CEVA INC (CEVA)
Information Technology · Silicon and software IP licensing for edge AI and wireless connectivity · NASDAQ
CEVA is the leading silicon and software IP provider enabling Physical AI through unified connectivity, sensing, and inference capabilities embedded in billions of edge devices.
What CEVA INC does
CEVA licenses silicon and software intellectual property (IP) to semiconductor and OEM customers who integrate these technologies into ASICs, ASSPs, and SoCs for consumer IoT, automotive, industrial, and mobile markets. The company is structured around three foundational layers: Connect (wireless connectivity including Wi-Fi, Bluetooth, 5G), Sense (sensor fusion and audio/imaging processing), and Infer (on-device AI and DSP processing). With over 20 billion units shipped since 2003 and approximately 2 billion devices annually embedding CEVA IP, the company generates revenue through licensing fees and royalties on customer-manufactured products.
Themes: ["Physical AI","Edge AI and inference","Wireless connectivity (5G, Wi-Fi, Bluetooth)","Sensor fusion and perception","IoT devices","AI/ML optimization","DSP and processor architectures"]
Fundamentals
- Price$46.82 as of 2026-07-09 close
- Market cap$1.3B as of 2026-07-10
- 1-year return+101.8% as of 2026-07-09 close
- Net margin-10.5% as of 2026-07-10
- Gross margin+87.2% as of 2026-07-10
- ROE-3.9% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+3.0% as of 2026-07-10
- Revenue CAGR (3y)+19.9% SEC XBRL
- Beta1.99 as of 2026-07-10
Key risks (from latest filing)
["Heavy R&D spending and negative net margins (-10.47%) indicate the company is investing significantly ahead of profitability, creating execution and financial sustainability risks.","Concentration on semiconductor and OEM customer base means the company's growth depends on customer adoption of its IP into high-volume products; any reduction in customer demand or design wins could materially impact licensing and royalty revenues.","Rapid technological evolution in AI, connectivity standards, and sensor technologies requires continuous IP innovation; failure to keep pace could erode competitive position and make existing IP obsolete."]
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.