Ceva (NASDAQ:CEVA) Receives “Buy” Rating from Rosenblatt Securities

Rosenblatt Securities reiterated their buy rating on shares of Ceva (NASDAQ:CEVA) in a research note published on Wednesday,Benzinga reports. The brokerage currently has a $40.00 price target on the semiconductor company’s stock.

A number of other brokerages also recently issued reports on CEVA. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ceva in a report on Friday, January 9th. Stifel Nicolaus started coverage on Ceva in a research report on Tuesday, February 10th. They issued a “buy” rating and a $30.00 target price for the company. Loop Capital began coverage on shares of Ceva in a report on Monday, December 1st. They set a “buy” rating and a $28.00 price target on the stock. Finally, Barclays lifted their price target on shares of Ceva from $30.00 to $35.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 12th. Five research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $32.60.

Ceva Stock Performance

Shares of NASDAQ CEVA opened at $20.09 on Wednesday. The firm’s 50 day moving average price is $22.16 and its 200-day moving average price is $23.69. The company has a market cap of $482.56 million, a PE ratio of -46.72 and a beta of 1.50. Ceva has a 52-week low of $18.23 and a 52-week high of $38.94.

Ceva (NASDAQ:CEVA) last released its quarterly earnings data on Tuesday, February 17th. The semiconductor company reported $0.18 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.18. Ceva had a negative return on equity of 3.15% and a negative net margin of 9.71%.The business had revenue of $31.29 million for the quarter, compared to analysts’ expectations of $31.03 million. During the same period in the prior year, the firm posted $0.11 EPS. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. On average, analysts forecast that Ceva will post -0.12 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Hantz Financial Services Inc. grew its position in shares of Ceva by 77.6% during the 4th quarter. Hantz Financial Services Inc. now owns 1,446 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 632 shares during the period. State of Wyoming bought a new position in Ceva in the 3rd quarter worth $39,000. FNY Investment Advisers LLC purchased a new position in Ceva during the second quarter valued at $42,000. Russell Investments Group Ltd. grew its holdings in Ceva by 771.8% during the third quarter. Russell Investments Group Ltd. now owns 2,380 shares of the semiconductor company’s stock valued at $63,000 after purchasing an additional 2,107 shares during the period. Finally, AlphaQuest LLC increased its position in Ceva by 123.6% in the second quarter. AlphaQuest LLC now owns 2,451 shares of the semiconductor company’s stock worth $54,000 after buying an additional 1,355 shares in the last quarter. 85.37% of the stock is currently owned by institutional investors.

Trending Headlines about Ceva

Here are the key news stories impacting Ceva this week:

• Positive Sentiment: Rosenblatt Securities reaffirmed a “buy” rating and kept a $40.00 price target on CEVA, implying substantial upside from current levels, which supports bullish investor expectations. Rosenblatt Reaffirms Buy
• Positive Sentiment: Company statement: Ceva called 2025 a “breakthrough year” for AI licensing — signing 10 NeuPro NPU agreements and with AI contributing >20% of annual licensing revenue — which strengthens its long‑term growth thesis around edge AI. Ceva Highlights Breakthrough Year for AI Licensing
• Positive Sentiment: Guidance/strategy: CEVA outlined an 8%–12% revenue growth target for 2026 while emphasizing expansion in AI and connectivity leadership — a clear growth goal that investors may view as constructive if execution continues. CEVA Outlines 8%-12% Revenue Growth Target
• Neutral Sentiment: Quarterly results were mixed: Q4 EPS of $0.18 matched consensus and revenue (~$31.29M) was up 7.1% y/y, but the company still shows a negative net margin and negative ROE, leaving profitability concerns for some investors. Ceva Announces Q4 and FY2025 Results
• Neutral Sentiment: Earnings call and transcripts are available for investors digging into detail on product ramps, licensing timing and margins; these details will influence near‑term sentiment as investors parse cadence versus long‑term opportunity. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Technical coverage noted short‑term momentum in Nasdaq futures and technical strength, but technicals can also prompt short‑term profit‑taking when price sits below moving averages. Technical Momentum Note
• Negative Sentiment: Institutional activity: recent data show mixed hedge‑fund/institution moves — notably BlackRock trimmed ~1.6M shares in Q4 2025 — which can add selling pressure or reduce bid depth. Quiver Quant — Institutional Activity & Earnings
• Negative Sentiment: Some outlets flagged small misses to certain third‑party estimates (Quiver noted EPS missed by $0.01 and revenue variance), and mixed beats/misses can trigger short‑term selling despite positive messaging on AI. Coverage Noting Minor Miss

About Ceva

Ceva, Inc (NASDAQ: CEVA) is a leading licensor of signal processing IP cores and platforms that enable intelligent, connected devices. The company designs a broad portfolio of digital signal processing (DSP) and AI processors, software development toolkits and reference frameworks for applications ranging from 5G wireless communications and Bluetooth connectivity to audio, computer vision, sensor fusion and edge AI. Its solutions target a variety of end markets including smartphones, automotive, IoT devices, smart home, industrial automation and wearable electronics.

Founded in 1999 as a spin-off from DSP Group, Ceva has built its reputation on delivering modular, power-efficient IP that can be customized to meet stringent performance, area and power requirements.