CEVA Inc (CEVA)

Nov 9, 2026

CEVA, Inc. reported solid third-quarter 2026 results with total revenue up 2% year-over-year to $29.1 million, driven by record AI licensing revenues and strong sequential royalty growth. The company achieved an all-time quarterly record of 623 million CEVA-powered device shipments, despite market pressures in compute-intensive consumer devices. Management provided Q4 revenue guidance of $34 million to $38 million, representing the highest quarterly revenue in CEVA's history, propelled by an expected ramp in smartphone modem royalties from a major U.S. customer.

Nov 9, 2026

Ceva reported a 2% year-over-year increase in third-quarter 2026 revenue, reaching US$29.1 million, driven by record AI licensing activity. Its GAAP net loss narrowed to US$2.3 million. The company foresees continued smartphone royalty growth through 2027 and beyond, supported by internally developed modems.

Nov 5, 2026

NSING Technologies has shipped over 250 million Bluetooth chips integrating Ceva-Waves Bluetooth Low Energy IP, marking a significant milestone in their partnership with Ceva, Inc. This collaboration spans multiple product generations, including dual-core Bluetooth LE MCUs and ultra-low-power Bluetooth LE SoCs, serving diverse applications like smart lighting and e-bike security. This achievement highlights Ceva's successful IP licensing model, translating into high-volume production and long-term royalty opportunities.

Nov 5, 2026

NSING Technologies has announced a significant milestone, shipping over 250 million Bluetooth chips that incorporate Ceva-Waves Bluetooth Low Energy (LE) IP. This achievement highlights the success of their long-standing collaboration with Ceva, Inc., whose technology is widely adopted in connected products across various sectors. The partnership has enabled NSING Technologies to develop power-efficient Bluetooth solutions for a diverse range of applications, including wearables, smart home devices, automotive systems, and industrial uses.

Nov 5, 2026

NSING Technologies has announced a significant milestone, shipping over 250 million Bluetooth chips powered by Ceva technology. This achievement underscores the success of their long-standing collaboration and the widespread adoption of NSING's Bluetooth-enabled products across various markets, including wearables, consumer electronics, smart home, automotive, and industrial applications. Both companies emphasize their commitment to advanced wireless connectivity and smart edge solutions.

Nov 3, 2026

Ceva's NeuPro-Nano neural processing unit has been integrated into Mobilint's REGULUS Edge AI system-on-chip, marking its first production deployment. This SoC combines Ceva’s NPU and SensPro AI DSP with Mobilint’s proprietary AI architecture, delivering 10 TOPS of AI performance at under 3W for applications like robotics and machine vision. The technology is already in commercial use with Mobilint’s MLD-R1 AI USB accelerator, which adds on-device AI capabilities to existing systems.

Nov 3, 2026

UBS has maintained a 'Buy' rating for CEVA (NASDAQ: CEVA) but lowered its price target from $48.00 to $40.00, reflecting cautious sentiment despite the positive rating. GuruFocus identifies CEVA as 22.8% overvalued with a GF Value™ of $22.88 against a current price of $28.10, and a GF Score™ of 72/100, indicating financial strength and momentum but weak profitability. Institutional investors show mixed sentiment, with no significant insider activity reported recently.

Nov 2, 2026

Ceva, Inc. has maintained its #1 position in wireless interface IP, capturing approximately 68% market share as the category grew by 14% in 2025. This leadership is crucial as AI integration into connected devices necessitates reliable, ultra-low-power wireless connectivity for data sharing. Ceva's extensive Ceva-Waves portfolio, including Bluetooth, Wi-Fi, and cellular IoT IP, supports a wide range of intelligent products across various industries.

Oct 31, 2026

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Oct 29, 2026

Wall Street analysts have given Ceva, Inc. (NASDAQ:CEVA) an average "Moderate Buy" rating, with a consensus 12-month price target of $39.60. Institutional investors hold a significant 85.37% of the company's shares, and Ceva recently reported strong quarterly results, beating EPS estimates by $0.01 and increasing revenue by 13% year over year. The stock opened at $32.37 on Thursday.