CEVA Set to Announce Q4 Earnings with Significant Growth Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy CEVA?
Source: seekingalpha
- Earnings Announcement: CEVA is set to release its Q4 earnings on February 16 before market open, with a consensus EPS estimate of $0.18, reflecting a substantial year-over-year growth of 357.1%, which could enhance investor confidence and drive stock price appreciation.
- Revenue Expectations: The anticipated Q4 revenue is $31.03 million, representing a 6.3% year-over-year increase, indicating the company's stable performance in the market and potentially attracting more investor interest in its future growth prospects.
- Performance Prediction Trends: Over the past two years, CEVA has beaten EPS and revenue estimates 50% of the time; however, in the last three months, both EPS and revenue estimates have seen two downward revisions, reflecting a cautious market outlook on its short-term performance.
- Public Offering Plan: CEVA has announced an underwritten public offering of 3 million shares of common stock, which may provide the company with additional funding support to drive its future growth strategies.
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Analyst Views on CEVA
Wall Street analysts forecast CEVA stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 19.690
Low
33.00
Averages
36.00
High
40.00
Current: 19.690
Low
33.00
Averages
36.00
High
40.00
About CEVA
Ceva, Inc. is a licensor of silicon and software intellectual property (IP). The Company addresses the requirements of the consumer, industrial, infrastructure, automotive, mobile and PC markets by designing and licensing a range of processors, platforms, software and solutions which streamline the design of products for developing a variety of application specific solutions that address the connect, sense and infer use cases of smart edge devices. The Company's connect products include 5G/5G-A Baseband Platform (PentaG2), OpenRAN Platform, Cellular Internet of Things (IoT) (Ceva-Waves DragonFly) and Ultra-Wideband Platform (Ceva-Waves UWB). Its sense products include Vision/AI DSP, Audio and Control DSP, Neural-network-based noise cancellation, and Spatial Audio & Head Tracking. Its infer products include NPU IP for Generative AI, NPU IP for Embedded AI and AI SDK. It delivers its platforms, AI and sensor fusion DSPs and NPUs in the form of a hardware description language definition.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Technological Innovation: Ceva's Ceva-Waves™ UWB IP is the industry's first IEEE 802.15.4ab-compliant UWB IP, delivering up to 30x extended range and 4x faster data rates, significantly enhancing security and energy efficiency across consumer, automotive, and industrial systems.
- Growing Market Demand: According to ABI Research, UWB shipments exceeded 563 million units in 2025 and are forecasted to surpass 1.4 billion by 2030, indicating rapid adoption of UWB in positioning, radar sensing, and high-performance data applications.
- Ecosystem Readiness: Ceva is collaborating closely with LitePoint to facilitate early validation of the IEEE 802.15.4ab standard, ensuring device manufacturers can achieve faster time-to-market and higher interoperability, thereby accelerating the commercialization of UWB technology.
- Key for Physical AI: The Ceva-Waves UWB IP not only improves range and throughput but also maintains power efficiency, supporting a variety of Physical AI applications from autonomous robots to smart factories, driving the development of intelligent edge products.
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- Technological Innovation: Ceva's Ceva-Waves UWB IP is the industry's first IEEE 802.15.4ab-compliant UWB IP, delivering up to 30x extended range and 4x faster data rates, significantly enhancing performance for secure access, positioning, and radar applications.
- Market Demand: According to ABI Research, UWB shipments exceeded 563 million units in 2025 and are forecasted to surpass 1.4 billion by 2030, indicating rapid growth potential for UWB technology across consumer, automotive, and industrial markets.
- Ecosystem Compatibility: The Ceva-Waves UWB IP is fully backward compatible with IEEE 802.15.4z while adding support for enhanced sensing and data communications under the new standard, ensuring faster time-to-market for device manufacturers.
- Collaborative Validation: Ceva is working closely with LitePoint for early validation to ensure interoperability and rapid commercialization of IEEE 802.15.4ab, helping customers bring next-generation UWB technology to market more quickly.
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- Technological Innovation: Ceva's Ceva-Waves™ UWB IP is the first IEEE 802.15.4ab-compliant UWB IP, delivering up to 30x extended range and 4x higher data rates, significantly enhancing secure access and positioning capabilities across consumer, automotive, and industrial systems.
- Market Demand: According to ABI Research, UWB shipments exceeded 563 million units in 2025 and are forecasted to surpass 1.4 billion units annually by 2030, indicating rapid adoption and application potential across various industries.
- Ecosystem Compatibility: The new IP is fully backward compatible with IEEE 802.15.4z while adding support for enhanced sensing and data communications under the new standard, ensuring device manufacturers can achieve interoperability and faster commercialization.
- Collaborative Validation: Ceva is closely collaborating with LitePoint for early validation to accelerate ecosystem readiness for IEEE 802.15.4ab, ensuring comprehensive testing and measurement solutions that help customers bring next-generation UWB technology to market more quickly.
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- Technological Innovation: Ceva's PentaG-NTN modem, built on the third-generation PentaG platform, aims to accelerate the deployment of 5G-NTN services for satellite user terminals, significantly reducing silicon development risks and shortening time-to-market.
- Market Demand: The launch of PentaG-NTN addresses the urgent need for satellite-native organizations to simplify modem integration, enabling them to commercialize faster in the growing 5G-NTN market.
- Cost Efficiency: Ceva estimates that the PentaG platform can reduce modem silicon development time by approximately 65% and save tens of millions of dollars in project costs, which is particularly valuable for semiconductor companies looking to enter the satellite and NTN market.
- Customer Differentiation: PentaG-NTN not only complies with standards but also allows customers to integrate proprietary technologies, enhancing service differentiation and providing a competitive edge in a crowded market.
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- Technological Innovation: Ceva's PentaG-NTN modem is specifically designed for LEO and MEO satellite user terminals, significantly accelerating the deployment of standards-based satellite connectivity, enabling satellite operators and terminal innovators to bring 5G-NTN services to market faster while reducing silicon development risks.
- Market Demand: The rapid proliferation of satellite constellations is driven by satellite-native organizations that excel in satellite design and space network operations, and the launch of PentaG-NTN meets the urgent need for simplified modem integration in this evolving market.
- Performance Enhancement: Compared to the previous generation, PentaG-NTN delivers substantial improvements in performance, scalability, and integration efficiency, supporting scalable performance from 10 Mbps to 2 Gbps with 256-QAM modulation capabilities, addressing the harsh operational conditions of satellite user terminals.
- Cost Efficiency: Ceva estimates that its third-generation PentaG modem platform can reduce modem silicon development time by approximately 65% and cut program costs by tens of millions of dollars, enabling customers to enter the market quickly and innovate without the need for large, specialized R&D teams.
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- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives that could influence investor decisions.
- Market Reaction Expectations: Rating changes by analysts typically attract market attention, as investors may adjust their positions based on these ratings, potentially impacting the price volatility of related stocks.
- Impact of Rating Changes: Upgrades can boost investor confidence and drive stock prices higher, while downgrades may lead to price declines, highlighting the significant role analysts play in the market.
- Access More Information: For a complete view of all analyst rating changes, including specific upgrades and downgrades, investors can visit our analyst ratings page to obtain the latest data and analysis.
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