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Cerebras Systems Inc. (CBRS)

210.05 +19.61 (+10.30%)
At close: September 4 at 4:00:01 PM EDT
210.39 +0.34 (+0.16%)
After hours: September 4 at 7:59:55 PM EDT
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What's happening with CBRS?

14m ago
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Cerebras Systems (CBRS) is experiencing significant growth with a $25.4 billion backlog, largely due to an agreement with OpenAI. The company reported a 103% increasein core revenue year-over-year, showcasing strong demand despite concentration risks and operational challenges.

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  • Previous Close 190.44
  • Open 190.96
  • Bid 204.00 x 100
  • Ask 245.72 x 200
  • Day's Range 190.79 - 216.90
  • 52 Week Range 160.81 - 386.34
  • Volume 13,705,435
  • Avg. Volume 7,148,434
  • Market Cap (intraday) 49.9B
  • Beta (5Y Monthly) --
  • PE Ratio (TTM) --
  • EPS (TTM) -4.66
  • Earnings Date Nov 10, 2026
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est 291.64

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 9/4/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

CBRS
39.99%
S&P 500 (^GSPC)
12.75%

1-Year Return

CBRS
39.99%
S&P 500 (^GSPC)
18.71%

3-Year Return

CBRS
39.99%
S&P 500 (^GSPC)
70.93%

5-Year Return

CBRS
39.99%
S&P 500 (^GSPC)
70.18%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 180.11M
Earnings -450.53M
Profit Margin -250.14%

Q1

FY26

Q2

FY26

-400M
-200M
0
-250.0%
-200.0%
-150.0%
-100.0%
-50.0%

Analyst Insights

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Analyst Price Targets

209.00
291.64 Average
210.05 Current
330.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 8/19/2026
Analyst Rosenblatt
Rating Action Maintains
Rating Buy
Price Action Maintains
Price Target 300 -> 300

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (5yr expected)

  • 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)

    -4.66

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    7.92B

  • Total Debt/Equity (mrq)

    16.24%

  • Levered Free Cash Flow (ttm)

    --

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