Roth Capital Issues Optimistic Forecast for Ceva Earnings

Ceva, Inc. (NASDAQ:CEVA) – Equities researchers at Roth Capital boosted their Q1 2026 EPS estimates for shares of Ceva in a research report issued to clients and investors on Monday, November 24th. Roth Capital analyst S. Desilva now anticipates that the semiconductor company will earn ($0.07) per share for the quarter, up from their prior estimate of ($0.08). The consensus estimate for Ceva’s current full-year earnings is ($0.12) per share. Roth Capital also issued estimates for Ceva’s FY2026 earnings at ($0.20) EPS.

Ceva (NASDAQ:CEVA) last issued its quarterly earnings results on Monday, November 10th. The semiconductor company reported $0.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.10 by $0.01. The business had revenue of $28.38 million for the quarter, compared to analyst estimates of $28.04 million. Ceva had a negative net margin of 9.48% and a negative return on equity of 3.04%. The business’s revenue was up 4.3% compared to the same quarter last year. During the same period in the previous year, the business posted $0.14 earnings per share.

Several other analysts have also recently commented on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Ceva in a report on Tuesday, October 14th. Barclays increased their price objective on Ceva from $30.00 to $35.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 12th. Finally, Rosenblatt Securities restated a “buy” rating and set a $40.00 target price on shares of Ceva in a research report on Tuesday, November 11th. Four equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, Ceva currently has a consensus rating of “Moderate Buy” and an average price target of $35.75.

Ceva Trading Up 1.8%

Shares of CEVA opened at $20.61 on Wednesday. The stock’s 50 day moving average is $26.12 and its two-hundred day moving average is $23.42. Ceva has a twelve month low of $18.23 and a twelve month high of $38.94. The firm has a market capitalization of $495.01 million, a PE ratio of -49.07 and a beta of 1.32.

Institutional Trading of Ceva

Several large investors have recently modified their holdings of the business. Herald Investment Management Ltd lifted its stake in Ceva by 23.1% in the 2nd quarter. Herald Investment Management Ltd now owns 400,000 shares of the semiconductor company’s stock valued at $8,780,000 after buying an additional 75,000 shares in the last quarter. Silverberg Bernstein Capital Management LLC increased its position in Ceva by 35.6% during the second quarter. Silverberg Bernstein Capital Management LLC now owns 121,023 shares of the semiconductor company’s stock worth $2,660,000 after buying an additional 31,769 shares in the last quarter. Acadian Asset Management LLC raised its holdings in shares of Ceva by 24.0% in the second quarter. Acadian Asset Management LLC now owns 653,013 shares of the semiconductor company’s stock worth $14,346,000 after acquiring an additional 126,267 shares during the last quarter. Voya Investment Management LLC lifted its position in shares of Ceva by 52.2% in the first quarter. Voya Investment Management LLC now owns 59,712 shares of the semiconductor company’s stock valued at $1,529,000 after acquiring an additional 20,469 shares in the last quarter. Finally, Senvest Management LLC lifted its position in shares of Ceva by 8.4% in the second quarter. Senvest Management LLC now owns 2,151,632 shares of the semiconductor company’s stock valued at $47,293,000 after acquiring an additional 166,425 shares in the last quarter. 85.37% of the stock is currently owned by institutional investors and hedge funds.

About Ceva

CEVA, Inc provides silicon and software IP solutions to semiconductor and original equipment manufacturer (OEM) companies worldwide. Its 5G mobile and infrastructure products include Ceva-XC vector digital signal processors (DSPs) for 5G handsets, 5G RAN, and general-purpose baseband processing; PentaG-RAN, an open ran platform for base station and radio; and PentaG2 – 5G NR modem platform for UE, as well as for non-handset 5G vertical markets, such as fixed wireless access, industry 4.0, robotics, and AR/VR devices.