Professional
Added to YB: 2026-06-10
Pitch date: 2026-06-08
CBRS [bullish]
Cerebras Systems Inc.
Author Info
No bio for this author
Company Info
Cerebras Systems Inc. operates as an artificial intelligence infrastructure company. It designs and manufactures an AI compute platform that comprises of proprietary systems and software that is delivered in racks for deployment in data centers up to supercomputer scale.
Market Cap
$52.2B
Pitch Price
N/A
Price Target
300.00
Dividend
N/A
EV/EBITDA
-26.9K
P/E
171.82
EV/Sales
104.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Mizuho Initiates Cerebras (CBRS) at $300 PT
CBRS: Mizuho initiates, $300 PT (15x C28E P/S, 0.1x PEG vs peer 1.6x). 4 pillars: AI capex 36% CAGR to $2.8T by 2030; leads 'fast inference' (~291% CAGR to ~$550B); Wafer Scale Engine moat w/ massive on-die SRAM; broadening pipeline drives 122% rev CAGR C25-29E.
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