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CBRS

Cerebras Systems Inc.
$118.24
-2.01% 2026-10-20
Technology
-62%-45%-29%-12%+5%May 14Aug 01Oct 20
CBRSSPY
1W
-20.7%
1M
-40.4%
3M
-43.3%
6M
–
YTD
–
1Y
–

Live chart

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What they do

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.

Technology · Semiconductors

Grades vs sector

Momentum
Not enough data yet
–

Percentile within its GICS sector across the S&P 1500.
Growth
Not enough data yet
–

Percentile within its GICS sector across the S&P 1500.
Value
Not enough data yet
–

Percentile within its GICS sector across the S&P 1500.
Profitability
Not enough data yet
–

Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–

30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15
not ranked (outside this model's universe or screens)
Momentum Blend
not in the current book
New Highs Growth
not ranked (outside this model's universe or screens)
Conviction 20
not in the current book

News

More news
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GuruFocus.com · Oct 19
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CryptoProwl · Oct 19

Key stats

Market cap$28.1B
P/E (trailing)–
P/E (forward)92.8
52-week range116.22 – 386.34
Revenue growth (YoY, latest qtr)+74.3%
Dividend yield0.00%
Analyst consensusStrong Buy (11)
Mean price target$282.55 (+139%)
Valuation and fundamentals

Valuation & fundamentals

No US-GAAP 10-K/10-Q financials in SEC data (foreign filers report on Form 20-F, often under IFRS).

Earnings

Next report: 2026-11-12 · during market · EPS est -0.14
26-0626-08-0.180.00
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-12-0.18-0.05+74.6%
2026-06-23-0.15-0.04+74.0%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$180.1M–
2026-03-31$193.4M–
2025-06-30$103.3M–
2025-03-31$99.5M–
Analyst actions
TD Cowen
2026-10-19 · main
Buy → Buy
PT $175
Freedom Capital Markets
2026-10-02 · up
Hold → Buy
PT $209
Freedom Capital Markets
2026-09-14 · main
Hold → Hold
PT $209
Rosenblatt
2026-08-19 · main
Buy → Buy
PT $300
Needham
2026-08-19 · reit
Buy → Buy
PT $300
UBS
2026-08-13 · main
Buy → Buy
PT $330
Insider trades
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$387.6K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$584.8K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$588.5K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$459.1K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$145.5K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$165.3K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$123.3K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$326.8K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$162.8K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$80.8K
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$2.3M
Komin Robert Patrick Jr.
Chief Financial Officer · 2026-09-29
SELL
$225.8K

Stats refreshed 2026-10-20 17:52:09 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

COTEAU

Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.