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Ceva Inc. (CEVA) Stock Fundamental Analysis & AI Rating 2026

CEVA Nasdaq Services-Computer Programming, Data Processing, Etc. DE CIK: 0001173489
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
79% Confidence
AGREEMENT
SELL
78% Conf
HOLD
80% Conf

📊 CEVA Key Takeaways

Revenue: $109.6M
Net Margin: -9.7%
Free Cash Flow: $-6.3M
Current Ratio: 9.93x
Debt/Equity: 0.00x
EPS: $-0.44
AI Rating: SELL with 78% confidence
Ceva Inc. (CEVA) receives a SELL rating with 79% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $109.6M, net profit margin of -9.7%, and return on equity (ROE) of -3.2%, Ceva Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete CEVA stock analysis for 2026.

Is Ceva Inc. (CEVA) a Good Investment?

Claude

CEVA is experiencing profitability deterioration with negative operating and net margins despite strong gross margins, indicating operational inefficiency or structural challenges. Negative free cash flow and operating cash flow suggest the company is burning cash, while modest revenue growth of 2.5% YoY is insufficient to offset mounting losses.

ChatGPT

CEVA shows attractive underlying unit economics with an 87.1% gross margin, a debt-free balance sheet, and very strong liquidity, which gives it flexibility to absorb near-term weakness. However, modest 2.5% revenue growth, negative operating and net margins, and negative free cash flow indicate that growth quality is currently mixed and profitability remains the core challenge. The fundamentals support patience rather than aggression until operating leverage improves.

Why Buy Ceva Inc. Stock? CEVA Key Strengths

Claude
  • + Exceptional gross margin of 87.1% demonstrates strong pricing power and product value proposition
  • + Fortress balance sheet with zero debt and current ratio of 9.93x provides substantial liquidity cushion
  • + Modest revenue growth of 2.5% YoY shows market traction despite profitability challenges
ChatGPT
  • + Very high gross margin indicates strong intellectual property and favorable revenue mix
  • + Debt-free capital structure and large equity base reduce financial risk
  • + Current and quick ratios near 10x provide substantial liquidity cushion

CEVA Stock Risks: Ceva Inc. Investment Risks

Claude
  • ! Operating losses of -11.3M and negative operating margin of -10.4% indicate unsustainable cost structure relative to revenue
  • ! Negative free cash flow of -6.3M with -5.7% FCF margin means cash burn despite positive gross profit
  • ! Declining profitability with net income down 21.1% YoY signals deteriorating business momentum and execution issues
ChatGPT
  • ! Operating and net losses show the business is not currently converting revenue into earnings
  • ! Negative operating cash flow and free cash flow weaken the quality of reported revenue
  • ! Low revenue growth limits confidence that fixed costs will be absorbed quickly

Key Metrics to Watch

Claude
  • * Path to operating cash flow breakeven and elimination of negative FCF
  • * Operating margin expansion and expense control relative to revenue growth
  • * Sustainability of cash position given current burn rate and quarterly cash depletion trajectory
ChatGPT
  • * Operating margin trend
  • * Free cash flow and operating cash flow conversion

Ceva Inc. (CEVA) Financial Metrics & Key Ratios

Revenue
$109.6M
Net Income
$-10.6M
EPS (Diluted)
$-0.44
Free Cash Flow
$-6.3M
Total Assets
$388.3M
Cash Position
$40.6M

💡 AI Analyst Insight

Strong liquidity with a 9.93x current ratio provides a solid financial cushion.

CEVA Profit Margin, ROE & Profitability Analysis

Gross Margin 87.1%
Operating Margin -10.4%
Net Margin -9.7%
ROE -3.2%
ROA -2.7%
FCF Margin -5.7%

CEVA vs Technology Sector: How Ceva Inc. Compares

How Ceva Inc. compares to Technology sector averages

Net Margin
CEVA -9.7%
vs
Sector Avg 18.0%
CEVA Sector
ROE
CEVA -3.2%
vs
Sector Avg 22.0%
CEVA Sector
Current Ratio
CEVA 9.9x
vs
Sector Avg 2.5x
CEVA Sector
Debt/Equity
CEVA 0.0x
vs
Sector Avg 0.5x
CEVA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ceva Inc. Stock Overvalued? CEVA Valuation Analysis 2026

Based on fundamental analysis, Ceva Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-3.2%
Sector avg: 22%
Net Profit Margin
-9.7%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ceva Inc. Balance Sheet: CEVA Debt, Cash & Liquidity

Current Ratio
9.93x
Quick Ratio
9.92x
Debt/Equity
0.00x
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

CEVA Revenue & Earnings Growth: 5-Year Financial Trend

CEVA 5-year financial data: Year 2021: Revenue $122.7M, Net Income $28.0K, EPS $0.00. Year 2022: Revenue $134.6M, Net Income -$2.4M, EPS $-0.11. Year 2023: Revenue $120.6M, Net Income $396.0K, EPS $0.02. Year 2024: Revenue $120.6M, Net Income -$23.2M, EPS $-1.00. Year 2025: Revenue $109.6M, Net Income -$11.9M, EPS $-0.51.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ceva Inc.'s revenue has declined by 11% over the 5-year period, indicating business contraction. The most recent EPS of $-0.51 indicates the company is currently unprofitable.

CEVA Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-5.7%
Free cash flow / Revenue

CEVA Quarterly Earnings & Performance

Quarterly financial performance data for Ceva Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $27.2M -$1.3M $-0.06
Q2 2025 $25.7M -$291.0K $-0.01
Q1 2025 $22.1M -$3.3M $-0.14
Q3 2024 $24.1M -$1.3M $-0.06
Q2 2024 $22.9M -$291.0K $-0.01
Q1 2024 $22.1M -$4.9M $-0.21
Q3 2023 $24.1M -$5.0M $-0.21
Q2 2023 $26.2M -$1.1M $-0.05

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ceva Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$3.4M
Cash generated from operations
Stock Buybacks
$7.2M
Shares repurchased (TTM)
Capital Expenditures
$2.9M
Investment in assets
Dividends
None
No dividend program

CEVA SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ceva Inc. (CIK: 0001173489)

📋 Recent SEC Filings

Date Form Document Action
Feb 27, 2026 10-K ceva20251231_10k.htm View →
Feb 23, 2026 4 xslF345X05/rdgdoc.xml View →
Feb 23, 2026 4 xslF345X05/rdgdoc.xml View →
Feb 23, 2026 4 xslF345X05/rdgdoc.xml View →
Feb 23, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about CEVA

What is the AI rating for CEVA?

Ceva Inc. (CEVA) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 79% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CEVA's key strengths?

Claude: Exceptional gross margin of 87.1% demonstrates strong pricing power and product value proposition. Fortress balance sheet with zero debt and current ratio of 9.93x provides substantial liquidity cushion. ChatGPT: Very high gross margin indicates strong intellectual property and favorable revenue mix. Debt-free capital structure and large equity base reduce financial risk.

What are the risks of investing in CEVA?

Claude: Operating losses of -11.3M and negative operating margin of -10.4% indicate unsustainable cost structure relative to revenue. Negative free cash flow of -6.3M with -5.7% FCF margin means cash burn despite positive gross profit. ChatGPT: Operating and net losses show the business is not currently converting revenue into earnings. Negative operating cash flow and free cash flow weaken the quality of reported revenue.

What is CEVA's revenue and growth?

Ceva Inc. reported revenue of $109.6M.

Does CEVA pay dividends?

Ceva Inc. does not currently pay dividends.

Where can I find CEVA SEC filings?

Official SEC filings for Ceva Inc. (CIK: 0001173489) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CEVA's EPS?

Ceva Inc. has a diluted EPS of $-0.44.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CEVA a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ceva Inc. has a SELL rating with 79% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CEVA stock overvalued or undervalued?

Valuation metrics for CEVA: ROE of -3.2% (sector avg: 22%), net margin of -9.7% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy CEVA stock in 2026?

Our dual AI analysis gives Ceva Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CEVA's free cash flow?

Ceva Inc.'s operating cash flow is $-3.4M, with capital expenditures of $2.9M. FCF margin is -5.7%.

How does CEVA compare to other Technology stocks?

Vs Technology sector averages: Net margin -9.7% (avg: 18%), ROE -3.2% (avg: 22%), current ratio 9.93 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI