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Company ProfileCerebras Systems Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
CBRS
Cerebras Systems Inc. Stock AnalysisComprehensive stock analysis for Cerebras Systems Inc. (CBRS) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisCBRS
CBRS
Cerebras Systems Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
CBRS
Home🔹Stocks🔹Cerebras Systems Inc.

Cerebras Systems Inc.

🇺🇸CBRS•NASDAQ

Cerebras Systems Inc.

🇺🇸CBRS•NASDAQ
Market cap
$43.13B
Sentiment

Your view on CBRS

Mkt Cap
$43.13B
Sentiment
Your view
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Cerebras Systems Inc.

Industry
Semiconductors
Sector
Technology
CEO
Andrew D. Feldman
Headquarters
1237 East Arques Avenue, Sunnyvale, CA, US
Industry
Semiconductors
Sector
Technology
CEO
Andrew D. Feldman
Headquarters
1237 East Arques Avenue, Sunnyvale, CA, US
Description

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.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Cerebras Systems Inc., and the rating behind it. CBRS last traded at $181.55; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Cerebras Systems Inc.. Starting points for Cerebras Systems Inc.: EPS -$3.39, beta 1.85 — an Semiconductors name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Cerebras Systems Inc.. Cerebras Systems Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Cerebras Systems Inc.. Trailing twelve-month EPS for Cerebras Systems Inc. stands at -$3.39. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Cerebras Systems Inc.. Cerebras Systems Inc. has reported as a listed company since 2026. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Cerebras Systems Inc. valued side by side against its closest peers. Cerebras Systems Inc. is measured against Semiconductors peers within the Technology sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Cerebras Systems Inc., and how their positions are changing. At a $43.13B market value, institutional positions materially move Cerebras Systems Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Cerebras Systems Inc. executives and directors. Shares of Cerebras Systems Inc. have traded between $160.81 and $386.34 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Cerebras Systems Inc.. Cerebras Systems Inc. is a $43.13B Technology company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Cerebras Systems Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Cerebras Systems Inc.. Coverage tracks Cerebras Systems Inc. within Semiconductors (Technology). Press releases and market coverage, newest first.

Discussion

Comments

Comments and replies from FRC members about this company.

Peer companies

  • ALABAstera Labs, Inc. Common Stock
  • AVEXAevex Corp.
  • FRVOFervo Energy Company
  • SWMRSwarmer, Inc Common Stock
  • VOYGVoyager Technologies, Inc.
  • XEX-Energy, Inc. Class A Common Stock

More Semiconductors companies

  • QUIKQuickLogic Corporation
  • RMBSRambus Inc.
  • RNECFRenesas Electronics Corporation
  • RNECYRenesas Electronics Corporation
  • ROHCFROHM Co., Ltd.
  • ROHCYROHM Co., Ltd.
  • SANJFSanken Electric Co., Ltd.
  • SCIASCI Engineered Materials, Inc.
  • SESMFSÜSS MicroTec SE
  • SFDMYShanghai Fudan Microelectronics Group Company Limited
  • SILXFSilex Systems Limited
  • SILXYSilex Systems Limited

ETFs holding Cerebras Systems Inc.

Largest holders, then the funds most concentrated in CBRS · % = share of the fund

  • SOXXiShares Semiconductor ETF0.83%
  • ARKKARK Innovation ETF2.39%
  • CGGRCapital Group Growth ETF0.70%
  • VTIVanguard Total Stock Market ETF0.01%
  • LOUPDeepwater Frontier Tech ETF3.94%
  • ARKWARK Next Generation Internet ETF2.58%
  • XSDState Street SPDR S&P Semiconductor ETF1.87%
  • CHPYYieldMax Semiconductor Portfolio Option Income ETF1.69%

News

Latest Market News