Cerebras Systems Inc. (CBRS)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Cerebras Systems, Inc: The Next Rags-to-Riches AI Story?
In a world where bigger is better, Cerebras Systems NASDAQ: CBRS seems to be well positioned. Instead of linking numerous AI cores together, creating data transfer bottlenecks along the way, Cerebras Systems chips are massive, comparable to dinner plates, housing thousands of cores in each.
Cerebras Systems Inc. (CBRS) Q1 2026 Earnings Call Transcript
Cerebras Systems Inc. (CBRS) Q1 2026 Earnings Call Transcript
Cerebras Q1: Demand Is So Hot The Company Rents Its Own Hardware Back
I didn't buy Cerebras Systems Inc. around the IPO, even when it was twenty times oversubscribed. The cloud business worried me then. It worries me now. The Q1 margin print looked like the story was finally taking shape. Then the guidance for Q2 and the full-year came out. Q2 gross margin was guided at 36%-38% vs. 46.5% in Q1. But the real surprise was on the operating margins guide: near-zero in Q1, flipping to negative 30%-32% in Q2.
Cerebras stock sell-off: CEO says margin forecast is 'misunderstood'
Cerebras Systems (CBRS) shares tanked over 15% on Wednesday morning following its inaugural quarterly earnings report since its blockbuster initial public offering (IPO) last month. While the artificial intelligence (AI) chipmaker nearly doubled its Q1 revenue to $193 million and topped Street estimates, investors are concerned about the compressed profitability guidance.
Cerebras Systems Q1 Earnings Beat Estimates, Revenues Increase Y/Y
CBRS beats Q1 earnings estimates as AI infrastructure demand lifts revenues, cloud services surge and major OpenAI and AWS deals expand its reach.
Cerebras CEO Feldman says margin forecast was 'misunderstood' as stock plummets after earnings
Andrew Feldman, co-founder and CEO at Cerebras Systems, joins 'Squawk on the Street' to discuss the company's first earnings report since going public in May, its outlook for gross margin, and more.
Cerebras' First Post-IPO Earnings Beat Wall Street Projections. The Stock Is Falling Anyway
Cerebras beat Wall Street's estimates with its first report as a public company, but investors aren't cheering the results.
Cerebras Systems delivers revenue beat for first quarter, shares drop on margin worries
Cerebras Systems (NASDAQ:CBRS) shares fell 14% to about $194 on Tuesday after the artificial intelligence chipmaker reported better-than-expected first quarter results and raised its full-year revenue outlook, but forecast a sharp decline in gross margins for the current quarter. The company, which completed its initial public offering earlier this year, reported first-quarter GAAP revenue of $193.4 million and core revenue of $191.3 million, exceeding Wall Street expectations of about $181 million.
Cerebras: Contrarian Setup (Rating Upgrade)
Cerebras Systems Inc. delivered a strong Q1 earnings beat, with 94% Y/Y revenue growth and a top-line outlook above consensus. Despite robust demand and a $20B total OpenAI deal, CBRS shares dropped 14% post-earnings on weaker near-term margin guidance and heavy CapEx. I see the margin dip—Q2 gross margin guided at 36-38% vs. Q1's 47%—as temporary, with full-year margin expected to rebound to 38-41%.
Cerebras stock sinks as margin outlook overshadows AI deals
Cerebras Systems shares tumbled about 10% in premarket trading on Wednesday after the artificial intelligence chipmaker forecast lower profit margins for 2026. The outlook overshadowed better-than-expected quarterly results and highlights the costs of scaling its rapidly growing AI infrastructure business.
Cerebras sinks 14% as full-year margin forecast disappoints
Cerebras shares tumbled about 14% before the bell on Wednesday after the chip designer warned that annual profit margins would undershoot first-quarter figures in its debut earnings following a blockbuster initial public offering.
Cerebras reports 92% revenue growth in chipmaker's first earnings report since IPO
Cerebras reported financials for the first time since its IPO in May. The artificial intelligence chipmaker saw its stock pop out of the gate, but the shares are down 28% since then.
