Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$43.0B
238M shares
52-week range
$160.81 – $386.34
10% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
40.7
Cerebras Systems Inc is an AI company. It designs the world's fastest AI infrastructure for training and inference. The company builds the world's largest semiconductor as well as the AI systems to power, cool, and feed the processors data. It develops software to link these systems together into industry-leading supercomputers that are simple to use even for the most complicated AI work, using familiar ML frameworks like PyTorch. Customers use its supercomputers to train industry-leading models. The company uses these supercomputers to run inference at speeds unobtainable from alternative commercial technologies. It delivers these AI capabilities to its customers on-premise and via the cloud. The company generates the majority of its revenue from the USA.
www.cerebras.aiNo one on the platform currently holds CBRS.
No tracked institution reports a position in CBRS as of their last filing.
No one on the platform has traded CBRS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 75.7% | |||||
| Profit Margin % | 46.6% | |||||
| Free Cash Flow Margin % | -77.0% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $885M | +73.6% | $-0.52 | $-1.00–$-0.16 | — | 5 |
| 2027 | $2.9B | +221.9% | $1.24 | $1.00–$1.50 | 148.0× | 6 |
| 2028 | $7.5B | +164.7% | $7.97 | $4.55–$14.81 | 23.0× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 2 of the last 2 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-12 | $-0.17 | $-0.04 | +76.7% |
| 2026-06-23 | $-0.16 | $-0.04 | +75.6% |
| $252M |
| — |
| VOYGVoyager Technologies, Inc. | $34.67 | +4.74% | $2.1B | — |
| XEX-Energy, Inc. Class A Common Stock | $15.03 | -3.93% | $330M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CBRS Yes, AMD and Cerebras can genuinely challenge Nvidia's dominance by teaming up on a specialized approach called "disaggregated inference". In July 2026, AMD and Cerebras announced a formal partnership to combine AMD Helios server systems with Cerebras Wafer-Scale Engines. While this partnership creates a powerful alternative, dismantling Nvidia's massive market lead remains an uphill battle
View on StockTwits ↗$CBRS They are already working to do that with Helios + CS4. They are both actively selling it. https://ir.amd.com/news-events/press-releases/detail/1293/amd-and-cerebras-announce-industry-leading-ultra-low-latency-and-high-throughput-ai-inference-solution
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$STT One day this will be $1,000 a share and you’ll enjoy reinvesting dividends so the way up. $CBRS $$BLK $O $SPCX
View on StockTwits ↗$CBRS https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-fast-inference-cloud-business-nearly-quadruples/
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$BATL so, they have some data center land deal in the works, also? $CBRS CEO Andrew Feldman says 50 megawatts takes 18 months from raw land, so the AI buildout is buying old Rust Belt paper mills instead "We want to sell you a pile of dirt, ready for your shovels to start doing something. It does sound better than I've got raw land or I've got dirt in Oklahoma, right?" "...it takes probably from raw land and permits to stand up 50 megawatts which is a reasonable block and often even the big sites unfold in 50 megawatt blocks, 50 megawatt blocks is 18 months." "Now if there's an existing building there and there's grid power already, we call those brownfield sites. So a lot of what's going on right now is people are going to the Rust Belt and they're buying old factories, paper mills, because they had a lot of power, right? That they had the permits for power already and retrofitting them."
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$CBRS fyi many short or do puts on Cathie’s plays failed 220 and 260 now struggling sub 190
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$CBRS why would you buy more if the Fed raise rates tomorrow?? If they do, stocks will take a big hit and could drop by 10% or more in the coming days. Most stocks, if not all. It's not 100% that the Fed increase but all indication points to it. Good luck to you.
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@Jagan11 you will regret that in a year, Oracle and AvGo are established Boomer companies that have split a thousand times, $CBRS is a great buy and we are early to the game
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$CBRS Sold at $187, good luck everyone else will be back!!
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$NBIS $CBRS Scaled back in this morning. Will add again if the market drops it lower tomorrow on the rate hike 🤙
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