CEVA Reports Record Q4 2025 Revenue and Strategic AI Breakthrough
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy CEVA?
Source: seekingalpha
- Record Revenue: CEVA achieved an all-time high revenue of $31.3 million in Q4 2025, reflecting a 7% year-over-year and 10% sequential increase, showcasing the company's strong execution in wireless connectivity and AI, thereby reinforcing its market leadership.
- Licensing Revenue Growth: The company reported an 11% year-over-year increase in licensing revenue to $17.5 million, indicating robust demand across multiple markets, particularly in Wi-Fi 7 and combo connectivity, highlighting CEVA's technological diversity and market adaptability.
- Optimistic Outlook: Management anticipates total revenue growth of 8% to 12% in 2026, with non-GAAP net income expected to rise by 35% to 40% year-over-year, indicating that ongoing investments in AI and Physical AI will drive future growth.
- Record Device Shipments: CEVA powered 2.1 billion devices in 2025, with Wi-Fi shipments growing 48% year-over-year, demonstrating the company's strong performance in the rapidly expanding Smart Edge market.
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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: 20.450
Low
33.00
Averages
36.00
High
40.00
Current: 20.450
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.
Ceva to Participate in Multiple Upcoming Investor Conferences
- Investor Conference Schedule: Ceva will showcase its strategy and growth opportunities in Physical AI at the Mobile World Congress in Barcelona from March 2-5, 2026, which is expected to attract significant attention from industry investors.
- Industry Event Participation: Following this, Ceva will participate in the Embedded World 2026 in Nuremberg, Germany from March 10-12, further solidifying its market position in smart edge technology.
- One-on-One Meeting Opportunities: At the Loop Capital Markets 7th Annual Investor Conference and Stifel NYC Technology One-on-One Conference on March 10, 2026, Ceva will offer one-on-one meetings with its management team, aiming to deepen engagement and communication with investors.
- Strategic Showcase Platform: Ceva will further demonstrate its technological prowess at the 38th Annual ROTH Conference on March 23-24, 2026, leveraging this opportunity to strengthen relationships with potential investors and showcase its leadership in smart edge products.
See More
CEVA Reports Record Q4 2025 Revenue and Strategic AI Breakthrough
- Record Revenue: CEVA achieved an all-time high revenue of $31.3 million in Q4 2025, reflecting a 7% year-over-year and 10% sequential increase, showcasing the company's strong execution in wireless connectivity and AI, thereby reinforcing its market leadership.
- Licensing Revenue Growth: The company reported an 11% year-over-year increase in licensing revenue to $17.5 million, indicating robust demand across multiple markets, particularly in Wi-Fi 7 and combo connectivity, highlighting CEVA's technological diversity and market adaptability.
- Optimistic Outlook: Management anticipates total revenue growth of 8% to 12% in 2026, with non-GAAP net income expected to rise by 35% to 40% year-over-year, indicating that ongoing investments in AI and Physical AI will drive future growth.
- Record Device Shipments: CEVA powered 2.1 billion devices in 2025, with Wi-Fi shipments growing 48% year-over-year, demonstrating the company's strong performance in the rapidly expanding Smart Edge market.
See More
CEVA Reports Q4 Earnings Exceeding Expectations
- Earnings Highlights: CEVA's Q4 non-GAAP EPS stands at $0.18, aligning with expectations, while revenue hits $31.29 million, reflecting a 7.1% year-over-year increase and surpassing estimates by $0.26 million, indicating stable market performance.
- Licensing Revenue Growth: The company reports licensing and related revenue of $17.5 million, an 11% increase year-over-year, demonstrating sustained demand for CEVA's technology licensing and enhancing revenue diversification.
- Royalty Revenue Performance: Royalty revenue reaches $13.8 million, up 2%, marking the strongest quarterly royalty performance in over four years, showcasing CEVA's competitive edge in its core technology sectors.
- Balance Sheet Strengthening: CEVA successfully raised approximately $63 million net through a follow-on offering, further strengthening its balance sheet and providing financial support for future investments and expansion.
See More
CEVA Set to Announce Q4 Earnings with Significant Growth Expectations
- 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.
See More
Key Wall Street Rating Changes Overview
- Shopify Upgrade: MoffettNathanson upgraded Shopify from neutral to buy, citing an attractive entry point due to market fears surrounding software companies, and believes Shopify will emerge as a long-term winner in the AI commerce landscape.
- Nvidia Outlook: Bernstein reiterated Nvidia as outperform, emphasizing that the AI growth trend remains robust, particularly in the AI compute sector, suggesting continued benefits for Nvidia and its peers.
- Thomson Reuters Upgrade: RBC upgraded Thomson Reuters from sector perform to outperform, indicating that the company's potential in the AI space will drive a rebound in stock price, creating an asymmetric upside opportunity in a complex market.
- Micron Price Target Increase: Deutsche Bank raised Micron's price target from $300 to $500 per share, asserting that the current market environment remains favorable for Micron's performance in the upcoming quarters, indicating strong growth potential.
See More
Ceva and Renesas Launch Efficient Wireless Solutions for IoT
- Wireless Integration: Renesas has integrated Ceva's Wi-Fi 6 and Bluetooth LE IPs into its newly launched RA6W1 and RA6W2 microcontrollers, delivering robust wireless performance across smart home, industrial, and consumer devices to meet the surging demand in the IoT market.
- Flexible Design Options: The RA6W1 and RA6W2 microcontrollers offer developers the flexibility to choose between standalone Wi-Fi, Wi-Fi/Bluetooth LE combo, or fully integrated modules, thereby reducing design complexity and BOM costs based on application requirements.
- Enhanced Energy Efficiency: By incorporating Ceva's connectivity IPs, Renesas' MCUs not only improve energy efficiency and extend battery life but also accelerate time-to-market for smart home and industrial automation applications, enhancing customer competitiveness.
- Market Leadership: Ceva's wireless connectivity IP portfolio spans Wi-Fi 6/7, Bluetooth LE, and more, and its exceptional performance and interoperability further solidify its market leadership in next-generation IoT and smart home devices.
See More
Ceva to Participate in Multiple Upcoming Investor Conferences
- Investor Conference Schedule: Ceva will showcase its strategy and growth opportunities in Physical AI at the Mobile World Congress in Barcelona from March 2-5, 2026, which is expected to attract significant attention from industry investors.
- Industry Event Participation: Following this, Ceva will participate in the Embedded World 2026 in Nuremberg, Germany from March 10-12, further solidifying its market position in smart edge technology.
- One-on-One Meeting Opportunities: At the Loop Capital Markets 7th Annual Investor Conference and Stifel NYC Technology One-on-One Conference on March 10, 2026, Ceva will offer one-on-one meetings with its management team, aiming to deepen engagement and communication with investors.
- Strategic Showcase Platform: Ceva will further demonstrate its technological prowess at the 38th Annual ROTH Conference on March 23-24, 2026, leveraging this opportunity to strengthen relationships with potential investors and showcase its leadership in smart edge products.
See More
CEVA Reports Record Q4 2025 Revenue and Strategic AI Breakthrough
- Record Revenue: CEVA achieved an all-time high revenue of $31.3 million in Q4 2025, reflecting a 7% year-over-year and 10% sequential increase, showcasing the company's strong execution in wireless connectivity and AI, thereby reinforcing its market leadership.
- Licensing Revenue Growth: The company reported an 11% year-over-year increase in licensing revenue to $17.5 million, indicating robust demand across multiple markets, particularly in Wi-Fi 7 and combo connectivity, highlighting CEVA's technological diversity and market adaptability.
- Optimistic Outlook: Management anticipates total revenue growth of 8% to 12% in 2026, with non-GAAP net income expected to rise by 35% to 40% year-over-year, indicating that ongoing investments in AI and Physical AI will drive future growth.
- Record Device Shipments: CEVA powered 2.1 billion devices in 2025, with Wi-Fi shipments growing 48% year-over-year, demonstrating the company's strong performance in the rapidly expanding Smart Edge market.
See More
CEVA Reports Q4 Earnings Exceeding Expectations
- Earnings Highlights: CEVA's Q4 non-GAAP EPS stands at $0.18, aligning with expectations, while revenue hits $31.29 million, reflecting a 7.1% year-over-year increase and surpassing estimates by $0.26 million, indicating stable market performance.
- Licensing Revenue Growth: The company reports licensing and related revenue of $17.5 million, an 11% increase year-over-year, demonstrating sustained demand for CEVA's technology licensing and enhancing revenue diversification.
- Royalty Revenue Performance: Royalty revenue reaches $13.8 million, up 2%, marking the strongest quarterly royalty performance in over four years, showcasing CEVA's competitive edge in its core technology sectors.
- Balance Sheet Strengthening: CEVA successfully raised approximately $63 million net through a follow-on offering, further strengthening its balance sheet and providing financial support for future investments and expansion.
See More
CEVA Set to Announce Q4 Earnings with Significant Growth Expectations
- 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.
See More
Key Wall Street Rating Changes Overview
- Shopify Upgrade: MoffettNathanson upgraded Shopify from neutral to buy, citing an attractive entry point due to market fears surrounding software companies, and believes Shopify will emerge as a long-term winner in the AI commerce landscape.
- Nvidia Outlook: Bernstein reiterated Nvidia as outperform, emphasizing that the AI growth trend remains robust, particularly in the AI compute sector, suggesting continued benefits for Nvidia and its peers.
- Thomson Reuters Upgrade: RBC upgraded Thomson Reuters from sector perform to outperform, indicating that the company's potential in the AI space will drive a rebound in stock price, creating an asymmetric upside opportunity in a complex market.
- Micron Price Target Increase: Deutsche Bank raised Micron's price target from $300 to $500 per share, asserting that the current market environment remains favorable for Micron's performance in the upcoming quarters, indicating strong growth potential.
See More
Ceva and Renesas Launch Efficient Wireless Solutions for IoT
- Wireless Integration: Renesas has integrated Ceva's Wi-Fi 6 and Bluetooth LE IPs into its newly launched RA6W1 and RA6W2 microcontrollers, delivering robust wireless performance across smart home, industrial, and consumer devices to meet the surging demand in the IoT market.
- Flexible Design Options: The RA6W1 and RA6W2 microcontrollers offer developers the flexibility to choose between standalone Wi-Fi, Wi-Fi/Bluetooth LE combo, or fully integrated modules, thereby reducing design complexity and BOM costs based on application requirements.
- Enhanced Energy Efficiency: By incorporating Ceva's connectivity IPs, Renesas' MCUs not only improve energy efficiency and extend battery life but also accelerate time-to-market for smart home and industrial automation applications, enhancing customer competitiveness.
- Market Leadership: Ceva's wireless connectivity IP portfolio spans Wi-Fi 6/7, Bluetooth LE, and more, and its exceptional performance and interoperability further solidify its market leadership in next-generation IoT and smart home devices.
See More
