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Ceva Inc (CEVA)
NASDAQ:CEVA
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Ceva (CEVA) Price & Analysis

899 Followers

CEVA Stock Chart & Stats

$27.63
-$2.41(-6.22%)
At close: 4:00 PM EDT
$27.63
-$2.41(-6.22%)

Bulls Say, Bears Say

Bulls Say
Exceptional Gross MarginsGross margins near 87%–91% demonstrate strong economics for CEVA’s semiconductor IP model, where licensed technology can scale without proportionate production costs. This margin profile supports investment in engineering, cushions revenue variability, and provides a foundation for future operating leverage.
Conservative Balance SheetVery low leverage gives CEVA financial flexibility while reducing refinancing and interest-related pressure. A conservative capital structure allows management to sustain research investment, pursue strategic opportunities, and better absorb uneven licensing, royalty, or semiconductor-cycle conditions.
Licensing Growth And AI AdoptionStrong licensing growth and strategic AI platform wins expand CEVA’s design footprint and can create future royalty opportunities as customers commercialize products. Broader content per design also increases the potential value of each relationship and strengthens relevance across edge-computing markets.
Bears Say
Persistent UnprofitabilityDespite excellent gross margins, CEVA has not yet converted its revenue base into consistent GAAP operating or net profits. Continued losses limit internally funded growth, weaken returns on invested capital, and leave results more dependent on successful execution of the expected profitability improvement.
Inconsistent Free Cash FlowUneven cash conversion reduces confidence that CEVA can consistently self-fund research, product expansion, and other investments. Negative or declining free cash flow can persist even when gross margins are high, particularly if working capital or investment needs rise during the growth cycle.
Uneven Royalty And Shipment TrendsRoyalty growth is central to CEVA’s recurring economics, yet year-over-year royalties remained flat and several shipment categories weakened. Continued softness could delay the conversion of licensed designs into volume royalties, making revenue growth more dependent on new licensing activity and stronger end-market demand.

Ceva News

CEVA FAQ

What was Ceva Inc’s price range in the past 12 months?
Ceva Inc lowest stock price was $17.02 and its highest was $51.60 in the past 12 months.
    What is Ceva Inc’s market cap?
    Ceva Inc’s market cap is $810.27M.
      When is Ceva Inc’s upcoming earnings report date?
      Ceva Inc’s upcoming earnings report date is Nov 09, 2026 which is in 20 days.
        How were Ceva Inc’s earnings last quarter?
        Ceva Inc released its earnings results on Aug 10, 2026. The company reported $0.08 earnings per share for the quarter, beating the consensus estimate of $0.073 by $0.007.
          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 0.19.
              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 $0.08 in its last earnings report, beating expectations of $0.073. Following the earnings report the stock price went down -17.455%.
                  Which hedge fund is a major shareholder of Ceva Inc?
                  Currently, no hedge funds are holding shares in CEVA
                  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 (CEVA) Earnings & Revenues

                    CEVA Company Deck

                    CEVA 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 CEVA earnings summaries

                    CEVA Stock 12 Month Forecast

                    Average Price Target

                    $46.67
                    ▲(68.90% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":27.21,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":21.19,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            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4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":21.44,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":19.49,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n       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                    Ownership Overview

                    4.15%18.91%0.50%38.63%
                    0.50% Other Institutional Investors
                    38.63% Public Companies and
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