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Cerebras Systems Inc. (CBRS)
Sunnyvale, CA, US
Cerebras Systems Inc. is a leading innovator in artificial intelligence infrastructure. The company develops and manufactures an advanced AI compute platform, integrating proprietary hardware systems and software. This platform is delivered in rack-mountable units, suitable for deployment in data centers, scaling all the way up to supercomputer-level capabilities. At its core is the groundbreaking Wafer-Scale Engine (WSE), a unique chip that encompasses an entire silicon wafer. This innovation is specifically engineered to deliver superior performance and speed compared to conventional GPUs, addressing the intensive computational demands of inference, Generative AI, and a broad spectrum of other AI applications. Cerebras serves a diverse clientele, including leading hyperscalers, advanced foundation model laboratories, AI-native and digital-first businesses, large enterprises, and key players in Sovereign AI initiatives. With operations spanning the United States, Europe, the Middle East, Africa, and other international markets, Cerebras maintains a significant global footprint. The company was established in 2015 and is headquartered in Sunnyvale, California.
8 articles
- Cerebras gains UBS confidence boost as European capacity expansion supports OpenAI deployment plans Proactive Investors
- CBRS' European Expansion Strengthens AI Growth Story: What's Ahead? Zacks Investment Research
- Cerebras gains UBS confidence boost as European capacity expansion supports OpenAI deployment plans Proactive Investors - Finance
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cerebras Systems Inc. - CBRS GlobeNewsWire
- Cerebras Systems, OpenAI Tout $20B AI Compute Deal and Europe Data Center Push MarketBeat
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -8.90% | -13.97% | -17.45% | -17.45% | -17.45% | -17.45% | -17.45% | -17.45% | -17.45% | -17.45% | -17.45% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 6 EPS Ana. |
Dec 2027 7 Rev. Ana. 6 EPS Ana. |
Dec 2028 9 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|
| Revenue |
509.99M
est: 509.99M (+0.0%)
|
861.31M
860.00M – 863.49M
+68.9% YoY
|
2.77B
2.71B – 2.90B
+221.6% YoY
|
7.18B
6.89B – 7.98B
+159.0% YoY
|
| EBITDA |
279.34M
est: -312.66M (+189.3%)
|
-528.04M
-529.38M – -527.24M
-68.9% YoY
|
-1.70B
-1.78B – -1.66B
-221.6% YoY
|
-4.40B
-4.89B – -4.23B
-159.0% YoY
|
| EBIT |
244.88M
est: -321.27M (+176.2%)
|
-542.59M
-543.96M – -541.76M
-68.9% YoY
|
-1.74B
-1.83B – -1.71B
-221.6% YoY
|
-4.52B
-5.02B – -4.34B
-159.0% YoY
|
| Net Income |
237.83M
est: 369.29M (-35.6%)
|
-191.55M
-215.23M – -167.88M
-151.9% YoY
|
207.70M
189.40M – 225.99M
+208.4% YoY
|
1.02B
955.61M – 1.08B
+390.2% YoY
|
| SGA |
101.61M
est: 223.35M (-54.5%)
|
377.21M
376.64M – 378.17M
+68.9% YoY
|
1.21B
1.19B – 1.27B
+221.6% YoY
|
3.14B
3.02B – 3.49B
+159.0% YoY
|
| EPS |
0.41
est: 1.64 (-75.0%)
|
-0.89
-1.00 – -0.78
-154.3% YoY
|
0.96
0.88 – 1.05
+207.9% YoY
|
4.68
4.44 – 5.02
+387.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings history not available.
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Roundhill Investments - Meme Stock ETF MEME | 4.43% | 912.0K | 0.69% |
| 2 | YieldMax Target 12 Semiconductor Option Income ETF SOXY | 3.07% | 2.45M | 1.06% |
| 3 | YieldMax Semiconductor Portfolio Option Income ETF CHPY | 1.97% | 22.84M | 1.03% |
| 4 | State Street SPDR S&P Semiconductor ETF XSD | 1.92% | 60.59M | 0.35% |
| 5 | ARK Next Generation Internet ETF ARKW | 1.64% | 27.50M | 0.76% |
| 6 | ARK Innovation ETF ARKK | 1.57% | 102.28M | 0.75% |
| 7 | Capital Group U.S. Small and Mid Cap ETF CGMM | 1.44% | 44.69M | 0.51% |
| 8 | Roundhill Generative AI & Technology ETF CHAT | 0.94% | 18.63M | 0.75% |
| 9 | Capital Group Growth ETF CGGR | 0.83% | 206.69M | 0.39% |
| 10 | Baron Technology ETF BCTK | 0.59% | 849.1K | 0.75% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | Vassallo Steven | Director | C-Conversion | A | Class B Common Stock | 15,302,343 | 0.00 | — | 15,302,343 | I | ↗ |
| 2026-05-15 | Foundation Capital Management Co. VIII, L.L.C. | 10% Owner | C-Conversion | D | Series A Preferred Stock | 265,414 | 0.00 | — | 0 | I | ↗ |
| 2026-05-15 | Benchmark Capital Management Co. VIII, L.L.C. | 10% Owner | C-Conversion | A | Class B Common Stock | 14,385,347 | 0.00 | — | 14,385,347 | I | ↗ |
| 2026-05-15 | Benchmark AI Infrastructure Management Co., L.L.C. | 10% Owner | C-Conversion | D | Series H Preferred Stock | 2,527,646 | 0.00 | — | 0 | I | ↗ |
| 2026-05-13 | Vassallo Steven | Director | — | — | Series D Preferred Stock | 30,968 | 0.00 | — | 0 | I | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Andrew D. Feldman | Co-Founder, CEO, President & Chairman | 937.5K | male |
| Sean Lie | Co-Founder & CTO | 750.0K | male |
| Dhiraj Mallick | Chief Operating Officer | 690.0K | male |
| Julie Shin Choi | Senior VP & Chief Marketing Officer | — | female |
| Michael James | Co-Founder & Chief Architect of Advanced Technologies | — | male |
| Robert Komin Jr. | Senior VP, CFO & Treasurer | — | male |
| Shirley X. Li | General Counsel & Secretary | — | female |
| Vinay Srinivas | Senior Vice President of Software Engineering | — | male |
| Alex Varel | Executive Vice President of Worldwide Sales | — | male |
| Yagnesh Patel | Chief Accounting Officer | — | male |
| Gary Lauterbach | CTO, Emeritus & Co-Founder | — | male |
| Jean-Philippe Fricker | Co-Founder & Chief System Architect | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Short-term intention
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