CEVA stock falls 1.39 percent after Q2 revenue grew 13 percent

Published on 10/05/2026 at 18:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

CEVA stock traded at USD 36.59 on October 5, 2026, while Q2 revenue reached USD 29.03 million. The average analyst target stood at USD 40.60.

CEVA, US1572101053, Illustration mit AI erstellt.

CEVA stock (ISIN US1572101053) was trading at USD 36.59 on Nasdaq on October 5, 2026, down 1.39 percent at 12:22 p.m. ET. The latest quarterly figures showed adjusted EPS of USD 0.08 and revenue of USD 29.03 million, according to MarketBeat in its October 4, 2026 report.

Q2 revenue beats consensus

CEVA's second-quarter revenue was USD 29.03 million, above the USD 28.19 million consensus estimate, while adjusted EPS exceeded the USD 0.07 forecast by USD 0.01, MarketBeat reported.

The revenue result represented 13.0 percent year-over-year growth for the quarter ended June 30, 2026. The same report put CEVA's net margin at negative 9.48 percent, keeping profitability as the central counterweight to the sales increase.

Analysts see room above price

The broker consensus is Moderate Buy, with nine Buy ratings, one Strong Buy, one Hold and one Sell among twelve analysts, according to MarketBeat on October 4, 2026.

The average 12-month target is USD 40.60. Against the October 5 price of USD 36.59, that target lies 11.0 percent above the price, a spread that reflects a more constructive analyst view than the session's decline.

Growth meets an earnings risk

CEVA licenses silicon and software intellectual property for smart-edge devices, covering connectivity, sensing and embedded artificial intelligence applications. Its investor-relations page lists Q2 2026 as the latest quarterly report and describes products spanning mobile, automotive, robotics and industrial systems, according to CEVA.

The operating picture is therefore mixed in a precise way: revenue growth and an adjusted earnings beat support the licensing model, but the negative net margin shows that GAAP profitability has not yet followed the top-line improvement. The market is weighing that gap while CEVA trades well below its yearly high.

CEVA stock stays below yearly high

CEVA was trading at USD 36.59 on Nasdaq on October 5, 2026 at 12:22 p.m. ET, with a session range of USD 36.38 to USD 37.02, a 52-week range of USD 17.02 to USD 51.60, volume of 156,128 shares and a market capitalization of USD 1.0 billion.