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CEVA vs MRVL
Which Stock Would AI Choose? CEVA, Inc. (CEVA) vs. Marvell Technology, Inc. (MRVL) Stock Comparison
Key Takeaways
- CEVA reported Q2 2026 revenue of $29 million, a 13% year-over-year increase, and raised its full-year growth outlook to 13-15% on strong licensing momentum.
- MRVL demonstrated robust AI infrastructure demand through recent 2nm optical technology demonstrations and continued data center revenue expansion in fiscal 2026.
- CEVA operates as a semiconductor intellectual property licensor focused on connectivity, sensing, and inference solutions for edge devices.
- MRVL provides a broader portfolio of semiconductors for data centers, networking, and storage, with significant exposure to artificial intelligence infrastructure.
- Recent market activity shows MRVL benefiting from larger-scale AI deployments while CEVA gains from specialized IP licensing agreements.
- Both companies operate in the semiconductor sector but differ markedly in scale, business model, and primary growth drivers.
Introduction
This comparison examines CEVA and MRVL, two semiconductor companies with distinct approaches to technology markets. CEVA focuses on licensing intellectual property for smart edge applications, while MRVL delivers a wider range of chips supporting data centers and high-performance networking. Traders and investors seeking to understand relative positioning within the semiconductor industry, particularly amid ongoing artificial intelligence developments, may find this analysis relevant for evaluating business models, recent performance trends, and sector exposure.
CEVA Overview and Recent Performance
CEVA, Inc. licenses silicon and software intellectual property that enables connectivity, sensing, and inference in edge devices across consumer, automotive, industrial, and mobile markets. In recent weeks, the company reported second-quarter 2026 revenue of $29 million, reflecting a 13% year-over-year rise driven by a 21% increase in licensing and related revenue. Royalty streams also improved, supported by wireless connectivity, automotive artificial intelligence, and smartphone market share gains. Management raised full-year revenue growth guidance to a range of 13-15%, citing stronger second-half expectations and improved profitability. Market sentiment has reflected these results through measured positive responses in recent trading sessions.
MRVL Overview and Recent Performance
Marvell Technology, Inc. designs semiconductors for data center, enterprise networking, carrier infrastructure, automotive, industrial, and consumer applications, with growing emphasis on artificial intelligence infrastructure. In recent market activity, the company highlighted new 2-nanometer optical interconnect demonstrations for AI data centers, including 400G-per-lane PAM4 technology and 1.6T solutions. Fiscal second-quarter results showed continued data center revenue strength, contributing to overall performance amid broader AI demand. Stock price movements in recent sessions have aligned with sector interest in optical and connectivity components, supported by analyst coverage and partnership developments.
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Head-to-Head Comparison
CEVA and MRVL both participate in semiconductor markets yet pursue different strategies. CEVA generates revenue primarily through intellectual property licensing and royalties, offering a capital-light model with high gross margins but smaller absolute scale. MRVL manufactures and sells chips directly, enabling larger revenue volumes tied to data center and AI infrastructure cycles. Growth drivers for CEVA center on edge AI and connectivity adoption, while MRVL benefits from high-bandwidth optical and networking demand in hyperscale environments. Risk factors include licensing concentration for CEVA and cyclical capital spending for MRVL. Market sentiment has recently favored MRVL on AI infrastructure visibility, whereas CEVA has drawn attention to licensing pipeline strength.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AI-related catalysts, revenue visibility, and relative market positioning, Tickeron’s AI models currently assign a probabilistic preference toward MRVL for exposure to large-scale infrastructure trends. CEVA shows steadier licensing momentum that may appeal in diversified or edge-focused strategies. Outcomes remain subject to evolving sector dynamics and individual portfolio considerations.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CEVA is a Buy and MRVL is a Buy.
CEVA | MRVL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 31 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 37 | |
SMR RATING 1..100 | 92 | 53 | |
PRICE GROWTH RATING 1..100 | 41 | 34 | |
P/E GROWTH RATING 1..100 | 32 | 6 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
MRVL's Valuation (78) in the Semiconductors industry is in the same range as CEVA (88). This means that MRVL’s stock grew similarly to CEVA’s over the last 12 months.
MRVL's Profit vs Risk Rating (37) in the Semiconductors industry is somewhat better than the same rating for CEVA (100). This means that MRVL’s stock grew somewhat faster than CEVA’s over the last 12 months.
MRVL's SMR Rating (53) in the Semiconductors industry is somewhat better than the same rating for CEVA (92). This means that MRVL’s stock grew somewhat faster than CEVA’s over the last 12 months.
MRVL's Price Growth Rating (34) in the Semiconductors industry is in the same range as CEVA (41). This means that MRVL’s stock grew similarly to CEVA’s over the last 12 months.
MRVL's P/E Growth Rating (6) in the Semiconductors industry is in the same range as CEVA (32). This means that MRVL’s stock grew similarly to CEVA’s over the last 12 months.
| CEVA | MRVL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | N/A |
| Stochastic ODDS (%) | 2 days ago 79% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 74% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 75% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 82% |
| Advances ODDS (%) | 2 days ago 73% | 2 days ago 78% |
| Declines ODDS (%) | 14 days ago 76% | 22 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 77% | 2 days ago 73% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 87% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CEVA’s FA Score shows that 1 FA rating(s) are green while MRVL’s FA Score has 1 green FA rating(s).
- CEVA’s FA Score: 1 green, 4 red.
- MRVL’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CEVA’s TA Score shows that 4 TA indicator(s) are bullish while MRVL’s TA Score has 6 bullish TA indicator(s).
- CEVA’s TA Score: 4 bullish, 5 bearish.
- MRVL’s TA Score: 6 bullish, 3 bearish.
Price Growth
CEVA (@Semiconductors) experienced а +19.53% price change this week, while MRVL (@Semiconductors) price change was +18.34% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.41%. For the same industry, the average monthly price growth was +8.40%, and the average quarterly price growth was +61.79%.
Reported Earning Dates
CEVA is expected to report earnings on Nov 11, 2026.
MRVL is expected to report earnings on Nov 26, 2026.
Industries' Descriptions
@Semiconductors (+10.41% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
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CEVA and
Correlation & Price change
A.I.dvisor indicates that over the last year, CEVA has been closely correlated with AMKR. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if CEVA jumps, then AMKR could also see price increases.
| Ticker / NAME | Correlation To CEVA | 1D Price Change % | ||
|---|---|---|---|---|
| CEVA | 100% | +3.44% | ||
| AMKR - CEVA | 70% Closely correlated | +4.60% | ||
| AIP - CEVA | 68% Closely correlated | +2.57% | ||
| SYNA - CEVA | 67% Closely correlated | +2.39% | ||
| VSH - CEVA | 66% Closely correlated | +1.59% | ||
| RMBS - CEVA | 66% Loosely correlated | +8.54% | ||
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