CBRS

Cerebras Systems Inc. Stock Price

NasdaqGS:CBRS Community·US$60.2b Market Cap
  • 0 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

CBRS Share Price Performance

US$279.72
-31.35 (-10.08%)
US$279.72
-31.35 (-10.08%)
Price US$279.72

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Snowflake Analysis

Flawless balance sheet with questionable track record.

2 Risks
1 Reward

Cerebras Systems Inc. Key Details

US$510.0m

Revenue

US$310.9m

Cost of Revenue

US$199.1m

Gross Profit

US$111.2m

Other Expenses

US$87.9m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.41
39.03%
17.23%
0%
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About CBRS

Founded
2015
Employees
708
CEO
Andrew Feldman
WebsiteView website
www.cerebras.ai

Cerebras Systems Inc. operates as an artificial intelligence infrastructure company. It designs and manufactures an AI compute platform that comprises of proprietary systems and software that is delivered in racks for deployment in data centers up to supercomputer scale. The company’s pioneering wafer-scale engine, a chip encompassing a silicon wafer, designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI, and other AI applications. Its customers include hyperscalers, foundation model labs, AI-native and digital-native businesses, enterprises, and leaders of Sovereign AI initiatives. The company has operations in the United States, Europe, the Middle East, Africa, and internationally. Cerebras Systems Inc. was founded in 2015 and is headquartered in Sunnyvale, California.

Recent CBRS News & Updates

Seeking Alpha May 16

Cerebras: Don't Buy This Post-IPO Dip Just Yet

Summary Cerebras Systems offers the WSE-3, the largest commercial AI processor, targeting high-demand inference workloads with major clients like OpenAI and hyperscalers. CBRS is valued at ~$67 billion post-IPO, but faces upcoming gross margin and revenue growth pressures from contra-revenue and dilutive warrant impacts starting Q1 2026. Despite a strong $24.6 billion RPO backlog, CBRS's long-term market is likely niche, with use cases and TAM/SAM smaller than Nvidia’s. I rate CBRS a Hold due to overvaluation (~65x forward P/S) and expected growth deceleration, with fair value estimated 48% below current levels. Read the full article on Seeking Alpha

Recent updates

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