Cerebras Systems Inc. (NASDAQ: CBRS) is a Technology company in the Semiconductors industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | - | EPS (ttm) | -3.26 | Insider Own | 35.99% | Shs Outstand | 226.54M | Perf Week | 1.46% |
| Market Cap | 43.98B | Forward P/E | 156.56 | EPS next Y | 1.24 | Insider Trans | -1.76% | Shs Float | 60.85M | Perf Month | -11.76% |
| Enterprise Value | 36.86B | PEG | - | EPS next Q | -0.15 | Inst Own | - | Short Float | 5.89% | Perf Quarter | -9.14% |
| Income | -513.00M | P/S | 64.68 | EPS this Y | 84.05% | Inst Trans | - | Short Ratio | 1.93 | Perf Half Y | - |
| Sales | 680.00M | P/B | 4.80 | EPS next Y | 338.46% | ROA | -4.41% | Short Interest | 13.33M | Perf YTD | -44.53% |
| Book/sh | 40.41 | P/C | 5.11 | EPS next 5Y | - | ROE | -11.59% | 52W High | 386.35 -49.75% | Perf Year | - |
| Cash/sh | 37.99 | P/FCF | - | EPS past 3/5Y | - | ROIC | -5.08% | 52W Low | 160.81 20.73% | Perf 3Y | - |
| Dividend Est. | - | EV/EBITDA | - | Sales past 3/5Y | 173.24% - | Gross Margin | 34.83% | Volatility | 4.26% 5.78% | Perf 5Y | - |
| Dividend TTM | - | EV/Sales | 54.21 | EPS Y/Y TTM | -44.89% | Oper. Margin | -81.17% | ATR (14) | 14.71 | Perf 10Y | - |
| Dividend Ex-Date | - | Quick Ratio | 5.80 | Sales Y/Y TTM | 134.48% | Profit Margin | -75.27% | RSI (14) | 48.98 | Recom | 2.13 |
| Dividend Gr. 3/5Y | - | Current Ratio | 5.82 | EPS Q/Q | - | SMA20 | 2.34% | Beta | 2.80 | Target Price | 300.50 |
| Payout | 0.00% | Debt/Eq | 0.16 | Sales Q/Q | 74.76% | SMA50 | -3.74% | Rel Volume | 0.75 | Prev Close | 190.47 |
| Employees | 708 | LT Debt/Eq | -0.37 | Earnings | Nov 12 | SMA200 | -9.16% | Avg Volume | 7.07M | Price | 194.14 |
| IPO Date | May 14, 2026 | Option/Short | No / Yes | EPS/Sales Surpr. | 76.71% 10.12% | Net Debt/EBITDA | 12.00 | Volume | 5,297,065 | Change | 1.93% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-13-26 | Reiterated | UBS | Buy | $320 → $330 |
| Aug-13-26 | Reiterated | Morgan Stanley | Overweight | $273 → $279 |
| Jul-27-26 | Reiterated | Mizuho | Outperform | $300 → $310 |
| Jun-24-26 | Reiterated | UBS | Buy | $300 → $320 |
| Jun-24-26 | Reiterated | Rosenblatt | Buy | $300 |
| Jun-24-26 | Reiterated | Wedbush | Outperform | $270 → $280 |
| Jun-24-26 | Reiterated | Morgan Stanley | Overweight | $250 → $273 |
| Jun-08-26 | Initiated | Craig-Hallum | Buy | $325 |
| Jun-08-26 | Initiated | Wedbush | Outperform | $270 |
| Jun-08-26 | Initiated | Needham | Buy | $300 |
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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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | |
|---|---|---|---|---|---|---|
| Total Revenue | 680 | 510 | 290 | — | — | |
| Cost of Goods Sold Incl. D&A | 444 | 311 | 168 | — | — | |
| Gross Profit | 237 | 199 | 123 | — | — | |
| Selling, General and Administrative Excl. Other | 395 | 102 | 66 | — | — | |
| Research and Development | 395 | 243 | 158 | — | — | |
| Other Operating Expense | 0 | -1 | 0 | — | — | |
| Operating Income | -552 | -145 | -102 | — | — | |
| Interest Expense | 19 | 0 | 0 | — | — | |
| Unusual Expense | — | — | — | — | — | |
| Non-Operating Income (Expense) | 60 | 390 | -378 | — | — | |
| Net Income Before Taxes | -511 | 245 | -480 | — | — | |
| Income Taxes | 1 | 7 | 2 | — | — | |
| Consolidated Net Income | -513 | 238 | -482 | — | — | |
| Net Income From Continuing Operations | -513 | 238 | -482 | — | — | |
| Net Income | -513 | 238 | -482 | — | — | |
| EPS (Recurring) | -3.26 | 0.41 | -2.25 | — | — | |
| EPS (Basic, Before Extraordinaries) | -3.26 | 0.41 | -2.25 | — | — | |
| EPS (Diluted) | -3.26 | 0.41 | -2.25 | — | — | |
| EBITDA | -495 | 279 | -468 | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | |
| Price To Earnings Ratio | — | — | — | — | — | |
| Price To Sales Ratio | 43.11 | — | — | — | — | |
| Gross Margin | 34.85 | 39.02 | 42.41 | — | — | |
| Operating Margin | -81.18 | -28.43 | -35.17 | — | — | |
| Net Margin | -75.44 | 46.67 | -166.21 | — | — | |
| Shares Outstanding | 151 | 215 | 215 | — | — | |
| Market Capitalization | 29,315 | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Lie Sean | Chief Technology Officer | Sep 04 '26 | Sale | 210.16 | 53,460 | 11,235,154 | 345,569 | Sep 08 |
| Feldman Andrew D. | CEO, President | Sep 04 '26 | Option Exercise | 0.00 | 37,441 | 0 | 13,982,575 | Sep 08 |
| Feldman Andrew D. | CEO, President | Sep 04 '26 | Sale | 210.46 | 37,441 | 7,879,687 | 16,853 | Sep 08 |
| Vassallo Steven | Director | Sep 04 '26 | Sale | 210.30 | 50,000 | 10,515,136 | 171,977 | Sep 08 |
| Lie Sean | Chief Technology Officer | Sep 04 '26 | Option Exercise | 0.00 | 46,141 | 0 | 7,629,133 | Sep 08 |
| Feldman Andrew D. | CEO, President | Aug 21 '26 | Sale | 199.27 | 237,559 | 47,338,836 | 16,853 | Aug 25 |
| Feldman Andrew D. | CEO, President | Aug 21 '26 | Option Exercise | 3.16 | 475,118 | 1,500,285 | 14,182,693 | Aug 25 |
| Lie Sean | Chief Technology Officer | Aug 21 '26 | Sale | 210.01 | 16,293 | 3,421,693 | 368,926 | Aug 21 |
| Lie Sean | Chief Technology Officer | Aug 21 '26 | Option Exercise | 0.00 | 16,293 | 0 | 7,599,285 | Aug 21 |
| Lie Sean | Chief Technology Officer | Aug 20 '26 | Sale | 207.86 | 710,247 | 147,628,770 | 368,926 | Aug 21 |
| Lie Sean | Chief Technology Officer | Aug 20 '26 | Option Exercise | 1.90 | 1,393,596 | 2,645,361 | 8,279,790 | Aug 21 |
| Mallick Dhiraj | Chief Operating Officer | Aug 18 '26 | Sale | 222.22 | 38,889 | 8,642,080 | 120,000 | Aug 20 |
| Patel Yagnesh | Chief Accounting Officer | Aug 18 '26 | Sale | 222.22 | 4,574 | 1,016,448 | 16,676 | Aug 20 |
| Lie Sean | Chief Technology Officer | Aug 18 '26 | Sale | 222.22 | 21,257 | 4,723,768 | 595,449 | Aug 20 |
| Feldman Andrew D. | CEO, President | Aug 18 '26 | Sale | 222.22 | 26,644 | 5,920,938 | 66,853 | Aug 19 |