CEVA, Inc. is a global provider of intellectual property (IP) for advanced wireless connectivity and intelligent sensing solutions, serving semiconductor manufacturers and ...
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Est. EPS $0.19 · Revenue $32.65M · 7 analysts
Est. EPS $0.25 · Revenue $36.26M · 6 analysts
Est. EPS $0.55 · Revenue $124.96M · 7 analysts
Est. EPS $0.11 · Revenue $31.45M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $109.6M | +2.5% | +7.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-10.6M | -21.1% | +34.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +87.1% | -1.1% | +2.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -10.4% | -46.7% | +61.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -9.7% | -18.1% | +39.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $516000 | 0.0% | +172.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +0.5% | -2.4% | +167.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 9.1% | +334.8% | +2.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 9.93x | +40.1% | -1.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $388.3M | +25.7% | +0.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.44 vs 0.42 | -205.8% | -0.10 vs 0.19 | -153.0% |
| Revenue Surprise | $109.6M vs $109.3M | +0.3% | $29.0M vs $32.7M | -11.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Toquet Gweltaz | officer: Chief Commercial Officer | Common Stock | A | 30,293 | — |
| Aug 7, 2026 | Panush Amir | director, officer: Chief Executive Officer | Common Stock | A | 60,587 | — |
| Aug 7, 2026 | Arieli Yaniv | officer: Chief Financial Officer | Common Stock | A | 30,293 | — |
| Jun 9, 2026 | SILVER LOUIS | director | Common Stock | A | 13,000 | $27.17 |
| Jun 9, 2026 | SILVER LOUIS | director | Common Stock | D | 7,736 | $45.66 |
Operator: Good day, and welcome to the CEVA, Inc. Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, today's event is being recorded. I'd now like to turn the conference over to Richard Kingston, Vice President, Market Intelligence, Investor, and Public Relations. Please go ahead, sir. Richard Kingston: Thank you, Rocco. Good morning, everyone, and welcome to CEVA's Second Quarter 2026 Earnings Conference Call. Joining me today are Amir Panush, Chief Executive Officer, and Yaniv Arieli, Chief Financial Officer. Before handing the call over to Amir, I'd like to remind everyone that today's discussion contains forward-looking statements that involve risks and uncertainties, as well as assumptions that if they materialize or prove incorrect, could cause our results to differ materially from those expressed or implied by such statements. We will also discuss certain non-GAAP financial measures, which we believe provide investors with additional insight into our core operating performance. Reconciliations between our GAAP and non-GAAP results are included in the earnings release issued this morning and available on the Investor Relations section of our website. With that, I'll turn the call over to Amir. Amir Panush: Thank you, Richard, and good morning, everyone. We delivered another strong quarter with revenue increasing 13% year over year to $29 million, fueled by licensing and related revenue growing 21% to its highest level in 3 years. The quarter also benefited from a sequential recovery in royalty revenue, driven by continuing momentum across wireless connectivity, ramping automotive AI programs, and market share gains in smartphones. During the quarter, we signed 10 licensing agreements, including two with first-time customers and two directly with OEMs. More important than the number of agreements is the quality of those agreements. Increasingly, customers are adopting broader platforms and deeper collaborations that transcends both our near-term licensing business and our long-term royalty opportunity. I would like to focus today on two themes that we believe highlight an important shift in the semiconductor industry and explain why CEVA and our technologies are increasingly well positioned for long-term growth. The first is the continuing migration of intelligence from the cloud to the smart edge. This is a trend we have discussed for several years and one that is increasingly driving demands for our higher performance, connectivity, sensing, and AI technologies. During the quarter, we announced what we believe is one of the most strategically significant AI licensing agreements in CEVA's history. A leading global AI and computing platform company, selected our NeuPro-M NPU IP for its next-generation custom AI silicon. This agreement is significant for several reasons. First, it represents a new category of AI customers for CEVA. Historically, our AI licensing activity has primarily been with semiconductor …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Amir Panush | Chief Executive Officer & Director | USD 1,004,570 | Male | 1974 | Active |
Yaniv Arieli | Chief Financial Officer & Treasurer | USD 613,924 | Male | 1968 | Active |
Gweltaz Toquet | Chief Commercial Officer | USD 564,029 | Male | 1974 | Active |
Michael Boukaya | Executive Officer | USD 541,215 | Male | 1975 | Active |
Franz Dugand | Director of Sales & Marketing for Connectivity Business Unit | — | Male | — | Active |
Geraldine Kutas | Director of Corporate Affairs & Communication | — | Female | — | Active |
Dotan Bar-Natan | Chief Legal Officer | — | Male | — | Active |
Yaron Galitzky | Executive Vice President of AI Division | — | Male | — | Active |
Iri Trashanski | Chief Strategy Officer | — | Male | — | Active |
Richard Kingston | Vice President of Market Intelligence, Investor & Public Relations | — | Male | — | Active |
Dana Maor-Megiddo | Vice President of People | — | Female | — | Active |
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. (NASDAQ: CEVA - Get Free Report) fell 5.4% during trading on Tuesday after TD Cowen lowered their price target on the stock from $55.00 to $45.00. TD Cowen currently has a buy rating on the stock. Ceva traded as low as $30.51 and last traded at $30.2060. Approximately 394,692 shares traded hands during trading,
Ceva Inc (NASDAQ:CEVA) on Monday posted better-than-expected earnings for the second quarter.
