Cerebras Systems Management
Management criteria checks 3/4
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 $3.43B. 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 percentage | 3.83% |
| CEO tenure | 10.3yrs |
| CEO ownership | 6.2% |
| Management average tenure | 7.5yrs |
| Board average tenure | 6.8yrs |
Recent management 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.CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$662m |
| Mar 31 2026 | n/a | n/a | US$98m |
| Dec 31 2025 | US$12m | US$450k | US$88m |
| Jun 30 2025 | n/a | n/a | -US$133m |
| Mar 31 2025 | n/a | n/a | -US$475m |
| Dec 31 2024 | n/a | n/a | -US$485m |
| Jun 30 2024 | n/a | n/a | -US$116m |
| Mar 31 2024 | n/a | n/a | -US$122m |
| Dec 31 2023 | US$1m | US$400k | -US$127m |
Compensation vs Market: Andrew's total compensation ($USD11.75M) is about average for companies of similar size in the US market ($USD14.39M).
Compensation vs Earnings: Andrew's compensation has increased whilst the company is unprofitable.
CEO
Andrew Feldman (56 yo)
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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 10.3yrs | US$11.75m | 6.24% $ 3.4b | |
| Co-Founder & CTO | 10.6yrs | US$11.57m | 3.7% $ 2.0b | |
| Chief Operating Officer | 4.7yrs | US$690.00k | 0.30% $ 164.7m | |
| CTO, Emeritus & Co-Founder | 10.6yrs | no data | no data | |
| Co-Founder & Chief System Architect | 10.6yrs | no data | no data | |
| Co-Founder & Chief Architect of Advanced Technologies | 10.6yrs | no data | no data | |
| Senior VP | 2.4yrs | no data | 0.45% $ 249.3m | |
| Chief Accounting Officer | no data | no data | 0.053% $ 29.3m | |
| Head of Investor Relations | no data | no data | no data | |
| General Counsel & Secretary | 2.7yrs | no data | no data | |
| Senior VP & Chief Marketing Officer | 2.8yrs | no data | no data | |
| Executive Vice President of Worldwide Sales | 1.6yrs | no data | no data |
Experienced Management: CBRS's management team is seasoned and experienced (7.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 10.3yrs | US$11.75m | 6.24% $ 3.4b | |
| Independent Director | 2.1yrs | no data | 0.090% $ 49.4m | |
| Independent Director | less than a year | no data | 0.015% $ 8.2m | |
| Independent Director | 10.3yrs | no data | no data | |
| Lead Independent Director | 10.3yrs | no data | 0.044% $ 24.1m | |
| Independent Director | 3.3yrs | no data | 0.059% $ 32.5m |
Experienced Board: CBRS's board of directors are considered experienced (6.8 years average tenure).
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 |