CEVA IncCEVA
CEVA
About: CEVA Inc is a licensor of signal-processing intellectual property. Through partnerships with semiconductor companies and original equipment manufacturers globally, the company helps produce devices for a range of end markets. OEMs and semiconductor companies choose to sell products with CEVA equipment to wireless, consumer, automotive, and Internet of Things companies. Revenue is derived primarily from licensing fees and related revenue, and royalties generated from the shipments of products utilizing its intellectual properties. CEVA also engages in the training and sale of development systems.
Employees: 383
1
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
177% more call options, than puts
Call options by funds: $1.57M | Put options by funds: $568K
30% more capital invested
Capital invested by funds: $499M [Q3] → $649M (+$150M) [Q4]
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
3% more funds holding
Funds holding: 158 [Q3] → 163 (+5) [Q4]
0.04% more ownership
Funds ownership: 87.2% [Q3] → 87.24% (+0.04%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
14% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 56
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
49%
upside
Avg. target
$34
71%
upside
High target
$40
99%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Oppenheimer Martin Yang 53% 1-year accuracy 20 / 38 met price target | 64%upside $33 | Outperform Maintained | 9 May 2025 |
Barclays Tavy Rosner 57% 1-year accuracy 8 / 14 met price target | 49%upside $30 | Overweight Maintained | 8 May 2025 |
Rosenblatt Kevin Cassidy 26% 1-year accuracy 24 / 91 met price target | 99%upside $40 | Buy Maintained | 8 May 2025 |
Financial journalist opinion
Based on 8 articles about CEVA published over the past 30 days
Negative
The Motley Fool
2 days ago
Why AI Stock Ceva Was Tumbling Hard This Week
The stock of cutting-edge processing devices and software specialist Ceva (CEVA -4.35%) was losing its edge over the past few trading sessions. On the back of a lackluster quarterly earnings report, the stock had fallen by more than 25% week to date as of Friday before market open, according to data compiled by S&P Global Market Intelligence.
Positive
Seeking Alpha
2 days ago
CEVA: Fairly Priced But Well Positioned In Secular Edge AI And Connectivity Markets
I rate CEVA a buy due to its promising growth prospects in connectivity and on-device AI, despite mixed factors like profitability and valuation. The company's "connect, sense, and infer" strategy targets edge AI, wireless connectivity, IoT, and 5G, with a diverse product suite driving recent momentum. CEVA's licensing model, with high gross margins and a focus on long-term royalty streams, supports sustained revenue growth in multiple solid end markets.
Neutral
Seeking Alpha
3 days ago
CEVA, Inc. (CEVA) Q1 2025 Earnings Call Transcript
CEVA, Inc. (NASDAQ:CEVA ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Richard Kingston - Vice President, Market Intelligence & Investor Relations Amir Panush - Chief Executive Officer Yaniv Arieli - Chief Financial Officer Conference Call Participants Kevin Cassidy - Rosenblatt Securities David O'Connor - BNP Paribas Chris Reimer - Barclays Suji Desilva - ROTH Capital Operator Good day and welcome to the CEVA Inc. First Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.
Neutral
PRNewsWire
4 days ago
Ceva, Inc. Announces First Quarter 2025 Financial Results
Total revenue of $24.2 million, up 10% year-over-year 11 license agreements concluded in the quarter, including Wi-Fi 7 deal with long-term strategic connectivity customer, edge AI NPU for automotive ADAS and spatial audio software for wireless headsets for a leading PC OEM Powered 420 million devices in the quarter, up 13% year-over-year Customer milestone: leading U.S. OEM successfully ramped in-house 5G modem integrating Ceva IP ROCKVILLE, Md. , May 7, 2025 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP that enables Smart Edge devices to connect, sense and infer data more reliably and efficiently, today announced its financial results for the first quarter ended March 31, 2025.
Neutral
PRNewsWire
1 week ago
Ceva, Inc. To Participate at Upcoming Investor Events
ROCKVILLE, Md. , April 29, 2025 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP that enables Smart Edge devices to connect, sense and infer data more reliably and efficiently, today announced that the Ceva management team will participate in the following upcoming investor events and conferences: J.P.
Positive
The Motley Fool
2 weeks ago
Why Ceva Stock Was Accelerating This Week
Niche electronics company Ceva (CEVA 4.54%) has been an outperformer on the stock exchange of late, according to data compiled by S&P Global Market Intelligence. On Tuesday the company announced a licensing deal, and investors flocked to snap up its shares.
Neutral
PRNewsWire
2 weeks ago
Ceva Neural Processing Unit IP for Edge AI Selected by Nextchip for Next-Generation ADAS Solutions
Nextchip license NeuPro-M NPU to bring powerful and highly efficient AI capabilities to boost performance and capabilities of automotive safety systems ROCKVILLE, Md. , April 22, 2025 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP that enables Smart Edge devices to connect, sense and infer data more reliably and efficiently, today announced that Nextchip has licensed the NeuPro-M Edge AI Neural Processing Unit (NPU) IP for its next-generation advanced driver assistance systems (ADAS) solutions.
Neutral
PRNewsWire
3 weeks ago
Ceva, Inc. Schedules First Quarter 2025 Earnings Release and Conference Call
ROCKVILLE, Md. , April 14, 2025 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP that enables Smart Edge devices to connect, sense and infer data more reliably and efficiently, will announce results for the first quarter 2025 on May 7, 2025 before the NASDAQ market opens.
Neutral
PRNewsWire
2 months ago
Rohde & Schwarz and Ceva Present Industry's First Test Solution for the Upcoming Bluetooth OTA UTP Test Mode
The next Bluetooth® release is expected to be ratified soon. One important new feature is the Unified Test Protocol (UTP) Test Mode for Bluetooth® Low Energy, that will complement existing test methods.
Neutral
PRNewsWire
2 months ago
Ceva Collaborates with Arm and SynaXG to Redefine Energy Efficient 5G NR Processing for Sustainable LEO Satellites and 5G-Advanced Wireless Infrastructure
Leveraging Arm Neoverse CPUs, Ceva's Hardware Accelerated 5G NR Baseband Platform and SynaXG's 5G NR RAN Expertise, customized baseband processing solution delivers 10X better efficiency than traditional solutions and 20X more efficient than FPGA-based alternatives BARCELONA, Spain , March 4, 2025 /PRNewswire/ -- MWC25 -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP that enables Smart Edge devices to connect, sense and infer data more reliably and efficiently, announced today a strategic collaboration with Arm and SynaXG to offer a customized 5G-Advanced solution that delivers unparalleled energy efficiency for 5G NR processing in wireless network equipment and satellites. This solution will also serve to offer existing and new players in the wireless infrastructure markets a low-risk path to address 5G-Advanced and the evolution towards 6G.
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