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Cerebras Systems

108.72 USD
+10.97
11.22%
At close Updated Nov 13, 4:00 PM EST
Pre-market
After hours
106.00
-2.72
2.5%
1 day
11.22%
5 days
21.64%
1 month
-27.08%
3 months
-52.94%
6 months
-65.05%
Year to date
-65.05%
1 year
-65.05%
5 years
-65.05%
10 years
-65.05%
 

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 48.6%
Neutral 37.8%
Negative 13.5%
Positive
Seeking Alpha
1 day ago
Cerebras: Timely Buying Opportunity After The Collapse (Rating Upgrade)
Finally, it's timely to upgrade Cerebras Systems to buy, as the valuation reset has improved the risk/reward, coupled with improved traction following the Q3 performance. CBRS still trades at 9.7x forward revenue. The breakout depends heavily on 2027's execution, and the growth inflection through 2028. Not this year. CBRS has a robust $26.1 billion backlog, adding marquee customers such as Oracle Cloud and Microsoft, delivering improved optimism on ultra-fast inferencing.
Cerebras: Timely Buying Opportunity After The Collapse (Rating Upgrade)
Positive
MarketBeat
1 day ago
Cerebras Q3 Results: How Much More Proof Does Wall Street Need?
Cerebras Systems' NASDAQ: CBRS Q3 results echo a message reflected across AI-critical companies: the leading hardware, software, and services that produce value for hyperscalers are in increasing demand. The industry has shifted from speculating on which technologies might be best to focusing on the best, forecasting several quarters of growth acceleration and sustained long-term strength.
Cerebras Q3 Results: How Much More Proof Does Wall Street Need?
Positive
The Motley Fool
1 day ago
Stock Market Today, Nov. 13: Cerebras Surges Over 11% on Record Q3 Revenue and Raised 2026 Guidance
NASDAQ · As of 4:00 PM ET 11/13/26
Stock Market Today, Nov. 13: Cerebras Surges Over 11% on Record Q3 Revenue and Raised 2026 Guidance
Negative
CNBC Television
1 day ago
Cerebras CEO Andrew Feldman on data centers: 'We are behind schedule' on builds
Cerebras Systems CEO Andrew Feldman joins 'Squawk on the Street' to discuss the company's latest earnings report, the data center buildout, and more.
Cerebras CEO Andrew Feldman on data centers: 'We are behind schedule' on builds
Positive
Bloomberg Technology
1 day ago
Cerebras CEO: AI Infrastructure Opportunity Is Expanding
Cerebras is raising its outlook after third-quarter revenue jumped 55%, fueled by cloud and services sales that more than tripled. CEO Andrew Feldman discusses growing demand and pricing power for fast AI inference, new hyperscaler relationships with Microsoft, AWS and Oracle, and what Nvidia CEO Jensen Huang's resignation could mean for the competitive landscape.
Cerebras CEO: AI Infrastructure Opportunity Is Expanding
Positive
Schaeffers Research
1 day ago
Options Bulls Target 2 Rallying AI Infrastructure Stocks
Two AI infrastructure stocks are bucking broader tech-sector weakness today, with Cerebras Systems Inc (NASDAQ:CBRS) and Modine Manufacturing Company (NYSE:MOD) rallying on fresh catalysts.
Options Bulls Target 2 Rallying AI Infrastructure Stocks
Positive
Seeking Alpha
1 day ago
Cerebras: An Absolute Game Changer
Cerebras Systems Inc. is a Buy after its selloff: blowout third-quarter results and strong guidance stand out amid weak AI sentiment. CBRS delivered $230.9 million in revenue, up 70%, and adjusted EPS of $0.12 versus an expected $0.14 loss. Cloud and services revenue surged 272% to $144.9 million; Microsoft and Oracle customer additions validate CBRS's wafer-scale technology.
Cerebras: An Absolute Game Changer
Positive
Zacks Investment Research
1 day ago
CBRS Q3 Earnings Beat Estimates, Revenues Rise on Strong Cloud Growth
Cerebras beats Q3 earnings estimates as revenues surge 70% on robust AI cloud demand, while hyperscaler deals and capacity expansion fuel its growth outlook.
CBRS Q3 Earnings Beat Estimates, Revenues Rise on Strong Cloud Growth
Neutral
Schwab Network
1 day ago
Friday's First Moves: CBRS Rallies, CSCO Falls After Earnings; PANW Upgrade
Cerebras (CBRS) issues strong guidance and rallied following Friday's opening bell. Diane King Hall breaks down the company's balance sheet and why she sees the stock rallying while Cisco (CSCO) fell despite doubling revenue.
Friday's First Moves: CBRS Rallies, CSCO Falls After Earnings; PANW Upgrade
Positive
The Motley Fool
2 days ago
Cerebras Systems: 3 Key Takeaways for Long-Term Investors
Cerebras Systems expects to triple its core revenue in 2027. The company secured 700 megawatts of data center capacity through 2027.
Cerebras Systems: 3 Key Takeaways for Long-Term Investors
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