CEVA (CEVA) Aandelenoverzicht
CEVA, Inc. levert intellectueel eigendom (IP) op basis van silicium en software aan halfgeleiderfabrikanten en original equipment manufacturers in de Verenigde Staten, Europa, het Midden-Oosten, Azië-Pacific en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 0/6 |
CEVA Community Fair Values
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Analyst Price Targets
CEVA, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$45.04 |
| 52 Week Hoogtepunt | US$51.60 |
| 52 Week Laag | US$17.02 |
| Bèta | 2.01 |
| 1 maand verandering | 7.77% |
| 3 maanden verandering | 147.17% |
| 1 Jaar Verandering | 99.89% |
| 3 jaar verandering | 78.78% |
| 5 jaar verandering | -4.40% |
| Verandering sinds IPO | 754.55% |
Recent nieuws en updates
Seeking Alpha • Jun 24
CEVA, Inc.: Better Demand Story, But Valuation Offers Little Margin Of Safety
Summary CEVA, Inc. is rated "Hold," reflecting strong demand drivers but limited margin of safety at current valuation. Licensing momentum is robust, highlighted by an 18% y/y increase in Q1 2026 licensing revenue and strategic wins like Bluetooth HDT. Royalty revenue remains flat y/y, with smart-edge royalties up 8%, but overall royalty acceleration is not yet proven. At ~9x forward revenue, CEVA’s valuation already prices in future royalty growth; I await clearer royalty acceleration or a better entry point. Read the full article on Seeking AlphaAnalyseartikel • 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...
Narratiefupdate • 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.Recent updates
Seeking Alpha • Jun 24
CEVA, Inc.: Better Demand Story, But Valuation Offers Little Margin Of Safety
Summary CEVA, Inc. is rated "Hold," reflecting strong demand drivers but limited margin of safety at current valuation. Licensing momentum is robust, highlighted by an 18% y/y increase in Q1 2026 licensing revenue and strategic wins like Bluetooth HDT. Royalty revenue remains flat y/y, with smart-edge royalties up 8%, but overall royalty acceleration is not yet proven. At ~9x forward revenue, CEVA’s valuation already prices in future royalty growth; I await clearer royalty acceleration or a better entry point. Read the full article on Seeking AlphaAnalyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • 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 AlphaRendement voor aandeelhouders
| CEVA | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | -9.4% | -6.0% | -2.5% |
| 1Y | 99.9% | 82.0% | 20.1% |
Rendement versus industrie: CEVA overtrof de US Semiconductor industrie, die het afgelopen jaar een rendement 82 % opleverde.
Rendement versus markt: CEVA overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.1 %.
Prijsvolatiliteit
| CEVA volatility | |
|---|---|
| CEVA Average Weekly Movement | 12.4% |
| Semiconductor Industry Average Movement | 12.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van CEVA is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 12% ) van CEVA is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1999 | 400 | Amir Panush | www.ceva-ip.com |
CEVA, Inc. levert intellectueel eigendom (IP) op basis van silicium en software aan halfgeleiderfabrikanten en original equipment manufacturers in de Verenigde Staten, Europa, het Midden-Oosten, Azië-Pacific en internationaal. Het bedrijf biedt PentaG-RAN, een hardware- en software-IP voor de implementatie van L1 PHY-basisbandverwerking in 5G- en 5G-A-basisstations en andere cellulaire infrastructuursystemen-op-chips (SoC's); Ceva XC20 DSP's en het PentaG2-platform ondersteunen 5G/5G Advanced-basisband voor mobiele breedband-, RedCap- en IoT-apparaten; Ceva-BX2-basisbandprocessor; Ceva-XC21, zeer efficiënte vector-DSP-kernen voor 5G en 5G-advanced; Ceva-XC23, DSP voor 5G en 5G-advanced; en Ceva-Waves Bluetooth-platform, een set van hardware-IP, softwaremodules en radio's voor een reeks processen en knooppunten. Het bedrijf biedt ook het Ceva-Waves Wi-Fi-platform, een set van hardware-IP en CPU-agnostische hostsoftware voor energie-efficiënte SoC-implementatie van Wi-Fi-subsystemen; het Ceva-Waves ultrabreedbandplatform; Ceva-Waves Links, dat oplossingen biedt voor SoC's die meerdere connectiviteitsstandaarden vereisen; en Ceva-Waves DragonFly, een kant-en-klaar platform voor de implementatie van NB-IoT cellulaire modem SoC's.
CEVA, Inc. Samenvatting
| CEVA fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$1.25b |
| Inkomsten(TTM) | -US$11.77m |
| Inkomsten(TTM) | US$112.38m |
11.2x
P/S-verhouding-106.6x
Koers/WinstverhoudingIs CEVA overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| CEVA resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$112.38m |
| Kosten van inkomsten | US$14.40m |
| Brutowinst | US$97.98m |
| Overige uitgaven | US$109.75m |
| Inkomsten | -US$11.77m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -0.42 |
| Brutomarge | 87.19% |
| Nettowinstmarge | -10.47% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde CEVA op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/25 13:41 |
| Aandelenkoers aan het einde van de dag | 2026/06/24 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
CEVA, Inc. wordt gevolgd door 18 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Gary Mobley | Benchmark Company |
| David O'Connor | BNP Paribas |
| Thomas Walkley | Canaccord Genuity |