CEVA, Inc.

NasdaqGS:CEVA 株式レポート

時価総額:US$1.0b

CEVA 過去の業績

過去 基準チェック /06

CEVAの収益は年間平均-24.5%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間0.9% 1.8%割合で 減少しています。

主要情報

-24.53%

収益成長率

-23.78%

EPS成長率

Semiconductor 業界の成長27.66%
収益成長率-1.83%
株主資本利益率-3.16%
ネット・マージン-9.71%
次回の業績アップデート11 May 2026

最近の業績更新

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...
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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

収支内訳

CEVA の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:CEVA 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
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

質の高い収益: CEVAは現在利益が出ていません。

利益率の向上: CEVAは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: CEVAは利益が出ておらず、過去 5 年間で損失は年間24.5%の割合で増加しています。

成長の加速: CEVAの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: CEVAは利益が出ていないため、過去 1 年間の収益成長をSemiconductor業界 ( 10.6% ) と比較することは困難です。


株主資本利益率

高いROE: CEVAは現在利益が出ていないため、自己資本利益率 ( -3.16% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/11 11:12
終値2026/05/08 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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. 8 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 MobleyBenchmark Company
David O'ConnorBNP Paribas
Thomas WalkleyCanaccord Genuity