CEVA
CEVA, Inc.
CEVA
33.36USD
+3.44%
Sep 23, 2026
Price
Loading price history…
Price Action
No clear price read
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryBreakout + retest
Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.
Key Financials
- Market Cap
- $939.2M
- Avg Volume (60D)
- 816.4K
- Revenue Growth YoY
- +2.5%
- Gross Margin
- +87.5%
- Operating Margin
- -8.3%
- Free Cash Flow Yield
- -0.1%
- Distance from 200DMA
- +14.3%
- Next Earnings
- 2026-11-09
- P/E
- N/M
60 sessions
FY2025 vs FY2024
Trailing twelve months
Trailing twelve months
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026
Fundamentals & Valuation
The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
CEVA, Inc. has a Fair valuation stance because the price broadly reflects the strength of its balance sheet, with upside and risk reasonably balanced.
What changed
- MU, a AI Semiconductors and Advanced Packaging peer of CEVA, had a material eventDated 2026-09-11.2026-09-11
- NVDA, a AI Semiconductors and Advanced Packaging peer of CEVA, had a material eventDated 2026-08-28.2026-08-28
Company Research
Thesis
CEVA licenses wireless-connectivity, sensing, DSP and neural-processing IP plus embedded software to semiconductor and OEM customers building smart-edge SoCs. Its revenue model converts design-license wins into royalties when customers' devices ship.
Opportunity
Moderate opportunity
Semiconductor IP, processor, accelerator and edge-SoC demand driven by embedding efficient local AI inference into phones, consumer devices, industrial equipment, vehicles, cameras, robotics and other connected physical systems.
Key risk
Dependence on semiconductor industry cycles.
Narrative & Theme
Edge AI and Physical-System Automation
Part of Low-Power Edge AI Compute and Silicon Enablement, with strong fit.
CEVA has a direct, monetizable exposure to the shift from cloud-only AI toward power-constrained local inference: its AI processor and DSP IP is designed into customers' SoCs, while its connectivity IP supports the connected devices in which edge intelligence is deployed.
Narrative HeatNeutral6.9 / 10
Theme HeatHeating up7.1 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Semiconductors
What they do
CEVA, Inc. licenses silicon and software intellectual property to semiconductor and original equipment manufacturer companies globally, enabling the development of system-on-chips for wireless communications and other applications.
How it earns
The company generates revenue primarily through licensing fees and royalties based on the use of its IP in customer products.
Products & services
PentaG-RAN hardware and software IP for 5G baseband processing
Ceva XC20 DSPs and PentaG2 platform for 5G/5G Advanced devices
Customers & end markets
Semiconductor companies
Original equipment manufacturers in wireless communications
Market position
Niche player specializing in edge AI and 5G-related IP solutions within the semiconductor industry.
Demand drivers
Medium cyclicality
Demand depends on semiconductor industry cycles and adoption rates of 5G and AI technologies.
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