CEVA (CEVA)
Licenses connectivity, sensing, and edge AI IP for smart-edge devices.
Something off on this page? Send us feedback.
Licenses silicon and embedded-software IP for devices that connect, sense, and infer. Revenue comes from upfront licensing and royalties tied to customer shipments, with an Asia-heavy customer base and a portfolio centered on Connect and Sense & Infer.
Licenses semiconductor and embedded-software IP for smart-edge devices, with current work organized around Connect and Sense & Infer. Connect covers baseband, Bluetooth, Wi-Fi, NB-IoT, Ultra-Wideband, and related wireless platforms; Sense & Infer covers sensor fusion, audio, imaging, vision, DSPs, and edge AI.
Revenue comes from upfront access to platforms, IP cores, software, tools, customization, and support, plus royalties on customer shipments using CEVA IP. The customer mix is Asia-heavy, while development work spans France, Greece, Ireland, Israel, Serbia, and the United States.
Execution depends on licensees turning designs into shipped products and on protecting the patents, software, trade secrets, and contracts behind the IP model.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | StoneX | Upgrade | ||
| Aug 11, 2026 | Oppenheimer | Reiterate | Rating: —Target: $42 | Target: $38 |
| Jul 15, 2026 | Benchmark | Initiate | Rating: — | |
| Jul 10, 2026 | Stifel Nicolaus | Target | Target: $42 | Target: $50 |
| Jun 15, 2026 | Needham | Target | Target: — | Target: $55 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $215.6M · Total debt $17.4M · Total assets $391.9M · Shareholders' equity $340.2M
- Revenue
- $29.0M
- Operating income
- −$2.1M
- Net income
- −$2.9M
No dividends on record.
| Institutions | ≈ 88.43% | 24.90M shares | |
|---|---|---|---|
| 218 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.29% | 1.21M shares | |
| 11 holders · as of Aug 11, 2026 | |||
| Other | ≈ 7.28% | 2.05M shares | |
| remainder | |||
28.15M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.59% | 2.42M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.94% | 1.67M | as of Jun 30, 2026 |
Senvest Management, LLCInstitution | 5.80% | 1.63M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 5.14% | 1.45M | as of Jun 30, 2026 |
Lord, Abbett & Co. LLCInstitution | 4.32% | 1.22M | filed Feb 12, 2021 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 19, 2026 | Amir Panush | director, officer: Chief Executive Officer | +5,100 | $19.70 |
| Feb 20, 2026 | Yaniv Arieli | officer: Chief Financial Officer | +2,500 | $19.34 |
| Feb 23, 2026 | Jaclyn Liu | director | +1,310 | $19.15 |
- Cadence Design Systems
Configurable DSP and NPU IP for edge AI and audio
- Arm (ADR)
Broad processor and NPU IP for smart-edge SoCs
- Synopsys
DesignWare IP overlaps in embedded processors and interfaces
- Qualcomm
Integrated modem, RF, Wi-Fi, and edge AI platforms
- Silicon Labs
Low-power wireless SoCs and stacks for IoT designs
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CEVA | $32.76 | +1.57% | $898.5M | — | 47.7 | 7.8 | +13.1% |
| Cadence Design Systems | $300.85 | +2.02% | $81.21B | 58.6 | 35.1 | 13.9 | +24.2% |
| Arm (ADR) | $330.75 | +2.43% | $344.86B | 332.9 | 138.4 | 66.9 | +22.4% |
| Synopsys | $409.86 | +1.99% | $76.95B | 70.3 | 24.3 | 8.2 | +42.4% |
| Qualcomm | $197.26 | +1.56% | $203.94B | 22.2 | 21.3 | 4.6 | −4.0% |
| Silicon Labs | $221.70 | +0.38% | $7.28B | — | 60.8 | 8.5 | +18.3% |
| Median | 64.4 | 35.1 | 8.5 | +22.4% |