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CBRS

Cerebras Systems

173.22 USD
-4.43
2.49%
At close Updated Oct 1, 10:19 AM EDT
1 day
-2.49%
5 days
-18.22%
1 month
0.35%
3 months
-21.72%
6 months
-44.31%
Year to date
-44.31%
1 year
-44.31%
5 years
-44.31%
10 years
-44.31%
 

About: 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.

News

Positive
Neutral
Negative
Sentiment 3-Months
Positive 44.8%
Neutral 38%
Negative 17.2%
Negative
24/7 Wall Street
1 hour ago
Cerebras Slipped Below Its IPO Price Just as Insiders Filed to Sell
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.
Cerebras Slipped Below Its IPO Price Just as Insiders Filed to Sell
Negative
Barrons
1 day ago
Cerebras Stock Falls Again Because So Much Depends on OpenAI
The stock has fallen sharply from the highs reached after its initial public offering and OpenAI could contribute to a further fall.
Cerebras Stock Falls Again Because So Much Depends on OpenAI
Positive
Seeking Alpha
1 day ago
Cerebras: Forgotten AI Chip Stock
Cerebras Systems is undervalued amid confusing financials, despite massive AI market tailwinds and a $25B RPO, primarily from OpenAI. The AI chip company expects a near 10x revenue increase by 2028, driven by hyperscaler partnerships and rapid AI inferencing adoption. Gross margins are currently suppressed by cloud ramp-up costs, but management targets a move to 60%+ margins as scale and direct chip sales grow.
Cerebras: Forgotten AI Chip Stock
Neutral
Benzinga
1 day ago
Donald Trump, Cathie Wood Bet on the Same 32 Stocks – Some Might Surprise You
President Donald Trump has disclosed over 20,000 stock trades made over the past 12 months. The trades, which the White House says Trump has no knowledge of, span a wide range of sectors and dollar amounts.
Donald Trump, Cathie Wood Bet on the Same 32 Stocks – Some Might Surprise You
Positive
The Motley Fool
1 day ago
Cerebras Systems vs. Nebius: What Revenue Growth Trends Reveal to Investors About These Artificial Intelligence Companies
Nebius currently exhibits a larger overall revenue profile, as its top-line results initially surpassed and then continued to outpace Cerebras Systems across recent quarterly reporting periods. Over the last eight quarters, Nebius consistently demonstrated steep quarter-over-quarter revenue acceleration, while Cerebras Systems maintained a steady upward trend before experiencing a sequential decline for the quarter ended June 2026.
Cerebras Systems vs. Nebius: What Revenue Growth Trends Reveal to Investors About These Artificial Intelligence Companies
Positive
Zacks Investment Research
1 day ago
CBRS' Backlog Rides on Strong AI Demand: Can it Outpace NVDA & AMD?
Cerebras Systems' $25.4B backlog, expanding data-center capacity and improving margins strengthen its AI push against NVIDIA and AMD.
CBRS' Backlog Rides on Strong AI Demand: Can it Outpace NVDA & AMD?
Positive
MarketBeat
1 day ago
NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit
NVIDIA NASDAQ: NVDA spent most of September arguing that AI safety is an engineering problem, not a legal one. On Sept. 28, the company shipped the product to prove it.
NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit
Neutral
PRNewsWire
2 days ago
Zone Frontier Inc. Signs Long-Term Ground Lease with Purchase Option for more than 4,000 Acres in Potter County, Texas
Base rent for each site area does not commence until the start of construction on that area, which Zone currently plans to begin after securing a tenant Lease has an initial term of 30 years, with two 10-year extension options Site allows for up to 800 acres of data center development with potential to be over 500 megawatts Opportunity to build a faster path to first power with a large-scale on-site solar and battery plant Supported by a long-term water supply agreement and an option to purchase the data center site HOUSTON, Sept. 29, 2026 /PRNewswire/ -- Zone Frontier Inc. (NYSE American: ZONE) (the "Company" or "Zone Frontier") today announced that a subsidiary has entered into a long-term ground lease covering approximately 4,077 acres in Potter County, Texas.
Zone Frontier Inc. Signs Long-Term Ground Lease with Purchase Option for more than 4,000 Acres in Potter County, Texas
Neutral
The Motley Fool
2 days ago
Cerebras Systems vs. IonQ: Which Technology Stock Is a Better Buy in 2026?
Cerebras Systems offers massive wafer-scale chips designed specifically to accelerate artificial intelligence workloads. IonQ uses trapped-ion technology to lead the race toward commercially viable quantum computing power.
Cerebras Systems vs. IonQ: Which Technology Stock Is a Better Buy in 2026?
Positive
The Motley Fool
2 days ago
BigBear.ai vs. Cerebras Systems: Which Technology Stock Is a Better Buy in 2026?
BigBear.ai provides critical decision intelligence for the U.S. federal government but faces significant customer concentration. Cerebras Systems delivers massive scale AI infrastructure and recently reached net income profitability in 2025.
BigBear.ai vs. Cerebras Systems: Which Technology Stock Is a Better Buy in 2026?
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