Market Cap
$994.7M
CEVA
CEVA INC
$37.10 ▲ +4.45%
Prev close $35.52Market cap$994.7M
ConsensusStrong Buy
12-mo target$46.67 (+25.8%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)23 New Institutional Positions11 Institutional Exits Software & IT
Snapshot
The big-picture read on CEVA right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (81%)
Inst. Holders
50 funds
Inst. Value
$796.9M
Inst. Activity
23 buys / 11 sells
Insider Activity
$173.9K buy / $0.00 sell
Insider Net $
$173.9K
Social Sentiment
57° Neutral
SEC Reports
5
Price chart 30d +40.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 19, 2026 short_volume
Aug 10, 2026 SEC Short Volume: CEVA — 62.0% short (0.4M / 0.6M)
Short: 362,986 | Exempt: 30,224 | TRF Vol: 584,991 | Short Ratio: 62.0% | Off-exchange volume (dark
Ceva delivered Q2 2026 revenue of $29.0M, up 13% YoY, with licensing revenue growing 21% to $18.2M (highest in three yea
8-K — Impact 6/10
Ceva reported Q2 2026 revenue of $29.0M (+13% YoY) and non-GAAP EPS of $0.08, compared to consensus of $0.07 — a 14.3% b
PRESS-RELEASE — Impact 7/10
Aug 7, 2026 Insider
Toquet Gweltaz was granted 30,293 shares
Chief Commercial Officer
Aug 7, 2026 Insider
Arieli Yaniv was granted 30,293 shares
Chief Financial Officer
Aug 7, 2026 Insider
Panush Amir was granted 60,587 shares
Chief Executive Officer
Jun 30, 2026 Inst.
STATE STREET CORP — ADD
1,672,919 shares ($78.9M)
Jun 30, 2026 Inst.
DEUTSCHE BANK AG\ — ADD
719,690 shares ($33.9M)
Analyst ratings buy % -2.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
81% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | StoneX | UPGRADE | Buy | — |
| Aug 11, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 11, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 11, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 10, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 16, 2026 | Benchmark | INITIATE | Hold | 54% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 10, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jun 15, 2026 | Needham | INITIATE | Buy | 50% |
| May 12, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Aug 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Jul 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% | |
| Jun 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% |
Price targets
Where 9 covering analysts think CEVA trades over the next 12 months.
$46.67 +25.8% upside Strong Buy
Current$37.10 Low$38.00 Median$45.00 High$60.00 9 analysts
$38.00$60.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +16.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 4.4/10.
BULLISH8-K6/10
Ceva delivered Q2 2026 revenue of $29.0M, up 13% YoY, with licensing revenue growing 21% to $18.2M (
Aug 10, 2026
BULLISHPRESS-RELEASE7/10
Ceva reported Q2 2026 revenue of $29.0M (+13% YoY) and non-GAAP EPS of $0.08, compared to consensus
Aug 10, 2026
NEUTRALDEFA14A3/10
CEVA management filed supplemental proxy materials to defend its say-on-pay proposal (Proposal 2) ag
May 26, 2026
NEUTRALDEFA14A3/10
CEVA Inc. filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting, following the an
Apr 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 19, 2026
short_volume
Short Volume: CEVA — 62.0% short (0.4M / 0.6M)
Short: 362,986 | Exempt: 30,224 | TRF Vol: 584,991 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Aug 14, 2026
short_interest_report
Short Interest: CEVA up 21% to 2.7M shares
Settlement 2026-08-14 | Days to cover: 2.76 | ≈9.61% of shares outstanding (est.)
Aug 10, 2026
earnings
Ceva, Inc. Announces Second Quarter 2026 Financial Results
Company posts highest licensing and related revenues in three years on strong AI and connectivity demand ROCKVILLE, Md., Aug. 10, 2026 /PRNewswire/ --
Aug 10, 2026
earnings_calendar
CEVA Q2 2026 Earnings Scheduled — 2026-08-10
Aug 7, 2026
short_volume
Short Volume: CEVA — 70.0% short (0.4M / 0.6M)
Short: 392,212 | Exempt: 0 | TRF Vol: 560,044 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.19 | $0.16–$0.20 | 71.1% | +0.0% | 8↑ 0↓ | $0.0B | 9 |
| Next Q | $0.25 | $0.24–$0.27 | 36.3% | +0.0% | 1↑ 3↓ | $0.0B | 9 |
| Current FY | $0.55 | $0.53–$0.58 | 30.5% | +0.0% | 7↑ 0↓ | $0.1B | 9 |
| Next FY | $0.80 | $0.63–$0.90 | 46.4% | +0.8% | 1↑ 6↓ | $0.1B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.188 | — |
| 7d ago | $0.188 | — |
| 30d ago | $0.188 | — |
| 60d ago | $0.167 | +0.022 |
| 90d ago | $0.167 | +0.021 |
Institutional ownership
Which big funds own CEVA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $796.9M total value (16,907,715 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, MORGAN. Net buying activity: 23 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,417,205 | $114.0M | 14.3% | — |
| STATE STREET CORP | 1,672,919 | $78.9M | 9.9% | ADD +34.6% |
| MORGAN STANLEY | 1,446,384 | $68.2M | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,196,013 | $56.4M | 7.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,117,029 | $52.7M | 6.6% | — |
| Neuberger Berman Group LLC | 1,102,905 | $51.6M | 6.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 723,085 | $34.1M | 4.3% | — |
| DEUTSCHE BANK AG\ | 719,690 | $33.9M | 4.3% | ADD +26.5% |
| DIMENSIONAL FUND ADVISORS LP | 585,813 | $27.6M | 3.5% | — |
| D. E. Shaw & Co., Inc. | 501,648 | $23.7M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | ADD | 1,242,501 | 1,672,919 | +34.6% | $78.9M |
| DEUTSCHE BANK AG\ | ADD | 568,990 | 719,690 | +26.5% | $33.9M |
| Point72 Asset Management, L.P. | TRIM | 607,434 | 251,862 | -58.5% | $11.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 29,468 | 209,366 | +610.5% | $9.9M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | TRIM | 261,400 | 169,700 | -35.1% | $8.0M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 15,670 | 88,832 | +466.9% | $4.2M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 255,826 | 87,428 | -65.8% | $4.1M |
| Man Group plc | DOUBLED | 20,945 | 86,273 | +311.9% | $4.1M |
| FMR LLC | DOUBLED | 12,960 | 61,099 | +371.4% | $2.9M |
| Tidal Investments LLC | DOUBLED | 19,245 | 58,121 | +202.0% | $2.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 29 transactions. Net $173.9K — $173.9K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Toquet Gweltaz | Chief Commercial Officer | AWARD | 30,293 | — | — |
| Aug 7, 2026 | Arieli Yaniv | Chief Financial Officer | AWARD | 30,293 | — | — |
| Aug 7, 2026 | Panush Amir | Chief Executive Officer | AWARD | 60,587 | — | — |
| Jun 9, 2026 | MCMANAMON PETER | Director | TAX W/H | 8,331 | $45.66 | $380.4K |
| Jun 9, 2026 | MCMANAMON PETER | Director | EXERCISE | 14,000 | $27.17 | $380.4K |
| Jun 9, 2026 | MCMANAMON PETER | Director | AWARD | 0 | — | — |
| Jun 9, 2026 | SILVER LOUIS | Director | EXERCISE | 13,000 | $27.17 | $353.2K |
| Jun 9, 2026 | SILVER LOUIS | Director | TAX W/H | 7,736 | $45.66 | $353.2K |
| Jun 2, 2026 | MCMANAMON PETER | Director | AWARD | 3,325 | — | — |
| Jun 2, 2026 | Andrietti Bernadette | Director | AWARD | 3,325 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CEVA.
Shares short
3,156,439
Settlement Sep 15, 2026
Change vs prior
+12.0%
Semi-monthly cycle
Days to cover
5.0
At avg daily volume
Of shares outstanding
≈11.2%
Estimate — not % of float
All CEVA filing & press-release reports (5)
- 8-K reportAug 10, 2026
- PRESS-RELEASE reportAug 10, 2026
- DEFA14A reportMay 26, 2026
- DEFA14A reportApr 20, 2026
- 8-K reportApr 20, 2026