Added to YB: 2025-02-28
Pitch date: 2025-02-26
CEVA [bullish]
CEVA, Inc.
-43.94%
current return
Author Info
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Company Info
CEVA, Inc. provides silicon and software intellectual property (IP) solutions to semiconductor and original equipment manufacturer companies in the United States, Europe, the Middle East, the Asia Pacific, and internationally.
Market Cap
$590.1M
Pitch Price
$38.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
-118.28
P/E
-51.88
EV/Sales
4.11
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$CEVA -- Apple Modem YOLO
CEVA: Bullish on potential revenue boost from Apple's internal modem ramp. Est. 0.5-1% royalty on $20 5G/$4 Wi-Fi+BT ASP. 2025-2027 ramp scenarios: Bear 15/40/80%, Base 25/70/100%, Bull 60/80/100%. 220-250M annual iPhones. QCOM losing Apple biz post-2027. AVGO mixed impact.
Read full article (5 min)