Headquartered in Sunnyvale, CA Fiscal year ends December NASDAQ: CBRS cerebras.ai
Cerebras Systems (NASDAQ: CBRS) designs and manufactures AI infrastructure centered on its proprietary wafer-scale engine (WSE) architecture, which delivers high-speed AI inference and training capabilities. The company sells AI compute hardware systems and provides cloud-based AI inference services to global corporations, research institutes, and governments. Its wafer-scale approach avoids commonly supply-constrained components such as HBM memory, CoWoS packaging, and 3nm fabrication technology. Cerebras operates through two segments: Hardware (system sales) and Cloud and Other Services (cloud-based inference). Key customers and partners include OpenAI, AWS, AMD, CrowdStrike, Group 42, and MBZUAI. The company sources wafer supply from TSMC and uses contract manufacturers including Flex, Sanmina, and Rocket EMS. Cerebras recently completed its IPO and is rapidly scaling data center capacity and manufacturing to serve growing demand for fast AI inference across industries including finance, life sciences, security, and software development. Updated
The selling is picking up speed: a 13.82% drop to $225.85 in the session after Cerebras' Q2 2026 earnings miss. Anyone who bought the first dip near $233 is already underwater, so keep an eye on where buyers step back in.
An 11% slide to $232.98 puts the first real dent in Cerebras since its Q2 2026 earnings report missed expectations.
The GAAP loss is almost entirely stock comp, not deteriorating economics, so what matters for holders is the raised full-year core revenue outlook of $880 to $890 million. Revenue missed expectations, and the stock moved anyway.
Cathie Wood told investors to follow the AI agents, but her own fund's most recent SEC filings tell a more complicated story about where ARK actually placed its bets and which agent-economy…
Cerebras stock cratered to a post-IPO low while rivals like NVIDIA and AMD surged, yet one of the world's largest banks just doubled down with a price target that implies the market…
Pre-Market Stock Futures: Futures are trading higher as we head into the first Friday of the fourth quarter of 2026. Investors rode a stock market rollercoaster Thursday as major indices moved back…
Cerebras stock slipped below its IPO price on the same day insiders filed to sell and a report surfaced questioning whether its anchor customer moved its fastest model to rival hardware.
Omor Ibne Ehsan NVIDIA prints $81 billion quarters while Cerebras barely cleared its IPO, yet one metric puts the underdog in a position the AI giant cannot easily dismiss. The strategic clash between wafer-scale inference…
Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction…
Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI…
AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.
A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting…
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed…
Cisco cratered despite beating estimates, cool wholesale inflation gave traders a fresh reason to buy, and JPMorgan just raised its Microsoft target to $625. Here is what is moving markets and what…
Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting…
While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that…
Pre-Market Stock Futures: Futures are trading lower after a big start to the holiday-shortened trading week, which saw every index trade higher, after the small-cap Russell 2000 eked out a tiny gain on…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA…
Cerebras Systems (NASDAQ: CBRS) designs and manufactures AI infrastructure centered on its proprietary wafer-scale engine (WSE) architecture, which delivers high-speed AI inference and training capabilities.
The Wall Street consensus 12-month price target for CBRS is $291.64.
