$CEVA

CEVA INC

AlphAI earnings readSecond quarter 2026 · AUG 10Ceva posts highest licensing and related revenues in three years on strong AI and connectivity demandVerdict: solid

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CEVA Logistics Secures Nationwide Cooler Equipment Lifecycle Contract with PepsiCo Türkiye

CEVA Logistics has signed a contract with PepsiCo Türkiye to manage the operational lifecycle of 20,000 coolers annually. The agreement includes maintenance, repair, and refurbishment services, aiming to extend equipment lifespans and reduce emissions. According to CEVA, the partnership showcases their technical service integration capabilities.

Ceva announces US companion animal focus

Ceva Animal Health is focusing on the US companion animal market to drive growth, appointing Laura Correro as SVP and relocating Jean-Marcel Ciet to New Jersey. The company aims to strengthen leadership and execution in the competitive US pet care market.

Ceva upgraded to Buy at StoneX following recent selloff

StoneX upgraded Ceva to Buy from Hold, setting a $42 price target. The firm cited a 30% share price decline since mid-July and potential upside for FY27 and FY28. The analyst also noted possible revenue acceleration as a catalyst.

CEVA sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning CEVA (CEVA INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent CEVA coverage spans financial news, earnings and technology.

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News on $CEVA

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$CEVALow

Ceva announces US companion animal focus

Ceva Animal Health is focusing on the US companion animal market to drive growth, appointing Laura Correro as SVP and relocating Jean-Marcel Ciet to New Jersey. The company aims to strengthen leadership and execution in the competitive US pet care market.

$CEVALow

Ceva and LG Validate First Full-Stack UWB IP on TSMC 22nm: Anchor Customer Already Licensing

Ceva, Inc. and LG Electronics announced a collaboration on September 9, 2026, to develop a complete ultra-wideband (UWB) subsystem on TSMC's 22nm process. An unnamed U.S. semiconductor company has already licensed the technology. The system is designed to comply with the upcoming IEEE 802.15.4ab standard, which is expected to enhance UWB's ranging distance and sensing capabilities. The partnership aims to reduce integration risks for SoC teams, particularly in the automotive sector, where UWB is

CEVA Stock Slides 19% in a Month: Should You Buy the Dip or Wait?

Ceva, Inc. (CEVA) shares fell 18.7% over the past month, underperforming peers Synopsys (SNPS) and Cadence Design Systems (CDNS). Despite Q2 2026 earnings and revenue beats, investors seem unimpressed. CEVA trades at a premium valuation, with a Zacks Rank of Hold. Analysts project 13.8% and 11.8% revenue growth for 2026 and 2027, respectively.

$CEVAMed

Stifel reiterates Buy rating on Ceva stock, cites edge device growth

Stifel maintained a Buy rating on Ceva (NASDAQ:CEVA) with a $50 price target, citing growth in edge devices. The company is shifting from mobile DSP IP to intelligent edge devices, with larger deals and 14% revenue growth forecast for FY2026. Ceva's Q2 2026 earnings beat estimates, with revenue up 13% year-over-year. Analysts have mixed views on its valuation and future prospects.

$CEVAMedAI 8/10

CEVA Q2 EPS beats at $0.08; analysts revise price targets

CEVA Logistics reported Q2 adjusted EPS of $0.08, beating estimates by 14.29%, and sales of $29.033M, up 13.07% YoY. Analysts revised price targets: Rosenblatt raised to $49, Oppenheimer lowered to $38. CEO attributed growth to licensing revenue. Shares gained 1.2% in pre-market trading.

CEVA connects consumers with Pepsi products thanks to new agreement

CEVA Logistics says it has signed a contract with PepsiCo Türkiye to manage the full lifecycle of Pepsi coolers across Türkiye. CEVA will maintain and refurbish about 20,000 coolers per year, including field maintenance, malfunction response, and reverse logistics to its refurbishment centers, extending equipment life up to 10 years.

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