View Past PerformanceCerebras Systems 대차대조표 건전성재무 건전성 기준 점검 4/6Cerebras Systems 의 총 주주 지분은 $9.2B 이고 총 부채는 $918.2M, 이는 부채 대 자기자본 비율을 10% 로 가져옵니다. 총자산과 총부채는 각각 $11.6B 및 $2.5B 입니다.핵심 정보10.03%부채/자본 비율US$918.24m부채이자보상배율n/a현금US$7.92b자본US$9.15b총부채US$2.47b총자산US$11.63b최근 재무 건전성 업데이트업데이트 없음모든 업데이트 보기Recent updatesRecent Insider Transactions • 23hIndependent Director recently sold US$11m worth of stockOn the 14th of August, Steven Vassallo sold around 50k shares on-market at roughly US$218 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$18m more than they bought in the last 12 months.실시간 뉴스 • Aug 21Cerebras Unveils CS-4 AI Accelerator With 30x GPU Speed For Inference SystemsCerebras Systems has launched the CS-4, a rack-scale AI accelerator powered by three wafer-scale WSE-3 Turbo processors with 4 trillion transistors. The company says the system can process up to 30 times more tokens per second per user than traditional GPU-based systems, with first shipments due this quarter. The CS-4 is designed specifically for AI inference and uses SRAM rather than conventional dynamic RAM. The company links this to faster performance and a claimed 2x speed gain over its prior CS-3 system, positioning the new hardware as a direct challenger to incumbent GPU-focused architectures. Cerebras Systems shares trade at US$209.85 and are down 32.5% year to date, which frames this hardware launch against a backdrop of recent share price pressure. This launch raises the stakes in AI hardware, since meaningful speed and architecture differences can influence where large AI workloads are deployed and how capital-intensive those deployments become.공고 • Aug 19Cerebras Systems Unveils CS-4 AI AcceleratorCerebras Systems introduced the Cerebras CS-4, the fastest AI accelerator in the industry. The CS-4 is a rack-scale solution built from three new Wafer Scale Engines and revolutionary rack and system designs. The CS-4 is the first member of the next-generation Cerebras Nexus rack-scale platform architecture. It is up to twice as fast as the CS-3, bringing the CS-4s advantage in tokens-per-second-per-user over GPUs to up to 30x more. The CS-4 solution also delivers up to 10x more throughput per watt than the CS-3, vastly improving data center economics. The CS-4 delivers both higher-value tokens and more total tokens within a given power budget—enabling datacenters to be vastly more profitable. The rack scale CS-4 is built from three of the newly released Wafer Scale Engine 3 Turbo (WSE-3T). The CS-4 delivers 750 PFLOPs of AI compute, 7.2 terabits per second of I/O, and 129.6 petabytes per second of memory bandwidth. Total compute fabric bandwidth jumps to 160.5 petabytes per second, and wafer to wafer latency drops as low as two microseconds, enabling the creation of very large clusters and the support of models with over 50 trillion parameters. The CS-4 sets a new high watermark for inference speed. In a head-to-head comparison on GPT-OSS-120B, when given identical prompts, the CS-4 delivers more than 4,400 tokens second per user (TPS/user), up to 30 times faster than GPU solutions. CS-4 is powered by the newly announced WSE-3 Turbo (WSE-3T). Like the WSE-3, the WSE-3T is the largest AI processor ever built, containing four trillion transistors and 900,000 AI-optimized cores across 46,225 square millimeters of silicon, with 44GB of SRAM integrated directly on the wafer. The WSE-3T doubles AI compute to 250 PFLOPS per wafer and doubles memory bandwidth to 43.2 petabytes per second. The on-chip fabric bandwidth and off-chip I/O both double to 53.5 petabytes per second and 2.4 terabits per second respectively. I/O latency shrinks from five microseconds to as low as two microseconds. CS-4 is the first iteration of the new Cerebras Nexus Platform Architecture. It is built around a modular concept with three foundational elements: Compute, Power and I/O. Modularity enables each element to scale independently so innovations get to market faster. The modular architecture also supports extremely rapid deployment and upgrades. Cerebras has fundamentally re-imagined the compute subsystem into a rear mounted “backpack” that attaches vertically to the power array. Each Wafer-Scale Backpack is a self-contained assembly that folds power conversion, direct liquid cooling, high-speed I/O, and control electronics into a compact, three-dimensional package built directly around the wafer. By decoupling compute from the power supplies, the Wafer-Scale Backpack simplifies manufacturing and reduces deployment time from days to hours. Compared with the prior-generation system, the Wafer-Scale Backpack has 50% fewer components and uses 60% more automated manufacturing. The Nexus Platform Architecture drives significant power delivery improvements. By moving power conversion 100x closer to the processors – from roughly 50 millimeters away from the processor as on conventional GPU boards to approximately 0.5 millimeters – CS-4 nearly eliminates board-level power loss. This delivers twice as much power to the WSE-3T, enabling higher operating frequencies and faster token generation. CS-4 introduces a new programmable I/O subsystem that supports two connectivity modes while doubling I/O bandwidth and reducing latency. The fully programmable Wafer I/O Module supports standards-based RoCE v2 RDMA over Ethernet for seamless integration into existing infrastructure and with an ecosystem of heterogeneous systems. Aggregate off-wafer bandwidth doubles to 2.4 terabits per second per wafer and 7.2 terabits per CS-4 rack solution. The Wafer I/O Module also supports a new communication mode, called Direct Wafer Links, which enables wafers to be linked within and across racks without a switch. Direct Wafer Links enables wafer-to-wafer latency as low as two microseconds. This low latency communication will allow the creation of massive CS-4 clusters and the ability to support models with more than 50 trillion parameters. Programmable low latency I/O is particularly beneficial for heterogeneous disaggregated inference, in which a purpose-built prefill engine processes an incoming prompt and then hands it to Cerebras for ultra-low latency decode. The combination of programmability, standards-based interfaces, and very low latency will allow the rapid creation of disaggregated solutions from different Cerebras ecosystem partners, like AMD Helios and AWS Trainium. Metric comparison: CS-3 (one wafer) vs. CS-4 (3 wafers): AI compute: 125 PFLOPS vs. 750 PFLOPS; Memory bandwidth: 21.6 PByte/s vs. 129.6 PByte/s; On-chip fabric bandwidth: 26.7 PByte/s vs. 160.5 PByte/s; System I/O bandwidth: 1.2 Tbit/s vs. 7.2 Tbit/s; I/O latency: 5 microseconds vs. 2 microseconds. First CS-4 shipments begin this quarter. Full system specifications are available in the CS-4 datasheet.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$864.9m to US$887.3m. Forecast EPS reduced from -US$3.30 to -US$4.36 per share. Semiconductor industry in the US expected to see average net income growth of 57% next year. Consensus price target broadly unchanged at US$292. Share price fell 6.3% to US$220 over the past week.Recent Insider Transactions Derivative • Aug 18Lead Independent Director notifies of intention to sell stockEric Vishria intends to sell 68k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of August. If the sale is conducted around the recent share price of US$230, it would amount to US$16m. Eric currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months.실시간 뉴스 • Aug 15Cerebras Powers OpenAI Ultrafast Mode for GPT-5.6 Sol With 14x Speed BoostCerebras Systems announced it is powering “Ultrafast mode” for OpenAI’s GPT-5.6 Sol in the OpenAI API, a new service tier that runs up to 14x faster than standard processing and is in limited preview for customers. The company’s wafer-scale engine removes typical GPU memory bandwidth bottlenecks, which is the hardware basis for Ultrafast mode’s higher throughput without adding latency for OpenAI users. Cerebras Systems shares trade at US$218.98, with the stock down 29.6% year to date, reflecting recent pressure despite the new OpenAI integration and updated guidance commentary. This OpenAI tie-up puts Cerebras hardware directly behind a high-profile production workload, which could help validate its architecture for large-scale inference. The main risk is execution. Investors will be watching how quickly limited preview moves to broader availability and how far this translates into recurring cloud service revenue versus one-off or concentrated deployment spend.공고 • Aug 14Cerebras Powers Ultrafast Mode For OpenAI’s GPT-5.6 SolCerebras powered OpenAI's most capable model at up to 14x the speed, giving frontier intelligence with no compromise on latency. Cerebras announced that it is powering Ultrafast mode, a new service tier in the OpenAI API for GPT-5.6 Sol. Available initially in limited preview to OpenAI customers, Ultrafast runs GPT-5.6 Sol at up to 750 output tokens per second and up to 14x faster than Standard processing. GPT-5.6 Sol Ultrafast powered by Cerebras runs with the same intelligence as GPT-5.6 Sol Standard, enabling frontier intelligence at Cerebras' blistering fast speed. Ultrafast powered by Cerebras offers access to the full intelligence of GPT-5.6 Sol at speeds suited to work that cannot wait. Based on output speeds for Anthropic models reported by Artificial Analysis, Ultrafast is 5x faster than Claude Opus 4.8 in Fast mode, and 11x faster than Claude Fable 5. Benchmarks focused on economically valuable work, from programming to drafting legal documents, show how faster token generation translates directly into higher productivity for users. On Humanity’s Last Exam, a 2,500-question benchmark spanning graduate-level chemistry, economics and literature, GPT-5.6 Sol Ultrafast answered the full question set in just over 11 hours. This compares to more than three days of continuous compute for Claude Fable 5, with GPT-5.6 Sol Ultrafast reaching comparable accuracy nearly 7x faster. On GDP-Val, a benchmark of economically valuable knowledge-work tasks such as legal briefs, financial models, and engineering reports, Ultrafast delivered a 5.6x end-to-end speedup with no loss in quality. Ultrafast’s speed comes from Cerebras' Wafer-Scale Engine architecture, which keeps model weights on-chip — 44 GB of SRAM on each wafer-sized chip — rather than shuttling them between on-chip memory and off-chip storage as GPU-based inference must. This eliminates the memory-bandwidth bottleneck that constrains frontier-model inference speed on conventional hardware.Reported Earnings • Aug 13Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: US$2.98 loss per share (down from US$5.87 profit in 2Q 2025). Revenue: US$180.1m (up 74% from 2Q 2025). Net loss: US$450.5m (down 246% from profit in 2Q 2025). Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) missed analyst estimates by 78%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in the US.Seeking Alpha • Aug 13Why Cerebras Could Dominate The Next Era Of AI InferenceSummary Cerebras Systems is well-positioned for a shift toward smaller, faster AI models that prioritize inference speed and memory efficiency over sheer model size. CBRS's architectural advantages, such as wafer-scale chips and reduced reliance on constrained supply chains, support its ability to meet rising demand for agentic inference. Raised FY guidance, strong Q2 core revenue growth (+103% YoY), and expanding cloud/inference ecosystem underpin a bullish outlook despite premium valuation and customer concentration risks. Execution risks remain around capacity buildout and OpenAI contract concentration, but commercial traction and ecosystem partnerships with AWS/AMD reinforce the investment thesis. Read the full article on Seeking Alpha실시간 뉴스 • Aug 12Cerebras Systems Lifts Revenue Target as OpenAI and Amazon Agreements Drive GrowthCerebras Systems raised its annual revenue and gross margin forecasts after seeing strong demand for its wafer-scale AI chips, and is reporting Q2 earnings with guided core revenue growth of about 88% year over year. The company highlighted a multi-billion dollar agreement with OpenAI and a collaboration with Amazon to deploy Cerebras hardware in data centers. Management frames these as key drivers of demand for its inference-focused chips. Cerebras Systems shares last traded at $262.06, with the stock up 22.3% over the past week. The new guidance and high-profile partnerships put Cerebras Systems more directly in the conversation with established AI chip providers such as Nvidia. The main question is whether Cerebras can scale capacity and manage margin pressures as demand for AI inference builds, since execution on those points will likely influence how durable this momentum proves.실시간 뉴스 • Aug 05Cerebras Systems Partners With Lovable to Deliver Ultra-Fast AI Software Creation PlatformCerebras Systems and Lovable have agreed a partnership under which Lovable will run selected latency‑sensitive workloads for its AI software creation platform on dedicated capacity of what Cerebras describes as the world’s fastest AI inference platform. The deal expands Cerebras’ reach into AI‑native software markets and targets new categories of interactive AI applications that depend on low latency. This may help the company deepen its role in real‑time generative and coding tools. Cerebras Systems’ stock trades at US$227.15, with the share price down 27.0% year to date, following a 17.9% rise over the past week. This partnership signals that third‑party AI software builders are willing to rely on Cerebras for time‑critical workloads. This could support higher utilization of its inference capacity but also concentrates execution risk around performance, reliability and the terms of future capacity commitments.공고 • Jul 24Cerebras Systems Inc. to Report Q2, 2026 Results on Aug 12, 2026Cerebras Systems Inc. announced that they will report Q2, 2026 results After-Market on Aug 12, 2026실시간 뉴스 • Jul 23Cerebras Ties AI Chips to CrowdStrike in Cybersecurity Partnership as Momentum BuildsCrowdStrike and Cerebras Systems have entered a strategic partnership to integrate CrowdStrike’s AI-native Falcon AI Detection and Response platform with Cerebras’ ultra-fast AI inference hardware, while Cerebras adopts CrowdStrike’s Falcon platform to secure its own operations. The deal embeds Cerebras’ chips in real-time cyber threat detection workflows and simultaneously makes CrowdStrike a core security layer for Cerebras, tying Cerebras’ hardware offering directly to mission-critical cybersecurity use cases rather than just general AI workloads. Cerebras Systems’ stock trades at about US$209.80, with the share price down 32.6% year to date, even after a 14.0% gain over the past week. This partnership links Cerebras to a high-profile security platform where speed and reliability matter, but investors still face execution risk around how quickly this technical integration converts into stable, recurring demand.실시간 뉴스 • Jul 11US Loosens Export Rules Allowing Cerebras to Pursue Advanced AI Chip Sales in UAEThe US Commerce Department has relaxed export restrictions on the United Arab Emirates, moving the country into a category that allows license-free access to advanced computing equipment, which enables ventures in the UAE to buy AI chips from Nvidia, AMD and Cerebras Systems under an existing deal. This change opens a new Gulf market for Cerebras’ wafer-scale AI hardware, aligning with its multibillion-dollar AI infrastructure build-out in Europe and its expanded US manufacturing partnership with Flex to increase CS-3 system production capacity by about 7x by 2026. Cerebras Systems shares trade at US$215.08, with the stock down 30.9% year to date, so regulatory access to an additional high-value market may be seen as an important offset to recent share price pressure. Access to the UAE market adds another potential demand source for Cerebras’ planned capacity ramp. It also increases the company’s exposure to export-control policy shifts and geopolitical risk.실시간 뉴스 • Jul 09Cerebras Systems Unveils Multibillion-Dollar Expansion for European AI Data Centers Targeting 200MWCerebras Systems plans to invest several billions of dollars to build a network of AI data centers across Europe, targeting 200MW of power capacity by the end of 2027 and opening its first European site by late 2026, with a focus on France and the Nordics. The expansion is intended to serve rising demand for low-latency AI compute from European enterprises, including support for OpenAI workloads, and could directly address power constraints that affect large-scale AI computing in the region. Cerebras Systems’ stock trades at $181.72, with the share price down 41.6% year to date, while the latest announcement was followed by a premarket move of nearly 4% higher. This build-out signals that Cerebras is committing heavy capital to compete in European AI infrastructure, which raises potential for higher future revenue but also concentrates execution, regulatory and energy supply risk in a large, multi-year build program.내러티브 업데이트 • Jul 09CBRS: Fast Inference Contracts With OpenAI And AWS Will Drive UpsideThe analyst price target for Cerebras Systems is updated to about $291 from about $299, as analysts weigh the recent post-IPO earnings beat, new coverage with both Buy and Hold ratings, and the balance of strong fast inference demand against operational and execution risks. Analyst Commentary Analyst commentary on Cerebras Systems centers on its wafer scale AI hardware, fast inference focus and large customer commitments, with views split between enthusiasm for the growth potential and caution around execution and valuation risks after recent volatility.Recent Insider Transactions • Jul 01Chief Operating Officer recently sold US$5.9m worth of stockOn the 26th of June, Dhiraj Mallick sold around 33k shares on-market at roughly US$178 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dhiraj's only on-market trade for the last 12 months.실시간 뉴스 • Jul 01Cerebras Systems Strikes $20 Billion OpenAI Deal and Teams Up With AWS After Record IPOCerebras Systems reported Q1 2026 GAAP revenue of about $193.4 million, roughly double year over year, alongside a multi-year AI chip supply deal with OpenAI valued at over $20 billion and a new collaboration with Amazon Web Services to deploy CS-3 systems with AWS Trainium for large-scale AI inference. The company issued Q2 guidance for gross margin of 36% to 38%, compared with 47% in Q1, reflecting higher costs from leasing back data center capacity as it ramps its AI cloud infrastructure business and works through a substantial order backlog. Cerebras Systems shares trade around $221.00 and are down 29.0% year to date, as investors weigh rapid revenue growth and large AI partnerships against margin pressure and concentrated exposure to a small group of customers. The mix of record deals, lower near-term margins and high valuation multiples means the stock may be particularly sensitive to any change in demand, pricing, or customer concentration in future updates.Reported Earnings • Jun 25First quarter 2026 earnings released: US$0.22 loss per share (vs US$0.46 loss in 1Q 2025)First quarter 2026 results: US$0.22 loss per share (improved from US$0.46 loss in 1Q 2025). Revenue: US$193.4m (up 94% from 1Q 2025). Net loss: US$14.0m (loss narrowed 41% from 1Q 2025). Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in the US.새로운 내러티브 • Jun 25Fast AI Inference And Data Center Expansion Will Support Long Term Earnings PowerCatalysts About Cerebras Systems Cerebras Systems builds wafer scale AI accelerators and operates an AI inference cloud focused on high speed token generation. What are the underlying business or industry changes driving this perspective?공고 • Jun 24Cerebras Systems Inc. to Report Q1, 2026 Results on Jun 23, 2026Cerebras Systems Inc. announced that they will report Q1, 2026 results on Jun 23, 2026실시간 뉴스 • Jun 23Cerebras Systems Completes IPO After Major OpenAI Deal and Cloud Partnerships DisclosedCerebras Systems completed a blockbuster IPO priced at $185 per share, with the stock opening as high as $350 and closing its first session near $311, while also disclosing a multiyear OpenAI contract of about $20b plus partnerships with Amazon Web Services and Meta Platforms. The company reported more than $1.1b in cash and low debt, and flagged an anticipated $181 million in first‑quarter sales alongside the rollout of its AI compute platform on AWS, tying its wafer‑scale processors directly into major cloud and AI ecosystems. Cerebras shares trade around $224.43, with the stock down about 27.9% year to date, highlighting how recent volatility has followed an initially strong debut. The mix of a very large OpenAI contract and tight dependence on TSMC supply means execution, capacity and customer concentration are central risks to watch in Cerebras Systems.새로운 내러티브 • Jun 22The Wafer Giant Threatening NVIDIA's GPU HegemonySummary The Blockbuster Debut: Cerebras went public on May 14, 2026, pricing at $185 per share (well above expectations) and raising $5.55 billion in a heavily oversubscribed IPO. The Hardware Revolution: Its flagship Wafer-Scale Engine 3 (WSE-3) is a single, massive silicon wafer that destroys the traditional "memory wall" throttling standard GPU clusters.실시간 뉴스 • Jun 12Cerebras Systems Gains 68% After IPO as Wall Street Sees Strong AI Growth PotentialCerebras Systems completed a high-profile IPO, with the stock’s first trading day marked by strong demand and sharp price swings before settling at a 68% gain versus the issue price. Multiple Wall Street firms, including Morgan Stanley, UBS, Wedbush, Citigroup, Barclays and Needham, initiated coverage with Buy or Overweight ratings after the quiet period ended. They cited Cerebras’ wafer-scale AI chip, large order backlog and partnerships with OpenAI, AWS and Meta. The company is highlighted as a key AI infrastructure player at the sold-out SuperAI Singapore 2026 conference, where it is exploring further partnerships alongside OpenAI, Google DeepMind and Mistral AI. Taken together, the IPO reception, broad analyst coverage and conference visibility indicate significant institutional and industry interest in Cerebras’ AI hardware platform and its role in large-scale inference workloads. At the same time, the described post-IPO volatility, ambitious 750 megawatt capacity commitments and reliance on a handful of very large contracts mean you should pay close attention to execution risk, customer concentration and the pace at which the reported backlog converts into realized revenue.실시간 뉴스 • Jun 05ARK Invest Adds to Cerebras Systems as Stock Faces Wild Swings and Major AI PartnershipsARK Investment Management has been steadily adding to its position in Cerebras Systems since the May 2024 IPO, purchasing more than 145,000 shares even as the stock experienced sharp volatility and an 81% pullback from early trading levels. Cerebras raised about US$5.5b in its IPO to support corporate initiatives and potential acquisitions tied to its AI compute platform, despite currently being unprofitable and carrying a low GF Score of 10/100 on financial strength and profitability. CEO Andrew Feldman has highlighted broader relationships across the AI infrastructure market, including agreements with Amazon and OpenAI, while stating that Cerebras is working with all major AI component suppliers except Nvidia. The combination of strong interest from a high-profile institutional investor and ongoing partnerships with large AI and cloud players points to meaningful market attention around Cerebras’s wafer-scale chip approach, even as fundamentals are still developing. For you, the key trade-off is between the potential of Cerebras’s technology and ecosystem tie-ups and the clear risks from current unprofitability, intense competition from established chip companies, and recent momentum-driven swings in the stock.공고 • May 14Cerebras Systems Inc. has completed an IPO in the amount of $5.55 billion.Cerebras Systems Inc. has completed an IPO in the amount of $5.55 billion. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 30,000,000 Price\Range: $185 Transaction Features: Reserved Share Offering; Sponsor Backed Offering재무 상태 분석단기부채: CBRS 의 단기 자산 ( $9.1B )이 단기 부채( $1.6B ).장기 부채: CBRS의 단기 자산($9.1B)이 장기 부채($907.1M)를 초과합니다.부채/자본 비율 추이 및 분석부채 수준: CBRS 총 부채보다 더 많은 현금을 보유하고 있습니다.부채 감소: 지난 5년 동안 CBRS의 부채 대비 자본 비율이 감소했는지 판단하기에 데이터가 부족합니다.대차대조표현금 보유 기간 분석과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.안정적인 현금 활주로: CBRS 현재 무료 현금 흐름을 기준으로 3년 이상 충분한 현금 활주로를 보유하고 있습니다.예측 현금 활주로: CBRS 의 여유 현금 흐름이 역사적 비율에 따라 계속 증가하거나 감소하는 경우 충분한 현금 활주로가 있는지 판단하기에는 데이터가 부족합니다.건전한 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 건실한 기업.View Dividend기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/23 02:06종가2026/08/21 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cerebras Systems Inc.는 12명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Thomas O'MalleyBarclaysAtif MalikCitigroup IncRichard ShannonCraig-Hallum Capital Group LLC9명의 분석가 더 보기
Recent Insider Transactions • 23hIndependent Director recently sold US$11m worth of stockOn the 14th of August, Steven Vassallo sold around 50k shares on-market at roughly US$218 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$18m more than they bought in the last 12 months.
실시간 뉴스 • Aug 21Cerebras Unveils CS-4 AI Accelerator With 30x GPU Speed For Inference SystemsCerebras Systems has launched the CS-4, a rack-scale AI accelerator powered by three wafer-scale WSE-3 Turbo processors with 4 trillion transistors. The company says the system can process up to 30 times more tokens per second per user than traditional GPU-based systems, with first shipments due this quarter. The CS-4 is designed specifically for AI inference and uses SRAM rather than conventional dynamic RAM. The company links this to faster performance and a claimed 2x speed gain over its prior CS-3 system, positioning the new hardware as a direct challenger to incumbent GPU-focused architectures. Cerebras Systems shares trade at US$209.85 and are down 32.5% year to date, which frames this hardware launch against a backdrop of recent share price pressure. This launch raises the stakes in AI hardware, since meaningful speed and architecture differences can influence where large AI workloads are deployed and how capital-intensive those deployments become.
공고 • Aug 19Cerebras Systems Unveils CS-4 AI AcceleratorCerebras Systems introduced the Cerebras CS-4, the fastest AI accelerator in the industry. The CS-4 is a rack-scale solution built from three new Wafer Scale Engines and revolutionary rack and system designs. The CS-4 is the first member of the next-generation Cerebras Nexus rack-scale platform architecture. It is up to twice as fast as the CS-3, bringing the CS-4s advantage in tokens-per-second-per-user over GPUs to up to 30x more. The CS-4 solution also delivers up to 10x more throughput per watt than the CS-3, vastly improving data center economics. The CS-4 delivers both higher-value tokens and more total tokens within a given power budget—enabling datacenters to be vastly more profitable. The rack scale CS-4 is built from three of the newly released Wafer Scale Engine 3 Turbo (WSE-3T). The CS-4 delivers 750 PFLOPs of AI compute, 7.2 terabits per second of I/O, and 129.6 petabytes per second of memory bandwidth. Total compute fabric bandwidth jumps to 160.5 petabytes per second, and wafer to wafer latency drops as low as two microseconds, enabling the creation of very large clusters and the support of models with over 50 trillion parameters. The CS-4 sets a new high watermark for inference speed. In a head-to-head comparison on GPT-OSS-120B, when given identical prompts, the CS-4 delivers more than 4,400 tokens second per user (TPS/user), up to 30 times faster than GPU solutions. CS-4 is powered by the newly announced WSE-3 Turbo (WSE-3T). Like the WSE-3, the WSE-3T is the largest AI processor ever built, containing four trillion transistors and 900,000 AI-optimized cores across 46,225 square millimeters of silicon, with 44GB of SRAM integrated directly on the wafer. The WSE-3T doubles AI compute to 250 PFLOPS per wafer and doubles memory bandwidth to 43.2 petabytes per second. The on-chip fabric bandwidth and off-chip I/O both double to 53.5 petabytes per second and 2.4 terabits per second respectively. I/O latency shrinks from five microseconds to as low as two microseconds. CS-4 is the first iteration of the new Cerebras Nexus Platform Architecture. It is built around a modular concept with three foundational elements: Compute, Power and I/O. Modularity enables each element to scale independently so innovations get to market faster. The modular architecture also supports extremely rapid deployment and upgrades. Cerebras has fundamentally re-imagined the compute subsystem into a rear mounted “backpack” that attaches vertically to the power array. Each Wafer-Scale Backpack is a self-contained assembly that folds power conversion, direct liquid cooling, high-speed I/O, and control electronics into a compact, three-dimensional package built directly around the wafer. By decoupling compute from the power supplies, the Wafer-Scale Backpack simplifies manufacturing and reduces deployment time from days to hours. Compared with the prior-generation system, the Wafer-Scale Backpack has 50% fewer components and uses 60% more automated manufacturing. The Nexus Platform Architecture drives significant power delivery improvements. By moving power conversion 100x closer to the processors – from roughly 50 millimeters away from the processor as on conventional GPU boards to approximately 0.5 millimeters – CS-4 nearly eliminates board-level power loss. This delivers twice as much power to the WSE-3T, enabling higher operating frequencies and faster token generation. CS-4 introduces a new programmable I/O subsystem that supports two connectivity modes while doubling I/O bandwidth and reducing latency. The fully programmable Wafer I/O Module supports standards-based RoCE v2 RDMA over Ethernet for seamless integration into existing infrastructure and with an ecosystem of heterogeneous systems. Aggregate off-wafer bandwidth doubles to 2.4 terabits per second per wafer and 7.2 terabits per CS-4 rack solution. The Wafer I/O Module also supports a new communication mode, called Direct Wafer Links, which enables wafers to be linked within and across racks without a switch. Direct Wafer Links enables wafer-to-wafer latency as low as two microseconds. This low latency communication will allow the creation of massive CS-4 clusters and the ability to support models with more than 50 trillion parameters. Programmable low latency I/O is particularly beneficial for heterogeneous disaggregated inference, in which a purpose-built prefill engine processes an incoming prompt and then hands it to Cerebras for ultra-low latency decode. The combination of programmability, standards-based interfaces, and very low latency will allow the rapid creation of disaggregated solutions from different Cerebras ecosystem partners, like AMD Helios and AWS Trainium. Metric comparison: CS-3 (one wafer) vs. CS-4 (3 wafers): AI compute: 125 PFLOPS vs. 750 PFLOPS; Memory bandwidth: 21.6 PByte/s vs. 129.6 PByte/s; On-chip fabric bandwidth: 26.7 PByte/s vs. 160.5 PByte/s; System I/O bandwidth: 1.2 Tbit/s vs. 7.2 Tbit/s; I/O latency: 5 microseconds vs. 2 microseconds. First CS-4 shipments begin this quarter. Full system specifications are available in the CS-4 datasheet.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$864.9m to US$887.3m. Forecast EPS reduced from -US$3.30 to -US$4.36 per share. Semiconductor industry in the US expected to see average net income growth of 57% next year. Consensus price target broadly unchanged at US$292. Share price fell 6.3% to US$220 over the past week.
Recent Insider Transactions Derivative • Aug 18Lead Independent Director notifies of intention to sell stockEric Vishria intends to sell 68k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of August. If the sale is conducted around the recent share price of US$230, it would amount to US$16m. Eric currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months.
실시간 뉴스 • Aug 15Cerebras Powers OpenAI Ultrafast Mode for GPT-5.6 Sol With 14x Speed BoostCerebras Systems announced it is powering “Ultrafast mode” for OpenAI’s GPT-5.6 Sol in the OpenAI API, a new service tier that runs up to 14x faster than standard processing and is in limited preview for customers. The company’s wafer-scale engine removes typical GPU memory bandwidth bottlenecks, which is the hardware basis for Ultrafast mode’s higher throughput without adding latency for OpenAI users. Cerebras Systems shares trade at US$218.98, with the stock down 29.6% year to date, reflecting recent pressure despite the new OpenAI integration and updated guidance commentary. This OpenAI tie-up puts Cerebras hardware directly behind a high-profile production workload, which could help validate its architecture for large-scale inference. The main risk is execution. Investors will be watching how quickly limited preview moves to broader availability and how far this translates into recurring cloud service revenue versus one-off or concentrated deployment spend.
공고 • Aug 14Cerebras Powers Ultrafast Mode For OpenAI’s GPT-5.6 SolCerebras powered OpenAI's most capable model at up to 14x the speed, giving frontier intelligence with no compromise on latency. Cerebras announced that it is powering Ultrafast mode, a new service tier in the OpenAI API for GPT-5.6 Sol. Available initially in limited preview to OpenAI customers, Ultrafast runs GPT-5.6 Sol at up to 750 output tokens per second and up to 14x faster than Standard processing. GPT-5.6 Sol Ultrafast powered by Cerebras runs with the same intelligence as GPT-5.6 Sol Standard, enabling frontier intelligence at Cerebras' blistering fast speed. Ultrafast powered by Cerebras offers access to the full intelligence of GPT-5.6 Sol at speeds suited to work that cannot wait. Based on output speeds for Anthropic models reported by Artificial Analysis, Ultrafast is 5x faster than Claude Opus 4.8 in Fast mode, and 11x faster than Claude Fable 5. Benchmarks focused on economically valuable work, from programming to drafting legal documents, show how faster token generation translates directly into higher productivity for users. On Humanity’s Last Exam, a 2,500-question benchmark spanning graduate-level chemistry, economics and literature, GPT-5.6 Sol Ultrafast answered the full question set in just over 11 hours. This compares to more than three days of continuous compute for Claude Fable 5, with GPT-5.6 Sol Ultrafast reaching comparable accuracy nearly 7x faster. On GDP-Val, a benchmark of economically valuable knowledge-work tasks such as legal briefs, financial models, and engineering reports, Ultrafast delivered a 5.6x end-to-end speedup with no loss in quality. Ultrafast’s speed comes from Cerebras' Wafer-Scale Engine architecture, which keeps model weights on-chip — 44 GB of SRAM on each wafer-sized chip — rather than shuttling them between on-chip memory and off-chip storage as GPU-based inference must. This eliminates the memory-bandwidth bottleneck that constrains frontier-model inference speed on conventional hardware.
Reported Earnings • Aug 13Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: US$2.98 loss per share (down from US$5.87 profit in 2Q 2025). Revenue: US$180.1m (up 74% from 2Q 2025). Net loss: US$450.5m (down 246% from profit in 2Q 2025). Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) missed analyst estimates by 78%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in the US.
Seeking Alpha • Aug 13Why Cerebras Could Dominate The Next Era Of AI InferenceSummary Cerebras Systems is well-positioned for a shift toward smaller, faster AI models that prioritize inference speed and memory efficiency over sheer model size. CBRS's architectural advantages, such as wafer-scale chips and reduced reliance on constrained supply chains, support its ability to meet rising demand for agentic inference. Raised FY guidance, strong Q2 core revenue growth (+103% YoY), and expanding cloud/inference ecosystem underpin a bullish outlook despite premium valuation and customer concentration risks. Execution risks remain around capacity buildout and OpenAI contract concentration, but commercial traction and ecosystem partnerships with AWS/AMD reinforce the investment thesis. Read the full article on Seeking Alpha
실시간 뉴스 • Aug 12Cerebras Systems Lifts Revenue Target as OpenAI and Amazon Agreements Drive GrowthCerebras Systems raised its annual revenue and gross margin forecasts after seeing strong demand for its wafer-scale AI chips, and is reporting Q2 earnings with guided core revenue growth of about 88% year over year. The company highlighted a multi-billion dollar agreement with OpenAI and a collaboration with Amazon to deploy Cerebras hardware in data centers. Management frames these as key drivers of demand for its inference-focused chips. Cerebras Systems shares last traded at $262.06, with the stock up 22.3% over the past week. The new guidance and high-profile partnerships put Cerebras Systems more directly in the conversation with established AI chip providers such as Nvidia. The main question is whether Cerebras can scale capacity and manage margin pressures as demand for AI inference builds, since execution on those points will likely influence how durable this momentum proves.
실시간 뉴스 • Aug 05Cerebras Systems Partners With Lovable to Deliver Ultra-Fast AI Software Creation PlatformCerebras Systems and Lovable have agreed a partnership under which Lovable will run selected latency‑sensitive workloads for its AI software creation platform on dedicated capacity of what Cerebras describes as the world’s fastest AI inference platform. The deal expands Cerebras’ reach into AI‑native software markets and targets new categories of interactive AI applications that depend on low latency. This may help the company deepen its role in real‑time generative and coding tools. Cerebras Systems’ stock trades at US$227.15, with the share price down 27.0% year to date, following a 17.9% rise over the past week. This partnership signals that third‑party AI software builders are willing to rely on Cerebras for time‑critical workloads. This could support higher utilization of its inference capacity but also concentrates execution risk around performance, reliability and the terms of future capacity commitments.
공고 • Jul 24Cerebras Systems Inc. to Report Q2, 2026 Results on Aug 12, 2026Cerebras Systems Inc. announced that they will report Q2, 2026 results After-Market on Aug 12, 2026
실시간 뉴스 • Jul 23Cerebras Ties AI Chips to CrowdStrike in Cybersecurity Partnership as Momentum BuildsCrowdStrike and Cerebras Systems have entered a strategic partnership to integrate CrowdStrike’s AI-native Falcon AI Detection and Response platform with Cerebras’ ultra-fast AI inference hardware, while Cerebras adopts CrowdStrike’s Falcon platform to secure its own operations. The deal embeds Cerebras’ chips in real-time cyber threat detection workflows and simultaneously makes CrowdStrike a core security layer for Cerebras, tying Cerebras’ hardware offering directly to mission-critical cybersecurity use cases rather than just general AI workloads. Cerebras Systems’ stock trades at about US$209.80, with the share price down 32.6% year to date, even after a 14.0% gain over the past week. This partnership links Cerebras to a high-profile security platform where speed and reliability matter, but investors still face execution risk around how quickly this technical integration converts into stable, recurring demand.
실시간 뉴스 • Jul 11US Loosens Export Rules Allowing Cerebras to Pursue Advanced AI Chip Sales in UAEThe US Commerce Department has relaxed export restrictions on the United Arab Emirates, moving the country into a category that allows license-free access to advanced computing equipment, which enables ventures in the UAE to buy AI chips from Nvidia, AMD and Cerebras Systems under an existing deal. This change opens a new Gulf market for Cerebras’ wafer-scale AI hardware, aligning with its multibillion-dollar AI infrastructure build-out in Europe and its expanded US manufacturing partnership with Flex to increase CS-3 system production capacity by about 7x by 2026. Cerebras Systems shares trade at US$215.08, with the stock down 30.9% year to date, so regulatory access to an additional high-value market may be seen as an important offset to recent share price pressure. Access to the UAE market adds another potential demand source for Cerebras’ planned capacity ramp. It also increases the company’s exposure to export-control policy shifts and geopolitical risk.
실시간 뉴스 • Jul 09Cerebras Systems Unveils Multibillion-Dollar Expansion for European AI Data Centers Targeting 200MWCerebras Systems plans to invest several billions of dollars to build a network of AI data centers across Europe, targeting 200MW of power capacity by the end of 2027 and opening its first European site by late 2026, with a focus on France and the Nordics. The expansion is intended to serve rising demand for low-latency AI compute from European enterprises, including support for OpenAI workloads, and could directly address power constraints that affect large-scale AI computing in the region. Cerebras Systems’ stock trades at $181.72, with the share price down 41.6% year to date, while the latest announcement was followed by a premarket move of nearly 4% higher. This build-out signals that Cerebras is committing heavy capital to compete in European AI infrastructure, which raises potential for higher future revenue but also concentrates execution, regulatory and energy supply risk in a large, multi-year build program.
내러티브 업데이트 • Jul 09CBRS: Fast Inference Contracts With OpenAI And AWS Will Drive UpsideThe analyst price target for Cerebras Systems is updated to about $291 from about $299, as analysts weigh the recent post-IPO earnings beat, new coverage with both Buy and Hold ratings, and the balance of strong fast inference demand against operational and execution risks. Analyst Commentary Analyst commentary on Cerebras Systems centers on its wafer scale AI hardware, fast inference focus and large customer commitments, with views split between enthusiasm for the growth potential and caution around execution and valuation risks after recent volatility.
Recent Insider Transactions • Jul 01Chief Operating Officer recently sold US$5.9m worth of stockOn the 26th of June, Dhiraj Mallick sold around 33k shares on-market at roughly US$178 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dhiraj's only on-market trade for the last 12 months.
실시간 뉴스 • Jul 01Cerebras Systems Strikes $20 Billion OpenAI Deal and Teams Up With AWS After Record IPOCerebras Systems reported Q1 2026 GAAP revenue of about $193.4 million, roughly double year over year, alongside a multi-year AI chip supply deal with OpenAI valued at over $20 billion and a new collaboration with Amazon Web Services to deploy CS-3 systems with AWS Trainium for large-scale AI inference. The company issued Q2 guidance for gross margin of 36% to 38%, compared with 47% in Q1, reflecting higher costs from leasing back data center capacity as it ramps its AI cloud infrastructure business and works through a substantial order backlog. Cerebras Systems shares trade around $221.00 and are down 29.0% year to date, as investors weigh rapid revenue growth and large AI partnerships against margin pressure and concentrated exposure to a small group of customers. The mix of record deals, lower near-term margins and high valuation multiples means the stock may be particularly sensitive to any change in demand, pricing, or customer concentration in future updates.
Reported Earnings • Jun 25First quarter 2026 earnings released: US$0.22 loss per share (vs US$0.46 loss in 1Q 2025)First quarter 2026 results: US$0.22 loss per share (improved from US$0.46 loss in 1Q 2025). Revenue: US$193.4m (up 94% from 1Q 2025). Net loss: US$14.0m (loss narrowed 41% from 1Q 2025). Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in the US.
새로운 내러티브 • Jun 25Fast AI Inference And Data Center Expansion Will Support Long Term Earnings PowerCatalysts About Cerebras Systems Cerebras Systems builds wafer scale AI accelerators and operates an AI inference cloud focused on high speed token generation. What are the underlying business or industry changes driving this perspective?
공고 • Jun 24Cerebras Systems Inc. to Report Q1, 2026 Results on Jun 23, 2026Cerebras Systems Inc. announced that they will report Q1, 2026 results on Jun 23, 2026
실시간 뉴스 • Jun 23Cerebras Systems Completes IPO After Major OpenAI Deal and Cloud Partnerships DisclosedCerebras Systems completed a blockbuster IPO priced at $185 per share, with the stock opening as high as $350 and closing its first session near $311, while also disclosing a multiyear OpenAI contract of about $20b plus partnerships with Amazon Web Services and Meta Platforms. The company reported more than $1.1b in cash and low debt, and flagged an anticipated $181 million in first‑quarter sales alongside the rollout of its AI compute platform on AWS, tying its wafer‑scale processors directly into major cloud and AI ecosystems. Cerebras shares trade around $224.43, with the stock down about 27.9% year to date, highlighting how recent volatility has followed an initially strong debut. The mix of a very large OpenAI contract and tight dependence on TSMC supply means execution, capacity and customer concentration are central risks to watch in Cerebras Systems.
새로운 내러티브 • Jun 22The Wafer Giant Threatening NVIDIA's GPU HegemonySummary The Blockbuster Debut: Cerebras went public on May 14, 2026, pricing at $185 per share (well above expectations) and raising $5.55 billion in a heavily oversubscribed IPO. The Hardware Revolution: Its flagship Wafer-Scale Engine 3 (WSE-3) is a single, massive silicon wafer that destroys the traditional "memory wall" throttling standard GPU clusters.
실시간 뉴스 • Jun 12Cerebras Systems Gains 68% After IPO as Wall Street Sees Strong AI Growth PotentialCerebras Systems completed a high-profile IPO, with the stock’s first trading day marked by strong demand and sharp price swings before settling at a 68% gain versus the issue price. Multiple Wall Street firms, including Morgan Stanley, UBS, Wedbush, Citigroup, Barclays and Needham, initiated coverage with Buy or Overweight ratings after the quiet period ended. They cited Cerebras’ wafer-scale AI chip, large order backlog and partnerships with OpenAI, AWS and Meta. The company is highlighted as a key AI infrastructure player at the sold-out SuperAI Singapore 2026 conference, where it is exploring further partnerships alongside OpenAI, Google DeepMind and Mistral AI. Taken together, the IPO reception, broad analyst coverage and conference visibility indicate significant institutional and industry interest in Cerebras’ AI hardware platform and its role in large-scale inference workloads. At the same time, the described post-IPO volatility, ambitious 750 megawatt capacity commitments and reliance on a handful of very large contracts mean you should pay close attention to execution risk, customer concentration and the pace at which the reported backlog converts into realized revenue.
실시간 뉴스 • Jun 05ARK Invest Adds to Cerebras Systems as Stock Faces Wild Swings and Major AI PartnershipsARK Investment Management has been steadily adding to its position in Cerebras Systems since the May 2024 IPO, purchasing more than 145,000 shares even as the stock experienced sharp volatility and an 81% pullback from early trading levels. Cerebras raised about US$5.5b in its IPO to support corporate initiatives and potential acquisitions tied to its AI compute platform, despite currently being unprofitable and carrying a low GF Score of 10/100 on financial strength and profitability. CEO Andrew Feldman has highlighted broader relationships across the AI infrastructure market, including agreements with Amazon and OpenAI, while stating that Cerebras is working with all major AI component suppliers except Nvidia. The combination of strong interest from a high-profile institutional investor and ongoing partnerships with large AI and cloud players points to meaningful market attention around Cerebras’s wafer-scale chip approach, even as fundamentals are still developing. For you, the key trade-off is between the potential of Cerebras’s technology and ecosystem tie-ups and the clear risks from current unprofitability, intense competition from established chip companies, and recent momentum-driven swings in the stock.
공고 • May 14Cerebras Systems Inc. has completed an IPO in the amount of $5.55 billion.Cerebras Systems Inc. has completed an IPO in the amount of $5.55 billion. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 30,000,000 Price\Range: $185 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
