Cerebras Systems Inc. designs and develops processors for artificial intelligence (AI) training and inference in the United States, Europe, and Asia. The company is headquartered in Sunnyvale, California.
| Revenue (TTM) | $680.67M |
| Gross Profit (TTM) | $237.57M |
| EBITDA | $-484.79M |
| Operating Margin | -265.00% |
| Return on Equity | 18.80% |
| Return on Assets | -5.30% |
| Revenue/Share (TTM) | $8.40 |
| Book Value | $40.27 |
| Price-to-Book | 5.68 |
| Price-to-Sales (TTM) | 87.94 |
| EV/Revenue | 66.97 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 74.30% |
| Shares Outstanding | $112.25M |
| Float | $111.50M |
| % Insiders | 0.83% |
| % Institutions | 76.75% |
Volatility is currently contracting
Shares of AI hardware names are broadly lower at midday Tuesday, hours ahead of Cerebras' flagship SUPERNOVA product event, which begins at 3:30 PM Pacific Time (6:30 PM ET).
Cerebras' wafer-scale ASICs deliver industry-leading memory bandwidth and output speeds, positioning it to capture rising AI inference demand despite GPU dominance in training. The OpenAI deal, valued at over $20 billion, is expected to drive rapid revenue growth but creates significant customer concentration and requires heavy upfront capex. Near-term FCF margins will likely remain negative due to data center expansion, with positive FCF margins forecasted only by 2029 as scale and margins improve.
Shares of Cerebras Systems (NASDAQ:CBRS) surged roughly 15.3% in morning trading Monday after a Wedbush note tied the AI chip designer more tightly to OpenAI's newest inference tier.
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Cerebras Systems delivered 74% Y/Y GAAP revenue growth and 281% Y/Y AI cloud services growth in the second-quarter. CBRS benefits from secular AI CapEx trends, with robust demand for its wafer technology and gross margin gains indicating pricing power. Analyst projections highlight that the company is expected to deliver significantly faster top line growth next year, in large part due to surging AI cloud services business.
The mean of analysts' price targets for Cerebras (CBRS) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Digi Power X (DGXX) transitions from crypto mining to AI infrastructure, anchored by a $1.1B take-or-pay contract with Cerebras for 40 MW in Alabama. DGXX's dual revenue model—colocation and GPU rentals—offers both predictable income and upside from compute scarcity, with management targeting $140M+ annualized contracted run rate in 2027. The current $150M cash balance and no debt support project execution, but ongoing equity raises dilute shareholders; prudent debt financing is preferred for future growth.
CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.
SUNNYVALE, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) -- WHAT: Cerebras will host a livestream of its upcoming SUPERNOVA flagship event, featuring product announcements, keynotes and demos of ultra-fast AI inference and production AI applications.
Cerebras' (CBRS) Q2 earnings outperformance and recent AMD Helios collaboration has materially weakened by previous sell thesis by improving WSE's opportunity within disaggregated inference architectures. OpenAI's GPT-5.6 Sol Ultrafast preview released this morning (August 14) also provides further validation of Cerebras' differentiated low-latency inference advantage. While I was wrong to underappreciate WSE's competitiveness alongside emerging rack-scale platforms, meaningful third-party penetration remains unproven - despite robust AI capex spending commitments.
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