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CBRS Stock Chart & Stats
$199.12
-$20.88(-9.49%)
At close: 4:00 PM EDT
$199.12
-$20.88(-9.49%)
Day’s Range― - ―
52-Week Range$160.81 - $386.34
Previous CloseN/A
Volume5.95M
Average Volume (3M)6.91M
Market Cap
$56.30B
Enterprise Value$46.26B
Total Cash (Recent Filing)$3.26B
Total Debt (Recent Filing)$1.36B
Price to Earnings (P/E)198.7
Beta5.70
Next Earnings
Aug 12, 2026EPS Estimate
-0.17Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.22
Shares Outstanding92,130,190
10 Day Avg. Volume5,729,846
30 Day Avg. Volume6,914,346
Financial Highlights & Ratios
PEG Ratio-6.58
Price to Book (P/B)-115.70
Price to Sales (P/S)131.28
P/FCF Ratio-170.45
Enterprise Value/Market Cap0.82
Enterprise Value/Revenue239.16
Enterprise Value/Gross Profit536.76
Enterprise Value/Ebitda14.74K
Forecast
1Y Price Target
$297.56Price Target Upside49.44% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-0.94
Revenue Forecast (FY)$862.26M
Bulls Say, Bears Say
Bulls Say
Rapid Revenue GrowthSustained high top-line growth across hardware and cloud services indicates clear product-market fit and rapid commercial adoption. This scale supports operating leverage, improves bargaining power with partners, and provides a runway to invest in data centers and software over the coming months.
Major Strategic PartnershipsLarge, multi-year commercial commitments from OpenAI and a definitive AWS agreement create a durable demand pipeline and validation of the platform. These partnerships reduce customer acquisition risk, enable predictable capacity planning, and underpin multi-year revenue visibility and ecosystem adoption.
Durable Technology AdvantageA demonstrated ~13x latency advantage and unique wafer-scale architecture create a defensible technology moat for latency-sensitive AI workloads. This performance edge supports premium positioning, customer stickiness, and long-term differentiation versus GPU-based rivals as inference demand grows.
Bears Say
Negative Equity & Rising DebtA persistently negative equity base and a sizable increase in debt weaken capital structure and limit financial flexibility. This raises refinancing and covenant risk, constrains the company's ability to self-fund rapid data-center expansion, and remains a durable governance and liquidity constraint absent sustained profitability.
Volatile Cash GenerationLarge swings from strong positive free cash flow to deep negative FCF indicate execution and working-capital variability. Such cash volatility undermines the company's ability to fund capex and data-center buildouts organically and increases reliance on external financing despite a current cash stockpile.
Data-Center Capacity & Margin PressureA structural bottleneck in data-center space and power forces temporary rented capacity, compressing margins and producing negative operating margin guidance. Delays in securing owned capacity can postpone gross-margin normalization and extend dependency on lower-margin pass-through arrangements.
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 $56.30B.
When is Cerebras Systems, Inc. Class A’s upcoming earnings report date?
Cerebras Systems, Inc. Class A’s upcoming earnings report date is Aug 12, 2026 which is in 10 days.
How were Cerebras Systems, Inc. Class A’s earnings last quarter?
Cerebras Systems, Inc. Class A released its earnings results on Jun 23, 2026. The company reported -$0.039 earnings per share for the quarter, beating the consensus estimate of -$0.164 by $0.125.
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 -0.17.
How many shares outstanding does Cerebras Systems, Inc. Class A have?
Cerebras Systems, Inc. Class A has 92,130,190 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 -$0.039 in its last earnings report, beating expectations of -$0.164. Following the earnings report the stock price went down -19.61%.
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
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$297.56 (49.44% Upside)
$297.56 (49.44% Upside)
Blogger Sentiment
Bullish
CBRS Sentiment 70%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $13.5M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.3%
Last 30 Days ▲ 5.1%
Last 30 Days ▲ 5.1%
News Sentiment
Bullish
Bullish news 67%
Bearish news 33%
Bearish news 33%
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
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a strongly positive operating and commercial picture: record revenue growth (92% YoY), rapid cloud expansion (167% YoY growth in cloud services), major strategic deals (OpenAI >$20B, AWS definitive agreement), a clear technology performance advantage (demonstrated ~13x speed vs GPUs) and a very strong balance sheet ($3.3B cash plus recent fundraising). Near-term challenges were emphasized but described as transitory: data center capacity is the principal bottleneck, requiring temporary rented capacity that will depress margins by an estimated 10–15 points for a period, and management guided to negative operating margins for the near term. On balance, the company showed accelerating commercial traction, improving operating leverage and ample liquidity to execute, while calling out short-term margin and execution risks tied to data center scaling.View all CBRS earnings summariesCBRS Stock 12 Month Forecast
Average Price Target
$297.56
▲(49.44% Upside)