Cerebras Systems Inc.

SET:CBRS03 Stock Report

Market Cap: ฿1.8t

Cerebras Systems Management

Management criteria checks 2/4

Cerebras Systems' CEO is Andrew Feldman, appointed in Apr 2016, has a tenure of 10.33 years. total yearly compensation is $11.75M, comprised of 3.8% salary and 96.2% bonuses, including company stock and options. directly owns 6.24% of the company’s shares, worth THB113.66B. The average tenure of the management team and the board of directors is 7.5 years and 6.8 years respectively.

Key information

Andrew Feldman

Chief executive officer

US$11.8m

Total compensation

CEO salary percentage3.83%
CEO tenure10.3yrs
CEO ownership6.2%
Management average tenure7.5yrs
Board average tenure6.8yrs

Recent management updates

No updates

Recent updates

CEO Compensation Analysis

How has Andrew Feldman's remuneration changed compared to Cerebras Systems's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

-US$487m

Mar 31 2026n/an/a

US$98m

Dec 31 2025US$12mUS$450k

US$88m

Jun 30 2025n/an/a

-US$308m

Mar 31 2025n/an/a

-US$461m

Dec 31 2024n/an/a

-US$485m

Jun 30 2024n/an/a

-US$116m

Mar 31 2024n/an/a

-US$122m

Dec 31 2023US$1mUS$400k

-US$127m

Compensation vs Market: Andrew's total compensation ($USD11.75M) is above average for companies of similar size in the TH market ($USD211.40K).

Compensation vs Earnings: Andrew's compensation has increased whilst the company is unprofitable.


CEO

Andrew Feldman (56 yo)

10.3yrs
Tenure
US$11,753,500
Compensation

Mr. Andrew D. Feldman serves as Chief Executive Officer since April 2016 and Co-Founded Cerebras Systems Inc. since 2016 and serves as its President and Director since April 2016 and serves as its Chairman...


Leadership Team

NamePositionTenureCompensationOwnership
Andrew Feldman
Co-Founder10.3yrsUS$11.75m6.24%
THB 113.7b
Sean Lie
Co-Founder & CTO10.6yrsUS$11.57m3.7%
THB 67.4b
Dhiraj Mallick
Chief Operating Officer4.7yrsUS$690.00k0.30%
THB 5.5b
Gary Lauterbach
CTO, Emeritus & Co-Founder10.6yrsno datano data
Jean-Philippe Fricker
Co-Founder & Chief System Architect10.6yrsno datano data
Michael James
Co-Founder & Chief Architect of Advanced Technologies10.6yrsno datano data
Robert Komin
Senior VP2.4yrsno data0.45%
THB 8.3b
Yagnesh Patel
Chief Accounting Officerno datano data0.053%
THB 971.7m
Sean Dorsey
Head of Investor Relationsno datano datano data
Shirley Li
General Counsel & Secretary2.7yrsno datano data
Julie Choi
Senior VP & Chief Marketing Officer2.8yrsno datano data
Alex Varel
Executive Vice President of Worldwide Sales1.6yrsno datano data
7.5yrs
Average Tenure
55yo
Average Age

Experienced Management: CBRS03's management team is seasoned and experienced (7.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Andrew Feldman
Co-Founder10.3yrsUS$11.75m6.24%
THB 113.7b
Paul Auvil
Independent Director2.1yrsno data0.090%
THB 1.6b
Elena Donio
Independent Directorless than a yearno data0.015%
THB 271.1m
Steven Vassallo
Independent Director10.3yrsno datano data
Eric Vishria
Lead Independent Director10.3yrsno data0.044%
THB 801.4m
Lior Susan
Independent Director3.3yrsno data0.059%
THB 1.1b
6.8yrs
Average Tenure
55.5yo
Average Age

Experienced Board: CBRS03's board of directors are considered experienced (6.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/14 11:32
End of Day Share Price 2026/08/14 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cerebras Systems Inc. is covered by 12 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Thomas O'MalleyBarclays
Atif MalikCitigroup Inc
Richard ShannonCraig-Hallum Capital Group LLC