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CEREBRAS SYSTEMS INC - A

CBRSNASDAQ
πŸ† #316 by market capEarnings Nov 12US Equity
$209.65β–² $13.75 (+6.56%)
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🏦Market Cap
$49.81B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
+75.7%
High Growth
πŸ“ŠGross Margin
34.8%
Moderate
πŸ’΅FCF Margin
-133.0%
Thin
βš–οΈP/S Ratio
68.7x
Expensive
Otter Score
68
Fair
No chart data available for CBRS.

Trading Snapshot

Day Range
$208.03 – $213.11
52-Week Range
$160.81 – $386.34
Volume
$5.02B
Avg Volume
$4.09B
Shares Outstanding
237.6M
Next Earnings
Nov 10, 2026

Fundamentals Snapshot

Annual Revenue
$510M
Last Q Revenue
$180M
P/E Ratio
-60.3
P/S Ratio
68.7x
EPS (TTM)
$-3.39
Dividend Yield
0.00%
Dilution (1yr)
+0.0%

Why Investors Own CBRS

  • βœ“High-growth profile β€” revenue up -9.5% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 70% gross margin and 28% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

CBRS logo

CEREBRAS SYSTEMS INC - A

CBRS
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$510Mβ–² +75.7% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
39.0%β–Ό βˆ’7.7% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
βˆ’$145Mβ–² +42.9% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
βˆ’$393Mβ–Ό βˆ’191.7% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
215.2Mβ–² +0.0% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$669Mβ–² +$489M YoY
StockOtter Β· stockotter.space

About CEREBRAS SYSTEMS INC - A

Cerebras Systems Inc. is a leading innovator in artificial intelligence infrastructure. The company develops and manufactures an advanced AI compute platform, integrating proprietary hardware systems and software. This platform is delivered in rack-mountable units, suitable for deployment in data centers, scaling all the way up to supercomputer-level capabilities. At its core is the groundbreaking Wafer-Scale Engine (WSE), a unique chip that encompasses an entire silicon wafer. This innovation is specifically engineered to deliver superior performance and speed compared to conventional GPUs, addressing the intensive computational demands of inference, Generative AI, and a broad spectrum of other AI applications. Cerebras serves a diverse clientele, including leading hyperscalers, advanced foundation model laboratories, AI-native and digital-first businesses, large enterprises, and key players in Sovereign AI initiatives. With operations spanning the United States, Europe, the Middle East, Africa, and other international markets, Cerebras maintains a significant global footprint. The company was established in 2015 and is headquartered in Sunnyvale, California.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
68/100

Analyst Price Target

β“˜
Average Target
$210.03
β–² +0.2% Upside
High Target$236.10
Low Target$181.34
Based on 14 analysts

Latest News & Updates

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Zone Frontier Inc. Signs Long-Term Ground Lease with Purchase Option for more than 4,000 Acres in Potter County, Texas

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The Motley FoolΒ·19h ago

Cerebras Systems vs. IonQ: Which Technology Stock Is a Better Buy in 2026?

Cerebras Systems offers massive wafer-scale chips designed specifically to accelerate artificial intelligence workloads. IonQ uses trapped-ion technology to lead the race toward commercially viable quantum computing powe

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The Motley FoolΒ·20h ago

BigBear.ai vs. Cerebras Systems: Which Technology Stock Is a Better Buy in 2026?

BigBear.ai provides critical decision intelligence for the U.S. federal government but faces significant customer concentration. Cerebras Systems delivers massive scale AI infrastructure and recently reached net income p

GlobeNewsWireΒ·1d ago

Gimlet Labs Adds Cerebras to Deliver Ultrafast AI Inference through Gimlet Cloud

Deployment Combines Cerebras Wafer-Scale Compute with Gimlet's Inference Cloud to Deliver Up to 3,000 Tokens per Second Deployment Combines Cerebras Wafer-Scale Compute with Gimlet's Inference Cloud to Deliver Up to 3,00

ReutersΒ·1d ago

Cerebras to supply AI systems to cloud computing startup Gimlet Labs

Cerebras Systems plans to supply AI chips and hardware with capacity to consume roughly 100 megawatts to startup ​Gimlet Labs to help run its cloud computing business, the β€Œcompanies said on Monday.