CBRS

Cerebras Systems Inc

109.15

Oct 30 • 4:08 AM ET -6.01 (-5.22%)

Technology Semiconductors USA Large NASD

Oct 28, 12:50 PMCulper Research discloses short in Cerebras Systems, in report alleging wafer‑scale chips have short lifespans and use non‑proprietary connectors

Peers: NVDA AMD AVGO MRVL INTC ALAB CRWV QCOM NBIS ARM

| Held by: SOXX VTI VUG CGGR VO ARKE ARKK SOXL VXF VOT

Scroll to Statements

Index	-
Market Cap	24.43B
Enterprise Value	17.31B
Income	-512.35M
Sales	680.67M
Book/sh	40.12
Cash/sh	38.45
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	708
IPO	May 14, 2026

P/E	-
Forward P/E	-
PEG	-
P/S	35.90
P/B	2.72
P/C	2.84
P/FCF	-
EV/EBITDA	-
EV/Sales	25.44
Quick Ratio	5.80
Current Ratio	5.82
Debt/Eq	0.16
LT Debt/Eq	0.07
Option/Short	Yes / Yes

EPS (ttm)	-2.26
EPS next Y	-
EPS next Q	-0.15
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	174.64% -
EPS Y/Y TTM	-275.74%
Sales Y/Y TTM	90.83%
EPS Q/Q	-237.28%
Sales Q/Q	74.32%
Earnings	Nov 12 AMC
EPS/Sales Surpr.	73.34% 10.12%

Insider Own	58.37%
Insider Trans	-1.54%
Inst Own	31.37%
Inst Trans	71.77%
ROA	13.83%
ROE	38.42%
ROIC	-5.22%
Gross Margin	39.00%
Oper. Margin	-81.17%
Profit Margin	-75.27%
SMA20	-19.55%
SMA50	-35.34%
SMA200	-45.07%
Trades

Shs Outstand	103.22M
Shs Float	98.91M
Short Float	20.08%
Short Ratio	2.41
Short Interest	19.86M
52W High	386.34 -71.75%
52W Low	105.36 3.60%
Volatility	9.24% 7.36%
ATR (14)	10.92
RSI (14)	29.74
Beta	-
Rel Volume	0.08
Avg Volume	8.26M
Volume	31,555

Perf Week	-1.51%
Perf Month	-35.61%
Perf Quarter	-50.38%
Perf Half Y	-
Perf YTD	-68.81%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Recom	1.21
Target Price	282.75
Prev Close	115.16
Price	109.15
Change %	-5.22%

Consensus

Strong Buy

Avg. Price Target

$282.75

Implied Upside

+159.0%

Analysts9incl. previous ratings

Rating Distribution9 Buy · 0 Hold · 0 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Jun 09, 2026	Initiated	CCraig Hallum	Buy	$325	+197.8%
Jun 08, 2026	Initiated	UUBS	Buy	$300	+174.9%
Jun 08, 2026	Initiated	TTD Cowen	Buy	$275	+151.9%
Jun 08, 2026	Initiated	RRosenblatt	Buy	$300	+174.9%
Jun 08, 2026	Initiated	NNeedham	Buy	$300	+174.9%
Jun 08, 2026	Initiated	MMorgan Stanley	Overweight	$250	+129.0%
Jun 08, 2026	Initiated	MMizuho	Outperform	$300	+174.9%
Jun 08, 2026	Initiated	CCitigroup	Buy	$340	+211.5%
Jun 08, 2026	Initiated	BBarclays	Overweight	$280	+156.5%

Oct-28-26 12:41PM	Cerebras Systems drops 4% following Culper Research short report (Investing.com) -5.66%
Oct-27-26 03:01PM	Oracle Expands Cloud Infrastructure Arsenal With Google, OpenAI, And Cerebras Partnerships (Stocktwits) +10.10%
12:01PM	Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings (Reuters)
12:00PM	Oracle, in effort to reduce reliance on Nvidia, adds AI chips from Google, Cerebras, and SambaNova (Yahoo Finance)
12:00PM	Cerebras and Oracle Team Up to Bring Cerebras AI Inference to Oracle Cloud Infrastructure (GlobeNewswire)
04:09AM	Loading…
Oct-26-26 04:09AM	SPCX Stock Slips Premarket: Retail Speculates Elon Musk Could Snap Up Cerebras After Chipmakers Slump (Stocktwits)
Oct-24-26 11:44AM	The AI Trade Is Shifting From Chip Stocks to Cybersecurity (Barrons.com)
Oct-21-26 01:08PM	Microsoft and Alphabet opt out of tokenized stocksthe latest blow to an ambitious plan to shake up trading (Fortune)
Oct-20-26 04:05PM	Cerebras Systems Announces Date of Third-Quarter 2026 Financial Results (GlobeNewswire)
Oct-19-26 02:46PM	Why Some of Americas Biggest Companies Are Objecting to Tokenized Shares (decrypt) -5.15%
12:29PM	Nine Public Companies Object to OKX-ICE Tokenized Stock Plans (CryptoProwl)
06:15AM	Objections to ICE and OKXs Tokenized Stock Venue Climb to Nine as Broadcom, Verizon Opt Out (Unchained)
Oct-16-26 01:04PM	Understanding the New Concerns in the AI Trade (Barrons.com) -10.52%
Oct-12-26 12:52PM	Once Wall Street's Darling, Cerebras Stock Is Struggling (Barrons.com) -10.69%
Oct-09-26 02:51AM	Firmus $5 billion float failure deals blow to Australia's shrinking share market (Reuters)
04:00PM	Loading…
Oct-05-26 04:00PM	Cerebras stock surges after OpenAI CEO Altman lauds 'close partner' (Yahoo Finance) +9.08%
02:01PM	OKX and ICE Plan 24/7 Trading for Tokenized U.S. Stocks (CryptoProwl)
02:00PM	Everyone Wants to Build AI Apps Im Betting on What Powers Them. Heres Why. (Entrepreneur)
12:49PM	Cerebras Stock Surges After OpenAI CEO Calls Chipmaker a Close Partner (Investopedia)
10:15AM	Cerebras shares rise after OpenAI's Altman calls chipmaker a close partner (Proactive)
09:46AM	Does The Fall In Cerebras Stock Change Anything? (Trefis)
07:36AM	The Stock Market Dynamic Has Shifted, Just Look at Intel and Nvidia (Barrons.com)
06:54AM	Cerebras stock pops after OpenAI CEO Altman lauds 'close partner' (Yahoo Finance)
06:19AM	Cerebras Systems Shares Rise After Altman Comments on OpenAI Partnership (InvestorsHub)
06:03AM	Cerebras Stock Is Rebounding. Thank OpenAI's Sam Altman. (Barrons.com)
Oct-04-26 11:07PM	Cerebras Stock Gets A Boost After OpenAI CEO Sam Altman Calls Chipmaker Close Partner (Stocktwits)
Oct-02-26 09:40AM	Nike downgraded, Airbnb upgraded: Wall Street's top analyst calls (The Fly)
Sep-30-26 05:09PM	Moderna, Cerebras, Jabil, HPE, Cal-Maine, Mattel, and More Stocks That Explain Today's Market (Barrons.com) -8.87%
05:07PM	Valor, Atreides, and Sequoia back AI startup Flow Engineering at $750M valuation (TechCrunch)
03:15PM	Is Cerebras' Next Big Thing Already Here? (Trefis)
10:24AM	Loading…
10:24AM	Cerebras stock slides as Nvidia reportedly powers OpenAIs Ultrafast tier (Investing.com)
10:00AM	Cerebras Stock Falls Again Because So Much Depends on OpenAI (Barrons.com)
Sep-29-26 08:30AM	Zone Frontier Inc. Signs Long-Term Ground Lease with Purchase Option for more than 4,000 Acres in Potter County, Texas (PR Newswire)
Sep-28-26 10:00AM	Cerebras to Supply AI Computing Systems to Gimlet Labs (InvestorsHub)
Sep-25-26 10:42AM	SpaceX Stake Helps Drives 37.3% Return for Washington University (Bloomberg)
Sep-10-26 05:51PM	Jensen Huang explains why Nvidia will grow an astounding 70% next year (TechCrunch)
Sep-08-26 12:22PM	EXCLUSIVE: Anthropic IPO Could Be Heavily Oversubscribed, IPO Adviser Says (Benzinga Private Markets)
Sep-01-26 11:47AM	Cerebras plans 165 MW Finland AI data center with first 50 MW under construction (Blockspace) -6.31%
08:30AM	Zone Frontier Inc. Announces Completion of Corporate Name Change (PR Newswire)
12:45AM	Cerebras and Compute Nordic Finland Announce New 165 MW AI Data Centre in Mikkeli, Finland (GlobeNewswire)
Aug-31-26 04:58PM	The Biggest Risk To Cerebras Systems Stock Is Sitting Inside Its Backlog (Trefis)
11:31AM	Cathie Wood Just Swapped $95 Million of AMD for Nvidia and Broadcom (GuruFocus.com)
Aug-27-26 05:23PM	Anthropic Weighs Shareholder Sales In Mega-IPO, Breaking From SpaceX: Report (Stocktwits)
03:18PM	Cathie Wood Sends a $20 Million Signal on Broadcom Stock (GuruFocus.com)
11:48AM	Cathie Wood's ARK Just Dumped AMD Stock. What She's Buying Instead. (Barrons.com)
11:08AM	AMD Stock Offloaded by Cathie Wood's ARK. She's Investing in These AI Chip Rivals. (Barrons.com)
12:44AM	On Nvidia Earnings Day, Cathie Woods ARK Loaded Up $20M On Rival Chip Stock (Stocktwits)
Aug-26-26 12:37PM	Cathie Wood Dumps AMD and Adds to This AI Chip Stock (GuruFocus.com)
04:23AM	CBRS Stock Tumbles Toward Fourth Red Month: Cathie Wood Loads Up More With $17M Purchase (Stocktwits)
Aug-25-26 04:07PM	Options traders are betting on the quietest Nvidia earnings reaction in years. It could be an opportunity for AI bulls. (MarketWatch)
02:55PM	Overseas IPOs Are Beating New U.S. Stocks. Thank You Japan-and AI! (Barrons.com)
10:00AM	OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg)
Aug-24-26 01:07PM	Cathie Wood Pours $28 Million Into Tech Stock in One Week (GuruFocus.com) -5.46%
08:00AM	Nvidias Trillion-Dollar Chip Market Has Friends and Foes Closing In (Bloomberg)
Aug-21-26 04:10AM	Cerebras CTO Files To Sell Over $153M Stock, Senior Executives Offload Small Lots (Stocktwits) -6.54%
Aug-20-26 01:04PM	Early Cerebras investor Adit Singh joins Mayfield as infrastructure partner (TechCrunch)
01:03PM	Cathie Wood Puts $41 Million Behind Major Tech Stocks (GuruFocus.com)
08:18AM	Cerebras and Callosum Partner to Deliver Ultra-Low-Latency Heterogeneous Agentic Inference (GlobeNewswire)
05:05AM	AVGO Stock Recovers Premarket After Marvell-Linked Selloff: Cathie Wood Loads Up On The Dip (Stocktwits)
Aug-19-26 02:39PM	Cerebras Makes Bold Move Against Nvidia (GuruFocus.com)
02:31PM	Chip Firm Fractile Seeks $6.5 Billion Value After Anthropic Deal (Bloomberg)
11:02AM	Cathie Wood Buys Cerebras After Its 29% Slide (GuruFocus.com)
10:42AM	Cathie Wood Buys $8.8 Million of This Beaten-Down AI Stock (GuruFocus.com)
09:29AM	NVDA Rival Cerebras Unveils New AI System It Says Is Up to 30X Faster Than Nvidia GPUs (Benzinga Prediction Markets)
08:31AM	Cerebras Stock in Focus After New AI Chip Claims 30x Faster Inference Than GPUs (GuruFocus.com)
06:28AM	Cerebras Unveils CS-4 AI Accelerator With Three Wafer-Scale Processors (InvestorsHub)
02:26AM	Cathie Wood Is Betting Against The AI Memory Boom And On Cerebras To Make HBM Less Necessary (Stocktwits)
Aug-18-26 11:21PM	CBRS Stock Plunges Amid Chipmakers New Launches Cathie Wood Buys The Dip Tickers: (Stocktwits) -12.69%
08:06PM	Cerebras Systems Introduces Superfast AI Accelerator (Investor's Business Daily)
08:00PM	Cerebras Unveils CS-4: Up to 30 Times Faster than GPU-based Solutions (GlobeNewswire)
08:00PM	Cerebras says latest offering is 'fastest AI accelerator in the industry' as it takes aim at Nvidia (Yahoo Finance)
Aug-17-26 11:31PM	CBRS Stock Pops 15% As Wedbush Flags 'Progression' In $20B OpenAI Deal, GPT-5.6 Sol Ultrafast Boost (Stocktwits) +15.07%
04:53PM	Anthropic Projects $200 Billion of Revenue by 2028 (GuruFocus.com)
01:41PM	Cerebras Shares Jump 15% as Wedbush Flags Bigger OpenAI Deal Opportunity (GuruFocus.com)
11:55AM	13F Season: Where Wall Street's Smart Money is Betting (Zacks)
08:22AM	Nebius, CoreWeave Get Major AI Boost as Data Center Prices Keep Rising (GuruFocus.com)
Aug-16-26 05:30AM	Open-Weight AI Won't Crimp Demand for Picks and Shovels (The Wall Street Journal)
Aug-14-26 09:05PM	Cerebras Systems Inc (CBRS) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com) -5.21% +15.07%
10:02AM	Cathie Wood's ARK Invest Buys $28M Of Nvidia Rival Cerebras Amid Earnings Selloff (Stocktwits)
09:25AM	Cerebras to Host Livestream of 2026 SUPERNOVA Event (GlobeNewswire)
Aug-13-26 03:12PM	Cerebras shares tank 10% as weak hardware sales trigger investor alarm (GuruFocus.com) -11.85%
02:35PM	Cerebras Stock Slumps After Earnings -- Analysts See 'Buying Opportunity' (GuruFocus.com)
01:00PM	Cerebras Powers Ultrafast Mode for OpenAI's GPT-5.6 Sol (GlobeNewswire)
12:52PM	Cerebras Plunges 18% After Earnings Miss (GuruFocus.com)
11:41AM	AI Demand Is Booming. So Why Are CBRS and CSCO Sinking? (Benzinga Prediction Markets)
11:08AM	CBRS Stock Drops Post-Earnings, But UBS Calls Sell-Off A 'Compelling Buying Opportunity' Amid Wall Street Split (Stocktwits)
11:06AM	Birkenstock Rallies on Forecast; StubHub Falls on Earnings \| Stock Movers (Bloomberg)
10:55AM	Cerebras Stock Tumbles After the AI Chip Designers Second Earnings Report Since Its IPO (Investopedia)
10:53AM	Cerebras stock falls on earnings disappointment despite guidance raise (Proactive)
09:55AM	Stocks rise on broad sector strength: AlphaCheck (Yahoo Finance)
09:21AM	Cerebras Systems Stock Plummets on Revenue Miss (Schaeffer's Research)
09:15AM	Nvidia rival Cerebras stock plunges as company swings to quarterly loss (Yahoo Finance)
08:34AM	Cerebras Raised Guidance but Still Lost a Fifth of Its Value (GuruFocus.com)
08:16AM	Cerebras slumps as mixed quarterly results test AI growth narrative (Reuters)
07:34AM	Cerebras Q2 2026 earnings: stock falls after guidance raise (Quartz)
07:21AM	Coherent, Cerebras, Cisco, StubHub, and More Stocks That Explain Today's Market (Barrons.com)
07:11AM	Stock Markets Beware: AI Funding Plans Have Shades of the Financial Crisis (Barrons.com)
06:20AM	Cerebras Systems Slides 17% After Q2 Miss, but Analysts See Buying Opportunity (InvestorsHub)
06:04AM	Cerebras Systems gives back recent rally, and other early market movers (MarketWatch)
06:01AM	Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings (Yahoo Finance)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lie Sean	Chief Technology Officer	Oct 27 '26	Sale	115.79	60,000	6,947,166	263,592	Oct 28 06:30 PM
SEAN LIE	Officer	Oct 27 '26	Proposed Sale	108.37	60,000	6,502,200		Oct 27 04:30 PM
Komin Robert Patrick Jr.	Chief Financial Officer	Sep 29 '26	Sale	203.53	32,500	6,614,882	0	Sep 30 06:35 PM
Mallick Dhiraj	Chief Operating Officer	Sep 29 '26	Sale	204.04	396,000	80,798,604	0	Sep 30 06:34 PM
Patel Yagnesh	Chief Accounting Officer	Sep 28 '26	Sale	204.50	1,320	269,940	15,356	Sep 30 06:33 PM
DHIRAJ MALLICK	Officer	Sep 29 '26	Proposed Sale	196.74	396,000	77,909,040		Sep 29 04:25 PM
ROBERT KOMIN	Officer	Sep 29 '26	Proposed Sale	196.74	32,500	6,394,050		Sep 29 04:24 PM
Lie Sean	Chief Technology Officer	Sep 25 '26	Sale	208.97	120,000	25,076,264	309,569	Sep 28 04:05 PM
SEAN LIE	Officer	Sep 25 '26	Proposed Sale	206.41	120,000	24,769,200		Sep 25 04:35 PM
Vassallo Steven	Director	Sep 04 '26	Sale	210.30	50,000	10,515,135	171,977	Sep 08 08:20 PM
Lie Sean	Chief Technology Officer	Sep 04 '26	Sale	210.16	53,460	11,235,154	345,569	Sep 08 08:19 PM
Feldman Andrew D.	CEO, President	Sep 04 '26	Sale	210.46	37,441	7,879,687	16,853	Sep 08 08:17 PM
Vassallo Family Revocable Trus	Director	Sep 04 '26	Proposed Sale	190.44	50,000	9,522,000		Sep 04 04:52 PM
ANDREW FELDMAN	Director	Sep 04 '26	Proposed Sale	190.44	37,441	7,130,264		Sep 04 04:33 PM
SEAN LIE	Officer	Sep 04 '26	Proposed Sale	190.44	53,460	10,180,922		Sep 04 04:26 PM
Feldman Andrew D.	CEO, President	Aug 21 '26	Sale	199.27	237,559	47,338,835	16,853	Aug 25 06:13 PM
Lie Sean	Chief Technology Officer	Aug 20 '26	Sale	207.86	710,247	147,628,770	368,926	Aug 21 08:58 PM
Lie Sean	Chief Technology Officer	Aug 21 '26	Sale	210.01	16,293	3,421,693	368,926	Aug 21 08:58 PM
SEAN LIE	Officer	Aug 21 '26	Proposed Sale	209.85	16,293	3,419,086		Aug 21 05:23 PM
ANDREW FELDMAN	Director	Aug 21 '26	Proposed Sale	209.85	237,559	49,851,756		Aug 21 04:44 PM
Patel Yagnesh	Chief Accounting Officer	Aug 18 '26	Sale	222.22	4,574	1,016,445	16,676	Aug 20 08:10 PM
Mallick Dhiraj	Chief Operating Officer	Aug 18 '26	Sale	222.22	38,889	8,642,077	120,000	Aug 20 08:05 PM
Lie Sean	Chief Technology Officer	Aug 18 '26	Sale	222.22	21,257	4,723,765	595,449	Aug 20 08:04 PM
SEAN LIE	Officer	Aug 20 '26	Proposed Sale	215.69	710,247	153,193,175		Aug 20 05:00 PM
Feldman Andrew D.	CEO, President	Aug 18 '26	Sale	222.22	26,644	5,920,937	66,853	Aug 19 09:12 PM
Vishria Eric	Director	Aug 17 '26	Sale	229.77	68,268	15,685,957	31,383	Aug 19 05:41 PM
Andrew D. Feldman	Officer, Director	Aug 18 '26	Proposed Sale	251.98	26,644	6,713,755		Aug 18 08:18 PM
Sean Lie	Officer	Aug 18 '26	Proposed Sale	251.98	21,257	5,356,339		Aug 18 08:17 PM
Dhiraj Mallick	Officer	Aug 18 '26	Proposed Sale	251.98	38,889	9,799,250		Aug 18 08:15 PM
Vassallo Steven	Director	Aug 14 '26	Sale	218.18	50,000	10,909,101	49,599	Aug 18 06:38 PM
Vishria Eric	10% Owner	Aug 17 '26	Proposed Sale	230.00	68,268	15,701,640		Aug 17 04:30 PM
Vassallo Family Revocable Trus	Director	Aug 14 '26	Proposed Sale	231.01	50,000	11,550,500		Aug 14 05:42 PM
Mallick Dhiraj	Chief Operating Officer	Jun 30 '26	Sale	206.51	10,000	2,065,100	0	Jul 01 04:21 PM
Mallick Dhiraj	Chief Operating Officer	Jun 26 '26	Sale	173.73	20,000	3,474,587	0	Jun 29 04:53 PM
Mallick Dhiraj	Chief Operating Officer	Jun 25 '26	Sale	184.89	13,314	2,461,593	20,000	Jun 29 04:53 PM
Mallick Dhiraj	Chief Operating Officer	Jun 25 '26	Sale	169.28	36,131	6,116,197	33,314	Jun 29 04:51 PM
Patel Yagnesh	Chief Accounting Officer	Jun 26 '26	Sale	174.03	3,954	688,099	0	Jun 29 04:49 PM
Patel Yagnesh	Chief Accounting Officer	Jun 25 '26	Sale	189.36	46	8,711	3,954	Jun 29 04:49 PM
Patel Yagnesh	Chief Accounting Officer	Jun 25 '26	Sale	171.53	6,079	1,042,704	4,000	Jun 29 04:48 PM
Feldman Andrew D.	CEO, President	Jun 25 '26	Sale	173.06	17,990	3,113,283	0	Jun 29 04:47 PM
Lie Sean	Chief Technology Officer	Jun 25 '26	Sale	170.07	10,033	1,706,311	0	Jun 29 04:47 PM

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Co-FounderMr. Andrew D. Feldman

Co-Founder & CTOMr. Sean Lie

Chief Operating OfficerMr. Dhiraj Mallick

CTOMr. Gary Lauterbach

Co-Founder & Chief System ArchitectMr. Jean-Philippe Fricker

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CBRS

Cerebras Systems Inc

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