Cerebras Systems Inc (CBRS)

Currency in USD
101.28
+7.62(+8.14%)
Real-time Data·
Earnings results expected tomorrow
CBRS is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
95.81103.23
52 wk Range
77.84386.34
Key Statistics
Prev. Close
93.66
Open
98.13
Day's Range
95.81-103.23
52 wk Range
77.84-386.34
Volume
6.65M
Average Volume (3m)
9.03M
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
245.18
Upside
+142.08%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Cerebras Systems Inc News & Analysis

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Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 245.18
(+142.08% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Morgan Stanley
Buy178.00+76.20%279.00MaintainNov 09, 2026
Rosenblatt
Buy170.00+68.28%-MaintainNov 09, 2026
Wedbush
Buy190.00+88.08%290.00MaintainNov 09, 2026
UBS
Buy250.00+147.48%330.00MaintainNov 02, 2026
TD Cowen
Buy175.00+73.23%275.00MaintainOct 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
−50.1x−3.0x10.7x
PEG Ratio
7.180.000.01
Price/Book
2.7x5.3x2.4x
Price / LTM Sales
35.9x21.9x2.1x
Upside (Analyst Target)
141.2%218.4%45.9%
Fair Value Upside
Unlock−16.8%8.1%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
68.08M28.66%6.58B
Other Institutional Investors
123.89M52.15%11.98B
Public Companies & Retail Investors
45.60M19.19%4.41B
Total
237.56M100.00%22.97B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
FMR LLC12.10%28,741,8092,779,333
Alpha Wave Global, LP5.30%12,584,6471,216,935

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FAQ

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

The Cerebras Systems stock price today is 101.28 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 22.25B 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 Nov 12, 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 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 Nov 11, 2026, Cerebras Systems (CBRS) is trading at a price of 101.28 USD, with a previous close of 93.66 USD. The stock has fluctuated within a day range of 95.81 USD to 103.23 USD, while its 52-week range spans from 77.84 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 245.18 USD, with a high estimate of 325 USD and a low estimate of 170 USD. 11 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +142.08% Upside potential.

What Is the CBRS Premarket Price?

CBRS's last pre-market stock price is 98.28 USD. The pre-market share volume is 266,060.00, and the stock has decreased by 4.62, or 4.93%.

What Is the CBRS After Hours Price?

CBRS's last after hours stock price is 98.06 USD, the stock has decreased by 4.40, or 4.70%.
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