CEVA

In the past six months (April - October 2026), CEVA reported strong Q2 2026 financial results on August 10, 2026, with total revenue up 13% year-over-year and licensing revenue up 21%, leading to raised full-year guidance. The company secured strategic licensing agreements, including one with a major global AI and computing platform company for its NeuPro-M NPU IP, expanded its portfolio with integrated solutions for a high-volume semiconductor company, partnered with LG Electronics on September 9, 2026, for UWB adoption, and collaborated with Actions Technology on August 4, 2026, for Bluetooth HDT Audio Chips. On September 15, 2026, Ziv Hammer was appointed Executive Vice President, Connectivity & Sensing. CEVA's stock experienced volatility due to broader semiconductor trends and AI optimism, with Wall Street Zen downgrading it to 'hold' on October 10, 2026, though the overall analyst consensus remains a 'Moderate Buy'. The company also executed a business continuity plan in early 2026 to manage regional conflicts.