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 | 5.33 |
| Price-to-Sales (TTM) | 72.16 |
| EV/Revenue | 62.18 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 74.30% |
| Shares Outstanding | $112.25M |
| Float | $110.02M |
| % Insiders | 9.68% |
| % Institutions | 78.58% |
Volatility is currently contracting
With the S&P 500 (SPX) a "stone's throw" away from all-time highs, Charles Moon (@ProsperTradingAcademy) points out trading opportunities covering several sectors. He sees a strong base forming in Cerebras (CBRS) that he expects to lead to a bullish breakout, a "fast in-and-out" entry opportunity in Valero Energy (VLO), and Tesla (TSLA) holding a bullish "level of persistence.
COHR and CBRS are riding AI demand, with strong growth outlooks, expanding infrastructure opportunities and improving earnings estimates.
TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.
CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.
Cerebras Systems is scaling AI inference with faster systems, hyperscaler partnerships and capacity expansion as NVIDIA and Alphabet intensify competition.
Cerebras Systems designs massive AI processors and reported over $500 million in revenue for fiscal 2025. QuantumScape is developing solid-state batteries for electric vehicles through deep partnerships with automakers.
Cerebras Systems currently looks stronger on revenue, as its reported financial totals remained consistently higher across all eight observed quarters when compared to results from BigBear.ai. Over the evaluated reporting periods, Cerebras Systems displayed a fluctuating but overall upward quarter-over-quarter revenue trend, whereas BigBear.ai experienced a much more stable but consistently flat quarter-over-quarter revenue trajectory during the same timeframe.
Cerebras (CBRS) reported earnings 30 days ago. What's next for the stock?
If AI and robotics suddenly feel like they are moving faster, August gave investors plenty of evidence that the pace really is accelerating. We saw longer-running agents, faster and cheaper inference, AI systems reaching into laboratories and physical equipment, robots learning from fewer demonstrations, and new capital and infrastructure forming around commercial deployment.
Cerebras holds $25.4 billion of RPO, but only 22% should convert into revenue through June 2028. Cloud and services revenue surged 287% YoY to $127.7 million as Cerebras increasingly monetizes inference rather than hardware. More than 600MW of secured capacity shifts Cerebras' primary growth constraint from semiconductor availability toward data center deployment.
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