Want to see CBRS full AI Analyst Report?
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
$43.90B
Enterprise Value$43.31K
Total Cash (Recent Filing)$8.61B
Total Debt (Recent Filing)$1.49B
Price to Earnings (P/E)―
Beta5.36
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. Volume5,729,846
30 Day Avg. Volume6,914,346
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 Upside48.65% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-0.9
Revenue Forecast (FY)$863.39M
Bulls Say, Bears Say
Bulls Say
Rapid Revenue GrowthThe sharp increase in revenue and upgraded full-year outlook indicate strong customer adoption and expanding commercial scale. Sustained growth would improve operating leverage, strengthen Cerebras’ market position, and support investment in its AI infrastructure platform.
Contracted Revenue VisibilityThe large RPO base provides multi-year demand visibility and can support planning for capacity, manufacturing, and product development. Substantial liquidity also gives Cerebras financial resources to execute expansion while its business model matures.
Technology And Partnership TractionStrategic integrations and customer deployments broaden the ecosystem around Cerebras hardware and software. The architecture’s throughput benefits, combined with partnerships and wafer supply, can create durable differentiation and improve access to enterprise and hyperscaler workloads.
Bears Say
Negative Equity And Rising DebtPersistently negative equity and materially higher debt indicate a fragile capital structure despite asset growth. This reduces financial flexibility, increases dependence on successful execution and financing access, and limits the company’s ability to absorb prolonged operating shortfalls.
Volatile Cash GenerationThe reversal from strong cash generation to substantial free-cash-flow burn shows that working capital and investment needs can materially affect liquidity. Continued volatility could constrain expansion or require additional capital even as reported revenue grows.
Ongoing Losses And Capacity DependenceCerebras remains operationally loss-making and expects near-term margin pressure, while data-center availability is a stated bottleneck. Delays in capacity expansion could postpone customer deployments, weaken utilization and make ambitious growth targets harder to achieve.
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 $43.90B.
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 308 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
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$296.00 (48.65% Upside)
$296.00 (48.65% Upside)
Blogger Sentiment
Neutral
CBRS Sentiment 60%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $24.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 5.8%
Last 30 Days ▲ 14.5%
Last 30 Days ▲ 14.5%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
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
▲(48.65% Upside)
Ownership Overview
1.30% Insiders
49.17% Other Institutional Investors
43.03% Public Companies and Individual Investors










