CEVA, Inc. (CEVA)

CEVA's stock has been influenced by corporate and financial announcements, including Q1, Q2 and Q3 2025 earnings releases, participation in investor conferences, and the appointment of Yaron Galitzky to bolster CEVA's AI strategy. Product-related news included CEVA achieving Bluetooth 6.0 qualification and introducing Wi-Fi 7 1x1 Client IP. CEVA also announced a partnership with embedUR systems to launch ModelNova for its NeuPro NPU family. While royalty revenue saw a sequential increase, the company's non-GAAP EPS declined year-over-year, and Q2 FY25 revenue decreased, raising concerns about revenue growth and profitability. As of October 28, 2025, analysts have a "Buy" consensus rating for CEVA with a price target of $35.60.

CEVA, Inc.'s business is subject to seasonal shifts in demand, leading to short-term fluctuations in its operational results. The company anticipates stronger performance in the second half of the year due to seasonal trends and expected ramp-ups in customer shipments of Wi-Fi and Bluetooth-enabled devices. Demand for CEVA's IP and related products tends to be higher in certain periods, influenced by product launch cycles and consumer purchasing patterns in the electronics markets it serves.

CEVA, Inc. specializes in digital signal processor (DSP) technology, licensing its silicon and software IP to semiconductor and OEM companies globally. Its IP powers connectivity, sensing, and inference capabilities in consumer IoT, mobile, automotive, infrastructure, industrial, and personal computing markets. Key products include Bluetooth, Wi-Fi, UWB, and 5G platform IP, along with scalable Edge AI neural processing unit (NPU) IPs, sensor fusion processors, and embedded application software. Specific offerings encompass Ceva-XC vector digital signal processors (DSPs) for 5G handsets, 5G RAN, and general-purpose baseband processing, as well as PentaG-RAN and PentaG2 - 5G NR modem platform for various 5G vertical markets.

Headquartered in Rockville, Maryland, USA, CEVA, Inc. has a global customer base with sales offices and representation in the Asia Pacific (APAC) region, Sweden, France, Israel, the United Kingdom, and the United States. A significant portion of its revenue is generated internationally, with customers in Europe and the Middle East (EME) and APAC accounting for 81% of total revenues in 2024 and 90% in 2023. China alone contributed 49% of total revenues in 2024 and 59% in 2023.

CEVA, Inc. has maintained a positive brand reputation through continuous innovation and strategic partnerships. The company's collaboration with embedUR systems to launch the ModelNova platform enhances its standing in the Edge AI market. Achieving Bluetooth 6.0 qualification and introducing Wi-Fi 7 1x1 Client IP underscore its leadership in wireless connectivity IP. The appointment of Yaron Galitzky signals its commitment to advancing technology. CEVA's technology powering Oritek's next-gen ADAS chipsets and its growing traction in AIoT and MCU markets contribute positively to its reputation as a trusted technology partner. CEVA's participation in industry events also demonstrates its active engagement and showcasing of innovations. No significant negative events impacting CEVA, Inc.'s brand reputation have been reported.

CEVA, Inc. has significant institutional ownership, with 388 institutional owners holding 80.59% of the company, while individual investors hold 4.06%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Senvest Management, LLC, Morgan Stanley, iShares Core S&P Small-Cap ETF, State Street Corp, Neuberger Berman Group LLC, Dimensional Fund Advisors Lp, and AWM Investment Company, Inc. The top 25 shareholders collectively own 79.29% of the company. Individual insiders hold 2.63% of the shares.