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CEVA, Inc. Stock Price

NasdaqGS:CEVA Community·US$788.0m Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author

CEVA Share Price Performance

US$27.99
5.14 (22.49%)
US$48.88
Fair Value
US$27.99
5.14 (22.49%)
42.7% undervalued intrinsic discount
US$48.88
Fair Value
Price US$27.99
AnalystConsensusTarget US$48.88
AnalystLowTarget US$38.00
AnalystHighTarget US$59.95

CEVA Community Narratives

·
Fair Value US$48.88 42.7% undervalued intrinsic discount

Edge AI And IoT Integration Will Unleash Market Potential

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6users have followed this narrative
·
Fair Value US$38 26.3% undervalued intrinsic discount

Weak Licensing Will Dampen Prospects While AI Wins Offer Hope

0users have liked this narrative
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1users have followed this narrative
·
Fair Value US$59.95 53.3% undervalued intrinsic discount

Digital Connectivity And Edge AI Will Spark A Secular Boom

0users have liked this narrative
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2users have followed this narrative
US$38
26.3% undervalued intrinsic discount
Profit Margin
8.06%
Future PE
132.84x
Price in 2029
US$38.58
US$48.88
42.7% undervalued intrinsic discount
Profit Margin
4.44%
Future PE
318.52x
Price in 2029
US$51.52
US$59.95
53.3% undervalued intrinsic discount
Profit Margin
5.48%
Future PE
305.73x
Price in 2029
US$63.27

Trending Discussion

No trending discussion available.

Updated Narratives

CEVA logo

CEVA: Future Stock Repricing Will Depend On AI Licensing Agreements

Fair Value: US$38 26.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CEVA: Edge AI Licensing Will Drive Future Upside Repricing

Fair Value: US$48.88 42.7% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CEVA logo

CEVA: Physical AI And Edge Licensing Momentum Will Drive Repricing

Fair Value: US$59.95 53.3% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with moderate growth potential.

2 Risks
2 Rewards

CEVA, Inc. Key Details

US$115.7m

Revenue

US$14.5m

Cost of Revenue

US$101.2m

Gross Profit

US$112.2m

Other Expenses

-US$11.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.39
87.47%
-9.48%
0%
View Full Analysis

About CEVA

Founded
1999
Employees
374
CEO
Amir Panush
WebsiteView website
www.ceva-ip.com

CEVA, Inc. provides silicon and software intellectual property (IP) solutions to semiconductor and original equipment manufacturer companies in the United States, Europe, the Middle East, the Asia Pacific, and internationally. The company offers PentaG-RAN, a hardware and software IP for implementing L1 PHY baseband processing in 5G and 5G-A base station and other cellular infrastructure system-on-chips (SoCs); Ceva XC20 DSPs and the PentaG2 platform support 5G/5G Advanced baseband for mobile broadband, RedCap, and IoT devices; Ceva-BX2 baseband processor; Ceva-XC21, high-efficiency vector DSP cores for 5G and 5G-advanced; Ceva-XC23, DSP for 5G and 5G-advanced; and Ceva-Waves Bluetooth platform, a set of hardware IP, software modules, and radios addressing a range of processes and nodes. It also provides Ceva-Waves Wi-Fi platform, a set of hardware IP and CPU-agnostic host software for energy-efficient SoC implementation of Wi-Fi subsystems; Ceva-Waves ultra-wideband platform; Ceva-Waves Links, which provide solutions for SoCs requiring multiple connectivity standards; and Ceva-Waves DragonFly, a turnkey platform for implementing NB-IoT cellular modem SoCs. In addition, the company offers Ceva-SensPro, a family of DSP cores; Ceva-BX1 audio digital signal controller IP; Ceva-ClearVox ENC software, a neural-network-based noise cancellation; Ceva-RealSpace, a spatial audio and head tracking software solution; and Ceva-MotionEngine, a sensor fusion software. Further, it provides Ceva-NeuPro-M, a neural processing unit (NPU) IP for generative AI; a Ceva-NeuPro-Nano, an NPU IP for embedded AI; and Ceva-NeuPro Studio, a software development environment for the development and deployment of AI models on the Ceva-NeuPro NPUs. The company was formerly known as ParthusCeva, Inc. and changed its name to CEVA, Inc. in December 2003. The company was incorporated in 1999 and is headquartered in Rockville, Maryland.

Recent CEVA News & 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
Narrative Update 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.

Recent updates

No updates