Cerebras Systems Inc (CBRS)

Currency in USD
127.21
-14.96(-10.52%)
Closed·
126.60-0.61(-0.48%)
·
Trading near 52-week Low
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Fair Value
Day's Range
126.05137.88
52 wk Range
126.05386.34
Key Statistics
Prev. Close
142.17
Open
137.66
Day's Range
126.05-137.88
52 wk Range
126.05-386.34
Volume
11.82M
Average Volume (3m)
7.58M
1-Year Change
-
Book Value / Share
40.41
Fair Value
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Fair Value Upside
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CBRS Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
291.64
Upside
+129.26%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Cerebras Systems Inc News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Strong Sell

Analyst Ratings

11 Buy
0 Hold
0 Sell
Ratings:
11 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 291.64
(+129.26% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Mizuho
Buy300.00+135.83%-MaintainOct 05, 2026
Freedom Capital
Buy209.00+64.30%-UpgradeOct 02, 2026
Mizuho
Buy300.00+135.83%-MaintainAug 20, 2026
UBS
Buy330.00+159.41%330.00MaintainAug 19, 2026
Needham
Buy300.00+135.83%-MaintainAug 19, 2026

Cerebras Systems Inc Earnings Call Summary for Q2/2026

  • Q2 revenue hit record $209.9M, up 103% YoY, but posted massive EPS loss of -$2.98 vs. -$0.18 estimate, sending shares down 15.66% after hours.
  • Cloud revenue surged 287% to $127.7M; core gross margin improved to 40.6% from 29.6%; remaining performance obligations reached $25.4B backlog.
  • Raised FY2026 guidance to $880-890M revenue with 41-43% gross margin; expects to more than triple core revenue in 2027 driven by large backlog.
  • Q3 guidance: $214-216M revenue, 38-40% gross margin; Q3 marks margin low point before Q4 improvement as lower-cost owned systems come online.
  • AWS Bedrock launch expected Q1 2027 with mid-2027 revenue; AMD partnership deployment in Q4 2026; unveiled CS-4 system with CS-5 due H2 2027.
Last Updated: 2026-08-12, 06:04 p/m
Read Full Transcript

Earnings

Latest Release
Aug 12, 2026
EPS / Forecast
-2.98 / -0.18
Revenue / Forecast
180.11M / --
EPS Revisions
Last 90 days

CBRS Income Statement

Compare CBRS to Peers and Sector

Metrics to compare
CBRS
Peers
Sector
Relationship
P/E Ratio
−62.0x−2.5x11.8x
PEG Ratio
9.750.000.01
Price/Book
3.3x4.0x2.4x
Price / LTM Sales
44.4x10.6x2.2x
Upside (Analyst Target)
129.3%239.2%43.0%
Fair Value Upside
Unlock10.7%8.8%Unlock

Cerebras Systems Inc. operates as an artificial intelligence infrastructure company. It designs and manufactures an AI compute platform that comprises of proprietary systems and software that is delivered in racks for deployment in data centers up to supercomputer scale. The company’s pioneering wafer-scale engine, a chip encompassing a silicon wafer, designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI, and other AI applications. Its customers include hyperscalers, foundation model labs, AI-native and digital-native businesses, enterprises, and leaders of Sovereign AI initiatives. The company has operations in the United States, Europe, the Middle East, Africa, and internationally. Cerebras Systems Inc. was founded in 2015 and is headquartered in Sunnyvale, California.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
65.56M27.60%8.34B
Other Institutional Investors
125.84M52.97%16.01B
Public Companies & Retail Investors
46.16M19.43%5.87B
Total
237.56M100.00%30.22B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
FMR LLC12.10%28,741,8093,656,246
Alpha Wave Global, LP5.30%12,584,6471,600,893

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FAQ

What Is the Cerebras Systems (CBRS) Stock Price Today?

The Cerebras Systems stock price today is 127.21 USD.

What Stock Exchange Does Cerebras Systems Trade On?

Cerebras Systems is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Cerebras Systems?

The stock symbol for Cerebras Systems is "CBRS."

What Is the Cerebras Systems Market Cap?

As of today, Cerebras Systems market cap is 33.77B USD.

What Is Cerebras Systems's Earnings Per Share (TTM)?

The Cerebras Systems EPS (TTM) is -6.02.

When Is the Next Cerebras Systems Earnings Date?

Cerebras Systems will release its next earnings report on Dec 02, 2026.

From a Technical Analysis Perspective, Is CBRS a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has Cerebras Systems Stock Split?

Cerebras Systems has split 0 times.

How Many Employees Does Cerebras Systems Have?

Cerebras Systems has 708 employees.

What is the current trading status of Cerebras Systems (CBRS)?

As of Oct 17, 2026, Cerebras Systems (CBRS) is trading at a price of 127.21 USD, with a previous close of 142.17 USD. The stock has fluctuated within a day range of 126.05 USD to 137.88 USD, while its 52-week range spans from 126.05 USD to 386.34 USD.

What Is Cerebras Systems (CBRS) Price Target According to Analysts?

The average 12-month price target for Cerebras Systems is 291.64 USD, with a high estimate of 330 USD and a low estimate of 209 USD. 11 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +129.26% Upside potential.

What Is the CBRS Premarket Price?

CBRS's last pre-market stock price is 137.41 USD. The pre-market share volume is 178,310.00, and the stock has decreased by -4.76, or -3.35%.

What Is the CBRS After Hours Price?

CBRS's last after hours stock price is 126.60 USD, the stock has decreased by -0.61, or -0.48%.
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