
Ceva has fallen nearly 19% in a month despite Q2 beats and solid growth, but its premium valuation suggests investors may want to wait before buying.
CEVA Inc is a prominent licensor of advanced signal processing and artificial intelligence technologies, catering to key sectors including mobile, automotive, and the Internet of Things (IoT). The company specializes in providing state-of-the-art digital signal processing (DSP) cores and comprehensive software solutions that enhance capabilities in audio processing, voice recognition, and computer vision. With a commitment to innovation and a robust intellectual property portfolio, CEVA is strategically positioned to leverage the increasing demand for efficient AI solutions in an interconnected landscape. Its extensive partnerships and collaborations further bolster its market presence, establishing CEVA as a critical contributor to the semiconductor industry.
| Revenue (TTM) | $115.73M |
| Gross Profit (TTM) | $101.23M |
| EBITDA | $-5.68M |
| Operating Margin | -7.15% |
| Return on Equity | -3.62% |
| Return on Assets | -1.74% |
| Revenue/Share (TTM) | $4.40 |
| Book Value | $12.09 |
| Price-to-Book | 2.19 |
| Price-to-Sales (TTM) | 6.56 |
| EV/Revenue | 4.678 |
| EV/EBITDA | 126.83 |
| Quarterly Earnings Growth (YoY) | 95.90% |
| Quarterly Revenue Growth (YoY) | 13.10% |
| Shares Outstanding | $28.15M |
| Float | $25.58M |
| % Insiders | 3.50% |
| % Institutions | 91.99% |
Volatility is currently contracting

Ceva has fallen nearly 19% in a month despite Q2 beats and solid growth, but its premium valuation suggests investors may want to wait before buying.

Ceva (CEVA) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Ceva ( CEVA ) is a small-cap provider of semiconductor IP solutions for embedded intelligence in "edge" compute (off-cloud) like consumer electronics, self-driving cars, robots, and other autonomous machines for industry. I was introduced to CEVA in May and took a position where we traded it for a 35% gain from $34 to $46.

CEVA, Inc. shows accelerating revenue growth, with Q2 revenues up 12.8% year-over-year and 2026 guidance of 13–15%. Licensing revenues rose 21%, signaling potential future royalty growth as device shipments increased 18%, though product mix may pressure margins. EPS declined due to a 17% increase in outstanding shares, raising dilution concerns despite rising non-GAAP net income.

CEVA, Inc. (CEVA) Q2 2026 Earnings Call Transcript

Ceva NASDAQ: CEVA reported second-quarter revenue of $29 million, up 13% from a year earlier and 7% sequentially, as licensing activity reached its strongest level in three years and royalty revenue recovered from the prior quarter.

Ceva (CEVA) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.07 per share a year ago.

Company posts highest licensing and related revenues in three years on strong AI and connectivity demand ROCKVILLE, Md., Aug. 10, 2026 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced its financial results for the second quarter ended June 30, 2026.

ATS296X-series combines Actions' latest wireless audio technology with Ceva's Bluetooth® High DataThroughput platform, extending a collaboration that has delivered more than 100 million wireless audio SoCs ROCKVILLE, Md. and ZHUHAI, China, Aug. 4, 2026 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, and Actions Technology Co., Ltd.

ROCKVILLE, Md., July 8, 2026 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, will announce results for the second quarter 2026 on August 10, 2026 before the NASDAQ market opens.
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