$CEVA

Ceva Inc. (NASDAQ:CEVA) launched its next-gen NeuPro neural processing unit portfolio, offering 2X higher AI throughput and 50% better energy efficiency. The portfolio includes four NPUs for various AI applications, with general availability planned for Q2 2027. Ceva cited ABI Research forecasts of 42% CAGR in cloud AI inference capacity through 2035.

Ceva, Inc. (NASDAQ: CEVA) plans to release its third quarter 2026 earnings on November 9, 2026, followed by a conference call at 8:30 a.m. ET to discuss results and business outlook. The call will be available via dial-in and webcast, with a replay option. Ceva specializes in silicon and software IP for smart edge devices, with over 22 billion devices shipped.

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 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.

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, 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, 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.

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.

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 Logistics has signed a contract with PepsiCo Türkiye to manage the lifecycle of 20,000 coolers annually. The agreement includes maintenance, repair, and refurbishment services, extending equipment lifespan by up to 10 years. CEVA aims to enhance operational efficiency and sustainability for PepsiCo's cooler equipment across Türkiye.