NASDAQ
115.16USD
+2.60 (+2.31%)
We have scored 48 news catalysts on Cerebras Systems Inc. (CBRS) over the past 12 months. The biggest single-day move next to one of them came Jul 9, 2026, when CBRS closed +9.3%: “Cerebras stock jumps as Europe AI expansion fuels OpenAI infrastructure”. Coverage across the window leans positive (average ticker sentiment +0.20). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
26.1B
P/E
—
EPS
—
Beta
1.85
52W range
105.36-386.34
Day range
110.74–119.87
Open
110.75
Prev close
112.56
Volume
10.1M
Avg volume
8M
Dividend
0.00
IPO
2026-05-14
Analysts publish price targets on CBRS, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
14 analyst price targets from $250 to $330
as of 2026-08-27
The market is 39% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Cerebras Systems Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Cerebras Systems Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for CBRS: .
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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.
The reconstruction
The price sits 39% below the median published target and at the absolute floor of the analyst spread, meaning the market completely rejects the bull case that margins will recover and is pricing in a structurally unprofitable cloud transition.
What the disagreement turns on
Will the core cloud gross margin recover by 10 to 15 percentage points toward the 60%+ target as owned data centers come online, or is the margin compression a permanent feature of the business model? The available data cannot measure this because the required street pricing is not wired.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $182 on 2026-08-27 — the quote has since moved -37%, so read this as a record of what was priced in then, not now.
