CBRSCerebras Systems Inc. Class A Common Stock — stock analysis & sentiment
Cerebras Systems Inc. Class A Common Stock (CBRS) last closed at $110.82, near the bottom of its 52-week range of $106.13–$386.34. Composite market sentiment across 2 analyses is neutral (+9 on a −100 to +100 scale), as of Oct 24, 2026.
Produced by the Synoptiv Research Engine from public financial data. Read the methodology.
Go beyond the overview
The thesis, technical signals, risk levels, and complete evidence — everything the overview leaves out.
What changed
Since the previous analysis (v1) on Aug 23, 2026.
CBRS fell to $110.82, from $196.13 at the previous analysis.
Composite sentiment climbed from -1 to +9, still neutral.
43 headlines since the last analysis — 15 positive, 6 negative, 22 neutral.
Market cap fell -43.50%, from $46.59B to $26.33B.
The written analysis on this page was refreshed for v2.
What the data says
An overview of the public data behind CBRS.
At $110.82, Cerebras is trading near the bottom of its 52-week range of $106.13 to $386.34. It sits about 4% above the low and roughly 71% below the high. The high is more than three and a half times the low, so the stock has made very large moves over the past year, and most of the recent movement has been downward.
The company has a market capitalization of about $26.3 billion and a forward price-to-earnings ratio of about 87. That means the market values it at a large multiple of the earnings it is expected to make. The business is not profitable today: its profit margin is about negative 75%, so it spends far more than it brings in. Revenue grew about 74%, which puts the current valuation alongside fast sales growth and large losses. The stock trades at about 2.75 times book value and pays no dividend.
Recent news coverage has been about Cerebras, but mostly in comparisons with other AI-related companies such as Applied Optoelectronics, SoundHound AI and BigBear.ai. One article covered a 25% drop in the stock over one month. Other headlines looked at the wider sector, including a broad semiconductor sell-off and how concentrated institutional portfolios are in AI stocks. Much of the news flow is about AI infrastructure and chip stocks as a group, not company-specific events.
Written from public market data. Research, not financial advice — the thesis, signals and risk levels are in the full report.
Price chart
CBRS daily price history.
Market sentiment
A composite of the public market data in this analysis, from −100 (bearish) to +100 (bullish).
This gauge blends news tone, analyst views, insider and congressional activity, and price momentum into a single score. The full report breaks down each driver and pairs it with the thesis.
See the full sentiment breakdown in the report →Key stats
A public snapshot of commonly used market and valuation measures.
Valuation & size
- Market cap
- $26.33B
- Enterprise value
- $19.89B
- Forward P/E
- 87.01
- Price / book
- 2.75
- Price / sales
- 38.68
Profitability & growth
- Net margin
- -75.27%
- Revenue growth
- +74.30%
- Dividend yield
- 0.00%
Price & risk
- Average volume
- 7.81M
From noise to signal. The full report has CBRS’s thesis, trade signal, and risk levels.
About Cerebras Systems Inc. Class A Common Stock
Cerebras Systems is an artificial intelligence infrastructure company based in Sunnyvale, California, founded in 2015. It designs and builds AI compute systems around its wafer-scale engine, a processor built on a single large piece of a silicon wafer rather than the many smaller chips cut from one. The company sells complete systems — hardware plus its own software stack — delivered as rack-mounted units for data center deployments ranging up to supercomputer scale, and it also offers access to its hardware as a cloud inference service. Its stated focus is on the compute demands of AI training and inference, including generative AI workloads. Customers described by the company include hyperscalers, foundation model labs, AI-native and digital-native businesses, larger enterprises, and government-backed "sovereign AI" programs. Cerebras has operations in the United States and internationally, including Europe, the Middle East, and Africa.
Latest news
Recent headlines related to CBRS, with vendor tone.
CBRS — frequently asked questions
Answered from the public data on this page.
What is the current market sentiment for CBRS?
As of Oct 24, 2026, Cerebras Systems Inc. Class A Common Stock (CBRS) carries neutral (+9 on a −100 to +100 scale) composite sentiment. The score fuses recent news tone, analyst recommendations, technical posture, insider and congressional activity, and market attention into a single figure. The full breakdown of each component is in the report.
How has CBRS stock been performing?
Cerebras Systems Inc. Class A Common Stock last closed at $110.82, near the bottom of its 52-week range of $106.13–$386.34.
What is CBRS's market cap and valuation?
Cerebras Systems Inc. Class A Common Stock has a market capitalization of about $26.33B, a dividend yield of 0.00%.
What sector is CBRS in, and who are its competitors?
Cerebras Systems Inc. Class A Common Stock operates in the Technology sector, specifically Semiconductors. Comparable companies include MPWR, MRVL, ALAB, MCHP, ON.
Where can I find a full analysis of CBRS?
The full CBRS report covers the bull and bear cases, technical signals with entry, stop and target levels, complete financial statements, earnings history, insider and congressional trades, and the conditions that would invalidate the thesis. It requires a free account.
Analysis history
Every saved analysis, newest first.