CBRS

Cerebras Systems Inc.

$119.31

+$10.94 (10.10%)Oct 27 close

Technology Compare Technicals

1M 3M 6M 1Y 2Y

CBRSSPY

Wall St. Highest PT $330.00 (+176.6%) Wall St. Avg PT $282.55 (+136.8%)

Underwater Drawdown %Max DD -65.2%Current -61.6%

Relative Strength vs SPY-65.0% vs SPYUnderperforming

+$1.07 (0.90%)

−$87.44 (42.29%)

−$73.41 (38.09%)

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YTD

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Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar

Wall Street analyst consensus

Strong Buy

11 analysts · mean score 1.27

1 = Strong Buy · 5 = Sell

Strong Buy327%

Buy873%

Hold00%

Underperform00%

Sell00%

Wall Street consensus

Analyst price targets

Current price$119.31

Average target$282.55

+$163.24 (+136.8%) upsideaverage target vs current price

CurrentAverageMedian

Low$175.00

Median$300.00

High$330.00

12-month Wall Street target range

Recent analyst rating changes · 29

Reiterated

2026-10-19 · TD Cowen reiterated Buy on CBRS

Upgrade

2026-10-02 · Freedom Capital Markets upgraded CBRS from Hold to Buy

Reiterated

2026-09-14 · Freedom Capital Markets reiterated Hold on CBRS

Reiterated

2026-08-19 · Rosenblatt reiterated Buy on CBRS

Reiterated

2026-08-19 · Needham reiterated Buy on CBRS

Reiterated

2026-08-13 · UBS reiterated Buy on CBRS

All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$28.3B

P/E (next 12 months, estimated)93.7

52-week range$106.13 – $386.34

Revenue growth (latest quarter vs a year ago)+74.3%

Dividend yieldNo dividend

Analyst consensusStrong Buy (11)

Average analyst price target$282.55 (+137%)

What they do

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.

Technology · Semiconductors

Valuation and fundamentals

Valuation & fundamentals

No US-GAAP 10-K/10-Q financials in SEC data (foreign filers report on Form 20-F, often under IFRS).

For information only · Important disclosures

Grades vs sector

No sector grades for CBRS yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth

Outside this model's universe or screens

Momentum Top 15

Outside this model's universe or screens

Momentum Blend

Not in the current book

New Highs Growth

Outside this model's universe or screens

SURVYR. Barbell Momentum & T-Bill Shield

Outside this model's universe or screens

SURVYR. Physical AI Grid & Power

Outside this model's universe or screens

SURVYR. Long Book

Not in the current book

Earnings & events

CBRS earningsNext report in 16 days

Next report

Thu Nov 12, 2026Time not confirmed

EPS consensus-$0.14 range -$0.21–-$0.03

Revenue consensus$214.7M 9 analysts

Last 2 quarters · EPS vs estimate

Aug 12, 2026-$0.05est -$0.18+74.6%Above estimates

Jun 23, 2026-$0.04est -$0.15+74.0%Above estimates

In line = within 1% of the estimate.

EstimateActual (beat)Actual (miss)

Quarterly revenue

Quarter	Revenue	YoY
2026-06-30	$180.1M	–
2026-03-31	$193.4M	–
2025-06-30	$103.3M	–
2025-03-31	$99.5M	–

News & catalysts

More news

Oracle Expands Nvidia AI Chip Deal, Adds Google and Cerebras Options

GuruFocus.com · 4h ago

Oracle Expands Cloud Infrastructure Arsenal With Google, OpenAI, And Cerebras Partnerships

Stocktwits · 4h ago

Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings

Reuters · 7h ago

Oracle, in effort to reduce reliance on Nvidia, adds AI chips from Google, Cerebras, and SambaNova

Yahoo Finance · 7h ago

Cerebras and Oracle Team Up to Bring Cerebras AI Inference to Oracle Cloud Infrastructure

GlobeNewswire · 7h ago

Rating changes

Reiterated

2026-10-19 · TD Cowen reiterated Buy on CBRS

Upgrade

2026-10-02 · Freedom Capital Markets upgraded CBRS from Hold to Buy

Reiterated

2026-09-14 · Freedom Capital Markets reiterated Hold on CBRS

Reiterated

2026-08-19 · Rosenblatt reiterated Buy on CBRS

Reiterated

2026-08-19 · Needham reiterated Buy on CBRS

Reiterated

2026-08-13 · UBS reiterated Buy on CBRS

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades

Mallick Dhiraj