Price
$181.55-8.55%Social Signal Score
Analyst Ratings
8 analystsRevenue
$180.11M+4057.66%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Andrew D. Feldman
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 708
- Beta
- 1.85
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 10.12
Financials
Revenue
$180.11M+4057.7%Net Income
$-450.53MEBITDA
$-450.25MFree Cash Flow
$-476.73MEPS (diluted)
$-2.98Shares Outstanding (diluted)
150.97M-29.9%Operating Expenses
$502.79MCash & Debt
$8.61BReturn of Capital
$416.66MQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $509.99M | $237.83M | $0.41 |
| 2024 | $290.25M | $-481.60M | $-2.25 |
| 2023 | $78.74M | $-127.16M | $-0.59 |
| 2022 | $24.62M | $-177.72M | $-0.83 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $1.62
- Implied price
- $29.22
- Return from $166.43
- -29.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $14.53 — -91.3% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -40.9% | -38.2% | -35.9% | -33.9% | -32.1% |
| 3.0% | -37.9% | -35.1% | -32.7% | -30.5% | -28.7% |
| 8.0% | -34.9% | -31.9% | -29.4% | -27.2% | -25.2% |
| 13.0% | -31.9% | -28.8% | -26.1% | -23.8% | -21.7% |
| 18.0% | -28.9% | -25.6% | -22.8% | -20.4% | -18.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
96+59.81%Social Signal Score
Mentions (100)
- News (RSS)forbes·14h ago·Positive
Cerebras Stock Jumps 8% After Sam Altman Calls Chipmaker A ‘Close Partner’ Cerebras shares rose over 8% on Monday after falling 20% last week on reports that OpenAI is using Nvidia to power GPT-6.1 Sol.
View source ↗ - Newsinvestopedia.com·18h ago·Positive
Cerebras Stock Surges After OpenAI CEO Calls Chipmaker a ‘Close Partner' Cerebras shares are on the rise after a show of support from OpenAI CEO Sam Altman.
View source ↗ - News (RSS)zerohedge·19h ago·Neutral
…uy Athabasca Oil Corp. for C$12 per share at an enterprise value of C$5.7 billion ($4 billion), with the deal expected to close in December. Cerebras Systems shares (CBRS) rally 4.5% after OpenAI CEO Sam Altman said the company is “a close partner” of OpenAI and the two firms have “a deep engagement pushing on the frontiers of speed.” DraftKings shares (DKNG) are up 4.6% as BofA raises the recommendation on the online sports betting company to buy from neutral, with the analyst citing her more p…
View source ↗ - Newsproactiveinvestors.com·20h ago·Positive
Cerebras shares rise after OpenAI's Altman calls chipmaker a “close partner” Cerebras Systems Inc (NASDAQ:CBRS) shares rose 11% in early morning trade on Monday after OpenAI chief executive Sam Altman reaffirmed the artificial intelligence (AI) chipmaker's importance to the AI company's infrastructure strategy. Altman described Cerebras as a “close partner” of OpenAI and said the companies have “a deep engagement pushing on the frontiers of speed”, addressing recent speculation about the relatio…
View source ↗ - Newsbenzinga.com·21h ago·Neutral
Cerebras Vs. Nvidia Is Becoming an Inference Fight, Not a Chip Fight The next big AI chip battle may not be about who trains the biggest model. It could be about who can make AI respond fastest once the model is already built.
View source ↗ - News (RSS)cnbc·22h ago·Neutral
Cerebras stock climbs 6% after Sam Altman calls the chipmaker a 'close partner' Cerebras stock climbed in premarket trading after OpenAI's CEO Sam Altman reassured investors that the firm is a "close partner."
View source ↗ - Newsinvezz.com·22h ago·Negative
Why is Cerebras stock rising on Monday? Sam Altman holds the clue Cerebras Systems stock CBRS climbed about 6% in premarket trading Monday, recovering some of last week's losses after OpenAI CEO Sam Altman sought to reassure investors that the AI chipmaker remains a “close partner” of the artificial intelligence company. The rebound followed a sharp selloff last week, when Cerebras shares plunged 20% to their lowest level after reports said OpenAI would use Nvidia graphics processing units to po…
View source ↗ - Newsbarrons.com·1d ago·Neutral
Cerebras Stock Is Rebounding. Thank OpenAI's Sam Altman. Cerebras stock was rising on Monday following comments by OpenAI CEO Sam Altman.
View source ↗ - News (RSS)fool·1d ago·Positive
Cerebras Systems vs. Innodata: Which AI Infrastructure Stock Is a Better Buy in 2026? One company manufactures the chips, while the other cleans the data they train on. Their financial profiles and risks couldn't be more different.
View source ↗ - News (RSS)investing·3d ago·Positive
Cathie Wood’s ARK stock trades: Cerebras and BWX Technologies lead buys
View source ↗ - Newscnbc.com·3d ago·Neutral
Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration Cerebras is down about 50% from its opening price that followed its market debut in May. The company lost a key inference workload for OpenAI's "Ultrafast" mode for the GPT-6.1 Sol AI model to chip giant Nvidia.
View source ↗ - News247wallst.com·4d ago·Negative
Cerebras Slipped Below Its IPO Price Just as Insiders Filed to Sell Cerebras stock slipped below its IPO price on the same day insiders filed to sell and a report surfaced questioning whether its anchor customer moved its fastest model to rival hardware.
View source ↗ - News (RSS)techcrunch·5d ago·Neutral
Cerebras Systems’ Andrew Feldman on whether AI can keep scaling at TechCrunch Disrupt 2026 At TechCrunch Disrupt 2026, Cerebras Systems CEO and co-founder Andrew Feldman will explore the growing demand for compute, energy, and infrastructure, how Cerebras is approaching those constraints differently, and what comes next if today’s AI hardware reaches its limits.
View source ↗ - News (RSS)investing·5d ago·Neutral
Cerebras stock slides as Nvidia reportedly powers OpenAI’s ’Ultrafast’ tier
View source ↗ - News (RSS)fool·6d ago·Neutral
Cerebras Systems vs. Nebius: What Revenue Growth Trends Reveal to Investors About These Artificial Intelligence Companies Nebius has surged to a 3x revenue advantage in just two years, while Cerebras hit a rare stumble last quarter.
View source ↗ - News (RSS)seekingalpha·6d ago·Negative
Cerebras Systems: Benchmark Numbers Do Not Make This A Winner
View source ↗ - Newsfool.com·6d ago·Neutral
Cerebras Systems vs. Nebius: What Revenue Growth Trends Reveal to Investors About These Artificial Intelligence Companies Nebius currently exhibits a larger overall revenue profile, as its top-line results initially surpassed and then continued to outpace Cerebras Systems across recent quarterly reporting periods. Over the last eight quarters, Nebius consistently demonstrated steep quarter-over-quarter revenue acceleration, while Cerebras Systems maintained a steady upward trend before experienc…
View source ↗ - News (RSS)seekingalpha·6d ago·Neutral
Cerebras: Explosive Growth Makes This AI Stock Hard To Ignore
View source ↗ - News (RSS)fool·7d ago·Positive
Cerebras Systems vs. IonQ: Which Technology Stock Is a Better Buy in 2026? Cerebras has a $20 billion OpenAI deal and AWS partnership, but a falling stock and shifting customer concentration. IonQ has a surging backlog and diversified quantum computing customers.
View source ↗ - News (RSS)fool·7d ago·Neutral
BigBear.ai vs. Cerebras Systems: Which Technology Stock Is a Better Buy in 2026? Cerebras is growing fast with a differentiated chip architecture and a well-funded AI partner. BigBear.ai is navigating declining revenue and heavy dependence on a single customer. Both are speculative, but the risk profiles tell different stories.
View source ↗ - News (RSS)channelnewsasia·7d ago·Neutral
Cerebras to supply AI systems to cloud computing startup Gimlet Labs
View source ↗ - Newsglobenewswire.com·7d ago·Neutral
Gimlet Labs Adds Cerebras to Deliver Ultrafast AI Inference through Gimlet Cloud Deployment Combines Cerebras Wafer-Scale Compute with Gimlet's Inference Cloud to Deliver Up to 3,000 Tokens per Second Deployment Combines Cerebras Wafer-Scale Compute with Gimlet's Inference Cloud to Deliver Up to 3,000 Tokens per Second
View source ↗ - Newsreuters.com·7d ago·Neutral
Cerebras to supply AI systems to cloud computing startup Gimlet Labs Cerebras Systems plans to supply AI chips and hardware with capacity to consume roughly 100 megawatts to startup Gimlet Labs to help run its cloud computing business, the companies said on Monday.
View source ↗ - Newsfool.com·10d ago·Negative
Prediction: Cerebras' Revenue Will More Than Double in 2027 Cerebras raised its 2026 outlook in mid-August to $880 million to $890 million of core revenue. About 22% of the company's $25.4 billion backlog is expected to convert to revenue by June 30, 2028.
View source ↗ - News (RSS)fool·11d ago·Negative
Cerebras vs. SoundHound: Which AI Tech Stock Is a Better Buy in 2026? One company just swung to profitability on 76% revenue growth; the other is narrowing losses while integrating major acquisitions.
View source ↗ - News (RSS)fool·12d ago·Positive
Cerebras Systems vs. Nebius Group N.V.: Which AI Hardware Stock Is a Better Buy in 2026? Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.
View source ↗ - Newszacks.com·13d ago·Positive
Buy These 2 Technology Services Stocks to Tap Recent Northbound Trend COHR and CBRS are riding AI demand, with strong growth outlooks, expanding infrastructure opportunities and improving earnings estimates.
View source ↗ - Newszacks.com·13d ago·Neutral
Texas Instruments vs. Cerebras Systems: Which Chip Stock Has the Edge? TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.
View source ↗ - News (RSS)yahoo·16d ago·Negative
Cerebras (CBRS) Plants A 165 MW Flag In Finland While Still Losing Money
View source ↗ - News (RSS)yahoo·17d ago·Positive
Cerebras Systems vs. Innodata: Which AI-Driven Tech Stock Is a Better Buy in 2026?
View source ↗ - Newszacks.com·18d ago·Neutral
Cerebras Drops 19% in 3 Months: Buy, Sell or Hold the Stock? CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.
View source ↗ - News (RSS)yahoo·19d ago·Neutral
Cerebras Stock Has Been Cut in Half. It Still Costs About 145 Times Next Year's Estimated Earnings.
View source ↗ - News (RSS)fool·19d ago·Neutral
Cerebras Stock Has Been Cut in Half. It Still Costs About 145 Times Next Year's Estimated Earnings. After losing half its value, is the AI computing specialist's stock finally cheap enough to buy?
View source ↗ - Newsfool.com·19d ago·Neutral
Cerebras Stock Has Been Cut in Half. It Still Costs About 145 Times Next Year's Estimated Earnings. Cerebras' core revenue more than doubled year over year in the second quarter, and management raised its full-year outlook. Even after a 52% decline, the stock trades at about 145 times next year's expected earnings.
View source ↗ - News (RSS)fool·20d ago·Negative
Cerebras Systems vs. CoreWeave: Choosing the Better Artificial Intelligence Stock for 2026 One profitable hardware maker with a negative cash burn versus a hypergrowth cloud provider drowning in red ink, both betting on AI infrastructure dominance.
View source ↗ - News (RSS)fool·22d ago·Positive
Cerebras Systems vs. QuantumScape: Here Is the Better Hardware Technology Stock to Buy in 2026 One is profitable with $510 million in revenue; the other burns cash but guards a battery moonshot.
View source ↗ - News (RSS)fool·22d ago·Negative
BigBear.ai vs. Cerebras Systems: What Quarterly Revenue Trends for These Artificial Intelligence Companies Tell Investors Cerebras has grown revenue 2.5x over eight quarters, while BigBear.ai has stalled — a widening gap that signals very different competitive positions.
View source ↗ - Newszacks.com·24d ago·Neutral
Cerebras (CBRS) Down 17.2% Since Last Earnings Report: Can It Rebound? Cerebras (CBRS) reported earnings 30 days ago. What's next for the stock?
View source ↗ - News (RSS)fool·25d ago·Neutral
BigBear.ai vs. Cerebras Systems: Which Tech Stock Is a Better Buy in 2026? One is consistently growing at high rates, while the other has shown inconsistent revenue performance.
View source ↗ - News (RSS)seekingalpha·26d ago·Positive
Cerebras: The Inference Bottleneck Winner
View source ↗ - News (RSS)yahoo·26d ago·Positive
Cerebras Stock Is Under Pressure, But Cathie Wood Bets $17.2 Million On It
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Cerebras: The Inference Bottleneck Winner Cerebras holds $25.4 billion of RPO, but only 22% should convert into revenue through June 2028. Cloud and services revenue surged 287% YoY to $127.7 million as Cerebras increasingly monetizes inference rather than hardware. More than 600MW of secured capacity shifts Cerebras' primary growth constraint from semiconductor availability toward data center deployment.
View source ↗ - News (RSS)seekingalpha·27d ago·Neutral
Baron Asset Fund adds CBRS and EW; exits FICO and FND
View source ↗ - News (RSS)seekingalpha·29d ago·Positive
Cerebras Systems: AI Infrastructure Buildout Will Sustain The Strong Momentum
View source ↗ - News (RSS)fool·30d ago·Positive
Cerebras Has a $25.4 Billion Backlog, and One OpenAI Agreement Is Behind Much of It The AI computing specialist's latest results were strong. The real story is a backlog worth almost 29 times this year's expected revenue.
View source ↗ - Newsfool.com·30d ago·Neutral
Cerebras Has a $25.4 Billion Backlog, and One OpenAI Agreement Is Behind Much of It Cerebras grew its second-quarter adjusted revenue 103% year over year to $209.9 million. Remaining performance obligations reached $25.4 billion as of June 30, and a significant amount of that balance traces to a December agreement with OpenAI.
View source ↗ - News (RSS)yahoo·31d ago·Neutral
Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA?
View source ↗ - News (RSS)fool·31d ago·Negative
Why Anthropic May Let Early Investors Sell Shares, Unlike SpaceX and Cerebras Anthropic's unusual IPO plans could make one overlooked detail more important than the reported size of the offering.
View source ↗ - News (RSS)yahoo·31d ago·Neutral
Cerebras Expands AI Footprint With 165 MW Finland Deal
View source ↗ - Newsglobenewswire.com·34d ago·Neutral
…erebras ja Compute Nordic Finland rakentavat uuden 165 megawatin datakeskuksen Mikkeliin MIKKELI, Suomi, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Cerebras Systems (NASDAQ: CBRS) julkisti tänään uuden tekoälykäyttöön tarkoitetun datakeskushankkeen Mikkelissä. Datakeskuksen kehityksessä on mukana Compute Nordic Finland. Laitoksen IT-kapasiteetti kasvaa vähitellen sopimukseen perustuen 165 megawattiin, jotta se voi tarjota tehokasta tekoälylaskentaa. Ensimmäisen 50 megawattia tarjoavan osan rakentaminen …
View source ↗ - Newsglobenewswire.com·35d ago·Neutral
Cerebras and Compute Nordic Finland Announce New 165 MW AI Data Centre in Mikkeli, Finland Facility backed by seven-year contracted capacity agreement and estimated €1.0–1.7 billion in regional investment for local development and employment Facility backed by seven-year contracted capacity agreement and estimated €1.0–1.7 billion in regional investment for local development and employment
View source ↗ - News (RSS)yahoo·35d ago·Positive
Cathie Wood Just Bought $17 Million of Cerebras Stock. Wall Street Sees 59% Upside.
View source ↗ - Newsdefenseworld.net·38d ago·Positive
Best Infrastructure Stocks To Add to Your Watchlist – August 27th Marvell Technology, Coinbase Global, Alibaba Group, International Business Machines, and Cerebras Systems are the five Infrastructure stocks to watch today, according to MarketBeat's stock screener tool. Infrastructure stocks are shares of companies that build, own, or operate essential systems such as utilities, transportation networks, telecommunications, energy pipelines, and data centers. Investors often view them as
View source ↗ - News (RSS)yahoo·40d ago·Neutral
Cerebras vs. SpaceX: Which 2026 IPO Is the Better AI Stock to Own for the Next 5 Years?
View source ↗ - News (RSS)fool·40d ago·Neutral
Cerebras vs. SpaceX: Which 2026 IPO Is the Better AI Stock to Own for the Next 5 Years? The better AI stock to own for the next five years may not be the one investors expect.
View source ↗ - Newsfool.com·40d ago·Neutral
Cerebras vs. SpaceX: Which 2026 IPO Is the Better AI Stock to Own for the Next 5 Years? Cerebras stands to benefit as AI spending increasingly shifts toward inference workloads. SpaceX's profitable Connectivity business can enable the company to fund AI expansion.
View source ↗ - Newsseekingalpha.com·40d ago·Positive
…le architecture, aiming to capture latency-sensitive workloads. Gross margin expansion, data center buildout, and core operating margin improvement are essential for CBRS to achieve GAAP profitability and justify its premium valuation. Major risks include Nvidia's entrenched ecosystem, manufacturing yield challenges, and limited competitiveness in applications requiring large KV caches.
View source ↗ - 4chan /biz/biz·40d ago·Neutral
look I'll make your life easy get into AMD and Cerebras and you will double your capital by end of 2027
View source ↗ - News (RSS)yahoo·41d ago·Neutral
Cerebras System’s Choppy Year Continues But a Wall Street Pro Forecasts 80% Returns Moving Forward
View source ↗ - News247wallst.com·41d ago·Neutral
Cerebras System's Choppy Year Continues But a Wall Street Pro Forecasts 80% Returns Moving Forward Cerebras Systems (NASDAQ:CBRS) currently trades near $185.43, while the average Wall Street price target sits at $291.64.
View source ↗ - News (RSS)yahoo·43d ago·Neutral
As Cerebras Launches a New, Record-Setting AI Accelerator, Here’s How You Should Play CBRS Stock
View source ↗ - News (RSS)fool·44d ago·Neutral
Cisco & Cerebras Orders Up, Stocks Down Though Cisco Systems and Cerebras have bulging order books, they face some major challenges.
View source ↗ - News (RSS)yahoo·45d ago·Neutral
Cerebras (CBRS) Doubled Core Revenue. Why Did GAAP Hardware Sales Fall 23%?
View source ↗ - Newsglobenewswire.com·46d ago·Neutral
Cerebras and Callosum Partner to Deliver Ultra-Low-Latency Heterogeneous Agentic Inference SUNNYVALE, Calif. and LONDON, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Cerebras (NASDAQ: CBRS) and Callosum are partnering to bring next-generation inference to market, delivering industry-leading AI compute at scale.
View source ↗ - News (RSS)yahoo·47d ago·Neutral
Cerebras Positioned for Robust Growth on Manufacturing Expansion and Swelling RPO
View source ↗ - Newsseekingalpha.com·47d ago·Neutral
Cerebras Systems Inc. (CBRS) Discusses Impact of AI Speed and Wafer-Scale Technology on Real-Time Applications Prepared Remarks Transcript Cerebras Systems Inc. (CBRS) Discusses Impact of AI Speed and Wafer-Scale Technology on Real-Time Applications Prepared Remarks Transcript
View source ↗ - News (RSS)zerohedge·47d ago·Neutral
…ief Executive Officer Dario Amodei and other co-founders shares with extra voting power as the firm prepares to make its Wall Street debut, The Information reported. Cerebras Systems introduced a new speedier computer built with the company’s chips, saying the device will give it a wider advantage over Nvidia equipment. Fairly benign price action in early trading contrasts with Tuesday’s cash session, when stocks struggled for direction and long-dated bonds remained under pressure as higher oil …
View source ↗ - News247wallst.com·47d ago·Positive
This Brilliant Tech Investor Just Bought SpaceX, Micron, Cerebras and Some Other Semiconductor Names The latest 13F filing season just came by, and as we gain a glimpse of what some of our favorite hedge funds have been up to in the second quarter, investors might have a breadcrumb trail to follow as the bull market takes its next turn and the most volatile time of the year comes rolling along.
View source ↗ - Newsmarketbeat.com·48d ago·Negative
Speed Sells: Cerebras Cracks the Silicon Ceiling The semiconductor sector is undergoing a fundamental shift. While the opening chapters of the artificial intelligence boom centered on heavy training clusters, enterprise spending is pivoting toward real-time inference.
View source ↗ - News (RSS)economictimes·48d ago·Neutral
Cerebras stock tumbles: Will CS-4 revive the AI chipmaker? Cerebras shares fell 12.7% amid valuation and profitability concerns, while its new CS-4 AI accelerator aims to challenge Nvidia. Investors await evidence of scalable adoption and sustainable growth.
View source ↗ - 4chan /biz/biz·48d ago·Positive
Alright so they've got a new chip that's 30x more efficient than GPUs, but will anyone actually buy it? Actually begs another question- nvidia is using their profits as collateral right? Cerebras is projected by this time next year their revenue will increase from around 1 billion to 3 billion. But is that enough. Usually these guys are lowballing it too so let's say their revenue is 5 billion in a year instead of 3. Is that really impressive though? Like are we gonna do some schizo s*** like
View source ↗ - News (RSS)investing·48d ago·Neutral
Cerebras launches new server chip and system designed to speed AI chatbots
View source ↗ - News (RSS)channelnewsasia·48d ago·Neutral
Cerebras launches new server chip and system designed to speed AI chatbots
View source ↗ - News (RSS)yahoo·48d ago·Neutral
Cerebras says latest offering is 'fastest AI accelerator in the industry' as it takes aim at Nvidia
View source ↗ - News (RSS)marketwatch·48d ago·Neutral
Cerebras’s stock has been a post-IPO bust. Its comeback hinges on this new chip. Cerebras is betting that its specialized chips will outpace traditional graphics processing units as AI agents become more widespread.
View source ↗ - Newsreuters.com·48d ago·Neutral
Cerebras launches new server chip and system designed to speed AI chatbots Cerebras Systems announced on Tuesday a new version of its server hardware that includes its dinner-plate-sized chips that it says will speed AI chatbot queries.
View source ↗ - Newsinvestors.com·48d ago·Neutral
Cerebras Systems Introduces Superfast AI Accelerator Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”
View source ↗ - Newsglobenewswire.com·48d ago·Neutral
Cerebras Unveils CS-4: Up to 30 Times Faster than GPU-based Solutions SUNNYVALE, Calif., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Cerebras Systems (NASDAQ: CBRS) today introduced the Cerebras CS-4, the fastest AI accelerator in the industry.
View source ↗ - News (RSS)investing·48d ago·Neutral
Why is Cerebras Systems stock sliding today?
View source ↗ - News (RSS)economictimes·49d ago·Positive
Cerebras Stock Outlook: Can CBRS extend its rally? Cerebras shares surged 15% amid strong AI infrastructure demand, rapid cloud revenue growth and its major OpenAI partnership. Despite bullish momentum and rising revenue guidance, ongoing losses, high valuation, infrastructure costs and competition from Nvidia and AMD make the AI chipmaker a high-volatility growth opportunity.
View source ↗ - News (RSS)yahoo·49d ago·Positive
Cerebras (CBRS) Rockets 19.2% on Progressing OpenAI Deal
View source ↗ - News (RSS)seekingalpha·49d ago·Neutral
Cerebras: AI Growth Is Just Kicking Off
View source ↗ - 4chan /biz/biz·49d ago·Neutral
What’s the deal with CBRS
View source ↗ - Newsseekingalpha.com·49d ago·Neutral
Cerebras: AI Growth Is Just Kicking Off Cerebras Systems delivered 74% Y/Y GAAP revenue growth and 281% Y/Y AI cloud services growth in the second-quarter. CBRS benefits from secular AI CapEx trends, with robust demand for its wafer technology and gross margin gains indicating pricing power. Analyst projections highlight that the company is expected to deliver significantly faster top line growth next year, in large part due to surging AI cloud services business.
View source ↗ - Newszacks.com·49d ago·Positive
Does Cerebras (CBRS) Have the Potential to Rally 29.44% as Wall Street Analysts Expect? The mean of analysts' price targets for Cerebras (CBRS) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
View source ↗ - Newsseekingalpha.com·50d ago·Negative
Digi Power X: Power Scarcity Makes Cerebras Contract More Valuable Than Market Thinks Digi Power X (DGXX) transitions from crypto mining to AI infrastructure, anchored by a $1.1B take-or-pay contract with Cerebras for 40 MW in Alabama. DGXX's dual revenue model—colocation and GPU rentals—offers both predictable income and upside from compute scarcity, with management targeting $140M+ annualized contracted run rate in 2027. The current $150M cash balance and no debt support project execution, but
View source ↗ - News (RSS)seekingalpha·51d ago·Neutral
Cerebras: 3x 2027 Revenue Guidance Changes The Valuation Debate
View source ↗ - Newsseekingalpha.com·51d ago·Positive
Cerebras: 3x 2027 Revenue Guidance Changes The Valuation Debate I'm reiterating Cerebras Systems (CBRS) as a Buy with an updated price target of $284. CBRS raised 2026 core revenue guidance to $880–$890 million and expects at least 3x core revenue growth in 2027, improving revenue visibility. Core cloud and services revenue surged 287% y/y, supporting the thesis of CBRS as an AI inference infrastructure platform with expanding operating leverage.
View source ↗ - Newszacks.com·52d ago·Positive
Cerebras Drops 12% Post Q2 Earnings: Buy the Stock on the Dip? CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.
View source ↗ - Newsglobenewswire.com·52d ago·Neutral
Cerebras to Host Livestream of 2026 SUPERNOVA Event SUNNYVALE, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) -- WHAT: Cerebras will host a livestream of its upcoming SUPERNOVA flagship event, featuring product announcements, keynotes and demos of ultra-fast AI inference and production AI applications.
View source ↗ - Newsseekingalpha.com·53d ago·Negative
Cerebras: I Was Wrong - But I'm Still Not Buying (Rating Upgrade) Cerebras' (CBRS) Q2 earnings outperformance and recent AMD Helios collaboration has materially weakened by previous sell thesis by improving WSE's opportunity within disaggregated inference architectures. OpenAI's GPT-5.6 Sol Ultrafast preview released this morning (August 14) also provides further validation of Cerebras' differentiated low-latency inference advantage. While I was wrong to underappreciate WSE's competitiveness alo…
View source ↗ - News (RSS)economictimes·53d ago·Negative
Why did Cerebras Systems stock fall despite higher 2026 guidance? Cerebras shares fell 12%-14% despite 70%+ Q2 revenue growth and raised 2026 guidance. Investors focused on a $450.5 million net loss, declining gross profit and weaker hardware revenue, highlighting profitability concerns and competitive pressure from Nvidia in the AI-chip market.
View source ↗ - News (RSS)investing·53d ago·Neutral
Cathie Wood’s ARK sells Shopify stock, buys Cerebras Systems
View source ↗ - Newsfool.com·53d ago·Negative
Why Cerebras Systems Stock Just Sank Cerebras's missed Wall Street's sales and earnings targets for the second quarter. Despite the Q2 misses, the company delivered significant upward revisions to its full-year targets.
View source ↗ - News (RSS)barrons·53d ago·Negative
Tech, Media & Telecom Roundup: Market Talk Find insight on Cerebras Systems, technology sector credit, CXMT and more in the latest Market Talks covering technology, media and telecom.
View source ↗ - 4chan /biz/biz·53d ago·Neutral
>>62590865 CBRS if you want to lose
View source ↗ - News (RSS)yahoo·53d ago·Neutral
AI Demand Is Booming. So Why Are CBRS and CSCO Sinking?
View source ↗ - Newszacks.com·53d ago·Positive
CBRS Q2 Earnings Beat Estimates as Cloud Revenues Surge 287% Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.
View source ↗ - Newsyoutube.com·53d ago·Neutral
Renting Compute Capacity Is a Huge Business, Cerebras CEO Says Cerebras Systems Inc. CEO Andrew Feldman says renting out compute capacity is very profitable. Shares fell Thursday morning after the company projected slower growth than some investors anticipated.
View source ↗ - News (RSS)economictimes·53d ago·Negative
US stocks: Cerebras slumps 12% as mixed quarterly results test AI growth narrative Cerebras Systems experienced a notable drop in its shares after falling short of key financial projections. Although its cloud revenue saw a remarkable increase, hardware sales faced a downturn, sparking concerns regarding the competitive edge of its AI chip sector. Analysts pointed out difficulties in scaling operations effectively to satisfy demand. Similarly, Cisco Systems' stock also took a hit due to an outlo…
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Earnings
Thu, Nov 12(in 5 weeks)
Consensus estimate $-0.15 per share
Typical surprise +76.1% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 12$-0.04 vs $-0.17beat
- Tue, Jun 23$-0.04 vs $-0.16beat
Estimates and results for CBRS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CBRS officers and directors.
- Bought
- —
- Sold
- $142.4m
0 trades
65 trades
- Komin Robert Patrick Jr.sold
- Komin Robert Patrick Jr.sold
- Komin Robert Patrick Jr.sold
- Komin Robert Patrick Jr.sold
- Komin Robert Patrick Jr.sold
- Komin Robert Patrick Jr.sold
- Komin Robert Patrick Jr.sold
- Komin Robert Patrick Jr.sold
35 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in CBRS.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.