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Cerebras Systems Inc. (CBRS)

109.18 -5.98 (-5.19%)
At close: October 30 at 4:00:01 PM EDT
108.77 -0.41 (-0.38%)
After hours: October 30 at 7:58:47 PM EDT
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What's happening with CBRS?

1h ago
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Cerebras Systems faces renewed scrutiny after Culper Research disclosed a short position and alleged its wafer-scale chips may degrade faster than disclosed. Oracle’s planned 2027 cloud partnership and strong second-quarter growth remain positive developments, but the durability allegations and competitive pressure have shifted attention toward management’s response and the November 12 earnings report. The latest authoritative Yahoo Finance data shows CBRS down 5.19% in the current regular session.

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  • Previous Close 115.16
  • Open 107.91
  • Bid 77.04 x 200
  • Ask 135.00 x 200
  • Day's Range 104.18 - 109.30
  • 52 Week Range 104.18 - 386.34
  • Volume 9,203,163
  • Avg. Volume 8,363,868
  • Market Cap (intraday) 25.937B
  • Beta (5Y Monthly) --
  • PE Ratio (TTM) --
  • EPS (TTM) -5.14
  • Earnings Date Nov 12, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 282.55
  • Zacks Rating Neutral

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.

www.cerebras.ai

708

Full Time Employees

December 31

Fiscal Year Ends

Technology

Sector

Semiconductors

Industry

Recent News

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Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

CBRS
68.81%
S&P 500 (^GSPC)
10.73%

1-Year Return

CBRS
68.81%
S&P 500 (^GSPC)
11.11%

3-Year Return

CBRS
68.81%
S&P 500 (^GSPC)
81.91%

5-Year Return

CBRS
68.81%
S&P 500 (^GSPC)
64.59%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 209.87M
Earnings -450.53M
Profit Margin -214.67%

Q1

FY26

Q2

FY26

-400M
-200M
0
200M
-200.0%
-150.0%
-100.0%
-50.0%

Analyst Insights

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Analyst Price Targets

175.00
282.55 Average
109.18 Current
330.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/19/2026
Analyst TD Cowen
Rating Action Maintains
Rating Buy
Price Action Lowers
Price Target 275 -> 175

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -75.27%

  • Return on Assets (ttm)

    --

  • Return on Equity (ttm)

    --

  • Revenue (ttm)

    680.67M

  • Net Income Avi to Common (ttm)

    -487.24M

  • Diluted EPS (ttm)

    -5.14

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    7.92B

  • Total Debt/Equity (mrq)

    16.24%

  • Levered Free Cash Flow (ttm)

    --

Company Insights

Research Reports

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