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Ceva Inc (CH:PVJA)
:PVJA

Ceva (PVJA) Price & Analysis

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PVJA Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
High-margin IP Licensing ModelCEVA’s exceptionally high gross margins reflect the attractive economics of semiconductor IP licensing, where successful designs can generate revenue without proportionate production costs. This margin structure can support reinvestment in engineering, product development, and strategic expansion as revenue scales.
Licensing Growth And Strategic AI WinsStrong licensing growth and strategic AI platform agreements indicate expanding customer adoption and broader content per design. These wins can create future royalty opportunities while strengthening CEVA’s position in AI, connectivity, and processing markets that support multi-quarter product development cycles.
Conservative Balance SheetVery low leverage gives CEVA financial flexibility and reduces refinancing pressure while the company invests in research and development. A conservative capital structure also provides greater capacity to withstand semiconductor-cycle volatility and pursue opportunities without relying heavily on additional borrowing.
Bears Say
Persistent Operating LossesDespite strong gross margins, CEVA has not yet converted its revenue base into consistent operating or net profits. Continued losses constrain internally funded growth, reduce certainty around earnings power, and indicate that operating leverage has not become durable across recent semiconductor cycles.
Volatile Free Cash FlowNegative and inconsistent free cash flow weakens confidence in CEVA’s near-term self-funding capacity, even though operating cash flow remains positive in TTM. If this pattern persists, the company may have less flexibility to support sustained R&D investment or absorb periods of weaker customer shipments.
Weakness In Selected Shipment CategoriesDeclines in Bluetooth and industrial IoT unit shipments show that adoption is uneven across CEVA’s end markets. Such weakness can delay royalty growth, increase reliance on stronger categories, and make revenue conversion more sensitive to product mix and customer launch timing over coming quarters.

Ceva News

PVJA FAQ

What was Ceva Inc’s price range in the past 12 months?
Currently, no data Available
What is Ceva Inc’s market cap?
Ceva Inc’s market cap is CHF868.27M.
    When is Ceva Inc’s upcoming earnings report date?
    Ceva Inc’s upcoming earnings report date is Nov 11, 2026 which is in 36 days.
      How were Ceva Inc’s earnings last quarter?
      Ceva Inc released its earnings results on Aug 10, 2026. The company reported CHF0.067 earnings per share for the quarter, beating the consensus estimate of CHF0.061 by CHF0.006.
        Is Ceva Inc overvalued?
        According to Wall Street analysts Ceva Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Ceva Inc pay dividends?
          Ceva Inc does not currently pay dividends.
          What is Ceva Inc’s EPS estimate?
          Ceva Inc’s EPS estimate is 0.16.
            How many shares outstanding does Ceva Inc have?
            Ceva Inc has 28,154,072 shares outstanding.
              What happened to Ceva Inc’s price movement after its last earnings report?
              Ceva Inc reported an EPS of CHF0.067 in its last earnings report, beating expectations of CHF0.061. Following the earnings report the stock price went same N/A.
                Which hedge fund is a major shareholder of Ceva Inc?
                Currently, no hedge funds are holding shares in CH:PVJA
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Ceva Inc

                  CEVA, Inc. is a global provider of intellectual property (IP) for advanced wireless connectivity and intelligent sensing solutions, serving semiconductor manufacturers and original equipment manufacturers (OEMs). The company specializes in developing and licensing a broad range of digital signal processors (DSPs), AI accelerators, wireless communication platforms, and complementary software. These offerings are engineered to support applications such as sensor data integration, image enhancement, machine vision, voice command processing, and artificial intelligence. CEVA's extensive IP portfolio features DSP-driven platforms for 5G baseband processing in mobile, IoT, and infrastructure environments, alongside sophisticated imaging and computer vision capabilities for all camera-enabled devices. They also offer ultra-low power audio, voice, and speech processing, including always-on sensing functionalities for a wide spectrum of IoT markets. Furthermore, their solutions include sensor fusion software and Inertial Measurement Unit (IMU) technologies, specifically designed for hearables, wearables, augmented/virtual reality (AR/VR) systems, personal computers, robotics, remote controls, and other IoT applications. The company also provides comprehensive wireless IoT IP, encompassing standards like Bluetooth, Wi-Fi (4/5/6/6E), Ultra-wideband (UWB), and Narrowband IoT (NB-IoT). Customers integrate CEVA's technologies into their Application-Specific Integrated Circuits (ASICs) and Application-Specific Standard Products (ASSPs). These ultimately enable a vast array of end products across the mobile, consumer, automotive, robotics, industrial, aerospace and defense, and broader Internet of Things (IoT) sectors. CEVA delivers its DSP cores, platforms, and AI processors as hardware description language (HDL) definitions. To facilitate partner development, the company also provides essential development platforms, software development kits (SDKs), and debugging tools, which streamline system design and software integration. Technology licensing is handled through a direct sales force. Incorporated in 1999 and formerly known as ParthusCeva, Inc. until its rebranding in December 2003, CEVA, Inc. is headquartered in Rockville, Maryland.

                  Ceva (PVJA) Earnings & Revenues

                  PVJA Company Deck

                  PVJA Earnings Call

                  Q2 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call presented a largely positive operational and financial picture: strong revenue growth (+13% YoY), a notable 21% increase in licensing revenue, major strategic AI and platform wins, expanded product shipments (+16% device shipments), improved non-GAAP profitability (operating margin up to 11%) and raised full-year guidance. Headwinds included FX-related financial income shortfall, modest year-over-year royalty growth, declines in Bluetooth and industrial IoT unit shipments, and ongoing industry risks around memory pricing and supply constraints. On balance, the favorable licensing execution, strategic platform deals, improving royalties, margin expansion, and raised guidance outweigh the contained risks and near-term softness in some shipment categories.View all CH:PVJA earnings summaries

                  PVJA Stock 12 Month Forecast

                  Average Price Target

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