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Cerebras Systems Inc. (CBRS)

Technology | Semiconductors | Sunnyvale, United States | NasdaqGS
179.08 USD -7.59 (-4.066%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 178.89 -0.19 (-0.190%) ⇩ (Aug. 28, 2026, 7:59 p.m. EDT)

Short-term:★⯪☆☆☆Long-term:★★★☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 2:34 a.m. EDT

Cerebras presents a high-risk, high-reward dichotomy. While the company boasts a fortress-like balance sheet with nearly $8 billion in cash against minimal debt and explosive 74% revenue growth, it remains unprofitable with negative operating margins. The legal investigation into potential securities violations casts a shadow over the near-term outlook, contributing to a sharp 13% price decline over the last two weeks and placing the stock below key moving averages. Long-term, the massive cash reserve provides ample runway to navigate the path to profitability, but the valuation is aggressive at 154x forward earnings. Short-term traders face headwinds from the legal overhang and technical breakdown, while long-term investors must weigh the transformative AI potential against the regulatory uncertainty and lack of earnings validation. The security has too little price history to assess long-term trajectory definitively, forcing reliance on current fundamentals which remain mixed.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.165890
MSTL0.167085
AutoARIMA0.189040
AutoTheta0.373188

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 32%
H-stat 2.34
Ljung-Box p 0.000
Jarque-Bera p 0.650
Excess Kurtosis -0.53
Attribute Value
Sector Technology
Debt to Equity Ratio 16.244
Revenue per Share 8.403
Market Cap 42,542,968,832
Forward P/E 140.60
Profit Margins -75.27%
Website https://www.cerebras.ai

As of Aug. 22, 2026, 2:34 a.m. EDT: Speculators are positioning for high volatility with elevated implied volatility across all expirations. Call buyers are targeting upside to $250-$400 with significant open interest walls, while put buyers are establishing floors around $100-$200. The heavy volume at both OTM calls and ITM/ATM puts suggests a binary outcome is expected, with the market pricing in significant uncertainty despite the strong cash position.


Info Dump

Attribute Value
52 Week Change -0.39990997
Address1 1,237 East Arques Avenue
All Time High 386.34
All Time Low 160.81
Ask 230.86
Ask Size 2
Average Analyst Rating 1.5 - Strong Buy
Average Daily Volume10 Day 9,404,610
Average Daily Volume3 Month 6,962,003
Average Volume 6,962,003
Average Volume10Days 9,404,610
Bid 177.51
Bid Size 2
Book Value 40.273
City Sunnyvale
Compensation As Of Epoch Date 1,767,139,200
Country United States
Crypto Tradeable 0
Currency USD
Current Price 179.08
Current Ratio 5.825
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 183.9699
Day Low 176.8901
Debt To Equity 16.244
Display Name Cerebras Systems
Earnings Call Timestamp End 1,786,568,400
Earnings Call Timestamp Start 1,786,568,400
Earnings Timestamp 1,786,564,800
Earnings Timestamp End 1,794,340,800
Earnings Timestamp Start 1,794,340,800
Ebitda -484,790,016
Ebitda Margins -0.71222
Enterprise To Ebitda -74.483
Enterprise To Revenue 53.048
Enterprise Value 36,108,492,800
Eps Current Year -0.47037
Eps Forward 1.27368
Eps Trailing Twelve Months -4.46
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 205.5974
Fifty Day Average Change -26.517395
Fifty Day Average Change Percent -0.12897728
Fifty Two Week Change Percent -39.990997
Fifty Two Week High 386.34
Fifty Two Week High Change -207.26
Fifty Two Week High Change Percent -0.5364705
Fifty Two Week Low 160.81
Fifty Two Week Low Change 18.270004
Fifty Two Week Low Change Percent 0.11361237
Fifty Two Week Range 160.81 - 386.34
Financial Currency USD
First Trade Date Milliseconds 1,778,765,400,000
Float Shares 94,179,888
Forward Eps 1.27368
Forward P E 140.60046
Full Exchange Name NasdaqGS
Full Time Employees 708
Fullday Change -7.59
Fullday Change Percent -4.066
Fullday Price 178.89
Gmt Off Set Milliseconds -14,400,000
Gross Margins 0.34903
Gross Profits 237,574,000
Has Pre Post Market Data 1
Held Percent Insiders 0.01001
Held Percent Institutions 0.78186995
Implied Shares Outstanding 237,564,041
Industry Semiconductors
Industry Disp Semiconductors
Industry Key semiconductors
Ipo Expected Date 2,026-05-14
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary 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, designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI, and other AI applications. Its customers include hyperscalers, foundation model labs, AI-native and digital-native businesses, enterprises, and leaders of Sovereign AI initiatives. The company has operations in the United States, Europe, the Middle East, Africa, and internationally. Cerebras Systems Inc. was founded in 2015 and is headquartered in Sunnyvale, California.
Long Name Cerebras Systems Inc.
Market us_market
Market Cap 42,542,968,832
Market State CLOSED
Max Age 86,400
Message Board Id finmb_418071681
Most Recent Quarter 1,782,777,600
Net Income To Common -487,239,008
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 44,346,079,533
Number Of Analyst Opinions 11
Open 183.5
Operating Cashflow 66,305,000
Operating Margins -2.64968
Payout Ratio 0.0
Phone (650) 933-4980
Post Market Change -0.19000244
Post Market Change Percent -0.106099196
Post Market Price 178.89
Post Market Time 1,787,961,593
Previous Close 186.67
Price Eps Current Year -380.72156
Price Hint 2
Price To Book 4.446652
Price To Sales Trailing12 Months 62.501328
Profit Margins -0.75271004
Quick Ratio 5.167
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.45455
Region US
Regular Market Change -7.59
Regular Market Change Percent -4.066
Regular Market Day High 183.9699
Regular Market Day Low 176.8901
Regular Market Day Range 176.8901 - 183.9699
Regular Market Open 183.5
Regular Market Previous Close 186.67
Regular Market Price 179.08
Regular Market Time 1,787,947,201
Regular Market Volume 5,337,735
Revenue Growth 0.743
Revenue Per Share 8.403
Sand P52 Week Change 0.20504117
Sector Technology
Sector Disp Technology
Sector Key technology
Shares Outstanding 112,247,109
Shares Percent Shares Out 0.066700004
Shares Short 15,842,360
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 10,424,930
Short Name Cerebras Systems Inc.
Short Percent Of Float 0.14109999
Short Ratio 2.51
Source Interval 15
State CA
Symbol CBRS
Target High Price 330.0
Target Low Price 209.0
Target Mean Price 291.63635
Target Median Price 300.0
Total Cash 7,921,546,752
Total Cash Per Share 33.345
Total Debt 1,487,070,976
Total Revenue 680,673,024
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -4.46
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 218.38931
Two Hundred Day Average Change -39.30931
Two Hundred Day Average Change Percent -0.17999649
Type Disp Equity
Volume 5,337,735
Website https://www.cerebras.ai
Zip 94,085