Cerebras Systems Inc. (CBRS)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Cerebras Systems, OpenAI Tout $20B AI Compute Deal and Europe Data Center Push
Cerebras Systems NASDAQ: CBRS and OpenAI executives used a Paris technology event to outline the companies' expanding infrastructure partnership, emphasizing faster AI inference, enterprise adoption of agents and a new European data center build-out.
Cerebras stock jumps as Europe AI expansion fuels OpenAI infrastructure
Cerebras Systems CBRS shares rose 11% on Thursday after the artificial intelligence infrastructure company unveiled plans for a major expansion across Europe. The initiative includes new AI data centres that will partially support OpenAI workloads under the companies' existing partnership.
Cerebras Systems: OpenAI, AWS And The Case For A Buy Rating
I rate Cerebras Systems a Buy with a $239 price target, reflecting 32% upside from $182. The core of my thesis is that the market is still trying to decide what Cerebras really is. My growth model is driven by OpenAI deployment, AWS distribution, hardware expansion, base business growth, margin normalization, and interest income from the company's cash balance.
Cerebras Stock: Wafer-Scale AI Offers Big Potential, Big Risks?
CBRS' wafer-scale AI chip story is gaining cloud and partner traction, but delivery obligations, margin pressure and data-center limits remain key tests.
Cerebras Drops 19% in a Month: Buy, Sell or Hold the CBRS Stock?
CBRS faces pressure from margin declines and execution risks, even as AI demand, cloud growth and OpenAI and AWS partnerships support prospects.
SpaceX Kicked Off What Looks Like a Historic Year for IPOs. Here's What Could Come Next
This has been a historic year for new listings. We're not done yet.
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.
