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Stock impact report

CEVA, Inc. (CEVA) Valuation Seen as Attractive by UBS [Yahoo! Finance]

CEVA, Inc. (CEVA) 
Last ceva, inc. earnings: 2/18 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: investors.ceva-dsp.com
Company Research Source: Yahoo! Finance
On February 25, UBS started coverage on CEVA, Inc. (NASDAQ:CEVA) with a Buy rating and a price target of $27. With the lowest 1-year price target among analysts, the firm's estimate reflects an upside potential of 41.14%. The firm said that the company's wireless and connectivity business accounts for nearly 70% market share, adding that CEVA, Inc. (NASDAQ:CEVA) will benefit from the expanding connected edge AI devices. UBS expects the company's royalties to rise to about three times or more per chip. For 2026, the firm forecasts an EPS of $0.55, with net income likely to grow following earlier losses. The company appears to be trading at a discount to its peers as valuation could be enhanced with accelerating AI compute revenues, UBS highlighted. When CEVA, Inc. (NASDAQ:CEVA) reported its Q4 2025 earnings on February 17, management highlighted the company's solid positioning for the "physical AI era," noting that AI procedural licensing substantially contributed to licensing rev Show less Read more
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