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Meridian Contrarian Fund highlights CEVA (CEVA) as a compelling recovery candidate, citing its neural processing portfolio and Wi-Fi upgrade cycle as key growth drivers
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its Q2 2026 investor letter that CEVA, Inc. (NASDAQ:CEVA) is an intellectual property licensing company specializing in signal processing cores and software algorithms. The fund views CEVA as a compelling recovery candidate, noting its growing penetration in neural processing for edge AI and robotics markets, a pending Wi-Fi upgrade cycle, and a significant new smartphone customer. The fund reduced its position into strength but remains constructive on CEVA's growth prospects. CEVA's shares declined 31.63% over the past month but are up 16.32% over the past year, closing at $26.44 on September 3, 2026.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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