
CEVA (CEVA) Stock Forecast & Price Target
CEVA (CEVA) Analyst Ratings
Bulls say
CEVA Inc. achieved full-year revenue of $109.6 million, marking a 2% year-over-year increase and a significant 63.6% quarter-over-quarter growth, underscoring strong demand for its licensing and intellectual property solutions. The company reported a 6% year-over-year increase in licensing and related revenue, alongside a robust non-GAAP gross margin of 89.0%, which is aligned with its guidance, indicating operational efficiency. Looking ahead, CEVA anticipates sustained growth through FY26, fueled by increased contributions from AI processor licensing and expanding markets in 5G, Wi-Fi, and cellular IoT, alongside positive trends in handset unit shipments.
Bears say
CEVA Inc. has provided a cautious revenue guidance for the first quarter of 2026, projecting $26 million, which reflects a decline of approximately 17% quarter-over-quarter and falls short of prior consensus estimates. The company also reported a decrease in non-GAAP earnings per share, which was $0.11, down from $0.14 year-over-year, and highlighted a sequential decline in gross margin expectations, projected to be around 87% for 1Q26, attributable to weaker seasonal royalty contributions. Additionally, there are significant concerns about potential risks, including a slowdown in licensing activities, challenges in connectivity and mobile customer shipments, and the possibility of clients opting to in-source intellectual property, which could further impact revenue growth prospects.
This aggregate rating is based on analysts' research of CEVA and is not a guaranteed prediction by Public.com or investment advice.
CEVA (CEVA) Analyst Forecast & Price Prediction
Start investing in CEVA (CEVA)
Order type
Buy in
Order amount
Est. shares
0 shares