Cerebras Systems/$CBRS
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Cerebras Systems
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.
- Ticker
- $CBRS
- Sector
- Semiconductors
- Primary listing
- NASDAQ
- Employees
- 708
- Headquarters
- Sunnyvale, United States
- Website
- www.cerebras.ai
Cerebras Systems Metrics
BasicAdvanced
$24B
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-$6.33
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Price and volume
Market cap
$24B
52-week high
$386.34
52-week low
$77.84
Average daily volume
11M
Financial strength
Current ratio
5.825
Quick ratio
5.167
Long term debt to equity
0.072
Total debt to equity
0.162
Interest coverage (TTM)
-14.31%
Profitability
EBITDA (TTM)
-484.79
Gross margin (TTM)
34.90%
Net profit margin (TTM)
-75.27%
Operating margin (TTM)
-81.17%
Effective tax rate (TTM)
-1.08%
Revenue per employee (TTM)
$960,000
Management effectiveness
Valuation
Price to revenue (TTM)
12.029
Price to book
2.51
Price to tangible book (TTM)
2.51
Price to free cash flow (TTM)
-12.037
Free cash flow yield (TTM)
-8.31%
Free cash flow per share (TTM)
-8.398
Growth
Revenue change (TTM)
90.83%
Earnings per share change (TTM)
6.36%
What the Analysts think about Cerebras Systems
Analyst ratings (Buy, Hold, Sell) for Cerebras Systems stock.
Analyst projections of the future price of Cerebras Systems stock.
Bulls say / Bears say
Second-quarter core revenue rose 103% year on year to $209.9 million, while cloud revenue nearly quadrupled. Cerebras also raised its 2026 core revenue forecast to $880–890 million, pointing to strong demand and continued growth. (GlobeNewswire)
Cerebras reported $25.4 billion in remaining performance obligations and more than 600 MW of data-centre capacity live or contracted for delivery by the end of 2027. That gives it substantial demand visibility as it expands its ability to deliver. (GlobeNewswire, SEC)
Partnerships with AMD and AWS could broaden access to Cerebras’s fast-inference technology, with the companies targeting up to five times more throughput from disaggregated inference. Cerebras also says its architecture avoids reliance on HBM and CoWoS, components facing supply constraints. (GlobeNewswire)
A small number of customers account for most revenue: three customers each contributed at least 10% and together made up 76% of second-quarter revenue. A significant share of the $25.4 billion in remaining performance obligations is also tied to OpenAI, leaving results exposed to a few large buyers. (SEC)
Despite rapid sales growth, Cerebras reported a $450.5 million second-quarter net loss and a GAAP gross margin of just 14%. The gap between these results and its stronger adjusted figures highlights the challenge of turning growth into durable reported profitability. (SEC)
A report that Nvidia, rather than Cerebras, would power OpenAI’s ‘Ultrafast’ mode for its GPT-6.1 Sol model raised doubts about Cerebras’s ability to win important inference workloads. The episode shows that Nvidia remains a formidable rival even in Cerebras’s target market. (CNBC)
Data summarised monthly by Lightyear AI. Last updated on 2 Nov 2026.
Cerebras Systems Financial Performance
Revenues and expenses
Cerebras Systems Earnings Performance
Company profitability
Upcoming events
No upcoming events
Cerebras Systems News
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Funds containing Cerebras Systems
Fund name | Fund size | $CBRS weighting |
|---|---|---|
ARK Artificial Intelligence & Robotics£ARCI | $317M | 2.12% |
ARK Artificial Intelligence & Robotics€AAKI | $317M | 2.12% |
ARK Innovation€ARXK | $325M | 1.87% |
ARK Innovation£ARCK | $325M | 1.87% |
L&G Artificial Intelligence$AIAI | $2.1B | 0.72% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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