Cerebras Systems Inc (CBRS)

Currency in USD
198.38
+16.66(+9.17%)
Closed·
201.61+3.23(+1.63%)
·
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Fair Value
Day's Range
186.28204.62
52 wk Range
160.81386.34
Key Statistics
Prev. Close
181.72
Open
188.91
Day's Range
186.28-204.62
52 wk Range
160.81-386.34
Volume
4.57M
Average Volume (3m)
8.37M
1-Year Change
-
Book Value / Share
-
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
291.09
Upside
+46.73%
Members' Sentiments
Bearish
Bullish
ProTips
Stock has taken a big hit over the last week

Cerebras Systems Inc News & Analysis

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Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 291.09
(+46.73% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Freedom Capital
Hold209.00+5.35%-New CoverageJun 29, 2026
Morgan Stanley
Buy273.00+37.61%250.00MaintainJun 24, 2026
Wedbush
Buy280.00+41.14%270.00MaintainJun 24, 2026
Needham
Buy300.00+51.22%-MaintainJun 24, 2026
Rosenblatt
Buy300.00+51.22%-MaintainJun 24, 2026

Cerebras Systems Inc Earnings Call Summary for Q1/2026

  • Q1 revenue surged 92% YoY to $191.3M; cloud services up 167% to $79.8M, hardware up 60% to $111.6M, but shares fell 10.7% after-hours.
  • Core gross margin improved to 46.5% from 42.1% YoY; operating loss narrowed to $3.5M from $19.3M, nearing breakeven despite EPS loss of $0.14.
  • Q2 guidance: $194M revenue with 36-38% gross margin, -30% to -32% operating margin; FY2026: $855-865M revenue, reflecting capacity constraints.
  • OpenAI partnership valued at $20B+ over several years to drive late-2026 growth; AWS agreement expected to contribute revenue starting in 2027.
  • Data center capacity remains primary bottleneck; new facilities planned for H2 2026-2027 to support demand for wafer-scale AI inference architecture.
Last Updated: 2026-06-23, 06:18 p/m
Read Full Transcript

Earnings

Latest Release
Jun 23, 2026
EPS / Forecast
-0.04 / --
Revenue / Forecast
191.35M / --
EPS Revisions
Last 90 days

CBRS Income Statement

Compare CBRS to Peers and Sector

Metrics to compare
CBRS
Peers
Sector
Relationship
P/E Ratio
459.8x180.8x12.5x
PEG Ratio
3.661.400.01
Price/Book
−230.8x13.8x2.4x
Price / LTM Sales
74.4x23.8x2.3x
Upside (Analyst Target)
65.1%−6.3%29.0%
Fair Value Upside
Unlock−28.5%5.6%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
26.52M11.71%4.82B
Other Institutional Investors
126.62M55.89%23.01B
Public Companies & Retail Investors
73.40M32.40%13.34B
Total
226.53M100.00%41.17B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
FMR LLC11.28%25,552,6724,643,432
Foundation Capital, LLC6.76%15,302,3432,780,742

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FAQ

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

The Cerebras Systems stock price today is 198.38 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 41.17B USD.

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

The Cerebras Systems EPS (TTM) is 1.42.

When Is the Next Cerebras Systems Earnings Date?

Cerebras Systems will release its next earnings report on Sep 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 Neutral.

How Many Times Has Cerebras Systems Stock Split?

Cerebras Systems has split 0 times.

How Many Employees Does Cerebras Systems Have?

Cerebras Systems has 784 employees.

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

As of Jul 10, 2026, Cerebras Systems (CBRS) is trading at a price of 198.38 USD, with a previous close of 181.72 USD. The stock has fluctuated within a day range of 186.28 USD to 204.62 USD, while its 52-week range spans from 160.81 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 291.09 USD, with a high estimate of 340 USD and a low estimate of 209 USD. 10 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +46.73% Upside potential.

What Is the CBRS Premarket Price?

CBRS's last pre-market stock price is 188.79 USD. The pre-market share volume is 283,710.00, and the stock has decreased by 7.07, or 3.89%.

What Is the CBRS After Hours Price?

CBRS's last after hours stock price is 201.61 USD, the stock has decreased by 3.23, or 1.63%.
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