CBRS — Cerebras Systems Inc.

Nasdaq · Information Technology · Semiconductors & Semiconductor Equipment · CIK 2021728 ·
Last close
$209.80
Market Cap
$19.33B
52W High
$386.34
52W Low
$160.81
ADV30
6,952,615
Next earnings
2026-08-12
Cerebras Systems Inc. operates as an artificial intelligence infrastructure company. It designs and manufactures an AI compute platform that comprises of proprietary systems and software that is delivered in racks for deployment in data centers up to supercomputer scale. The company's pioneering wafer-scale engine, a chip encompassing a silicon wafer, designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI, and other AI applications. Its customers include hyperscalers, foundation model labs, AI-native and digital-native businesses, enterprises, and leaders of Sovereign AI initiatives. The company has operations in the United States, Europe, the Middle East, Africa, and internationally. Cerebras Systems Inc. was founded in 2015 and is headquartered in Sunnyvale, California.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026
Mar 2025 99,512,000 41,604,000 -28,680,000 -23,867,000
Dec 2024 1,112,738,000 220,208,000 2,079,529,000

Balance + Analyst (yfinance extras)

Retained Earnings
$-919,336,000
Inventory
$89,040,000
Receivables
$103,060,000
ST Investments
$515,605,000
EBIT TTM
$-15,744,000
Pretax Income TTM
$-34,693,000
Interest Exp TTM
$18,949,000
Analysts
10

Yahoo Snapshot (yfinance, live)

Total Revenue
$603,884,992
EBITDA
$-83,711,000
Free Cash Flow
$-622,919,744
Enterprise Value
$49,603,907,584
Total Cash
$2,231,621,120
Total Debt
$1,361,614,976
Shares Out
92,130,188
Trailing EPS
$0.46
Book Value
$-3.24
ROE
18.8%
ROA
-5.3%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 509,991,000 -145,254,000 237,827,000 2,326,037,000 2,904,692,000 -10,050,000
Dec 2024 290,252,000 -101,639,000 -481,602,000 1,112,738,000 2,079,529,000 451,978,000
Dec 2023 78,744,000 -133,934,000 -127,155,000 225,497,000 784,459,000 -78,977,000
Dec 2022 24,619,000 -178,821,000 -177,719,000 281,491,000 747,825,000 -164,402,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$0.96

Max Pain — expiry 2026-07-31 (volume-derived — Yahoo OI feed degraded)

max pain strike: $240.00 · spot: $209.80 · call volume: 6,212 · put volume: 7,562
Expected Move to 2026-07-31: ±$32.46 (15.47%) — implied range $177.34$242.26 · ATM straddle on $210.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
LSCC LATTICE SEMICONDUCTOR CORP $18.79B $137.17
SITM SITIME Corp $17.69B $590.67
MTSI MACOM Technology Solutions Holdings, Inc. $21.56B $282.62
FSLR FIRST SOLAR, INC. $22.44B $208.86
AMKR AMKOR TECHNOLOGY, INC. $16.60B $66.97

News headlines (Yahoo Finance, 1h cache)

AMD, Cerebras Strike AI Chip Deals
2026-07-22 21:57 · Yahoo
Cerebras Systems Sets Date of Second-Quarter 2026 Financial Results
2026-07-22 20:03 · Yahoo
Cerebras Stock Soars on CrowdStrike AI Cybersecurity Deal
2026-07-22 19:57 · Yahoo
CrowdStrike Just Gave Cerebras a Big Vote of Confidence
2026-07-22 15:40 · Yahoo
Cerebras (CBRS) Stock May Trade At A Premium On AI Expansion Plans
2026-07-22 15:11 · Yahoo
Is Cerebras Systems (CBRS) Trading At A Discount On Its Manufacturing Expansion?
2026-07-22 14:14 · Yahoo
CrowdStrike and Cerebras Partner to Power AI Detection and Response on the World's Fastest Inference
2026-07-22 13:25 · Yahoo
Tech Stocks Surge as Momentum Traps the Bears
2026-07-21 18:14 · Yahoo
Trading in Pre-IPO Companies Is Suddenly Big Business. Here's Why Hyperliquid Could Be the Biggest Winner.
2026-07-19 10:20 · Yahoo
Nvidia, AMD, Mircon, TSMC Shares Sink as China Unveils Powerful New AI Model
2026-07-17 17:52 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.