CEVA (CEVA) Hisse Özeti
CEVA, Inc. Amerika Birleşik Devletleri, Avrupa, Orta Doğu, Asya Pasifik ve uluslararası alanda yarı iletken ve orijinal ekipman üreticisi şirketlere silikon ve yazılım fikri mülkiyet (IP) çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
CEVA Community Fair Values
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Analyst Price Targets
CEVA, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$49.72 |
| 52 Haftanın En Yüksek Seviyesi | US$51.25 |
| 52 Haftanın En Düşük Seviyesi | US$17.02 |
| Beta | 2.01 |
| 1 Aylık Değişim | 29.34% |
| 3 Aylık Değişim | 167.74% |
| 1 Yıllık Değişim | 140.89% |
| 3 Yıllık Değişim | 114.03% |
| 5 Yıllık Değişim | 7.76% |
| Halka arzdan bu yana değişim | 843.45% |
Son Haberler & Güncellemeler
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Recent updates
Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Seeking Alpha • May 20
CEVA: Why Growth Could Be Harder To Come By Going Forward
Summary CEVA's Q1 FY2026 report came with mixed results, but an upgraded outlook calls for stronger growth in the rest of FY2026. The stock price has more than doubled in value in recent weeks, which may seem appropriate given the latest outlook. There are several reasons why growth could slow down in the coming years, which CEVA cannot afford with valuations pricing in continued fast growth. To be a buyer could be buying at the top with the risk of a slowdown in growth, which is why I am neutral on CEVA with a hold rating. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaHissedar Getirileri
| CEVA | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | 8.0% | 6.1% | 1.4% |
| 1Y | 140.9% | 108.5% | 25.7% |
Getiri vs. Endüstri: CEVA geçen yıl % 108.5 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: CEVA geçen yıl % 25.7 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| CEVA volatility | |
|---|---|
| CEVA Average Weekly Movement | 12.1% |
| Semiconductor Industry Average Movement | 12.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: CEVA hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: CEVA 'nin haftalık oynaklığı ( 12% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1999 | 400 | Amir Panush | www.ceva-ip.com |
CEVA, Inc. Amerika Birleşik Devletleri, Avrupa, Orta Doğu, Asya Pasifik ve uluslararası alanda yarı iletken ve orijinal ekipman üreticisi şirketlere silikon ve yazılım fikri mülkiyet (IP) çözümleri sunmaktadır. Şirket, 5G ve 5G-A baz istasyonu ve diğer hücresel altyapı sistem-on-chips'lerde (SoCs) L1 PHY ana bant işlemeyi uygulamak için bir donanım ve yazılım IP'si olan PentaG-RAN'ı sunmaktadır; Ceva XC20 DSP'ler ve PentaG2 platformu, mobil geniş bant, RedCap ve IoT cihazları için 5G/5G Gelişmiş ana bandı desteklemektedir; Ceva-BX2 temel bant işlemcisi; Ceva-XC21, 5G ve 5G-advanced için yüksek verimli vektör DSP çekirdekleri; Ceva-XC23, 5G ve 5G-advanced için DSP; ve Ceva-Waves Bluetooth platformu, bir dizi işlem ve düğüme hitap eden bir dizi donanım IP'si, yazılım modülü ve radyo. Ayrıca Wi-Fi alt sistemlerinin enerji tasarruflu SoC uygulaması için bir dizi donanım IP'si ve CPU'dan bağımsız ana bilgisayar yazılımı olan Ceva-Waves Wi-Fi platformu; Ceva-Waves ultra geniş bant platformu; birden fazla bağlantı standardı gerektiren SoC'ler için çözümler sağlayan Ceva-Waves Links ve NB-IoT hücresel modem SoC'lerini uygulamak için anahtar teslimi bir platform olan Ceva-Waves DragonFly'ı da sunmaktadır.
CEVA, Inc. Temel Bilgiler Özeti
| CEVA temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.39b |
| Kazançlar(TTM) | -US$11.77m |
| Gelir(TTM) | US$112.38m |
12.3x
P/S Oranı-117.7x
F/K OranıCEVA aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CEVA gelir tablosu (TTM) | |
|---|---|
| Gelir | US$112.38m |
| Gelir Maliyeti | US$14.40m |
| Brüt Kâr | US$97.98m |
| Diğer Giderler | US$109.75m |
| Kazançlar | -US$11.77m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.42 |
| Brüt Marj | 87.19% |
| Net Kâr Marjı | -10.47% |
| Borç/Özkaynak Oranı | 0% |
CEVA uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/20 22:25 |
| Gün Sonu Hisse Fiyatı | 2026/06/18 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
CEVA, Inc. 18 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Gary Mobley | Benchmark Company |
| David O'Connor | BNP Paribas |
| Thomas Walkley | Canaccord Genuity |