Ceva announces Q3 adjusted EPS of 11 cents, surpassing consensus of 10 cents
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
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Q3 Financial Performance: Ceva reported Q3 revenue of $28.4M, surpassing the consensus estimate of $28.04M, with a non-GAAP gross margin of 89%, up from 87% in the previous year.
Strategic Licensing Agreements: The company secured several strategic licensing agreements, including a significant portfolio license for its NeuPro NPU family with Microchip, enhancing its position in wireless connectivity and AI expansion.
Growth in AI and Wireless IoT: Ceva's AI processor licensing is contributing significantly to its revenue, and wireless IoT shipments are at record highs, positioning the company for sustainable growth.
Focus on Physical AI: Ceva aims to lead in enabling Physical AI at the edge, reinforcing its role as a foundational technology provider for intelligent, connected devices.
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Analyst Views on CEVA
Wall Street analysts forecast CEVA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CEVA is 36.00 USD with a low forecast of 33.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 22.510
Low
33.00
Averages
36.00
High
40.00
Current: 22.510
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.
Apogee Therapeutics (APGE) Options Volume Surges 46.6% Today
- Active Options Trading: Apogee Therapeutics has seen an options volume of 4,166 contracts today, equating to approximately 416,600 shares, indicating a trading activity level of 46.6% of its average daily volume over the past month.
- High Demand Options: Notably, the $90 strike call option expiring on March 20, 2026, has seen a significant volume of 2,505 contracts traded today, representing about 250,500 shares, reflecting strong market interest at this strike price.
- Ceva Inc Options Activity: Concurrently, Ceva Inc has recorded an options volume of 1,294 contracts today, approximately 129,400 shares, which corresponds to 45.8% of its average daily trading volume over the past month.
- Increased Interest in Strike Price: Among Ceva's options, the $30 strike call option expiring on February 20, 2026, has seen a trading volume of 506 contracts today, representing around 50,600 shares, indicating a rising market focus on this strike price.
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Ceva, Inc. to Announce Q4 and Full Year 2025 Results on February 17, 2026
- Earnings Announcement Schedule: Ceva, Inc. will release its Q4 and full year 2025 results on February 17, 2026, before the NASDAQ market opens, providing investors with critical operational performance data to analyze future growth trends.
- Conference Call Details: Following the earnings release, Ceva's management will hold a conference call at 8:30 a.m. Eastern Time to discuss quarterly performance, allowing investors to engage through designated dial-in numbers or a live webcast link, enhancing transparency and interaction.
- Replay Service: For investors unable to attend the live call, Ceva offers a replay service available from one hour after the call ends until 9:00 a.m. on March 17, 2026, ensuring all investors can access important information.
- Company Background: Ceva focuses on smart edge technology, having shipped over 20 billion devices to more than 400 customers globally, with its AI-driven product portfolio providing foundational technology for 5G, IoT, and autonomous driving, showcasing strong market competitiveness.
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