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CBRS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

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High
237.000
Open
213.750
VWAP
224.57
Vol
8.34M
Mkt Cap
49.82B
Low
210.000
Amount
1.87B
EV/EBITDA(TTM)
--
Total Shares
219.73M
EV
50.11B
EV/OCF(TTM)
--
P/S(TTM)
94.66
Cerebras Systems Inc. is an artificial intelligence (AI) infrastructure company that designs and manufactures an AI compute platform comprised of proprietary systems and software. The Company's products include inference Cloud, Training Cloud, CS-3 system, AI supercomputer, Wafer Scale Engine and model development. The Company's pioneering Wafer-Scale Engine (WSE), a chip encompassing an entire silicon wafer, was specifically designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI (GenAI), and other AI applications. It offers deployment services to assist customers with data preparation, model architecture design, training management, inference optimization, and, in select cases, ongoing system operations and management. It also offers a subscription service providing access to an ongoing stream of software updates and upgrades for purchasers of its hardware.
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Events Timeline

(ET)
2026-06-23
20:30:00
Tech Stocks Plummet Due to Valuation Concerns
select
2026-06-23
17:00:00
Sees Q2 Adjusted Gross Margin at 36%-38%
select
2026-06-23
17:00:00
Cerebras Reports Q1 Core Revenue of $191.3M, Beating Consensus
select
2026-06-23
14:30:00
Notable Companies Reporting After Market Close: FedEx Expected Earnings $5.95
select

News

seekingalpha
8.5
12:11 PMseekingalpha
PinnedCerebras Systems Shares Drop Amid Margin Concerns Despite Strong Demand
  • Margin Concerns: Cerebras Systems shares fell about 10% in premarket trading on Wednesday due to investor concerns over gross margin outlook, although analysts noted this reflects a conservative guidance approach, indicating caution in scaling cloud operations.
  • Analyst Ratings Hold: Morgan Stanley maintained its Overweight rating on Cerebras and raised the price target from $250 to $273, emphasizing that despite IPO conservatism, improved gross margin guidance highlights the company's potential amid strong demand.
  • Cloud Service Expansion: Analysts pointed out that the 750 MW contract with OpenAI will be a significant driver for the next few years, and although the company initially relied on rented hardware to meet rapid cloud service demand, it is ramping up its internal cloud capabilities.
  • Amazon Partnership Progress: Cerebras reached a definitive agreement with Amazon this week, which, while seen as a small opportunity in the short term, could provide new revenue growth potential in the future, particularly addressing the bottleneck issues in cloud computing capacity.
Fool
8.5
12:06 PMFool
Prologis' $16.63 Billion Bid for Segro Rejected
  • Acquisition Proposal Rejected: Prologis' $16.63 billion bid for U.K. peer Segro was unequivocally rejected, despite a 25% premium over Segro's last closing price, indicating Prologis' aggressive M&A strategy, yet a higher bid may be necessary for future negotiations.
  • Data Center Strategy: Prologis is strategically positioning itself in the data center market, owning approximately 3,000 acres of land for potentially profitable data center construction, addressing significant power issues and enhancing its competitive edge and growth prospects.
  • Walmart's Advertising Strategy: Walmart's $1.4 billion acquisition of French ad-tech firm Vibe.co marks a significant move into the advertising space, aiming to provide comprehensive advertising solutions through Walmart Connect, particularly targeting small and medium advertisers.
  • Market Reactions: FedEx's stock fell about 6% despite beating quarterly revenue and earnings expectations due to poor forward guidance; KB Home rose approximately 3% after exceeding revenue expectations, while Cerebras dropped over 10% following a $14 million quarterly net loss.
CNBC
2.0
12:03 PMCNBC
Cerebras Reports Q1 Loss, Shares Drop 11%
  • Cerebras Earnings Miss: Cerebras reported a Q1 loss of 22 cents with revenues of $193.4 million, leading to an 11% drop in shares, indicating significant post-IPO profitability challenges.
  • FedEx Surprises but Drops: Despite better-than-expected fiscal Q4 results, FedEx shares fell about 6.5% as the market reacted negatively to the spin-off of its freight business, raising concerns about future operational structure.
  • KB Home Revenue Beat: KB Home's fiscal Q2 revenue reached $1.11 billion, surpassing the $1.10 billion forecast, although earnings per share of 43 cents fell short of the 45 cents estimate, resulting in a 2.5% stock increase, reflecting market confidence in its sales growth.
  • Wendy's Short Squeeze Potential: Wendy's shares surged as it gained traction on the Reddit investing community, with around 23% of its float shorted, potentially setting the stage for a short squeeze, indicating optimistic market sentiment about its future performance.
Newsfilter
9.5
11:41 AMNewsfilter
Cerebras Shares Drop 14% Amid Profit Margin Warning
  • Profit Warning: Cerebras cautioned in its debut earnings report that annual profit margins would fall below the first quarter's 47%, forecasting adjusted gross margins of 38% to 41%, significantly lower than competitors like Nvidia's mid-70% and AMD's mid-50%, which may dampen investor confidence.
  • Market Value Loss: If the stock continues to decline at the open, Cerebras is expected to hit its lowest price since its listing, wiping out over $6 billion in market value, reflecting a cooling enthusiasm for AI stocks.
  • Key Partnerships: Despite challenges, Morgan Stanley raised its price target on Cerebras from $250 to $273, while TD Cowen highlighted that deals with Amazon and OpenAI are crucial for the company's long-term growth, with OpenAI signing a $20 billion multi-year deal.
  • Infrastructure Investment: The CEO noted that OpenAI's GPT 5.4 is running on Cerebras chips, and Amazon Web Services is set to start using its chips next year, which is expected to generate new revenue streams for the company.
Newsfilter
4.5
09:41 AMNewsfilter
Nasdaq Futures Edge Up as Tech Stocks Rebound
  • Tech Stock Rebound: After two consecutive days of declines, Nasdaq futures edged higher as investors returned to technology shares, particularly following a sharp selloff that saw the Nasdaq 100 lose over $1 trillion in market value, indicating a recovery in market confidence towards tech stocks.
  • Memory Chip Recovery: Following a significant plunge in the previous session, Micron Technology and Sandisk saw their stock prices rise by 3.8% and 3.5%, respectively, suggesting a rebound in market sentiment regarding memory chip demand, which could positively influence the overall semiconductor sector.
  • Fed Policy Expectations: Investor expectations for a potential second rate hike from the Federal Reserve by the end of December have intensified, with CME Group's FedWatch tool indicating a shift from a single 25-basis-point increase to a possible second hike, reflecting a heightened urgency to control inflation.
  • Market Sentiment Fluctuations: Despite expectations of higher interest rates, the S&P 500 is on track for its strongest quarterly gain in six years, showcasing optimism in economic recovery and corporate earnings growth, particularly amid uncertainties in the Middle East.
stocktwits
4.5
09:10 AMstocktwits
Market Mood Shifts to Cautious Optimism Amid Record Equity Inflows
  • Record Inflows: U.S. equities attracted approximately $884 billion in inflows over the past 12 months, marking the largest annual inflow on record and more than double the previous peak, indicating strong investor risk appetite that could drive further market gains.
  • Oil Price Investigation: President Trump has directed the DOJ to investigate oil companies for failing to pass on lower crude costs to consumers, which may lead to stricter regulations and potential legal repercussions for the industry, impacting stock performance.
  • Tech Stock Movements: Micron Technology's stock rose 5% in early premarket trading ahead of its anticipated earnings report, reflecting investor confidence in sustained AI-driven memory demand, which could enhance the company's future performance.
  • Shifts in Market Sentiment: Despite volatility from the Fed's hawkish stance, retail sentiment for the SPDR S&P 500 ETF remains 'bearish', while the Invesco QQQ Trust sentiment has shifted from 'neutral' to 'bullish', indicating a rebound in investor confidence towards tech stocks.
Wall Street analysts forecast CBRS stock price to rise
0 Analyst Rating
Wall Street analysts forecast CBRS stock price to rise
0 Buy
0 Hold
0 Sell
Current: 0.000
sliders
Low
Averages
High
Current: 0.000
sliders
Low
Averages
High
Wedbush
Outperform
maintain
$270 -> $280
AI Analysis
2026-06-24
New
Reason
Wedbush
Price Target
$270 -> $280
AI Analysis
2026-06-24
New
maintain
Outperform
Reason
Wedbush raised the firm's price target on Cerebras Systems to $280 from $270 and keeps an Outperform rating on the shares. Cerebras reported results ahead of initial expectations with no major surprises, while ongoing engagements with large customers support a constructive outlook, the analyst tells investors in a research note.
UBS
Buy
maintain
$300 -> $320
2026-06-24
New
Reason
UBS
Price Target
$300 -> $320
2026-06-24
New
maintain
Buy
Reason
UBS raised the firm's price target on Cerebras Systems (CBRS) to $320 from $300 and keeps a Buy rating on the shares. Cerebras's first post-IPO earnings call is viewed positively after raised guidance and confirmation of an Amazon (AMZN) agreement, and broader customer diversification and accelerating demand for specialized infrastructure could support strong growth through the decade, with supply constraints likely becoming the main limiting factor rather than demand, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for CBRS
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Valuation Metrics

The current forward P/E ratio for Cerebras Systems Inc (CBRS.O) is 0.00, compared to its 5-year average forward P/E of --. For a more detailed relative valuation and DCF analysis to assess Cerebras Systems Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
Current PE
0.00
Overvalued PE
Undervalued PE

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-56.47
Current EV/EBITDA
-59.66
Overvalued EV/EBITDA
-53.90
Undervalued EV/EBITDA
-59.04

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
17.35
Current PS
18.31
Overvalued PS
18.13
Undervalued PS
16.57

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Frequently Asked Questions

What is Cerebras Systems Inc (CBRS) stock price today?

The current price of CBRS is 226.72 USD — it has increased 1.02

What is Cerebras Systems Inc (CBRS)'s business?

Cerebras Systems Inc. is an artificial intelligence (AI) infrastructure company that designs and manufactures an AI compute platform comprised of proprietary systems and software. The Company's products include inference Cloud, Training Cloud, CS-3 system, AI supercomputer, Wafer Scale Engine and model development. The Company's pioneering Wafer-Scale Engine (WSE), a chip encompassing an entire silicon wafer, was specifically designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI (GenAI), and other AI applications. It offers deployment services to assist customers with data preparation, model architecture design, training management, inference optimization, and, in select cases, ongoing system operations and management. It also offers a subscription service providing access to an ongoing stream of software updates and upgrades for purchasers of its hardware.

What is the price predicton of CBRS Stock?

Wall Street analysts forecast CBRS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CBRS is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Cerebras Systems Inc (CBRS)'s revenue for the last quarter?

Cerebras Systems Inc revenue for the last quarter amounts to 193.41M USD, increased 94.35

What is Cerebras Systems Inc (CBRS)'s earnings per share (EPS) for the last quarter?

Cerebras Systems Inc. EPS for the last quarter amounts to USD, decreased -100.00

How many employees does Cerebras Systems Inc (CBRS). have?

Cerebras Systems Inc (CBRS) has 708 emplpoyees as of June 24 2026.

What is Cerebras Systems Inc (CBRS) market cap?

Today CBRS has the market capitalization of 49.82B USD.