CBRS Share Price Performance
US$181.59
-129.48 (-41.62%)
56.3% undervalued intrinsic discount
US$415.54
Fair Value
Price US$181.59
BlackGoat US$415.54
AnalystConsensusTarget US$299.30
Fair ValueUS$415.54
Share Pricen/a
New Narrative • Jun 25
Cerebras Systems Inc. Stock Price
- 2 Narratives written by author
- 1 Comments on narratives written by author
- 50 Fair Values set on narratives written by author
CBRS Community Narratives
BL
Fair Value
·Fair Value US$415.54 56.3% undervalued intrinsic discount
The Wafer Giant Threatening NVIDIA's GPU Hegemony
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AN
Fair Value
·Fair Value US$299.3 39.3% undervalued intrinsic discount
Fast AI Inference And Data Center Expansion Will Support Long Term Earnings Power
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The Wafer Giant Threatening NVIDIA's GPU Hegemony
Cerebras bets that the next wave of AI is all about fast, real-time responses, and its giant “wafer-sized” chip aims to sidestep the slowdown that holds back many GPU setups. Big partnerships and a deep order pipeline could fuel rapid growth, but heavy reliance on a few customers and a looming wave of insider selling could make the ride bumpy.Read more
BL
US$415.54
56.3% undervalued intrinsic discount
Fair Value
Revenue
55% p.a.
Profit Margin
25%
Future PE
35x
Price in 2031
US$700.2
Fast AI Inference And Data Center Expansion Will Support Long Term Earnings Power
Cerebras Systems is betting that the next wave of AI shifts from training to everyday use, where faster responses can matter more than anything else. Big partnerships and rapid data center buildouts could turn that speed into steady cloud revenue, but reliance on a few customers and intense competition could quickly change the story.Read more
AN
US$299.3
39.3% undervalued intrinsic discount
Fair Value
Revenue
145.93% p.a.
Profit Margin
21.8%
Future PE
17.34x
Price in 2029
US$502.85
Trending Discussion
Recently Updated Narratives
BL
The Wafer Giant Threatening NVIDIA's GPU Hegemony
Fair Value: US$415.54 56.3% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
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AN
Fast AI Inference And Data Center Expansion Will Support Long Term Earnings Power
Fair Value: US$299.3 39.3% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
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Snowflake Analysis
Cerebras Systems Inc. Key Details
About CBRS
- Founded
- 2015
- Employees
- 708
- CEO
- WebsiteView website
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.
