Narrative Edge

CEVA

USD 24.56 -8.15% · 1Y
Latest: bear
Price
Oct 30 Nov 2 Nov 3 Nov 4 Nov 5 29.52 28.28 27.04 25.80 24.56
Oct 6 Oct 14 Oct 21 Oct 28 Nov 5 36.17 33.27 30.36 27.46 24.56
Aug 6 Aug 28 Sep 22 Oct 14 Nov 5 38.67 35.14 31.61 28.09 24.56
May 6 Jun 23 Aug 7 Sep 22 Nov 5 50.06 43.69 37.31 30.93 24.56
Nov 6 Feb 6 May 8 Aug 10 Nov 5 50.06 41.85 33.64 25.42 17.21
Nov 4 May 5 Nov 3 May 11 Nov 5 49.72 41.85 33.97 26.09 18.22
Nov 6 Aug 5 May 5 Feb 9 Nov 5 49.72 41.64 33.56 25.47 17.39
Full synthesis

Viewpoint Synthesis

Bull Thesis

CEVA's neutral rating implies it is less exposed to memory pricing headwinds than peers.

1. Relative positioning

  • Neutral rating lowers CEVA's relative risk versus cautious peers. ↴
Bear Thesis

CEVA faces headwinds from memory pricing pressure weakening PC/smartphone demand.

1. End-market demand risk

  • Weak PC/smartphone demand from memory pricing caps CEVA's revenue growth. ↴
Opinion timeline

Opinion Timeline

Bull Plane
TIME
Bear Plane
No bull argument in this report.
2026-07-13

TD Cowen is neutral on ALAB, AMD, ANET, CBRS, CEVA, COHR, INTC and MTSI, cautious on QCOM, and sees PC/smartphone demand as weak due to persistent memory pricing pressure.

2026-07-13 Back to thesis
Sources and method

Research through 2026-07-13 · 2026-07-13 to 2026-07-13 · 1 source reports.

Price through 2026-11-05 · USD
Price cutoff for each chart range
RangePrices through
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AI synthesis current. Synthesis as of 2026-10-01; evidence available through 2026-07-13. Verified source bindings; generated 2026-10-01, analyzed evidence through 2026-07-13.
Research coverage and method

Research through 2026-11-03. Artifact validity does not establish factual accuracy or research freshness.

Technical diagnostics
Research source: 2026-11-03 Processed through: 2026-11-03 Generated: 2026-11-05T21:27:35+00:00 · 0d ago Generation SHA: 9b30b4021932 Service SHA: be4f205fbe0e Bounded refresh backlog: 1 Processing failures: 2