CEVA, Inc.

Informe acción NasdaqGS:CEVA

Capitalización de mercado: US$1.0b

CEVA Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de CEVA han disminuido a una tasa media anual de -24.5%, mientras que en la industria Semiconductor los beneficios crecieron en un 0.9% anualmente. Los ingresos han ido disminuyendo a una tasa media de 1.8% al año.

Información clave

-24.53%

Tasa de crecimiento de los beneficios

-23.78%

Tasa de crecimiento del BPA

Crecimiento de la industria Semiconductor 27.66%
Tasa de crecimiento de los ingresos-1.83%
Rentabilidad financiera-3.16%
Margen neto-9.71%
Próxima actualización de resultados11 May 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización del análisis Apr 26

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.
Actualización del análisis Apr 12

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.
Artículo de análisis Apr 06

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...
Actualización del análisis Mar 16

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.
Actualización del análisis Mar 01

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.
Seeking Alpha Feb 26

CEVA: A Leader In The Field Of Wireless Communication With A High Valuation

Summary CEVA, Inc. generates high gross profit margin royalty and license income, boasting leading 5G and wireless communication IP, but struggles to translate this into profitability. Despite strong positioning in physical AI, Wi-Fi, and Bluetooth, CEVA's operating and profit margins remain negative, with recent years showing little improvement. FY25 revenue grew just 2% (7% in Q4), and while 2026 guidance targets 8–12% growth, explosive expansion appears unlikely. CEVA's debt-free balance sheet and $222M cash position provide downside protection. Read the full article on Seeking Alpha
Actualización del análisis Feb 15

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.
Actualización del análisis Feb 01

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.
Actualización del análisis Dec 28

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.
Artículo de análisis Nov 13

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...
Actualización del análisis Nov 12

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.
Artículo de análisis Oct 03

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...
Artículo de análisis Sep 19

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...
Artículo de análisis Aug 02

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...
Artículo de análisis Jun 10

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...
User avatar
Nuevo análisis May 14

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.
Artículo de análisis May 08

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...
Artículo de análisis Apr 01

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...
Seeking Alpha Feb 28

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 Alpha
Artículo de análisis Dec 04

CEVA, 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...
Seeking Alpha Nov 13

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 Alpha
Artículo de análisis Jul 17

When 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...
Seeking Alpha May 22

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 Alpha
Artículo de análisis Apr 17

Risks 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...
Seeking Alpha Feb 21

CEVA, Inc.: Uncertainty Remains Despite A Bullish Financial Model

Summary CEVA, Inc. has shrunk in value in the last three years, but the stock has done better in recent months for several reasons. Improved demand, better earnings and a financial model calling for stronger growth in the coming years have all powered a turnaround in the stock. There are changes underway in the global market, particularly in China, which may not necessarily work in favor of CEVA as an IP supplier. The Company has outperformed recently, compared to recent years, but it is too early to say it is the start of a new trend or a flash in the pan. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero CEVA. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:CEVA Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 25110-113175
30 Sep 25108-113173
30 Jun 25106-103271
31 Mar 25109-73071
31 Dec 24107-93072
30 Sep 24102-152773
30 Jun 2499-172673
31 Mar 2493-212672
31 Dec 2397-182673
30 Sep 23104-62773
30 Jun 23110-242771
31 Mar 23112-152669
31 Dec 22121-142670
30 Sep 22124-152471
30 Jun 2212762573
31 Mar 2213222775
31 Dec 2111422569
30 Sep 21117-32670
30 Jun 21109-32667
31 Mar 21102-52564
31 Dec 20100-22662
30 Sep 2010002660
30 Jun 209922658
31 Mar 209412556
31 Dec 198702453
30 Sep 1980-12251
30 Jun 197812149
31 Mar 197702248
31 Dec 187812348
30 Sep 187812446
30 Jun 188152444
31 Mar 1884112443
31 Dec 1788172340
30 Sep 1787192238
30 Jun 1781172135
31 Mar 1777152033
31 Dec 1673132031
30 Sep 1668102030
30 Jun 1666102029
31 Mar 166281929
31 Dec 155961828
30 Sep 155721729
30 Jun 1555-11828

Ingresos de calidad: CEVA actualmente no es rentable.

Margen de beneficios creciente: CEVA actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: CEVA no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 24.5% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de CEVA en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: CEVA no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Semiconductor (10.6%).


Rentabilidad financiera

Alta ROE: CEVA tiene una rentabilidad financiera negativa (-3.16%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 15:02
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Gary MobleyBenchmark Company
David O'ConnorBNP Paribas
Thomas WalkleyCanaccord Genuity