Cerebras Systems Inc.

NasdaqGS:CBRS Stock Report

Market Cap: US$39.9b

Cerebras Systems Management

Management criteria checks 4/4

Cerebras Systems' CEO is Andrew Feldman, appointed in Apr 2016, has a tenure of 10.17 years. total yearly compensation is $11.75M, comprised of 3.8% salary and 96.2% bonuses, including company stock and options. directly owns 3.44% of the company’s shares, worth $1.37B. The average tenure of the management team and the board of directors is 4.5 years and 6.6 years respectively.

Key information

Andrew Feldman

Chief executive officer

US$11.8m

Total compensation

CEO salary percentage3.83%
CEO tenure10.2yrs
CEO ownership3.4%
Management average tenure4.5yrs
Board average tenure6.6yrs

Recent management updates

No updates

Recent updates

Seeking Alpha • 18h

Cerebras: Gets Appealing Below IPO Price

Summary Cerebras Systems has retraced to below the recent IPO price after initial post-listing excitement faded on disappointing Q1 results and margin compression. CBRS faces near-term growth stagnation and margin pressure, but long-term prospects hinge on ramping OpenAI and AWS deals and broader fast inference AI demand. Concentration risk is shifting from UAE customers to a $20B+ OpenAI commitment, with AWS's contract reducing risk but lacking disclosed financial details. At an EV/S of 6x 2028 estimates and a 50% drawdown from highs, CBRS offers a more compelling long-term entry point, though near-term volatility persists. Read the full article on Seeking Alpha
New Narrative • Jun 25

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?
New Narrative • Jun 22

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

How has Andrew Feldman's remuneration changed compared to Cerebras Systems's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$98m

Dec 31 2025US$12mUS$450k

US$88m

Mar 31 2025n/an/a

-US$475m

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 ($USD11.75M) is about average for companies of similar size in the US market ($USD14.43M).

Compensation vs Earnings: Andrew's compensation has been consistent with company performance over the past year.

CEO

Andrew Feldman (56 yo)

10.2yrs
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-Founder10.2yrsUS$11.75m3.44%
$ 1.4b
Sean Lie
Co-Founder & CTO10.4yrsUS$11.57m1.94%
$ 775.4m
Dhiraj Mallick
Chief Operating Officer4.5yrsUS$690.00k0.054%
$ 21.4m
Gary Lauterbach
CTO, Emeritus & Co-Founder10.4yrsno datano data
Jean-Philippe Fricker
Co-Founder & Chief System Architect10.4yrsno datano data
Michael James
Co-Founder & Chief Architect of Advanced Technologies10.4yrsno datano data
Robert Komin
Senior VP2.3yrsno data0.43%
$ 173.3m
Yagnesh Patel
Chief Accounting Officerno datano data0.068%
$ 27.2m
Shirley Li
General Counsel & Secretary2.5yrsno datano data
Julie Choi
Senior VP & Chief Marketing Officer2.6yrsno datano data
Alex Varel
Executive Vice President of Worldwide Sales1.4yrsno datano data
Vinay Srinivas
Senior Vice President of Software Engineering3.4yrsno datano data
4.5yrs
Average Tenure
55yo
Average Age

Experienced Management: CBRS's management team is considered experienced (4.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Andrew Feldman
Co-Founder10.2yrsUS$11.75m3.44%
$ 1.4b
Paul Auvil
Independent Director1.9yrsno data0.093%
$ 37.0m
Elena Donio
Independent Directorless than a yearno datano data
Steven Vassallo
Independent Director10.1yrsno datano data
Eric Vishria
Lead Independent Director10.1yrsno datano data
Lior Susan
Independent Director3.2yrsno datano data
6.6yrs
Average Tenure
55.5yo
Average Age

Experienced Board: CBRS's board of directors are considered experienced (6.6 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/29 08:34
End of Day Share Price 2026/06/26 00:00
Earnings2026/03/31
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 10 analysts. 9 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