Cerebras Systems Inc. (CBRS)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Cerebras stock: options pricing suggests Q1 earnings won't salvage it
A broader semiconductor sell-off is weighing on Cerebras Systems (CBRS) shares as the company warms up to report its quarterly earnings later today (after market close). While the Nasdaq-listed firm is widely regarded as “The Nvidia Challenger”, options traders aren't entirely convinced that the Q1 print will help it reclaim some of its year-to-date losses in the days ahead.
AI Selling Overseas Reaches Pre-Market Futures
The tech-heavy Nasdaq, now falling to second-place in gains year-to-date behind the small-cap Russell 2000, has dumped -1100 points since the first hour of trading yesterday.
Cerebras Is Set to Report Its First Earnings Since Its IPO. Here's How Much the Stock Is Expected to Move
Cerebras Systems is set to report its first quarterly results as a public company after the closing bell Tuesday, with traders anticipating a big move in the AI chipmaker's stock.
Cerebras gets set for inaugural earnings with upside potential, Wedbush says
Cerebras Systems (NASDAQ:CBRS) is approaching its first earnings report as a public company with execution rather than demand as the key variable to watch, according to Wedbush analysts. Demand risk is "almost zero," according to Wedbush, given Cerebras's existing deals with OpenAI and Amazon, meaning results will largely reflect how well management delivers against its own targets.
CBRS Gears Up to Report Q1 Earnings: What's in Store for the Stock?
Cerebras Systems' Q1 results, scheduled to be reported on June 23, are likely to benefit from AI infrastructure demand, cloud growth and an AWS collaboration.
Cerebras Still Has Room To Run
Cerebras holds a $24.6 billion backlog, nearly 48 times FY25 revenue of $510 million, providing exceptional visibility. OpenAI and AWS commitments support projected revenue growth from $510 million in FY25 to $5.5 billion by FY28. Gross margins improved from 12% in 2022 to 39% in 2025, with further expansion potential through scale.
Cerebras shares jump as Wall Street initiates coverage with bullish calls
Cerebras Systems Inc (NASDAQ:CBRS) shares climbed about 23% on Monday after at least nine brokerages initiated coverage of the AI chip designer following the expiry of the quiet period, backing its unconventional wafer-scale architecture weeks after a strong market debut. IPO bookrunners Morgan Stanley, Citigroup, Barclays and UBS were among the firms to initiate coverage.
Cerebras jumps 17% as Wall Street backs the Nvidia challenger's AI strategy
Shares of Cerebras Systems CBRS surged more than 17% on Monday after a wave of Wall Street firms initiated coverage of the AI chipmaker. Analysts largely endorse the company's unconventional approach to artificial intelligence computing and highlight its potential to challenge established industry players.
Cerebras Opened at $350 -- Nearly Double Its IPO Price -- Then Pulled Back 20% the Next Day. Is Cerebras Stock a Buy or a Trap?
Cerebras Systems went public on May 14. The stock price has experienced a sell-off since then.
Cerebras CEO says AI 'as an industry' has done a terrible job of selling data centers: 'We ought to pay our own way
Cerebras CEO Andrew Feldman said the AI industry has to market data centers better. He said that Microsoft President Brad Smith's plan is what the industry should have been saying all along.
Cerebras: Why I'm Selling The Biggest AI IPO Of The Year
Cerebras Systems launched a high-profile IPO, surging 68% above its offering price but now faces significant volatility as the IPO excitement fades. CBRS trades at extreme valuation multiples (120x EV/Sales TTM and 202x P/E) reflecting a bull case the market cannot yet underwrite with current inputs. Revenue growth to $510 million in 2025 is heavily concentrated in UAE-linked customers and anchored by a $20 billion OpenAI commitment and AWS partnership.
Cerebras: Why Speed May Beat Intelligence In The Next AI Boom
Cerebras (CBRS) offers a speculative AI hardware play, targeting the emerging demand for ultra-fast, real-time inference over incremental intelligence gains. CBRS's validation is anchored by a multi-year, 750MW deployment agreement with OpenAI and a strategic partnership with AWS for cloud-based inference. Despite a $68B valuation and 2025 revenues of $510M, CBRS's $24.6B backlog and rapid revenue growth potential underpin the bullish thesis.
