, Senior Research Director at ABI Research. "Solutions that combine digital baseband, software stack and RF are becoming increasingly important to reduce integration effort and accelerate time-to-market. By addressing this at a system level, Ceva is well-positioned to capture a broader share of next-generation wireless platforms."
Built on its field-proven Ceva-Waves Links family, this design win and an active pipeline of Bluetooth HDT evaluations across industrial, consumer and edge AI applications reflect the growing demand for complete wireless platforms as part of the broader AI hardware stack and the increasing role of connectivity in enabling next-generation AI-driven devices.
For more information, visit https://www.ceva-ip.com/product/ceva-waves-bluetooth/
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 21 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
SOURCE Ceva, Inc.
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Highlights strong licensing growth driven by integrated solutions and accelerating edge AI adoption
, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced its financial results for the first quarter ended March 31, 2026.
First Quarter Highlights: *
Ceva, Inc. reported Q1 2026 revenue of $27M and non-GAAP diluted EPS of $0.04. 14 license agreements were concluded in the quarter, including 2 OEM and 3 multi-technology deals. Ceva-powered device shipments were 458M units, including a record 91M Wi-Fi units. Strategic wins included Bluetooth HDT with integrated RF, 5G NTN, UWB, and Auto AI entering production on the 2026 Toyota RAV4. For more information, view the infographic. Delivered total revenues of $27.0 million, up 11% year-over-year Licensing and related revenues of $17.8 million, up 18% year-over-year and the highest in three years Royalty revenues of $9.2 million, with smart edge royalties up 8% year-over-year, driven by record shipments in Wi-Fi, and strong contribution from cellular IoT, 5G infrastructure and automotive AI Signed 14 IP licensing agreements, including several multi-technology engagements with existing customers Secured a major customer win for Bluetooth High Data Throughput (HDT) solution, including Ceva's internally developed RF technology, demonstrating its system-level connectivity strategy Expanded customer engagements in 5G NTN and Ultra-Wideband, increasing value per design AI represented more than 20% of licensing and related revenues, with strong growth and key production milestones, including the Renesas R-Car V4H platform entering the 2026 Toyota RAV4, alongside a collaboration with NXP for its latest software-defined vehicle processors *Unless otherwise stated, all comparisons are to first quarter 2025.
Amir Panush, Chief Executive Officer of Ceva, commented, "We delivered a strong start to 2026, highlighted by our highest licensing and related revenues in three years and continued momentum across our connectivity and AI portfolios. Importantly, this quarter reflects the successful execution of our strategy to expand beyond discrete IP into more integrated, system-level solutions. A major Bluetooth HDT licensing agreement, including RF, alongside our expansion in 5G NTN and Ultra-Wideband, demonstrates how we are increasing our value per design and deepening customer engagement. We also saw encouraging trends in royalties, with continued strength across our smart edge markets, partially offset by softness in smartphones."
"In AI, our growth strategy and relentless focus on market-leading innovation are translating into production, with our technology integrated into leading automotive platforms and entering mass-volume production. With AI contributing over 20% of licensing and related revenues and a strong pipeline of engagements, we believe we are well positioned as the industry accelerates toward hybrid AI and the expansion of Physical AI at the edge."
Business and Market Highlights
During the first quarter, Ceva signed 14 IP licensing agreements across connectivity, AI, and satellite communications, including several multi-technology engagements aligned with its strategy to deliver more integrated, system-level solutions.
The company secured a major full-stack Bluetooth HDT solution license, marking a key milestone in expanding value per design and increasing royalty contribution, while helping customers reduce integration complexity and accelerate time-to-market. Additional wins included a Wi-Fi 7 design targeting consumer IoT, a Wi-Fi 6 / Bluetooth combo engagement with a leading edge-AI SoC platform provider, and multiple Bluetooth and Wi-Fi agreements.
Ceva also expanded into new connectivity domains, introducing its PentaG-NTN platform and progressing a satellite customer engagement to a more integrated baseband solution. In Ultra-Wideband, the company launched its next-generation platform and secured a new customer as adoption accelerates across industrial and automotive applications.
In AI, Ceva continued to expand its footprint with multiple licensing agreements and achieved a key production milestone, with its AI DSP and accelerator deployed in the Renesas R-Car V4H platform, now entering production in the 2026 Toyota RAV4. The company also announced a collaboration with NXP for its latest software-defined vehicle processors. AI represented more than 20% of licensing and related revenues in the quarter, reflecting strong growth and increasing contribution.
Across its markets, Ceva continues to see strong demand in IoT and AI-driven applications, with record Wi-Fi shipments and significant growth in cellular IoT. These trends, together with the shift toward more integrated, system-level solutions and increasing adoption of Bluetooth and Wi-Fi combo chips, are driving higher value per device and reinforcing the company's long-term royalty growth model.
Other first quarter financial data: *
GAAP gross margin was 86%, in line with last year GAAP operating loss was $5.1 million, as compared to a GAAP operating loss of $4.4 million GAAP net loss was $4.5 million, as compared to a GAAP net loss of $3.3 million GAAP diluted loss per share was $0.16, as compared to GAAP diluted loss per share of $0.14 Non-GAAP gross margin was 87%, in line with last year Non-GAAP operating income was $0.5 million, as compared to non-GAAP operating income of $0.3 million Non-GAAP net income and non-GAAP diluted earnings per share were $1.1 million and $0.04, respectively, compared with non-GAAP net income and non-GAAP diluted earnings per share of $1.4 million and $0.06, respectively *Unless otherwise stated, all comparisons are to first quarter 2025.
Yaniv Arieli, Chief Financial Officer of Ceva, added, "Our first quarter results reflect strong licensing execution and the continued progression toward higher-value, multi-technology engagements. This shift is driving improved economics per deal and strengthening the long-term royalty potential of our business. We also continue to see encouraging trends across our diversified end markets, particularly in IoT and AI-driven applications. We continue to manage the impact of a weaker U.S. dollar and are implementing measures to partially offset the resulting expenses."
Ceva Conference Call
On May 11, 2026, Ceva management will conduct a conference call at 8:30 a.m. Eastern Time to discuss the operating performance for the quarter.
The conference call will be available via the following dial in numbers:
U.S. Participants: Dial 1-844-435-0316 (Access Code: Ceva) International Participants: Dial +1-412-317-6365 (Access Code: Ceva) The conference call will also be available live via webcast at the following link: https://app.webinar.net/N8PRLk4oljM. https://app.webinar.net/ePpLk12BRaDhttps://app.webinar.net/GvAklQElMmjPlease go to the web site at least fifteen minutes prior to the call to register.
For those who cannot access the live broadcast, a replay will be available by dialing +1 855-669-9658 or +1 412-317-0088 (access code: 4033535) from one hour after the end of the call until 9:00 a.m. (Eastern Time) on May 18, 2026. The replay will also be available at Ceva's web site at www.ceva-ip.com.
Forward-Looking Statements
This press release contains forward-looking statements that involve risks and uncertainties, as well as assumptions that if they materialize or prove incorrect, could cause the results of Ceva to differ materially from those expressed or implied by such forward-looking statements and assumptions. Forward-looking statements include statements about Ceva's positioning for future growth and to serve as a foundational technology provider for intelligent, connected devices, licensing agreement wins, future industry demand, our market position for the future and future growth in the demand of our products, our forecast of financial measures for the following quarter and 2026, our long term targets and underlying assumptions, our future investments, expectations about future market, the success of our strategies and agreements, visibility into future revenue streams, and Ceva's focus on expense management and profitability improvement. The risks, uncertainties and assumptions that could cause differing Ceva results include: the effect of intense industry competition; the ability of Ceva's technologies and products incorporating Ceva's technologies to achieve market acceptance; Ceva's ability to meet changing needs of end-users and evolving market demands; the lengthy sales cycle for IP and related solutions; Ceva's ability to diversify royalty streams and license revenues; geopolitical risks and instability, including the impact of tariffs and other trade measures and potential disruptions related to ongoing conflicts in the Middle East; and general market conditions and other risks relating to Ceva's business and industry, including, but not limited to, those that are described from time to time in our SEC filings. Ceva assumes no obligation to update any forward-looking statements or information, which speak as of their respective dates.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 21 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
CEVA, INC. AND ITS SUBSIDIARIES
INTERIM CONDENSED CONSOLIDATED STATEMENTS OF LOSS – U.S. GAAP
U.S. dollars in thousands, except per share data
Three months ended
March 31,
2026
2025
Unaudited
Unaudited
Revenues:
Licensing and related revenues
$ 17,820
$ 15,042
Royalties
9,204
9,203
Total revenues
27,024
24,245
Cost of revenues
3,729
3,487
Gross profit
23,295
20,758
Operating expenses:
Research and development, net
19,837
17,609
Sales and marketing
3,766
3,449
General and administrative
4,660
3,933
Amortization of intangible assets
117
149
Total operating expenses
28,380
25,140
Operating loss
(5,085)
(4,382)
Financial income, net
1,877
2,100
Remeasurement of marketable equity securities
64
(54)
Loss before taxes on income
(3,144)
(2,336)
Income tax expense
1,315
991
Net loss
$ (4,459)
$ (3,327)
Basic and diluted net loss per share
$ (0.16)
$ (0.14)
Weighted-average shares used to compute net loss
per share (in thousands):
Basic and diluted
27,678
23,764
Unaudited Reconciliation of GAAP to Non-GAAP Financial Measures
U.S. dollars in thousands, except per share data
Three months ended
March 31,
2026
2025
Unaudited
Unaudited
GAAP net loss
$ (4,459)
$ (3,327)
Equity-based compensation expense included in cost of
revenues
182
159
Equity-based compensation expense included in research
and development expenses
2,863
2,466
Equity-based compensation expense included in sales
and marketing expenses
717
566
Equity-based compensation expense included in general
and administrative expenses
1,610
1,132
Amortization of intangible assets related to acquisition of
businesses
176
208
Costs associated with asset acquisition
61
144
Loss (income) associated with the remeasurement of
marketable equity securities
(64)
54
Non-GAAP net income
$ 1,086
$ 1,402
GAAP weighted-average number of Common Stock
used in computation of diluted net loss per share (in
thousands)
27,678
23,764
Weighted-average number of shares related to
outstanding stock-based awards (in thousands)
1,810
1,618
Weighted-average number of Common Stock used
in computation of diluted earnings per share, excluding the
above (in thousands)
29,488
25,382
GAAP diluted loss per share
$ (0.16)
$ (0.14)
Equity-based compensation expense
$ 0.19
$ 0.18
Amortization of intangible assets related to acquisition
of businesses
$ 0.01
$ 0.01
Costs associated with asset acquisition
$ 0.00
$ 0.01
Non-GAAP diluted earnings per share
$ 0.04
$ 0.06
Three months ended
March 31,
2026
2025
Unaudited
Unaudited
GAAP operating loss
$ (5,085)
$ (4,382)
Equity-based compensation expense included in
cost of revenues
182
159
Equity-based compensation expense included in
research and development expenses
2,863
2,466
Equity-based compensation expense included in
sales and marketing expenses
717
566
Equity-based compensation expense included in
general and administrative expenses
1,610
1,132
Amortization of intangible assets related to acquisition
of businesses
176
208
Costs associated with asset acquisition
61
144
Total non-GAAP operating income
$ 524
$ 293
Three months ended
March 31,
2026
2025
Unaudited
Unaudited
GAAP gross profit
$ 23,295
$ 20,758
GAAP gross margin
86 %
86 %
Equity-based compensation expense included in
cost of revenues
182
159
Amortization of intangible assets related to acquisition
of businesses
59
59
Total non-GAAP gross profit
23,536
20,976
Non-GAAP gross margin
87 %
87 %
Three months ended
March 31,
2026
2025
Unaudited
Unaudited
GAAP operating expenses
28,380
25,140
Equity-based compensation expense included in
research and development expenses
(2,863)
(2,466)
Equity-based compensation expense included in
sales and marketing expenses
(717)
(566)
Equity-based compensation expense included in
general and administrative expenses
(1,610)
(1,132)
Amortization of intangible assets related to acquisition
of businesses
(117)
(149)
Costs associated with asset acquisition
(61)
(144)
Total non-GAAP operating expenses
$ 23,012
$ 20,683
CEVA, INC. AND ITS SUBSIDIARIES
INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS
(U.S. dollars in thousands)
March 31,
December 31,
2026
2025 (*)
Unaudited
Unaudited
ASSETS
Current assets:
Cash and cash equivalents
$ 21,367
$ 40,586
Marketable securities and short-term bank deposits
194,326
181,397
Trade receivables, net
17,737
19,495
Unbilled receivables
31,135
29,860
Prepaid expenses and other current assets
16,297
13,498
Total current assets
280,862
284,836
Long-term assets:
Severance pay fund
7,225
7,530
Deferred tax assets, net
274
257
Property and equipment, net
9,010
7,054
Operating lease right-of-use assets
17,190
17,486
Investment in marketable equity securities
119
55
Goodwill
58,308
58,308
Intangible assets, net
868
1,044
Other long-term assets
14,370
11,686
Total assets
$ 388,226
$ 388,256
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Trade payables
$ 2,388
$ 2,418
Deferred revenues
2,968
3,496
Accrued expenses and other payables
19,224
21,026
Operating lease liabilities
2,794
1,743
Total current liabilities
27,374
28,683
Long-term liabilities:
Accrued severance pay
7,428
7,690
Operating lease liabilities
14,083
14,388
Other accrued liabilities
1,158
1,037
Total liabilities
50,043
51,798
Stockholders' equity:
Common stock
28
28
Additional paid in-capital
343,298
337,966
Treasury stock
0
(1,591)
Accumulated other comprehensive income (loss)
(660)
79
Accumulated deficit
(4,483)
(24)
Total stockholders' equity
338,183
336,458
Total liabilities and stockholders' equity
$ 388,226
$ 388,256
(*) Derived from audited financial statements.
The Company believes that the presentation of non-GAAP measures in the press release is useful to investors in analyzing the results for the quarters ended March 31, 2026, and 2025 because the exclusion of the applicable expenses may provide a meaningful analysis of the Company's core operating results and comparison of quarterly results. Further, the Company believes it is useful for investors to understand how the expenses associated with the application of FASB ASC No. 718 are reflected in its statements of income. The reconciliation of financial measures should be reviewed in addition to and in conjunction with results presented in accordance with GAAP and are intended to provide additional insight into the Company's operations that, when viewed with its GAAP results and the accompanying reconciliation, offer a more complete understanding of factors and trends affecting the Company's business. The reconciliation of financial measures should not be viewed as a substitute for the Company's reported GAAP results.
A reconciliation of non-GAAP guidance to the corresponding GAAP measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty of expenses that may be incurred in the future, although it is important to note that these factors could be material to the Company's results computed in accordance with GAAP.
Ceva (CEVA - Free Report) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +77.78%. A quarter ago, it was expected that this chip designer would post earnings of $0.18 per share when it actually produced earnings of $0.18, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Ceva, which belongs to the Zacks Internet - Software industry, posted revenues of $27.02 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.04%. This compares to year-ago revenues of $24.25 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Ceva shares have added about 71.8% since the beginning of the year versus the S&P 500's gain of 8.1%.
What's Next for Ceva?While Ceva has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Ceva was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.07 on $27.62 million in revenues for the coming quarter and $0.50 on $120.34 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Elastic (ESTC - Free Report) , is yet to report results for the quarter ended April 2026.
This software developer is expected to post quarterly earnings of $0.56 per share in its upcoming report, which represents a year-over-year change of +19.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Elastic's revenues are expected to be $446.3 million, up 14.9% from the year-ago quarter.
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CEVA CEVA is experiencing a decline in its stock price following the release of its Q1 results. The company, which specializes in licensing connectivity, sensing, and edge AI technology for smart devices, exceeded expectations on both revenue and earnings. CEVA reported an 11.6% year-over-year revenue increase to $27 million. For Q2, the company anticipates revenue between $26 million and $30 million, aligning closely with market expectations. Additionally, CEVA forecasts FY26 revenue growth at the upper end of its previous guidance of 8-12%.
CEVA is transitioning from standalone IP blocks to more integrated, system-level solutions aimed at enhancing design value. In Q1, the company secured a significant Bluetooth HDT contract with a major U.S. semiconductor client, encompassing RF, modem, and software technology. Licensing and related revenue surged by 18% year-over-year to $17.8 million, marking the highest level in three years. Notably, AI contributed over 20% to licensing revenue, bolstered by new AI agreements and growth in the automotive sector. Royalty revenue stood at $9.2 million, consistent with the previous year. While smart-edge royalty growth was 8%, this was tempered by a downturn in smartphone sales. Wi-Fi shipments hit a record 91 million units, and cellular IoT shipments rose by 38% year-over-year. The non-GAAP gross margin remained robust at 87%, similar to last year, with expectations to reach 88% in Q2. Looking forward, CEVA is optimistic about trends in the smart edge market, including hybrid AI, increasing wireless complexity, and the adoption of Wi-Fi/Bluetooth, UWB, and 5G/satellite connectivity.Analyst Insight
This quarter reflects CEVA's strategic shift towards higher-value edge AI and integrated connectivity IP, capitalizing on the increasing complexity of devices and the demand for on-device intelligence. The rise in licensing revenue to its highest level in three years, with AI comprising over 20% of that revenue, underscores this transition. However, the stock's negative market response seems linked to its in-line guidance after a strong share performance, with a rise of over 80% since early April. Profitability remains a concern, as GAAP losses widened and non-GAAP net income fell year-over-year. While CEVA is advancing in edge AI and complex wireless connectivity, investors may seek clearer evidence that licensing successes are translating into stronger royalty income and earnings growth.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Ceva (CEVA - Free Report) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.
Ceva is one of 594 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #2 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Ceva is currently sporting a Zacks Rank of #2 (Buy).
The Zacks Consensus Estimate for CEVA's full-year earnings has moved 1.9% higher within the past quarter. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Our latest available data shows that CEVA has returned about 83.2% since the start of the calendar year. Meanwhile, stocks in the Computer and Technology group have gained about 17.5% on average. This shows that Ceva is outperforming its peers so far this year.
Blink Charging (BLNK - Free Report) is another Computer and Technology stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 23%.
For Blink Charging, the consensus EPS estimate for the current year has increased 43.3% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, Ceva belongs to the Internet - Software industry, a group that includes 170 individual companies and currently sits at #87 in the Zacks Industry Rank. Stocks in this group have lost about 11.5% so far this year, so CEVA is performing better this group in terms of year-to-date returns.
In contrast, Blink Charging falls under the Electronics - Miscellaneous Services industry. Currently, this industry has 3 stocks and is ranked #25. Since the beginning of the year, the industry has moved +83.8%.
Ceva and Blink Charging could continue their solid performance, so investors interested in Computer and Technology stocks should continue to pay close attention to these stocks.
On May 28, 2026, CEVA Inc CEVA shares rose 3.0% to $41.76. The stock has demonstrated significant price performance over the past year, with a remarkable year-to-date increase of 94.0% and a 52-week trading range between $17.02 and $42.67.
GF Value™ verdict: Current price of $41.76 is 85.2% above the GF Value™ of $22.55, indicating significant overvaluation. GF Score™ of 68/100, suggesting the stock is above average based on key financial metrics. Most notable signal: The momentum rank of 8/10 indicates strong recent price performance. Is CEVA Overvalued or Undervalued? CEVA Inc's current share price of $41.76 is well above its GF Value™ of $22.55, reflecting an 85.2% overvaluation according to GuruFocus' proprietary measure of intrinsic value. The GF Valuation label indicates that the stock is significantly overvalued, which presents a risk for potential investors. A significant margin of safety is absent, as the current price does not allow for much downside protection if the market corrects itself.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given CEVA's high valuation compared to its intrinsic value, there is a substantial risk of a price correction in the future, suggesting that the stock may be trading at an unsustainable level.
How Does CEVA's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 821.5x 821.5x Forward P/E 78.8x - The current P/E ratio of CEVA Inc stands at an astronomical 821.5x, which aligns with its 5-year median P/E but diverges sharply from the forward P/E of 78.8x. This analysis suggests that CEVA is trading well above its historical valuation levels, reinforcing the GF Value™ verdict that the stock is overvalued.
What Does CEVA's GF Score™ Tell Us? Metric Rating GF Score™ 68/100 Financial Strength 7/10 Profitability 4/10 Growth 5/10 Valuation 3/10 Momentum 8/10 CEVA's GF Score™ of 68/100 indicates that the stock is above average in terms of its financial health, although it shows mixed results across different categories. The strongest area appears to be financial strength with a rating of 7/10, while the weakest area is valuation, with a low score of 3/10, reflecting the overvaluation highlighted by the GF Value™ analysis. Additionally, the high momentum score of 8/10 indicates that the stock has shown strong price appreciation recently.
What Are Insiders Doing with CEVA Stock? In the last three months, there have been no insider transactions reported for CEVA Inc. This lack of insider activity may suggest a neutral sentiment among executives regarding the stock's current price and future prospects. Without recent buying or selling from insiders, it is challenging to gauge their confidence in the company's future performance.
What This Means for Investors Based on the GF Value™ analysis, CEVA Inc is currently overvalued. Potential investors should exercise caution given the significant disparity between the current stock price and its intrinsic value, as well as the associated risks of a possible market correction.
For the complete analysis, visit the CEVA Inc CEVA stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is CEVA's GF Score™?
CEVA's GF Score™ is 68/100, indicating that the stock is above average based on key financial metrics.
Is CEVA overvalued or undervalued?
CEVA is overvalued according to the GF Value™ analysis, with its current price significantly above its intrinsic value.
What is CEVA's P/E ratio?
CEVA's P/E ratio is currently 821.5x, which is well above its historical median and suggests a high valuation relative to earnings.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].