Ceva Inc Stock Price, News & Analysis

Ceva (NASDAQ: CEVA) announced an underwritten public offering of 3,000,000 shares of common stock on November 17, 2025, with a 30-day underwriter option to purchase up to 450,000 additional shares. All shares are to be sold by Ceva and are expected to list on the Nasdaq Global Select Market. The company said proceeds are intended to increase financial flexibility, fund potential acquisitions or investments in complementary technologies or businesses, and for working capital, capital expenditures, repurchases, and other corporate purposes.

The offering will be led by J.P. Morgan with UBS, TD Cowen, Stifel, Needham, Rosenblatt, Roth Capital, and Loop Capital participating; a preliminary prospectus supplement will be filed with the SEC.

Ceva (NASDAQ: CEVA) announced on November 17, 2025 that its NeuPro–Nano low-power Neural Processing Unit received a 2025 IoT Edge Computing Excellence Award from IoT Evolution World.

The award recognizes NeuPro–Nano as a purpose-built, ultra-low-power edge AI inference solution licensed by multiple high-volume consumer and industrial customers, and highlights its role alongside Ceva's sensing processor, embedded software, and connectivity IP (Bluetooth, Wi‑Fi, UWB, 5G and cellular IoT) to enable real-time, low-latency, private edge intelligence.

Ceva (NASDAQ: CEVA) announced on Nov 13, 2025 that IntelPro licensed Ceva wireless connectivity IP to power IntelPro's new IPRO7AI system-on-chip. The IPRO7AI integrates Ceva-Waves Bluetooth Low Energy 5, 802.15.4/Thread/Zigbee and Matter support, a RISC-V security MCU, image processing, and an NPU for on-device AI, targeting smart home, industrial, and consumer IoT devices.

IntelPro positions the IPRO7AI as a Matter-ready turnkey AIoT platform; its roadmap will expand to include Ceva's Wi‑Fi 6 and dual-mode Bluetooth 5 solutions, aiming to accelerate OEM product development and time-to-market.

Ceva (NASDAQ: CEVA) and United Micro announced the HyperMotion 5G RedCap Automotive IoT Platform on Nov 11, 2025, combining United Micro's 5G RedCap SoC with Ceva's PentaG Lite modem IP and DSP technology.

The platform targets automotive telematics control units (T-Box) and C–V2X, emphasizing cost efficiency, security, TSN support, eCall/NG eCall, and hardware-accelerated network offloading to shorten modem development cycles.

Market context cited: Omdia projects RedCap >700 million connections by 2030, and 34 operators were evaluating RedCap as of September 2025 (GSA).

Ceva (NASDAQ: CEVA) reported Q3 2025 revenue of $28.4M, up 11% sequentially and 4% year‑over‑year, with licensing $16.0M and royalties $12.4M. AI processor licensing represented approximately one‑third of licensing revenue in Q2 and Q3 2025, and Ceva signed a portfolio license for its NeuPro NPU family with Microchip plus multiple AI DSP and connectivity deals.

Device shipments reached 579 million units with record wireless IoT shipments. GAAP gross margin was 88%, GAAP operating loss was $2.1M, and GAAP net loss was $2.5M. Non‑GAAP operating income was $3.1M and non‑GAAP diluted EPS was $0.11. Share repurchases totaled 40,295 shares (~$1M) in the quarter and ~$7.2M YTD.

Ceva (NASDAQ: CEVA) announced a long-term partnership with Microchip (NASDAQ: MCHP) on Nov 5, 2025 to embed Ceva's NeuPro family of neural processing units (NPUs) into Microchip products.

The collaboration includes licensing a broad NeuPro portfolio and integrating NeuPro Studio SDK into Microchip's SDK to enable training, import, optimization and deployment of AI models across embedded, edge and data-center use cases.

Ceva (NASDAQ: CEVA) and embedUR systems launched a dedicated ModelNova instance for Ceva's NeuPro NPU family on Oct 28, 2025. The platform delivers a library of developer-ready AI models optimized for ultra-low-power NeuPro-Nano and compute-intensive NeuPro-M NPUs, supporting TensorFlow Lite Micro integration and Ceva's NeuPro Studio SDK. Models at launch include object detection, face recognition, pose estimation, audio denoising, keyword spotting, and anomaly detection, each with performance metrics, execution scripts, and dataset descriptions. The instance is available immediately and will expand to include transformer-based architectures, LLMs, generative AI, and additional use-case blueprints for wearables, smart home, industrial automation, robotics, smart cameras, and AR/VR.

Ceva (NASDAQ: CEVA) announced general availability of its Ceva-Waves Wi‑Fi 7 1x1 client IP on October 21, 2025, targeting AI‑enabled IoT and Physical AI devices.

The IP is already adopted by leading semiconductor companies and supports IEEE 802.11be features such as Multi‑Link Operation (MLO), enhanced Multi‑Link Single Radio (eMLSR), optional 4K QAM, 160 MHz channels, MRU scheduling, beamforming, WPA3 and WAPI, and flexible RF interfaces. Availability is paired with Ceva’s NeuPro NPU family to enable low‑latency, on‑device inference for wearables, smart home, and industrial IoT.

Ceva (NASDAQ: CEVA) announced it is the first IP provider to achieve Bluetooth 6.0 qualification with Channel Sounding, a capability already adopted by more than 10 customers as of Oct 15, 2025. The release highlights Channel Sounding’s decimeter-level positioning, improved resistance to interference and spoofing, and Isochronous Adaptation Layer and Frame Space Update enhancements for lower latency and higher throughput.

Ceva positions this Bluetooth 6.0 IP alongside its NeuPro NPU IP to enable on-device AI and "Physical AI" use cases across automotive, industrial, IoT, and AR/VR, and cites ABI Research projections for increased Bluetooth device shipments through 2030.