Cerebras Systems Future Growth
Future criteria checks 5/6
Cerebras Systems is forecast to grow earnings and revenue by 117.5% and 44.5% per annum respectively. EPS is expected to grow by 117.2% per annum. Return on equity is forecast to be 10.7% in 3 years.
Key information
117.5%
Earnings growth rate
117.17%
EPS growth rate
| Semiconductor earnings growth | 28.6% |
| Revenue growth rate | 44.5% |
| Future return on equity | 10.70% |
| Analyst coverage | Good |
| Last updated | 13 Aug 2026 |
Recent future growth updates
Recent updates
Why Cerebras Could Dominate The Next Era Of AI Inference
Summary 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
CBRS: Fast Inference Contracts With OpenAI And AWS Will Drive Upside
The 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.Fast AI Inference And Data Center Expansion Will Support Long Term Earnings Power
Catalysts 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?
The Wafer Giant Threatening NVIDIA's GPU Hegemony
Summary 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.Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 7,545 | 2,583 | 3,088 | 5,822 | 10 |
| 12/31/2027 | 2,952 | 349 | -1,848 | 1,786 | 11 |
| 12/31/2026 | 887 | -785 | -1,680 | 137 | 9 |
| 6/30/2026 | 681 | -662 | -680 | 66 | N/A |
| 3/31/2026 | 604 | 98 | -359 | 57 | N/A |
| 12/31/2025 | 510 | 88 | -393 | -10 | N/A |
| 6/30/2025 | 357 | -133 | -180 | 16 | N/A |
| 3/31/2025 | 322 | -475 | 125 | 241 | N/A |
| 12/31/2024 | 290 | -485 | 429 | 452 | N/A |
| 6/30/2024 | 206 | -116 | 285 | 303 | N/A |
| 3/31/2024 | 143 | -122 | 100 | 112 | N/A |
| 12/31/2023 | 79 | -127 | -86 | -79 | N/A |
| 12/31/2022 | 25 | -178 | -175 | -164 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CBRS is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.7%).
Earnings vs Market: CBRS is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: CBRS is expected to become profitable in the next 3 years.
Revenue vs Market: CBRS's revenue (44.5% per year) is forecast to grow faster than the US market (13% per year).
High Growth Revenue: CBRS's revenue (44.5% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: CBRS's Return on Equity is forecast to be low in 3 years time (10.7%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/13 04:00 |
| End of Day Share Price | 2026/08/13 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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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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.
| Analyst | Institution |
|---|---|
| Thomas O'Malley | Barclays |
| Atif Malik | Citigroup Inc |
| Richard Shannon | Craig-Hallum Capital Group LLC |