Want to see CBRS full AI Analyst Report?
CBRS Stock Chart & Stats
$210.05
-$20.88(-9.49%)
At close: 4:00 PM EDT
$210.05
-$20.88(-9.49%)
Day’s Range― - ―
52-Week Range$105.36 - $386.34
Previous CloseN/A
Volume5.95M
Average Volume (3M)8.85M
Market Cap
$25.20B
Enterprise Value$43.31B
Total Cash (Recent Filing)$8.61B
Total Debt (Recent Filing)$1.49B
Price to Earnings (P/E)―
Beta5.82
Next Earnings
Nov 12, 2026EPS Estimate
-0.16Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-3.04
Shares Outstanding112,247,110
10 Day Avg. Volume9,633,522
30 Day Avg. Volume8,847,793
Financial Highlights & Ratios
PEG Ratio-6.42
Price to Book (P/B)-115.70
Price to Sales (P/S)131.28
P/FCF Ratio-170.45
Enterprise Value/Market Cap1.72
Enterprise Value/Revenue115.96
Enterprise Value/Gross Profit387.65
Enterprise Value/Ebitda-102.46
Forecast
1Y Price Target
$288.67Price Target Upside37.43% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-0.5
Revenue Forecast (FY)$887.08M
Bulls Say, Bears Say
Bulls Say
Rapid Revenue GrowthThe sharp year-over-year revenue increase and raised full-year guidance indicate accelerating adoption of Cerebras systems and services. Sustained growth at this pace can expand the company’s customer base, improve operating leverage, and strengthen its position in the rapidly developing AI infrastructure market.
Gross Margin ImprovementMaterial year-over-year gross-margin expansion suggests improving economics across both cloud and hardware offerings. If maintained as revenue scales, stronger gross profit can provide more resources for research, capacity expansion, and sales investment while reducing the distance to sustainable operating profitability.
Revenue Visibility And LiquidityThe large remaining performance obligation provides multi-year contracted revenue visibility, while substantial liquidity supports data-center expansion, manufacturing scale-up, and product development. Together, these resources improve execution capacity and reduce the risk that near-term funding needs constrain strategic growth.
Bears Say
Negative Equity And Rising DebtPersistently negative equity and materially higher debt indicate a capital structure that remains financially fragile despite improvement from the prior year. This reduces flexibility during execution setbacks, increases reliance on successful growth, and can constrain future investment or financing choices.
Volatile Cash GenerationThe reversal from strong positive cash generation to deeply negative free cash flow shows that reported growth and net income have not yet translated consistently into internally generated funds. Continued volatility could increase financing needs and limit the company’s ability to fund expansion without external capital.
Operating Loss And Margin PressureCerebras is growing rapidly but remains operationally loss-making, and management expects near-term margin deterioration before improvement. Persistent operating losses can consume liquidity and weaken the benefits of scale, while rented capacity and expansion costs may delay dependable profitability.
Cerebras Systems, Inc. Class A News
CBRS FAQ
What was Cerebras Systems, Inc. Class A’s price range in the past 12 months?
Cerebras Systems, Inc. Class A lowest stock price was $105.36 and its highest was $386.34 in the past 12 months.
What is Cerebras Systems, Inc. Class A’s market cap?
Cerebras Systems, Inc. Class A’s market cap is $25.20B.
When is Cerebras Systems, Inc. Class A’s upcoming earnings report date?
Cerebras Systems, Inc. Class A’s upcoming earnings report date is Nov 12, 2026 which is in 14 days.
How were Cerebras Systems, Inc. Class A’s earnings last quarter?
Cerebras Systems, Inc. Class A released its earnings results on Aug 12, 2026. The company reported -$0.046 earnings per share for the quarter, beating the consensus estimate of -$0.172 by $0.126.
Is Cerebras Systems, Inc. Class A overvalued?
According to Wall Street analysts Cerebras Systems, Inc. Class A’s price is currently Undervalued.
Does Cerebras Systems, Inc. Class A pay dividends?
Cerebras Systems, Inc. Class A does not currently pay dividends.
What is Cerebras Systems, Inc. Class A’s EPS estimate?
Cerebras Systems, Inc. Class A’s EPS estimate is -0.16.
How many shares outstanding does Cerebras Systems, Inc. Class A have?
Cerebras Systems, Inc. Class A has 112,247,110 shares outstanding.
What happened to Cerebras Systems, Inc. Class A’s price movement after its last earnings report?
Cerebras Systems, Inc. Class A reported an EPS of -$0.046 in its last earnings report, beating expectations of -$0.172. Following the earnings report the stock price went down -11.848%.
Which hedge fund is a major shareholder of Cerebras Systems, Inc. Class A?
Currently, no hedge funds are holding shares in CBRS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Cerebras Systems, Inc. Class A Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$288.67 (37.43% Upside)
$288.67 (37.43% Upside)
Blogger Sentiment
Bullish
CBRS Sentiment 70%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $21.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.4%
Last 30 Days ▲ 12.5%
Last 30 Days ▲ 12.5%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Fundamentals
Return on Equity
-11.59%
Trailing 12-Months
Asset Growth
―
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Cerebras Systems, Inc. Class A
Cerebras Systems Inc. is a leading innovator in artificial intelligence infrastructure. The company develops and manufactures an advanced AI compute platform, integrating proprietary hardware systems and software. This platform is delivered in rack-mountable units, suitable for deployment in data centers, scaling all the way up to supercomputer-level capabilities. At its core is the groundbreaking Wafer-Scale Engine (WSE), a unique chip that encompasses an entire silicon wafer. This innovation is specifically engineered to deliver superior performance and speed compared to conventional GPUs, addressing the intensive computational demands of inference, Generative AI, and a broad spectrum of other AI applications. Cerebras serves a diverse clientele, including leading hyperscalers, advanced foundation model laboratories, AI-native and digital-first businesses, large enterprises, and key players in Sovereign AI initiatives. With operations spanning the United States, Europe, the Middle East, Africa, and other international markets, Cerebras maintains a significant global footprint. The company was established in 2015 and is headquartered in Sunnyvale, California.
CBRS Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong execution and rapid revenue and margin improvement year-over-year, driven by outsized cloud growth, strategic partnerships (OpenAI, AWS, AMD), large RPO ($25.4B), healthy liquidity (~$8.6B) and secured supply/manufacturing expansion. Short-term pressure on sequential gross margin from rented capacity, an ongoing operating loss, dependence on data center build-out speed, and customer concentration present execution and timing risks. Overall, the positives — record growth, margin expansion YoY, large backlog, and clear roadmap/partnership traction — outweigh the near-term challenges.View all CBRS earnings summariesCBRS Stock 12 Month Forecast
Average Price Target
$288.67
▲(37.43% Upside)
Technical Analysis
Ownership Overview
1.43% Insiders
14.69% Mutual Funds
8.12% Other Institutional Investors
65.89% Public Companies and Individual Investors