Loading...
CEVA logo

CEVA, Inc.NasdaqGS:CEVA Stock Report

Market Cap US$670.9m
Share Price
US$28.09
My Fair Value
US$31.83
11.8% undervalued intrinsic discount
1Y17.3%
7D5.4%
Portfolio Value
​
View

CEVA, Inc.

NasdaqGS:CEVA Stock Report

Market Cap: US$670.9m

CEVA (CEVA) Stock Overview

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. More details

CEVA fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance0/6
Financial Health6/6
Dividends0/6

Rewards

Revenue is forecast to grow 12.01% per year

Risk Analysis

Currently unprofitable and not forecast to become profitable over the next 3 years


CEVA Community Fair Values

Create Narrative

See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

CEVA logo
CEVA

Edge AI And IoT Integration Will Unleash Market Potential

Key Takeaways Strong adoption of Edge AI NPUs and wireless connectivity solutions expands royalty potential and supports ongoing growth across varied, high-demand markets. Broadened partnerships and diversification into automotive and infrastructure sectors enhance revenue stability, margin improvement, and recurring income opportunities.
View narrative
US$31.83
FV
11.8% undervalued intrinsic discount
11.54%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
CEVA logo
CEVA

Digital Connectivity And Edge AI Will Spark A Secular Boom

Key Takeaways Rapid adoption of CEVA's scalable Edge AI and wireless IP positions the company for outsized royalty and licensing-driven growth above current expectations. Expansion into data center AI and next-gen connectivity creates new high-margin revenue streams, while strong customer stickiness drives long-term earnings potential.
View narrative
US$40
FV
29.8% undervalued intrinsic discount
15.36%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
CEVA logo
CEVA

Weak Licensing Will Dampen Prospects While AI Wins Offer Hope

Key Takeaways In-house chip development by major tech firms and the rise of open-source hardware threaten CEVA's licensing and royalty-based business model. Geopolitical tensions, industry consolidation, and rapid innovation demands put pressure on CEVA's margins and long-term international growth prospects.
View narrative
US$21
FV
33.8% overvalued intrinsic discount
11.26%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
View Stock Community

CEVA, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for CEVA
Historical stock prices
Current Share PriceUS$28.09
52 Week HighUS$38.94
52 Week LowUS$18.31
Beta1.29
1 Month Change6.81%
3 Month Change20.56%
1 Year Change17.29%
3 Year Change1.70%
5 Year Change-30.33%
Change since IPO433.02%

Recent News & Updates

Revenues Not Telling The Story For CEVA, Inc. (NASDAQ:CEVA) After Shares Rise 28%

Oct 03
Revenues Not Telling The Story For CEVA, Inc. (NASDAQ:CEVA) After Shares Rise 28%

We're Interested To See How CEVA (NASDAQ:CEVA) Uses Its Cash Hoard To Grow

Sep 19
We're Interested To See How CEVA (NASDAQ:CEVA) Uses Its Cash Hoard To Grow

Recent updates

Revenues Not Telling The Story For CEVA, Inc. (NASDAQ:CEVA) After Shares Rise 28%

Oct 03
Revenues Not Telling The Story For CEVA, Inc. (NASDAQ:CEVA) After Shares Rise 28%

We're Interested To See How CEVA (NASDAQ:CEVA) Uses Its Cash Hoard To Grow

Sep 19
We're Interested To See How CEVA (NASDAQ:CEVA) Uses Its Cash Hoard To Grow

CEVA: Why Headwinds Have The Upper Hand Versus The Tailwinds

Aug 22

CEVA, Inc.'s (NASDAQ:CEVA) Shares May Have Run Too Fast Too Soon

Aug 02
CEVA, Inc.'s (NASDAQ:CEVA) Shares May Have Run Too Fast Too Soon

Is Now An Opportune Moment To Examine CEVA, Inc. (NASDAQ:CEVA)?

Jun 10
Is Now An Opportune Moment To Examine CEVA, Inc. (NASDAQ:CEVA)?
User avatar

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.

CEVA (NASDAQ:CEVA) Is In A Strong Position To Grow Its Business

May 08
CEVA (NASDAQ:CEVA) Is In A Strong Position To Grow Its Business

Some Confidence Is Lacking In CEVA, Inc. (NASDAQ:CEVA) As Shares Slide 25%

Apr 01
Some Confidence Is Lacking In CEVA, Inc. (NASDAQ:CEVA) As Shares Slide 25%

CEVA: Likely Heading Higher

Feb 28

CEVA, Inc.'s (NASDAQ:CEVA) 31% Price Boost Is Out Of Tune With Revenues

Dec 04
CEVA, Inc.'s (NASDAQ:CEVA) 31% Price Boost Is Out Of Tune With Revenues

CEVA: What Could Be Driving The Improvement In Recent Results

Nov 13

When Should You Buy CEVA, Inc. (NASDAQ:CEVA)?

Jul 17
When Should You Buy CEVA, Inc. (NASDAQ:CEVA)?

CEVA: Sticking With The Prior Outlook Despite Being Behind Schedule

May 22

Risks To Shareholder Returns Are Elevated At These Prices For CEVA, Inc. (NASDAQ:CEVA)

Apr 17
Risks To Shareholder Returns Are Elevated At These Prices For CEVA, Inc. (NASDAQ:CEVA)

CEVA, Inc.: Uncertainty Remains Despite A Bullish Financial Model

Feb 21

Some Analysts Just Cut Their CEVA, Inc. (NASDAQ:CEVA) Estimates

Nov 10
Some Analysts Just Cut Their CEVA, Inc. (NASDAQ:CEVA) Estimates

News Flash: 6 Analysts Think CEVA, Inc. (NASDAQ:CEVA) Earnings Are Under Threat

Aug 14
News Flash: 6 Analysts Think CEVA, Inc. (NASDAQ:CEVA) Earnings Are Under Threat

Estimating The Intrinsic Value Of CEVA, Inc. (NASDAQ:CEVA)

Jun 22
Estimating The Intrinsic Value Of CEVA, Inc. (NASDAQ:CEVA)

Should You Think About Buying CEVA, Inc. (NASDAQ:CEVA) Now?

May 27
Should You Think About Buying CEVA, Inc. (NASDAQ:CEVA) Now?

At US$27.59, Is CEVA, Inc. (NASDAQ:CEVA) Worth Looking At Closely?

Jan 10
At US$27.59, Is CEVA, Inc. (NASDAQ:CEVA) Worth Looking At Closely?

Calculating The Fair Value Of CEVA, Inc. (NASDAQ:CEVA)

Dec 21
Calculating The Fair Value Of CEVA, Inc. (NASDAQ:CEVA)

Be Wary Of CEVA (NASDAQ:CEVA) And Its Returns On Capital

Oct 12
Be Wary Of CEVA (NASDAQ:CEVA) And Its Returns On Capital

Shareholder Returns

CEVAUS SemiconductorUS Market
7D5.4%2.2%2.0%
1Y17.3%41.0%17.9%

Return vs Industry: CEVA underperformed the US Semiconductor industry which returned 40.7% over the past year.

Return vs Market: CEVA matched the US Market which returned 17.8% over the past year.

Price Volatility

Is CEVA's price volatile compared to industry and market?
CEVA volatility
CEVA Average Weekly Movement8.0%
Semiconductor Industry Average Movement8.4%
Market Average Movement6.5%
10% most volatile stocks in US Market17.4%
10% least volatile stocks in US Market3.0%

Stable Share Price: CEVA has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: CEVA's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1999404Amir Panushwww.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 PentaG2, a 5G/5G-A baseband platform; 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 communication vector digital signal processors (DSP) for 5G-A handsets, 5G-A RAN, and general purpose baseband processing; Ceva-BX2 baseband processor; Ceva-Waves Bluetooth platform, a set of hardware IP, software modules, and radios addressing a range of processes and nodes; 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. It also provides 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.

CEVA, Inc. Fundamentals Summary

How do CEVA's earnings and revenue compare to its market cap?
CEVA fundamental statistics
Market capUS$670.85m
Earnings (TTM)-US$10.08m
Revenue (TTM)US$106.35m
6.3x
P/S Ratio
-66.6x
P/E Ratio

Is CEVA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CEVA income statement (TTM)
RevenueUS$106.35m
Cost of RevenueUS$14.37m
Gross ProfitUS$91.99m
Other ExpensesUS$102.06m
Earnings-US$10.08m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Nov 10, 2025

Earnings per share (EPS)-0.42
Gross Margin86.49%
Net Profit Margin-9.48%
Debt/Equity Ratio0%

How did CEVA perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/26 20:19
End of Day Share Price 2025/10/24 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CEVA, Inc. is covered by 15 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joseph WolfBarclays
Tavy RosnerBarclays
Gary MobleyBenchmark Company