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CECEVA

CEVA, Inc.

$CEVA·$808M·Semiconductors·Technology
$28.18+1.0%YTD+25.7%1Y+13.7%
Price updated 8m ago·X counts updated 2d ago
CECEVA
$CEVACEVA, Inc.
$28.18+0.96%28 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CEVA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

28X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $CEVA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-08-17

CEVA chatter is bullish - Q2 revenue $29M (+13% YoY) beat $28.2M, licensing revenue climbed +21% YoY to a three-year high, and adjusted EPS of $0.08 beat $0.07. CEVA is grouped with INDI, OUST, and VPG as physical AI portfolio winners (+7% on the day). Bulls describe operating leverage building on a licensing-momentum inflection. A trader glance flags CEVA as expensive against sales (6x current, 5x forward vs software peers at 30x). One holder is 'taking the biggest bath ever' post-print.

Read what X is saying about $CEVA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CEVA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-16

The move is getting stronger, with heavier trading behind it.

IP-licensing semi story with a licensing revenue that just hit a three-year high — small, real, and finally scaling.

CEVA is a semiconductor IP-licensing name (Bluetooth/UWB/Wi-Fi/DSP cores) whose royalty model is starting to lever the physical-AI cycle.

  • Q2 revenue $29M was +13% YoY, and licensing revenue climbed +21% YoY to a three-year high — the leading-indicator line accelerating faster than the reported topline.
  • Q2 adjusted EPS $0.08 beat $0.07; Q1 EPS beat by 100% on a much lower base.
  • Recent partnership announcements: LG Electronics UWB alliance (2026-09-09) across auto/industrial/consumer SoCs.
  • BlackRock took a new stake in August; leadership added Ziv Hammer as EVP Connectivity & Sensing on 2026-09-15.
  • Position 31% of 52-week range, +26% YTD; the stock has been rangey while the operational metrics have improved — a classic coiled setup.

GAAP still loss-making (TTM EPS negative); the case is the 2027-28 EPS ramp to $0.80-$1.09 the sell-side is modeling.

Agrees with X sentimentX was bullish on the Q2 beat and the physical-AI portfolio framing with INDI/OUST/VPG. Our read agrees on the operator inflection; the crowd's price-to-sales concern is fair but doesn't invalidate the licensing acceleration.

What to watch: Nov 9 Q3 print — whether licensing revenue prints another three-year high, and any commentary on Bluetooth 6 / UWB2 design-win pace.

On the calendar: 2026-11-09 — Q3 earnings

Read the AI verdict on $CEVA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

IP licensor of wireless connectivity and AI processor cores to semiconductor companies, riding IoT and 5G growth.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $CEVA.

Semiconductors · Technology

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $CEVA

Partial — AI processor and wireless connectivity IP licensing royalties grow with IoT and 5G chip proliferation; not a direct AI data center play, but AI core adoption in edge devices lifts royalty volumes.

Top industry ETF

$SMHVanEck Semiconductor ETF
+46.9%YTD
+76.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-102.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-3.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
87.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.08$0.07+9.2%
Q1 2026May 11, 2026$0.04$0.02+100.0%
Q4 2025Feb 17, 2026$0.18$0.180.0%
Q3 2025Nov 10, 2025$0.11$0.10+10.0%
Next earningsMon, Nov 9·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$27.0M+11.5%85.8%-18.6%$-0.16$-7.2M
Q4 FY25$31.3M+7.1%88.1%-1.3%$-0.04$7.2M
Q3 FY25$28.4M+4.3%88.0%-7.3%$-0.10$-6.3M
Q2 FY25$25.7M-9.7%86.2%-17.5%$-0.15$492K

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$125.0M$124.7M – $125.3M$0.55$0.53 – $0.567
FY27$141.2M$138.4M – $145.0M$0.80$0.65 – $0.937
FY28$159.4M$155.1M – $163.1M$1.09$0.88 – $1.605

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 24.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 10 other (4 awards · 2 exempts · 2 inkinds · 2 returns) in window

See when $CEVA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change
AI summary

CEVA, Inc. and its Executive Vice President and Chief Operating Officer Michael Boukaya mutually agreed to Boukaya's resignation on July 8, 2026, with his last day as COO on August 1, 2026; he will remain an employee through December 31, 2026 for transition purposes. No successor was named. COO departure at a semiconductor IP licensing company; investors should monitor whether the role is backfilled or responsibilities redistributed among existing leadership.

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

CEVA (CEVA) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on the election of directors, an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeApr 208-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CEVA Inc. board member Sven-Christer Nilsson notified the company on April 20, 2026 of his retirement from the Board, effective immediately prior to the 2026 Annual Meeting; CEVA issued a press release as Exhibit 99.1. Routine board retirement; no disagreements noted.

+ 14 other (6 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ceva Appoints Semiconductor Industry Veteran Ziv Hammer as Executive Vice President to Lead Connectivity & Sensingprnewswire.com·1d agoCEVA or SNPS: Which Semiconductor Stock Is Worth Buying Now?zacks.com·2d agoCeva and LG Electronics Partner to Accelerate UWB Adoption Across Automotive, Industrial and Consumer SoCsprnewswire.com·7d agoCEVA Stock Slides 19% in a Month: Should You Buy the Dip or Wait?zacks.com·15d agoBlackRock Inc. Acquires New Stake in Ceva, Inc. $CEVAdefenseworld.net·17d ago

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Voices on X · last 7 days

No standout posts about $CEVA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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