Added to YB: 2026-06-26
Pitch date: 2026-06-24
CBRS [neutral]
Cerebras Systems Inc.
Author Info
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
$49.8B
Pitch Price
N/A
Price Target
269.00
Dividend
N/A
EV/EBITDA
-619.60
P/E
159.59
EV/Sales
85.89
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Cerebras Systems (CBRS) -- Q1 2026 Results
CBRS (earnings): Q1'26 rev $193.4M (+94% YoY) beat $181M est; EPS -$0.22 missed -$0.16. Stock -13% on Q2 GM guide 36-38% vs Q1's 46.5% (rented capacity for OpenAI). FY26 guide $855-865M (+69%). OpenAI dominates $24.6B backlog—concentration rotated from UAE, not gone; AWS 2027. 41x fwd rev, thin 8.67M float. Base case 11% 3yr IRR. GM recovery H2'26 is key variable.
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