Ceva (NASDAQ:CEVA) Stock Price Target Lowered at Stifel Nicolaus

Ceva (NASDAQ:CEVA) had its price target lowered by analysts at Stifel Nicolaus from $50.00 to $40.00 in a research report issued on Tuesday, Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus‘s target price indicates a potential upside of 61.03% from the stock’s previous close.

CEVA has been the topic of several other research reports. Oppenheimer dropped their target price on Ceva from $42.00 to $38.00 and set an “outperform” rating on the stock in a report on Tuesday, August 11th. Wall Street Zen cut Ceva from a “buy” rating to a “hold” rating in a research report on Sunday. TD Cowen dropped their price objective on Ceva from $45.00 to $35.00 and set a “buy” rating on the stock in a report on Monday, October 19th. UBS Group cut their target price on Ceva from $48.00 to $40.00 and set a “buy” rating on the stock in a research report on Monday, November 2nd. Finally, Rosenblatt Securities boosted their price objective on shares of Ceva from $45.00 to $49.00 and gave the stock a “buy” rating in a research report on Tuesday, August 11th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $36.50.

Ceva Stock Down 8.3%

Ceva stock opened at $24.84 on Tuesday. The company has a fifty day simple moving average of $30.44 and a 200-day simple moving average of $30.61. The firm has a market capitalization of $699.25 million, a price-to-earnings ratio of -62.10 and a beta of 1.98. Ceva has a 52-week low of $17.02 and a 52-week high of $51.60.

Ceva (NASDAQ:CEVA) last issued its quarterly earnings data on Monday, November 9th. The semiconductor company reported $0.13 earnings per share for the quarter, missing the consensus estimate of $0.19 by ($0.06). Ceva had a negative return on equity of 3.15% and a negative net margin of 9.48%. The business had revenue of $29.06 million during the quarter, compared to analysts’ expectations of $32.71 million. During the same quarter in the previous year, the company posted $0.11 earnings per share. The company’s revenue was up 2.4% on a year-over-year basis. On average, research analysts anticipate that Ceva will post -0.17 EPS for the current fiscal year.

Institutional Trading of Ceva

Large investors have recently bought and sold shares of the business. BlackRock Inc. acquired a new stake in Ceva during the 2nd quarter worth approximately $113,995,000. AWM Investment Company Inc. acquired a new stake in Ceva in the second quarter valued at about $37,719,000. Deutsche Bank AG acquired a new position in Ceva during the 2nd quarter worth approximately $33,941,000. William Blair Investment Management LLC purchased a new position in shares of Ceva during the 3rd quarter worth approximately $24,975,000. Finally, Oaktop Capital Management II L.P. purchased a new position in shares of Ceva during the 2nd quarter worth approximately $21,051,000. Institutional investors and hedge funds own 85.37% of the company’s stock.

More Ceva News

Here are the key news stories impacting Ceva this week:

• Positive Sentiment: Ceva forecast fourth-quarter revenue of $34 million to $38 million, citing higher smartphone modem royalties. That outlook points to a potential step-up in revenue. Article: Ceva expects Q4 revenue of $34M-$38M as smartphone modem royalties step up
• Positive Sentiment: The company reported 18% sequential growth in royalty revenue and record AI licensing revenue in Q3, while noting a multi-year smartphone modem ramp ahead. Article: Ceva, Inc. Announces Third Quarter 2026 Financial Results
• Neutral Sentiment: Needham lowered its price target to $30 from $43 but kept a “buy” rating. The reduced target reflects a more cautious valuation view, while the rating signals the analyst still sees potential upside. Article: Needham rating and price target
• Negative Sentiment: Q3 EPS was $0.13, below analyst expectations of about $0.18–$0.19. Revenue of $29.06 million also missed estimates of roughly $32.7 million, despite rising 2.4% year over year. The earnings and sales shortfalls are the clearest near-term headwinds for the stock. Article: Ceva lags Q3 earnings and revenue estimates

Ceva Company Profile

Ceva, Inc is a semiconductor intellectual property (IP) company that develops and licenses technology used in connected devices. Rather than manufacturing chips, the company provides processor cores, software, and system-level IP that semiconductor companies and original equipment manufacturers can incorporate into their own products.

Its portfolio includes digital signal processor (DSP) cores and platforms for wireless communications, artificial intelligence, computer vision, audio and voice processing, imaging, and sensor applications.