CEVA (CEVA) Resumen de Acciones
CEVA, Inc. proporciona soluciones de propiedad intelectual (PI) de silicio y software a empresas fabricantes de semiconductores y de equipos originales en Estados Unidos, Europa, Oriente Medio, Asia-Pacífico e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
CEVA Community Fair Values
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Analyst Price Targets
Competidores de CEVA, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$39.43 |
| Máximo en las últimas 52 semanas | US$40.53 |
| Mínimo de 52 semanas | US$17.02 |
| Beta | 1.94 |
| Cambio en 1 mes | 59.57% |
| Variación en 3 meses | 102.62% |
| Cambio de 1 año | 106.12% |
| Variación en 3 años | 62.80% |
| Variación en 5 años | -12.12% |
| Variación desde la OPV | 648.20% |
Noticias y actualizaciones recientes
CEVA: Why Growth Could Be Harder To Come By Going Forward
Summary CEVA's Q1 FY2026 report came with mixed results, but an upgraded outlook calls for stronger growth in the rest of FY2026. The stock price has more than doubled in value in recent weeks, which may seem appropriate given the latest outlook. There are several reasons why growth could slow down in the coming years, which CEVA cannot afford with valuations pricing in continued fast growth. To be a buyer could be buying at the top with the risk of a slowdown in growth, which is why I am neutral on CEVA with a hold rating. Read the full article on Seeking Alpha
CEVA: Edge AI Royalties Will Drive Future Upside Repricing
Analysts have raised CEVA's implied fair value from $33.50 to $43.13, citing higher Street price targets along with updated assumptions for revenue growth, profit margins, and future P/E as the main factors behind the change. Analyst Commentary Recent Street research on CEVA has centered on recalibrated price targets and early AI related themes, giving you a clearer sense of how professionals are framing the stock's risk and reward trade off.Recent updates
CEVA: Why Growth Could Be Harder To Come By Going Forward
Summary CEVA's Q1 FY2026 report came with mixed results, but an upgraded outlook calls for stronger growth in the rest of FY2026. The stock price has more than doubled in value in recent weeks, which may seem appropriate given the latest outlook. There are several reasons why growth could slow down in the coming years, which CEVA cannot afford with valuations pricing in continued fast growth. To be a buyer could be buying at the top with the risk of a slowdown in growth, which is why I am neutral on CEVA with a hold rating. Read the full article on Seeking AlphaCEVA: Edge AI Royalties Will Drive Future Upside Repricing
Analysts have raised CEVA's implied fair value from $33.50 to $43.13, citing higher Street price targets along with updated assumptions for revenue growth, profit margins, and future P/E as the main factors behind the change. Analyst Commentary Recent Street research on CEVA has centered on recalibrated price targets and early AI related themes, giving you a clearer sense of how professionals are framing the stock's risk and reward trade off.
CEVA: Edge AI Royalty Hopes Will Face Execution Risk Ahead
CEVA's updated analyst price target holds steady at $24.00. A slightly lower discount rate and modestly higher revenue growth and profit margin assumptions reflect analysts' constructive view on its AI royalty pipeline and connectivity IP, supported by recent bullish initiations and a reaffirmed favorable risk/reward stance.CEVA: Edge AI Royalties And Wireless IP Will Drive Future Re Rating
The updated analyst price target for CEVA shifts to $24.00 from $27.00, as analysts balance slightly higher assumptions for revenue growth and profit margins with a lower future P/E expectation and continued focus on AI related royalty and licensing opportunities. Analyst Commentary Recent research on CEVA highlights a mix of optimism around AI related royalties and licensing, together with some restraint on how much investors may be willing to pay for that potential.Should You Think About Buying CEVA, Inc. (NASDAQ:CEVA) Now?
CEVA, Inc. ( NASDAQ:CEVA ), might not be a large cap stock, but it saw a decent share price growth of 14% on the...CEVA: Edge AI Royalties And Wireless IP Will Support Future Re Rating
Analysts are reaffirming a $27 price target for CEVA, with the latest research pointing to steady expectations for fair value as they highlight the company’s wireless IP and emerging AI compute royalty streams as key supports for the current valuation view. Analyst Commentary Recent research highlights a mix of optimism and caution around CEVA, with a shared focus on how its wireless IP and emerging AI compute royalties could influence the long term story.CEVA: Edge AI Royalties Will Drive Future Earnings And Re Rating
Our target fair value for CEVA has been adjusted from $28.00 to $27.00 as analysts factor in updated assumptions around growth, profitability, and long term P/E, alongside supportive views on the company’s edge AI and royalty driven opportunities. Analyst Commentary Recent Street research has centered on how CEVA’s edge AI and connectivity exposure might translate into royalties and, eventually, earnings power.CEVA: IP Licensing Progress Will Support Future Royalty And Earnings Upside
Analysts held CEVA's fair value estimate steady at $28.00. The latest price target update reflects slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E following fresh bullish coverage from the Street.CEVA: NeuPro AI Licensing Momentum Will Drive Future Royalty Upside
Narrative Update on CEVA Analysts have raised their fair value estimate for CEVA from $21.00 to $28.00, citing a higher Street price target, stronger Q3 results, broad end market royalty growth, robust licensing activity, and growing NeuPro AI IP licensing contributions as key supports for the revision. Analyst Commentary Recent Street commentary on CEVA has focused on the company’s Q3 performance, broad end market royalty activity, and contributions from NeuPro AI IP licensing.
Strategic Initiatives Driving Future Growth – CEVA Inc.
Author: Qudus Adebara 1. Expansion in AI Processor Licensing CEVA is increasingly positioning AI as a core growth pillar.US$33.50 - That's What Analysts Think CEVA, Inc. (NASDAQ:CEVA) Is Worth After These Results
CEVA, Inc. ( NASDAQ:CEVA ) last week reported its latest quarterly results, which makes it a good time for investors to...CEVA: Licensing Momentum Will Drive Upside With Expanding AI IP Demand
CEVA's analyst price target has been raised from $31.83 to $33.50. This change reflects analysts' optimism following strong Q3 results, increased royalty growth, and promising developments in NeuPro AI IP licensing.Revenues Not Telling The Story For CEVA, Inc. (NASDAQ:CEVA) After Shares Rise 28%
CEVA, Inc. ( NASDAQ:CEVA ) shareholders would be excited to see that the share price has had a great month, posting a...We're Interested To See How CEVA (NASDAQ:CEVA) Uses Its Cash Hoard To Grow
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...CEVA, Inc.'s (NASDAQ:CEVA) Shares May Have Run Too Fast Too Soon
With a median price-to-sales (or "P/S") ratio of close to 4x in the Semiconductor industry in the United States, you...Is Now An Opportune Moment To Examine CEVA, Inc. (NASDAQ:CEVA)?
CEVA, Inc. ( NASDAQ:CEVA ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...Bluetooth, WiFi 7 And ADAS Wins Will Broaden Future Markets
CEVA's strength in wireless communication IP, especially in newer WiFi standards, and strategic partnerships drive anticipated revenue and market leadership.CEVA (NASDAQ:CEVA) Is In A Strong Position To Grow Its Business
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Some Confidence Is Lacking In CEVA, Inc. (NASDAQ:CEVA) As Shares Slide 25%
CEVA, Inc. ( NASDAQ:CEVA ) shares have had a horrible month, losing 25% after a relatively good period beforehand...CEVA: Likely Heading Higher
Summary The stock price could be heading to the low forties for a number of reasons, up from the thirties and despite the recent pullback. CEVA released its latest quarterly report, but it was the inclusion of CEVA in the latest iPhone that took the spotlight. The stock looks primed to go higher, but there are a few ways the rally could get disrupted to be on the lookout for. Long CEVA makes strong arguments in several areas, but not everyone is likely to board the train, depending on the answer to how high is too high. Read the full article on Seeking AlphaCEVA, Inc.'s (NASDAQ:CEVA) 31% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, CEVA, Inc. ( NASDAQ:CEVA ) shares have been powering on, with a gain of 31% in the last...CEVA: What Could Be Driving The Improvement In Recent Results
Summary The Q3 FY2024 report contained a lot to be bullish about and the stock spiked higher, similar to the preceding report. The stock has soared higher in recent months after a long decline and the charts suggest the stock could head higher into the $32-33 region. Recent quarterly results show much improvement, but there is reason to believe it is not totally driven by an improvement in real demand. While there has been a clear acceleration in growth at CEVA, some question marks hang over its sustainability. Read the full article on Seeking AlphaWhen Should You Buy CEVA, Inc. (NASDAQ:CEVA)?
While CEVA, Inc. ( NASDAQ:CEVA ) might not have the largest market cap around , it saw a double-digit share price rise...CEVA: Sticking With The Prior Outlook Despite Being Behind Schedule
Summary CEVA had a disappointing Q1, but it partially negated the fallout by sticking with its prior outlook for the rest of the year. CEVA stock came close to falling below support after a disappointing report, but it recovered in time, although a breakdown remains a possibility. China played a role in the drop in sales and there is reason to believe the likelihood of further weakness should not be dismissed. CEVA could multiply in value if it achieves the targets laid out, but it will need to catch up and do better to hit those targets. Read the full article on Seeking AlphaRisks To Shareholder Returns Are Elevated At These Prices For CEVA, Inc. (NASDAQ:CEVA)
With a median price-to-sales (or "P/S") ratio of close to 4.4x in the Semiconductor industry in the United States, you...Rentabilidad de los accionistas
| CEVA | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 8.0% | 0.8% | 1.0% |
| 1Y | 106.1% | 110.2% | 28.7% |
Rentabilidad vs. Industria: CEVA igualó a la industria US Semiconductor, que obtuvo un rendimiento del 110.2% el año pasado.
Rentabilidad vs. Mercado: CEVA superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.
Volatilidad de los precios
| CEVA volatility | |
|---|---|
| CEVA Average Weekly Movement | 10.0% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: CEVA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CEVA (10%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1999 | 400 | Amir Panush | www.ceva-ip.com |
CEVA, Inc. ofrece soluciones de propiedad intelectual (IP) de silicio y software a empresas de semiconductores y fabricantes de equipos originales de Estados Unidos, Europa, Oriente Medio, Asia-Pacífico e internacionales. La empresa ofrece PentaG-RAN, una IP de hardware y software para implementar el procesamiento de banda base L1 PHY en estaciones base 5G y 5G-A y otros sistemas en chip (SoC) de infraestructura celular; los DSP Ceva XC20 y la plataforma PentaG2 soportan banda base 5G/5G Advanced para banda ancha móvil, RedCap y dispositivos IoT; procesador de banda base Ceva-BX2; Ceva-XC21, núcleos DSP vectoriales de alta eficiencia para 5G y 5G-advanced; Ceva-XC23, DSP para 5G y 5G-advanced; y la plataforma Ceva-Waves Bluetooth, un conjunto de IP de hardware, módulos de software y radios dirigidos a una gama de procesos y nodos. También proporciona la plataforma Ceva-Waves Wi-Fi, un conjunto de IP de hardware y software de host agnóstico de CPU para la implementación de SoC energéticamente eficiente de subsistemas Wi-Fi; la plataforma Ceva-Waves de banda ultraancha; Ceva-Waves Links, que proporciona soluciones para SoC que requieren múltiples estándares de conectividad; y Ceva-Waves DragonFly, una plataforma llave en mano para implementar SoC de módem celular NB-IoT.
Resumen de fundamentos de CEVA, Inc.
| Estadísticas fundamentales de CEVA | |
|---|---|
| Capitalización bursátil | US$1.07b |
| Beneficios(TTM) | -US$11.77m |
| Ingresos (TTM) | US$112.38m |
¿Está CEVA sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CEVA | |
|---|---|
| Ingresos | US$112.38m |
| Coste de los ingresos | US$14.40m |
| Beneficio bruto | US$97.98m |
| Otros gastos | US$109.75m |
| Beneficios | -US$11.77m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.42 |
| Margen bruto | 87.19% |
| Margen de beneficio neto | -10.47% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado CEVA a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 07:46 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
CEVA, Inc. está cubierta por 17 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Gary Mobley | Benchmark Company |
| David O'Connor | BNP Paribas |
| Thomas Walkley | Canaccord Genuity |