CEVA Gestione
Criteri Gestione verificati 2/4
CEVA Il CEO è Amir Panush, nominato in Jan2023, e ha un mandato di 3.58 anni. la retribuzione annua totale è $ 4.69M, composta da 11.2% di stipendio e 88.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.76% delle azioni della società, per un valore di $ 6.01M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 6.8 anni.
Informazioni chiave
Amir Panush
Amministratore delegato
US$4.7m
Compenso totale
| Percentuale dello stipendio del CEO | 11.18% |
| Mandato del CEO | 3.6yrs |
| Proprietà del CEO | 0.8% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 6.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Aug 12
CEVA: Growth Is Picking Up, But The Shares Are Still Relatively Expensive
Summary CEVA, Inc. shows accelerating revenue growth, with Q2 revenues up 12.8% year-over-year and 2026 guidance of 13–15%. Licensing revenues rose 21%, signaling potential future royalty growth as device shipments increased 18%, though product mix may pressure margins. EPS declined due to a 17% increase in outstanding shares, raising dilution concerns despite rising non-GAAP net income. CEVA trades at a 56x forward P/E, significantly above peers, with growth and margin profile not justifying the premium valuation. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 12
CEVA: Future Stock Repricing Will Depend On AI Licensing Agreements
Analysts have trimmed the CEVA fair value estimate from $42.00 to $38.00. This reflects updated price targets after recent quarterly beats, higher licensing activity in AI and connectivity, and revised expectations for growth, profitability, and future P/E levels.Aggiornamento narrativa • Jul 29
CEVA: Future Stock Repricing Will Hinge On AI Licensing Execution
The analyst fair value estimate for CEVA has been raised from $36.00 to $42.00 as analysts factor in stronger revenue growth and profit margin assumptions, supported by a series of higher Street price targets and broadly firm sector fundamentals. Analyst Commentary Recent Street research on CEVA shows a mix of enthusiasm around sector trends and a more cautious stance on how much of that optimism is already reflected in the share price.
Aggiornamento narrativa • Jul 14
CEVA: Edge AI Licensing Will Drive Future Upside Repricing
Analysts have raised the primary price target for CEVA by $5.75 to $48.88 as part of a broader series of higher Street targets, citing firm compute and networking fundamentals and ongoing AI driven demand. Analyst Commentary Recent target changes around CEVA point to a cluster of upbeat views on compute and networking demand, especially where AI workloads are involved.
Aggiornamento narrativa • Jun 30
CEVA: Physical AI And Edge Licensing Momentum Will Drive Repricing
Analysts have raised their blended price target for CEVA from about $40.00 to roughly $59.95, citing a series of recent target increases across major firms that reflect updated assumptions on fair value, discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research updates on CEVA cluster around higher price targets across multiple firms.Articolo di analisi • Jun 18
CEVA (CEVA) Stock Looks Slightly Stretched After Earnings Beat And Physical AI Buzz
CEVA (CEVA) is back in focus after Needham and other firms highlighted its role in Physical AI, following first quarter 2026 earnings that surpassed analyst expectations on the strength of licensing revenue. See our latest analysis for CEVA. CEVA’s share price has climbed sharply in recent months, with a 30 day share price return of 22.74% and a 90 day share price return of 136.74%. The 1 year total shareholder return of 118.01% points to strong momentum building around its Physical AI and...Aggiornamento narrativa • Jun 16
CEVA: Stock Repricing Will Hinge On Royalty And Licensing Execution
The analyst price target for CEVA has been reset to $36.00, with analysts pointing to updated assumptions for revenue growth, profit margins and P/E multiples in light of recent Street research price target increases across the stock. Analyst Commentary Recent Street research on CEVA points to a cluster of price target revisions, with several firms resetting their views in light of updated assumptions on revenue growth, margins and P/E multiples.Aggiornamento narrativa • Jun 02
CEVA: Edge AI Repricing Looks Vulnerable To Royalty Execution Risk
The analyst price target for CEVA is updated from about $24.00 to roughly $36.46, with analysts citing adjustments to fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent Street research on CEVA centers on a series of revised price targets, with several firms adjusting their views in light of updated assumptions on fair value, discount rates, revenue growth, profit margins, and future P/E levels.Aggiornamento narrativa • May 16
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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Nuova narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$11m |
| Mar 31 2026 | n/a | n/a | -US$12m |
| Dec 31 2025 | US$5m | US$524k | -US$11m |
| Sep 30 2025 | n/a | n/a | -US$11m |
| Jun 30 2025 | n/a | n/a | -US$10m |
| Mar 31 2025 | n/a | n/a | -US$7m |
| Dec 31 2024 | US$3m | US$489k | -US$9m |
| Sep 30 2024 | n/a | n/a | -US$15m |
| Jun 30 2024 | n/a | n/a | -US$17m |
| Mar 31 2024 | n/a | n/a | -US$21m |
| Dec 31 2023 | US$4m | US$488k | -US$18m |
Compensazione vs Mercato: La retribuzione totale di Amir ($USD 4.69M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.62M ).
Compensazione vs guadagni: La retribuzione di Amir è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Amir Panush (52 yo)
3.6yrs
Mandato
US$4,691,010
Compensazione
Mr. Amir Panush serves as Chief Executive Officer at CEVA, Inc. since January 1, 2023 and serves as its Director since February 13, 2024. He served as Chief Executive Officer at InvenSense, Inc. from April...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.6yrs | US$4.69m | 0.76% $ 6.0m | |
| CFO & Treasurer | 21.3yrs | US$1.88m | 0.51% $ 4.1m | |
| Executive Officer | no data | US$1.71m | 0.075% $ 596.9k | |
| Chief Commercial Officer | 3.6yrs | US$1.73m | 0.16% $ 1.3m | |
| Vice President of Market Intelligence | 11.4yrs | Nessun dato | Nessun dato | |
| Chief Legal Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Vice President of People | 6.6yrs | Nessun dato | Nessun dato | |
| Director of Corporate Affairs & Communication | 4.9yrs | Nessun dato | Nessun dato | |
| Chief Strategy Officer | 3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of AI Division | less than a year | Nessun dato | Nessun dato | |
| Director of Sales & Marketing for Connectivity Business Unit | no data | Nessun dato | Nessun dato |
3.6yrs
Durata media
52yo
Età media
Gestione esperta: Il team dirigenziale di CEVA è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 2.5yrs | US$4.69m | 0.76% $ 6.0m | |
| Independent Chairman | 23.3yrs | US$267.50k | 1.15% $ 9.1m | |
| Independent Director | 24.3yrs | US$235.00k | 0.20% $ 1.6m | |
| Independent Director | 1.6yrs | US$334.67k | 0.029% $ 228.2k | |
| Independent Director | 9.7yrs | US$232.50k | 0.11% $ 879.6k | |
| Independent Director | 5.5yrs | US$210.00k | 0.10% $ 822.5k | |
| Independent Director | 6.8yrs | US$225.00k | 0.069% $ 546.8k |
6.8yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CEVA sono considerati esperti (durata media dell'incarico 6.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/21 05:00 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CEVA, Inc. è coperta da 19 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Gary Mobley | Benchmark Company |
| David O'Connor | BNP Paribas |
| Thomas Walkley | Canaccord Genuity |