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

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CEVA Stock Chart & Stats

$23.42
-$0.97(-2.93%)
At close: 4:00 PM EST
$23.42
-$0.97(-2.93%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthVery low leverage and sizable equity provide durable financial flexibility. With roughly $216M in cash and marketable securities, the company can fund R&D, support design-win cycles, and absorb semiconductor cyclicality without immediate refinancing pressure.
High Gross Margins & Licensing ModelExceptionally high gross margins reflect a scalable IP licensing model where incremental revenue drops mostly to the bottom line. This structural margin advantage supports long-term operating leverage as licensing and royalty mix expands across higher-value AI and connectivity IP.
Licensing Momentum & Strategic WinsA surge in licensing agreements, record Wi‑Fi shipments and first mass‑volume automotive AI deployment (RAV4) signal durable design‑win traction. These wins broaden end‑market exposure and create multi‑year royalty runway as customers ramp production.
Bears Say
Persistent Profitability ShortfallDespite high gross margins, negative operating and net margins indicate operating expenses outpace revenue. Ongoing losses since 2022 suggest structural work remains to convert licensing scale into sustained profitability and positive return on invested capital.
Deteriorating Cash GenerationA TTM reversal to negative operating and free cash flow raises durability concerns: continued cash burn could force slower investment, equity/dilution decisions, or drawdown of reserves if royalty ramps underperform, constraining strategic optionality over months.
Royalty Concentration & Mobile SoftnessFlat royalties and reliance on mobile shipments expose revenue timing to memory pricing, supply/channels and smartphone cycles. Until non‑mobile royalty growth meaningfully outsizes mobile volatility, royalty predictability and long‑term revenue visibility remain constrained.

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 $51.25 in the past 12 months.
    What is Ceva Inc’s market cap?
    Ceva Inc’s market cap is $1.13B.
      When is Ceva Inc’s upcoming earnings report date?
      Ceva Inc’s upcoming earnings report date is Aug 12, 2026 which is in 37 days.
        How were Ceva Inc’s earnings last quarter?
        Ceva Inc released its earnings results on May 11, 2026. The company reported $0.04 earnings per share for the quarter, beating the consensus estimate of $0.018 by $0.022.
          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 0.07.
              How many shares outstanding does Ceva Inc have?
              Ceva Inc has 27,859,370 shares outstanding.
                What happened to Ceva Inc’s price movement after its last earnings report?
                Ceva Inc reported an EPS of $0.04 in its last earnings report, beating expectations of $0.018. Following the earnings report the stock price went down -1.379%.
                  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

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    Overall the call conveyed a positive execution story: top‑line growth (+11% YoY), an 18% increase in licensing revenue, record Wi‑Fi volume (+158% YoY), multiple strategic wins (Bluetooth HDT full‑stack, NTN, UWB, automotive AI in Toyota RAV4) and an upgraded full‑year outlook and margin expansion targets. Offsetting items include flat total royalties (mobile softness), declines in Bluetooth and industrial IoT unit shipments, and wider GAAP losses in the quarter. On balance the operational momentum, high margins, strong licensing pipeline and upgraded guidance outweigh the near‑term royalty and unit headwinds.View all CEVA earnings summaries

                    CEVA Stock 12 Month Forecast

                    Average Price Target

                    $46.63
                    ▲(99.08% Upside)
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