
Cerebras Systems Inc.
CBRSNASDAQTechnologySemiconductors
Regular session
$189.37
−$6.7601 · -3.45%
CBRS company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
AI-powered factor overview
GoAI score
Hold
Wait — insufficient conviction to act
Valuation
54
Fair Value
Momentum
40
Weakening
Sentiment
60
Mixed
Risk resilience
42
Elevated Risk
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
AI-generated, informational only, and not investment advice.
Company profile
Company websiteCerebras 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.
- Industry
- Semiconductors
- Sector
- Technology
- Headquarters
- US
- CEO
- Andrew D. Feldman
- Listed since
- May 14, 2026
- Employees
- 708
Market position
Day range
Current $189.37
52-week range
Current $189.37
- Open
- $190.24
- Previous close
- $196.13
- Volume
- 3.2M
- 0.42× average
- Average volume
- 7.71M
- Average daily volume
- Market cap
- 42.9B USD
- Beta
- 1.85
- Market reference 1
- 50-day average
- $208.25
- -9.07% below average
- 200-day average
- $220.35
- -14.06% below average
Financials
Financial snapshot
Latest / TTMValuation & yield
- P/E (TTM)
- -58.06×
- P/B (TTM)
- 3.12×
- P/S (TTM)
- 63.02×
- Dividend yield
- 0.00%
Profitability & efficiency
- Gross margin
- 34.83%
- Operating margin
- -81.17%
- Net margin
- -75.27%
Financial health
- Debt / equity
- 0.16×
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|
| Revenue | 509.99M USD | 290.25M USD | 78.74M USD | 24.62M USD |
| Cost of goods sold | 310.92M USD | 167.51M USD | 52.39M USD | 21.73M USD |
| Gross profit | 199.07M USD | 122.74M USD | 26.36M USD | 2.89M USD |
| Research and development | 243.32M USD | 158.23M USD | 140.06M USD | 155.41M USD |
| Selling, general, and administrative | 101.61M USD | 65.94M USD | 20.24M USD | 26.3M USD |
| Operating expenses | 344.33M USD | 224.38M USD | 160.29M USD | 181.71M USD |
| Interest income | 26.8M USD | 23.23M USD | 5.68M USD | 1.08M USD |
| Depreciation and amortization | 34.45M USD | 11.54M USD | 10.58M USD | 11.94M USD |
| Operating income | −145.25M USD | −101.64M USD | −133.93M USD | −178.82M USD |
| Net income | 237.83M USD | −481.6M USD | −127.16M USD | −177.72M USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 100%
- 2 beats, 0 misses, 0 met estimates
- Average EPS surprise
- +76.13%
- 2 comparable reports
- Latest EPS result
- -0.04
- Estimate -0.17 · Beat by 76.71%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Analyst price target
Average target
$300.5
58.68% upsideRating distribution
7 ratingsCBRS peers
ETFs holding CBRS
Funds reporting this stock among their holdings, ordered by reported position size.
Capital Group Growth ETFCGGR222.2M0.89%25.04B USD0.39%$46.7999-0.43%
Vanguard Morningstar Total Stock Market ETFVTI189.98M0.01%2.3T USD0.03%$377.73-0.14%
ARK Innovation ETFARKK140.12M2.11%5.56B USD0.75%$85.03-1.36%
Vanguard Morningstar Mid-Cap ETFVO129.02M0.06%224.7B USD0.03%$82.715-0.31%
Vanguard Morningstar Growth ETFVUG123.1M0.03%372B USD0.03%$87.305-0.22%
Vanguard Extended Market ETFVXF78.93M0.08%93.7B USD0.05%$243.72-0.74%
iShares A.I. Innovation and Tech Active ETFBAI61.13M0.44%13.91B USD0.65%$43.30-2.26%
State Street SPDR S&P Semiconductor ETFXSD59.18M2.22%2.67B USD0.35%$483.14-3.03%
Capital Group Growth ETFCGGR- Market value
- 222.2M
- Weight
- 0.89%
- AUM
- 25.04B USD
- Expense ratio
- 0.39%
- Price / 1D
- $46.7999-0.43%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 189.98M
- Weight
- 0.01%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $377.73-0.14%
ARK Innovation ETFARKK- Market value
- 140.12M
- Weight
- 2.11%
- AUM
- 5.56B USD
- Expense ratio
- 0.75%
- Price / 1D
- $85.03-1.36%
Vanguard Morningstar Mid-Cap ETFVO- Market value
- 129.02M
- Weight
- 0.06%
- AUM
- 224.7B USD
- Expense ratio
- 0.03%
- Price / 1D
- $82.715-0.31%
Vanguard Morningstar Growth ETFVUG- Market value
- 123.1M
- Weight
- 0.03%
- AUM
- 372B USD
- Expense ratio
- 0.03%
- Price / 1D
- $87.305-0.22%
Vanguard Extended Market ETFVXF- Market value
- 78.93M
- Weight
- 0.08%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $243.72-0.74%
iShares A.I. Innovation and Tech Active ETFBAI- Market value
- 61.13M
- Weight
- 0.44%
- AUM
- 13.91B USD
- Expense ratio
- 0.65%
- Price / 1D
- $43.30-2.26%
State Street SPDR S&P Semiconductor ETFXSD- Market value
- 59.18M
- Weight
- 2.22%
- AUM
- 2.67B USD
- Expense ratio
- 0.35%
- Price / 1D
- $483.14-3.03%
Continue in GoAI
Research CBRSresearch.disclaimer





