CEVA（CEVA）株式概要
CEVA, Inc.は、シリコンおよびソフトウェアの知的財産（IP）ソリューションを、米国、欧州、中東、アジア太平洋地域、および国際的な半導体メーカーや相手先商標製品メーカーに提供しています。 詳細
CEVA Community Fair Values
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Analyst Price Targets
CEVA, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$33.72 |
| 52週高値 | US$34.87 |
| 52週安値 | US$17.02 |
| ベータ | 1.94 |
| 1ヶ月の変化 | 74.53% |
| 3ヶ月変化 | 49.60% |
| 1年変化 | 66.60% |
| 3年間の変化 | 59.89% |
| 5年間の変化 | -17.86% |
| IPOからの変化 | 539.85% |
最新ニュース
ナラティブ更新 • 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.ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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分析記事 • 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株主還元
| CEVA | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 10.4% | 10.5% | 2.2% |
| 1Y | 66.6% | 126.9% | 31.1% |
業界別リターン: CEVA過去 1 年間で126.3 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: CEVA過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| CEVA volatility | |
|---|---|
| CEVA Average Weekly Movement | 10.4% |
| Semiconductor Industry Average Movement | 10.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CEVA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CEVAの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1999 | 424 | Amir Panush | www.ceva-ip.com |
CEVA, Inc.は、シリコンおよびソフトウェアの知的財産（IP）ソリューションを、米国、欧州、中東、アジア太平洋地域、および世界各国の半導体メーカーや相手先商標製品メーカーに提供しています。同社は、5Gおよび5G-A基地局やその他のセルラーインフラストラクチャーのシステムオンチップ（SoC）にL1 PHYベースバンド処理を実装するためのハードウェアおよびソフトウェアIPであるPentaG-RAN、Ceva XC20 DSPおよびPentaG2プラットフォームを提供し、モバイルブロードバンド、RedCap、IoT機器向けの5G/5G Advancedベースバンドをサポートしている；Ceva-BX2ベースバンド・プロセッサ、Ceva-XC21、5Gおよび5G-advanced向け高効率ベクトルDSPコア、Ceva-XC23、5Gおよび5G-advanced向けDSP、Ceva-Waves Bluetoothプラットフォームは、さまざまなプロセスやノードに対応するハードウェアIP、ソフトウェア・モジュール、無線機のセットです。また、Wi-Fiサブシステムのエネルギー効率に優れたSoC実装のためのハードウェアIPとCPUにとらわれないホストソフトウェアのセットであるCeva-Waves Wi-Fiプラットフォーム、Ceva-Wavesウルトラワイドバンドプラットフォーム、複数の接続規格を必要とするSoC向けのソリューションを提供するCeva-Waves Links、NB-IoTセルラーモデムSoCを実装するためのターンキープラットフォームであるCeva-Waves DragonFlyも提供しています。また、DSPコアファミリーのCeva-SensPro、オーディオデジタルシグナルコントローラーIPのCeva-BX1、ニューラルネットワークベースのノイズキャンセリングソフトウェアのCeva-ClearVox ENC、空間オーディオおよびヘッドトラッキングソフトウェアソリューションのCeva-RealSpace、センサーフュージョンソフトウェアのCeva-MotionEngineを提供しています。さらに、生成AI用のニューラル・プロセッシング・ユニット（NPU）IPであるCeva-NeuPro-M、組み込みAI用のNPU IPであるCeva-NeuPro-Nano、Ceva-NeuPro NPU上でAIモデルを開発・展開するためのソフトウェア開発環境であるCeva-NeuPro Studioも提供している。同社は以前はParthusCeva, Inc.として知られていたが、2003年12月にCEVA, Inc.に社名を変更した。同社は1999年に法人化され、メリーランド州ロックビルに本社を置いている。
CEVA, Inc. 基礎のまとめ
| CEVA 基礎統計学 | |
|---|---|
| 時価総額 | US$965.61m |
| 収益（TTM） | -US$10.64m |
| 売上高(TTM) | US$109.60m |
8.6x
P/Sレシオ-88.3x
PER（株価収益率CEVA は割高か？
公正価値と評価分析を参照収益と収入
| CEVA 損益計算書（TTM） | |
|---|---|
| 収益 | US$109.60m |
| 売上原価 | US$14.16m |
| 売上総利益 | US$95.44m |
| その他の費用 | US$106.08m |
| 収益 | -US$10.64m |
直近の収益報告
Dec 31, 2025
次回決算日
May 11, 2026
| 一株当たり利益（EPS） | -0.38 |
| グロス・マージン | 87.08% |
| 純利益率 | -9.71% |
| 有利子負債／自己資本比率 | 0% |
CEVA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 03:23 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CEVA, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Gary Mobley | Benchmark Company |
| David O'Connor | BNP Paribas |
| Thomas Walkley | Canaccord Genuity |