TickerTalks
Browse all tickers →
TickerTalks›$CEVA
CECEVA

CEVA, Inc.

$CEVA·$1.3B·Semiconductors·Technology
$38.52-8.2%YTD+73.5%1Y+68.9%
Mentions · last 7 days
2026-07-10: 25 posts2026-07-11: 5 posts2026-07-12: 15 posts2026-07-13: 52 posts2026-07-14: 32 posts2026-07-15: 18 posts2026-07-16: 22 posts169+25%
Price updated 3h ago·X counts updated 3h ago
CECEVA
$CEVACEVA, Inc.
$38.52-8.20%169 posts+25%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CEVA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

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

CEVA up 89% YTD on AI-IP licensing wins — landmark US software/AI platform deal signed July 6.

CEVA is a licensor of digital-signal-processor (DSP) and AI-inference IP — the semiconductor IP embedded in chips from Qualcomm, MediaTek, ARM, and increasingly major US software/AI platform companies. The stock is up 89% YTD on the July 6 landmark AI licensing deal announcement.

  • Revenue grew 11% YoY last quarter with a modest operating margin — real acceleration, though profitability remains volatile; the growth trajectory is what earns the multiple.
  • The July 6 landmark AI licensing deal with a 'Major U.S. Software and AI Platform Company' (per company release) — the community's speculation that Microsoft could be the mystery customer is unverified but plausible given the framing.
  • The July 8 mutual resignation of EVP/COO Michael Boukaya (effective August 4) is worth flagging — COO departures during a growth-momentum phase deserve monitoring, though the transition is described as amicable.
  • Trades at 10.8x TTM sales with negative TTM P/E on cyclical losses — expensive multiples that only make sense if the AI-licensing wins keep landing at scale.
  • 52-week position 72nd percentile with position vs 200-day MA +51% — the tape has confirmed the AI-licensing thesis; the setup rewards a clean beat.

August 10 Q2 earnings is where the AI-licensing story either extends or contracts: revenue growth held above 10% plus specific commentary on the new AI-platform deal contribution is what confirms the setup; a modest print or a Q3 guide reflecting soft baseband demand is where the +89% YTD gain gives back. Real semiconductor-IP franchise with real AI-licensing catalysts — the setup rewards continued deal-signing disclosure.

Agrees with X sentimentThe euphorically bullish X take on the AI-licensing deal, no-debt balance sheet, 20% cash-to-market-cap, and 5x-from-here framing is analytically consistent with the setup. The Microsoft speculation is unverified; the fundamentals support the run without needing that specific attribution.

What to watch: Aug 10 Q2 earnings — need revenue growth held above 10% and specific commentary on the new AI-platform deal contribution. A modest print or Q3 guide reflecting soft baseband demand is where +89% YTD gives back.

On the calendar: 2026-08-10 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment23 posts analyzed · as of 2026-07-15

CEVA chatter is euphorically bullish. Community member with $800k position sets targets at $48.30 (hit), then $50-53, $60, $80 and eventually $130 measured-move. Bulls emphasize CEVA has no debt, 20% of market cap in cash, is profitable with high margins and low capex, and works with ARM, QCOM, INTC, NXPI and MSFT - framing it as a hidden 5x from here. Speculation swirls that Microsoft could be a mystery customer. Charts show a confirmed breakout of the recent downtrend with next pivot target $49.80. Free public trade idea is already up 60% one day later. No meaningful bear thread.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $CEVA

Partial — IP licensor of wireless connectivity and AI processor cores to semiconductor companies, riding IoT and 5G growth; the AI capex and HBM/compute demand cycle is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%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
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%
Q2 2025Aug 11, 2025$0.07$0.05+40.0%
Next earningsMon, Aug 10·consensus EPS $0.07

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$122.6M$122.2M – $123.0M$0.53$0.51 – $0.557
FY27$139.4M$136.1M – $142.7M$0.82$0.66 – $0.917
FY28$154.6M$154.6M – $154.6M$1.01$0.77 – $1.243

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.72%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.-0.7%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.+50.9%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 today2.4% 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.β1.975-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

BuyFeb 23Jaclyn LiuDirector1.3K sh$25KBuyFeb 20Yaniv ArieliCFO2.5K sh$48KBuyFeb 19Amir PanushCEO5.1K sh$100K
+ 15 other (9 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.

+ 11 other (3 proxys · 3 13Gs · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

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

Ceva, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Callprnewswire.com·9d agoCeva Wins Landmark AI Licensing Deal with Major U.S. Software and AI Platform Companyprnewswire.com·11d agoCEVA Inc (CEVA) Stock Up 9.6% but GF Value Says Overvalued -- GF Score: 62/100gurufocus.com·16d agoCeva CEO Amir Panush Named "Artificial Intelligence Company CEO of the Year" in 2026 AI Breakthrough Awards Programprnewswire.com·22d agoAll You Need to Know About Ceva (CEVA) Rating Upgrade to Buyzacks.com·24d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on XAI InfrastructureRobotics & Humanoids

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$AMD$AVGO$AAOI$INTC$MRVL$ARM
Voices on X · top 3 · 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.

PrivacyTermsSupport