CEVA Gelecekteki Büyüme
Future kriter kontrolleri 3/6
CEVA kazanç ve gelirin sırasıyla yıllık 87.9% ve 11.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 92.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 8% olacağı tahmin edilmektedir.
Anahtar bilgiler
87.9%
Kazanç büyüme oranı
92.66%
EPS büyüme oranı
| Semiconductor kazanç büyümesi | 25.8% |
| Gelir büyüme oranı | 11.1% |
| Gelecekteki özkaynak getirisi | 7.96% |
| Analist kapsamı | Good |
| Son güncelleme | 08 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz 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.Analiz 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...Analiz 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.Analiz 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.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 AlphaAnaliz 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.Analiz 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.
Analiz 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...
Analiz 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 Analiz • 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 AlphaAnaliz Makalesi • 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 AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 153 | 4 | 25 | 29 | 3 |
| 12/31/2027 | 137 | 0 | 18 | 22 | 8 |
| 12/31/2026 | 121 | -9 | 12 | 14 | 8 |
| 12/31/2025 | 110 | -11 | -6 | -3 | N/A |
| 9/30/2025 | 108 | -11 | -6 | -4 | N/A |
| 6/30/2025 | 106 | -10 | 0 | 2 | N/A |
| 3/31/2025 | 109 | -7 | 1 | 3 | N/A |
| 12/31/2024 | 107 | -9 | 0 | 3 | N/A |
| 9/30/2024 | 102 | -15 | -3 | 0 | N/A |
| 6/30/2024 | 99 | -17 | -5 | -1 | N/A |
| 3/31/2024 | 93 | -21 | -13 | -9 | N/A |
| 12/31/2023 | 97 | -18 | -9 | -6 | N/A |
| 9/30/2023 | 104 | -6 | -10 | -8 | N/A |
| 6/30/2023 | 110 | -24 | -7 | -5 | N/A |
| 3/31/2023 | 112 | -15 | -11 | -8 | N/A |
| 12/31/2022 | 121 | -14 | 3 | 7 | N/A |
| 9/30/2022 | 124 | -15 | 11 | 14 | N/A |
| 6/30/2022 | 127 | 6 | 16 | 19 | N/A |
| 3/31/2022 | 132 | 2 | 18 | 20 | N/A |
| 12/31/2021 | 114 | 2 | 24 | 26 | N/A |
| 9/30/2021 | 117 | -3 | 20 | 22 | N/A |
| 6/30/2021 | 109 | -3 | 8 | 11 | N/A |
| 3/31/2021 | 102 | -5 | 21 | 24 | N/A |
| 12/31/2020 | 100 | -2 | 12 | 15 | N/A |
| 9/30/2020 | 100 | 0 | 13 | 14 | N/A |
| 6/30/2020 | 99 | 2 | 10 | 21 | N/A |
| 3/31/2020 | 94 | 1 | 0 | 11 | N/A |
| 12/31/2019 | 87 | 0 | -1 | 10 | N/A |
| 9/30/2019 | 80 | -1 | N/A | 9 | N/A |
| 6/30/2019 | 78 | 1 | N/A | 6 | N/A |
| 3/31/2019 | 77 | 0 | N/A | 11 | N/A |
| 12/31/2018 | 78 | 1 | N/A | 9 | N/A |
| 9/30/2018 | 78 | 1 | N/A | 11 | N/A |
| 6/30/2018 | 81 | 5 | N/A | 18 | N/A |
| 3/31/2018 | 84 | 11 | N/A | 20 | N/A |
| 12/31/2017 | 88 | 17 | N/A | 24 | N/A |
| 9/30/2017 | 87 | 19 | N/A | 30 | N/A |
| 6/30/2017 | 81 | 17 | N/A | 26 | N/A |
| 3/31/2017 | 77 | 15 | N/A | 21 | N/A |
| 12/31/2016 | 73 | 13 | N/A | 14 | N/A |
| 9/30/2016 | 68 | 10 | N/A | 14 | N/A |
| 6/30/2016 | 66 | 10 | N/A | 16 | N/A |
| 3/31/2016 | 62 | 8 | N/A | 20 | N/A |
| 12/31/2015 | 59 | 6 | N/A | 19 | N/A |
| 9/30/2015 | 57 | 2 | N/A | 11 | N/A |
| 6/30/2015 | 55 | -1 | N/A | 10 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: CEVA önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.5% ) daha hızlı bir büyüme olarak değerlendiriliyor.
Kazançlar ve Piyasa: CEVA önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.
Yüksek Büyüme Kazançları: CEVA önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.
Gelir ve Pazar: CEVA şirketinin gelirinin (yıllık 11.1% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: CEVA şirketinin gelirinin (yıllık 11.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: CEVA 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 8 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 16:19 |
| Gün Sonu Hisse Fiyatı | 2026/05/08 00:00 |
| Kazançlar | 2025/12/31 |
| 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 |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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. 17 Bu analistlerden 8, 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 |