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CEVA: An Affordable AI Play Seeing Growing Analyst Optimism

CEVA, Inc. (NASDAQ:CEVA) is one of the Best AI Stocks to Buy under $50. The company, a leading licensor of silicon and software IP, announced its financial results for the third quarter of 2025 on November 10th.

Ceva reported total revenues of $28.4 million, marking an 11% sequential increase and a 4% year-over-year growth. In particular, AI processor licensing contributed an estimated one-third of the licensing revenue.

The company also achieved several strategic wins during the year, including a major NeuPro NPU portfolio license agreement with Microchip and three new AI DSP agreements.

Image by drobotdean on Freepik

Reflecting this growing optimism around the stock, Loop initiated CEVA as “Buy” on December 1st. The firm believes that the semiconductor company is too attractive to ignore.

“We are initiating coverage of CEVA, Inc. (CEVA) with a Buy rating and $28 price target.”

In separate news, the company announced on November 17 that it started an underwritten public offering of 3,000,000 shares of its common stock. It also agreed to grant the underwriters a 30-day option to buy up to an additional 450,000 shares of the common stock, with plans to use the net proceeds for instances such as finance potential acquisitions of, or investments in, complementary technologies or businesses.

Analysts on Wall Street currently have a consensus Buy rating on the stock. The average price target of $35 implies a 62.72% upside, however, the Street-high target of $40 implies an upside of 85.96%.

CEVA, Inc. (NASDAQ:CEVA) offers silicon and software IP solutions to semiconductor and OEM companies.

While we acknowledge the risk and potential of CEVA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CEVA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Trending AI Stocks on Wall Street and 10 AI Stocks Investors Are Watching

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
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  • 140 Metas
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  • 65 Microsofts
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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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