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,…
If analysts are right on $CBRS, this is much higher in the next few years. https://t.co/j5gRhLSP9h
Oracle $ORCL is also deploying Google’s $GOOG TPUs in its data centers for the first time, while also diversifying its inference-optimized compute with chips from Cerebras and Intel-backed SambaNova. $INTC $CBRS $NVDA https://t.co/mcuEgAwfuu
$CBRS The bearish obituary industry has been working overtime. Apparently 3 red candles and a Twitter account now qualify you for a PhD in semiconductor architecture. ? These guys have declared Cerebras dead so many times they should offer a funeral subscription. Every selloff…
The market is so wrong about $CBRS https://t.co/xv4TEXgOMi
$CBRS -Dead cat bounce or reversal? https://t.co/7RmTA0DO8c
@general_compute @blackbirdvc @AbstractVC $CBRS ?
11 analysts rate CBRS Buy on consensus.
Consensus price target: $282.55 (+136.82% upside from $119.31)
| Insider | Date | Transaction | Shares | Value |
|---|---|---|---|---|
| Mallick Dhiraj Chief Operating Officer | Sep 29, 2026 | Sale | 68,830 | $13.42M |
| Mallick Dhiraj Chief Operating Officer | Sep 29, 2026 | Sale | 6,613 | $1.3M |
| Mallick Dhiraj Chief Operating Officer | Sep 29, 2026 | Sale | 9,682 | $1.97M |
| Mallick Dhiraj Chief Operating Officer | Sep 29, 2026 | Sale | 22,915 | $4.6M |
| Mallick Dhiraj Chief Operating Officer | Sep 29, 2026 | Sale | 5,170 | $1.02M |
| Fiscal year | Revenue | Revenue YoY | Net income |
|---|---|---|---|
| 2025 | $509.99M | +75.71% | $237.83M |
| 2024 | $290.25M | +268.6% | $-481.6M |
| 2023 | $78.74M | +219.85% | $-127.16M |
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