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$160.81 - $386.34
Previous CloseN/A
Volume5.95M
Average Volume (3M)7.14M
Market Cap
$42.83B
Enterprise Value$43.31K
Total Cash (Recent Filing)$8.61B
Total Debt (Recent Filing)$1.49B
Price to Earnings (P/E)―
Beta5.27
Next Earnings
Jun 29, 2027EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-3.04
Shares Outstanding112,247,110
10 Day Avg. Volume6,044,087
30 Day Avg. Volume7,143,095
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$296.00Price Target Upside40.92% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-0.5
Revenue Forecast (FY)$863.39M
Bulls Say, Bears Say
Bulls Say
Rapid Revenue Growth And Upgraded GuidanceThe sharp revenue acceleration and higher full-year outlook indicate expanding customer adoption and improving commercial execution. Sustained growth at this pace can increase operating leverage, strengthen Cerebras’s position in AI infrastructure, and support continued investment in its technology and capacity.
Strong Contracted Demand And LiquidityA large remaining performance obligation provides substantial multi-year revenue visibility, while significant liquidity gives Cerebras resources to fund capacity expansion and product development. Together, these factors improve execution flexibility and support the company’s ability to pursue a sizable growth opportunity.
Improving Margins And Strategic Ecosystem TractionYear-over-year margin expansion suggests improving economics as the platform scales, while partnerships with AWS and AMD can broaden distribution, integration, and customer access. These developments may strengthen Cerebras’s ecosystem position and improve the durability of future demand.
Bears Say
Negative Equity And Rising DebtDeeply negative equity and materially higher debt indicate a fragile capital structure that limits financial flexibility. This can constrain future investment choices, increase reliance on external financing, and leave the company less resilient if growth or profitability develops more slowly than planned.
Volatile And Currently Weak Cash GenerationThe reversal from strong positive cash generation to negative operating and free cash flow reduces confidence in the consistency of internal funding. Persistent volatility could require more capital to support expansion and makes execution more dependent on successfully managing investment intensity and working capital.
Operating Losses And Near-term Margin PressureDespite strong revenue growth and year-over-year improvement, Cerebras remains operationally loss-making and expects a weaker near-term margin profile. Continued losses can delay self-funded growth, while margin pressure raises the risk that scale benefits will take longer to translate into durable operating 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 $160.81 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 $42.83B.
When is Cerebras Systems, Inc. Class A’s upcoming earnings report date?
Cerebras Systems, Inc. Class A’s upcoming earnings report date is Jun 29, 2027 which is in 290 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 for its next earnings report is not yet available.
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:
$296.00 (40.92% Upside)
$296.00 (40.92% Upside)
Blogger Sentiment
Bullish
CBRS Sentiment 64%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $34.9M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 0.4%
Last 30 Days ▲ 17.5%
Last 30 Days ▲ 17.5%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
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
$296.00
▲(40.92% Upside)
Technical Analysis
Ownership Overview
1.44% Insiders
49.17% Other Institutional Investors
42.56% Public Companies and Individual Investors