Cerebras Plans IPO Pricing Between $150 and $160
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy ARM?
Source: stocktwits
- IPO Price Range Increase: Cerebras plans to raise its IPO price range to between $150 and $160 per share, significantly up from the initial $115 to $125; if priced at the top, it could raise nearly $4.8 billion, valuing the company at $48.8 billion, making it the largest tech IPO of 2026.
- Acquisition Attempt Rejected: Ahead of the IPO, SoftBank's attempt to acquire Cerebras was rebuffed, highlighting Cerebras' strong position in the AI chip market, especially as partnerships with OpenAI and Amazon Web Services have propelled its valuation from $8 billion just seven months ago.
- Strong Financial Performance: Cerebras reported revenue of $270.3 million for the first nine months of 2025, a significant increase from $75.2 million in the same period last year, despite a net loss of $56.4 million, indicating growth potential amid surging demand for AI infrastructure.
- Optimistic Market Sentiment: Retail sentiment on Stocktwits is described as “extremely bullish,” with high message volumes reflecting strong market interest in Cerebras' competitive edge in computing and inference technologies.
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Analyst Views on ARM
Wall Street analysts forecast ARM stock price to fall
24 Analyst Rating
19 Buy
4 Hold
1 Sell
Strong Buy
Current: 228.500
Low
120.00
Averages
160.58
High
201.00
Current: 228.500
Low
120.00
Averages
160.58
High
201.00
About ARM
Arm Holdings plc is a United Kingdom-based company. The Company is engaged in the design of central processing units (CPUs) and compute platforms for semiconductor chips. It develops and licenses CPU products and related technology. Its cloud and data center solutions include Arm AGI CPU and Arm Neoverse Compute Subsystems. The Arm Agentic Generalized Infrastructure (AGI) CPU is a production-ready system on a chip (SoC) for artificial intelligence (AI) data centers, delivering compute at scale. The Arm Neoverse Compute Subsystems (CSS) are pre-validated, performance-optimized compute platforms designed to accelerate infrastructure silicon development. The Company's primary markets include smartphone applications, processors and other chips used in mobile phones, consumer electronics, networking equipment, cloud and data center servers, automotive applications, Internet of Things (loT) and other embedded computing devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong First-Day Trading: Shares opened at $350 on Nasdaq, nearly double the IPO price, and closed at about $311, indicating investor optimism about the company's growth potential, although historical data suggests that such IPOs may underperform in the long run.
- Significant Revenue Growth: Cerebras reported revenue of $510 million in 2025, a 76% increase from $290 million in 2024, showcasing its robust growth in the AI inference market, despite ongoing operational losses.
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