CEVA, Inc. (CEVA)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
CEVA, Inc. (CEVA) trades at $44.65 with AI Score 34/100 (Grade D). CEVA, Inc. licenses wireless connectivity and smart sensing technologies to semiconductor and OEM companies. Market cap: $1.24B, Sector: Technology.
Price live · AI analysis from May 10, 2026CEVA stock analysis for 2026: Analysts have set a consensus price target of $30.00 for CEVA, Inc., suggesting 32.8% downside from the current price of $44.65. The AI MoonshotScore is 34/100, indicating a bearish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
CEVA: the 7 perspectives are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →CEVA, Inc. (CEVA) Technology Profile & Competitive Position
CEVA, Inc. is a leading licensor of wireless connectivity and smart sensing technologies, providing essential IP solutions for 5G, IoT, and AI applications. With a focus on digital signal processors and AI processors, CEVA empowers semiconductor and OEM companies to innovate across diverse markets, including mobile, automotive, and industrial.
What Is the Investment Thesis for CEVA?
CEVA, Inc. presents a notable research candidate within the semiconductor IP licensing market. The company's focus on wireless connectivity and smart sensing technologies positions it to capitalize on the growth of 5G, IoT, and AI applications. With a gross margin of 87.1%, CEVA demonstrates strong profitability in its licensing model. Key growth catalysts include expanding its IP portfolio, securing new licensing agreements, and penetrating emerging markets. However, investors should be aware of the risks associated with competition, technological obsolescence, and dependence on key customers. CEVA's beta of 1.53 suggests higher volatility compared to the broader market. The company's future success hinges on its ability to maintain its technological edge and expand its market reach.
Based on FMP financials and quantitative analysis
CEVA Key Highlights
- CEVA operates as a licensor of wireless connectivity and smart sensing technologies, generating revenue through licensing fees and royalties.
- The company's gross margin stands at 87.1%, indicating a strong ability to control costs and maintain profitability in its licensing business.
- CEVA's technologies are integral to the development of advanced applications across various sectors, including mobile, IoT, automotive, and industrial.
- CEVA's market capitalization is $0.68 billion, reflecting its current valuation in the stock market.
- CEVA has a beta of 1.53, suggesting higher volatility compared to the broader market.
Who Are CEVA's Competitors?
CEVA is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CDNS Cadence Design Systems, Inc. | $372.72 | -0.11% | $102.80B | 77 |
| SNPS Synopsys, Inc. | $441.74 | +1.05% | $84.58B | 55 |
| ARM Arm Holdings plc American Depositary Shares | $322.82 | +2.39% | $343.48B | 72 |
| MRVL Marvell Technology, Inc. | $252.03 | +2.75% | $220.47B | 69 |
| SLAB Silicon Laboratories Inc. | $218.46 | +0.11% | $7.21B | 69 |
| KLAC KLA Corporation | $234.66 | -0.38% | $306.53B | 68 |
| KLIC Kulicke and Soffa Industries, Inc. | $119.49 | -1.52% | $6.25B | 55 |
| OIIM O2Micro International Limited | $4.90 | +0.00% | $143.02M | 55 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CEVA's Key Strengths?
- Strong IP portfolio in wireless connectivity and smart sensing
- Established relationships with leading semiconductor and OEM companies
- Technical expertise in DSPs, AI processors, and wireless platforms
- High gross margin of 87.1%
What Are CEVA's Weaknesses?
- Negative profit margin of -9.7%
- Dependence on key customers
- Exposure to technological obsolescence
- Limited diversification beyond IP licensing
What Could Drive CEVA Stock Higher?
- New licensing agreements with major semiconductor companies.
- Expansion of CEVA's IP portfolio in AI and 5G.
- Increasing adoption of CEVA's technology in IoT devices.
What Are the Key Risks for CEVA?
- Negative return on equity (-3.9%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Intense competition from other IP licensors.
- Economic downturns affecting customer spending.
- Intellectual property infringement.
- Rapid technological changes.
What Are the Growth Opportunities for CEVA?
- Expansion in 5G Technology: The rollout of 5G networks presents a significant growth opportunity for CEVA. As demand for faster and more reliable wireless connectivity increases, CEVA's 5G-related IP, including its DSP-based platforms for 5G baseband processing, becomes increasingly valuable. The global 5G market is projected to reach billions of dollars in the coming years, offering CEVA a substantial market to penetrate. CEVA can leverage its existing technology and expertise to capture a larger share of the 5G IP licensing market.
- Penetration of the IoT Market: The proliferation of IoT devices across various industries, including consumer electronics, healthcare, and industrial automation, creates a significant growth opportunity for CEVA. CEVA's wireless connectivity and smart sensing technologies are well-suited for IoT applications, enabling low-power, always-on sensing and connectivity. The IoT market is expected to continue its rapid expansion, providing CEVA with a large and growing market for its IP solutions. CEVA can focus on developing and licensing IP specifically tailored to the needs of IoT device manufacturers.
- Growth in AI and Computer Vision: The increasing adoption of AI and computer vision technologies in various applications, such as autonomous vehicles, robotics, and surveillance systems, presents a significant growth opportunity for CEVA. CEVA's AI processors and imaging/computer vision IP enable advanced AI and vision capabilities in these applications. The AI and computer vision market is projected to experience substantial growth in the coming years, offering CEVA a significant market to target. CEVA can invest in further developing its AI and computer vision IP to maintain its competitive edge.
- Automotive Market Expansion: The automotive industry's shift towards autonomous driving and advanced driver-assistance systems (ADAS) creates a substantial growth opportunity for CEVA. CEVA's sensor fusion software and inertial measurement unit (IMU) solutions are crucial for enabling accurate and reliable sensing in automotive applications. As the automotive market continues to evolve, CEVA can capitalize on the increasing demand for its automotive-related IP. CEVA can collaborate with automotive OEMs and Tier 1 suppliers to integrate its technology into next-generation vehicles.
- Strategic Partnerships and Acquisitions: CEVA can pursue strategic partnerships and acquisitions to expand its IP portfolio, enter new markets, and enhance its competitive position. By partnering with or acquiring companies with complementary technologies or market access, CEVA can accelerate its growth and strengthen its position in the semiconductor IP licensing market. These partnerships and acquisitions can provide CEVA with access to new customers, technologies, and markets, driving long-term growth and value creation.
What Opportunities Does CEVA Have?
- Expansion in 5G technology
- Penetration of the IoT market
- Growth in AI and computer vision
- Automotive market expansion
What Threats Does CEVA Face?
- Intense competition from other IP licensors
- Economic downturns affecting customer spending
- Intellectual property infringement
- Rapid technological changes
What Are CEVA's Competitive Advantages?
- Extensive IP portfolio in wireless connectivity and smart sensing.
- Strong relationships with leading semiconductor and OEM companies.
- Technical expertise in DSPs, AI processors, and wireless platforms.
- Long-standing presence in the semiconductor IP licensing market.
What Does CEVA Do?
CEVA, Inc., originally incorporated as ParthusCeva, Inc. in 1999 and renamed in 2003, is a technology licensor specializing in wireless connectivity and smart sensing technologies. Headquartered in Rockville, Maryland, CEVA provides intellectual property (IP) solutions to semiconductor and original equipment manufacturer (OEM) companies globally. The company's core offerings include digital signal processors (DSPs), AI processors, wireless platforms, and complementary software designed for sensor fusion, image enhancement, computer vision, voice input, and artificial intelligence (AI). These technologies are integral to the development of advanced applications across various sectors. CEVA's portfolio encompasses DSP-based platforms for 5G baseband processing in mobile devices, IoT devices, and infrastructure; imaging and computer vision solutions for camera-enabled devices; audio/voice/speech processing for IoT markets; sensor fusion software for wearables, AR/VR, PCs, and robotics; and wireless IoT connectivity solutions supporting Bluetooth, Wi-Fi, Ultra-wideband (UWB), and NB-IoT. CEVA licenses its technology to companies that design, manufacture, and market application-specific integrated circuits (ASICs) and application-specific standard products (ASSPs) for integration into end products across mobile, consumer, automotive, robotics, industrial, aerospace and defense, and IoT sectors. CEVA delivers its DSP cores, platforms, and AI processors as hardware description language definitions, along with development platforms, software development kits, and software debug tools to facilitate system design and software development. The company employs a direct sales force to manage its technology licensing activities.
What Products and Services Does CEVA Offer?
- Licenses digital signal processors (DSPs) for wireless connectivity and smart sensing.
- Provides AI processors for artificial intelligence applications.
- Offers wireless platforms for 5G baseband processing.
- Develops software for sensor fusion, image enhancement, and computer vision.
- Creates integrated IP solutions for mobile, IoT, and infrastructure markets.
- Delivers development platforms, software development kits, and software debug tools.
How Does CEVA Make Money?
- Licenses its technology to semiconductor and OEM companies.
- Generates revenue through licensing fees and royalties.
- Provides ongoing support and maintenance services to its licensees.
What Industry Does CEVA Operate In?
CEVA operates within the semiconductor industry, specifically in the IP licensing segment. This segment is characterized by high R&D costs and long development cycles. The industry is driven by the increasing demand for connectivity and smart sensing capabilities in various applications, including mobile devices, IoT devices, and automotive systems. Key trends include the growth of 5G, the proliferation of IoT devices, and the increasing adoption of AI. CEVA competes with other IP licensors, as well as semiconductor companies that develop their own IP. The company's success depends on its ability to innovate and provide competitive IP solutions that meet the evolving needs of its customers.
Who Are CEVA's Key Customers?
- Semiconductor companies
- Original equipment manufacturers (OEMs)
- Mobile device manufacturers
- IoT device manufacturers
- Automotive manufacturers
FY2026 estForward Outlook
Wall Street analysts project CEVA, Inc. revenue of about $122.6M for fiscal 2026, with EPS near $0.53. The estimate reflects 7 contributing analysts.
CEVA Valuation & Market Position
With a $1.24B market cap, CEVA, Inc. sits in the small-cap segment of the market. Relative to its peer group, CEVA's quantitative score of 34/100 is below the peer average of 68/100.
ROE -4%Key Financial Metrics
Return on equity for CEVA, Inc. stands at -3.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -2.2%, showing how much profit it generates from its asset base. CEVA trades at a trailing price-to-earnings ratio of 49.89, above the Technology sector average of ~38x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 10.26 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 3/9Financial Health
CEVA, Inc.'s Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 14.51 places it in the safe zone, indicating low near-term bankruptcy risk.
Company Profile
CEVA, Inc. operates in the Semiconductors industry within the Technology sector. It is headquartered in Rockville, US. The company is led by CEO Amir Panush. CEVA has traded publicly since 2002.
CEVA Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Strong IP portfolio in wireless connectivity and smart sensing
- Established relationships with leading semiconductor and OEM companies
- Technical expertise in DSPs, AI processors, and wireless platforms
- High gross margin of 87.1%
Bear Case
- Negative profit margin of -9.7%
- Dependence on key customers
- Exposure to technological obsolescence
- Limited diversification beyond IP licensing
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
CEVA Latest News
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Terawulf, Ceva, Western Digital And Other Big Stocks Moving Higher On Monday
benzinga · Jul 6, 2026
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Sector Update: Tech Stocks Rise Premarket Monday
MT Newswires · Jul 6, 2026
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Ceva Launches Spatial Audio Software for PC Gaming Headsets
MT Newswires · Jun 23, 2026
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This ICU Medical Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
benzinga · Jun 15, 2026
CEVA Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CEVA.
Price Targets
Consensus target: $30.00
CEVA MoonshotScore
What does this score mean?
The MoonshotScore rates CEVA's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Terawulf, Ceva, Western Digital And Other Big Stocks Moving Higher On Monday
Sector Update: Tech Stocks Rise Premarket Monday
Ceva Launches Spatial Audio Software for PC Gaming Headsets
This ICU Medical Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
Latest CEVA, Inc. Analysis
Leadership: Amir Panush
Chief Executive Officer
Amir Panush serves as the Chief Executive Officer of CEVA, Inc. His background includes extensive experience in the semiconductor and technology industries. Before joining CEVA, he held various leadership positions at leading technology companies. He brings a wealth of knowledge in strategic planning, product development, and market expansion. His expertise is crucial for guiding CEVA's growth and innovation in the competitive semiconductor IP licensing market.
Track Record: Since becoming CEO, Amir Panush has focused on expanding CEVA's IP portfolio and strengthening its relationships with key customers. He has overseen the development of new AI processors and wireless platforms, positioning CEVA to capitalize on the growth of 5G, IoT, and AI applications. His leadership has been instrumental in driving CEVA's technological advancements and market penetration.
What Investors Ask About CEVA, Inc. (CEVA) — Technology
What does CEVA, Inc. do?
CEVA, Inc. is a licensor of wireless connectivity and smart sensing technologies, providing intellectual property (IP) solutions to semiconductor and original equipment manufacturer (OEM) companies worldwide. The company designs and licenses digital signal processors (DSPs), AI processors, wireless platforms, and complementary software for sensor fusion, image enhancement, computer vision, voice input, and artificial intelligence (AI). These technologies are integral to the development of advanced applications across various sectors, including mobile, IoT, automotive, and industrial.
What do analysts say about CEVA stock?
Analyst coverage of CEVA, Inc. typically focuses on its growth potential in the semiconductor IP licensing market, particularly in areas such as 5G, IoT, and AI. Key valuation metrics include revenue growth, gross margin, and earnings per share. Analysts often consider CEVA's competitive position, technological innovation, and customer relationships when evaluating the stock. The consensus view is that CEVA has strong long-term growth prospects, but investors should be aware of the risks associated with competition, technological obsolescence, and dependence on key customers.
What are the main risks for CEVA?
CEVA, Inc. faces several risks, including intense competition from other IP licensors, economic downturns affecting customer spending, intellectual property infringement, and rapid technological changes. The company's success depends on its ability to maintain its technological edge, protect its intellectual property, and adapt to evolving market demands. A significant decline in customer spending or a failure to innovate could negatively impact CEVA's financial performance and growth prospects. Furthermore, the company's dependence on key customers could pose a risk if those customers experience financial difficulties or switch to alternative IP providers.
What are the key factors to evaluate for CEVA?
CEVA, Inc. (CEVA) holds an AI score of 34/100 (low). Analysts target $30.00 (-33%). Not financial advice.
How frequently does CEVA data refresh on this page?
CEVA prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CEVA's recent stock price performance?
CEVA, Inc. (CEVA) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong IP portfolio in wireless connectivity and smart sensing. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CEVA overvalued or undervalued right now?
Valuing CEVA, Inc. (CEVA) requires multiple metrics. Analysts target $30.00 (-33%) — downside risk seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CEVA?
Before investing in CEVA, Inc. (CEVA), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on publicly available sources and may be subject to change.
- Financial data is as of the most recent reporting period.