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Cerebras Systems designs and builds wafer-scale AI chips and full-stack systems optimized for training and serving large-scale neural networks.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chipsmodels
|
| Category |
2.30 Advanced Semiconductor Packaging & Optical Interconnects
4.10 Model Inference & Serving
|
| Sentiment |
48.0% |
| USD Mkt Cap | 45.60B |
| USD Revenue | 680.67M |
| USD Net Income | -487.24M |
| P/E | 592.33 |
| fwd P/E | 150.69 |
| Price 3M | -7.7% |
| USD Share Price | 195.79 |
Price & Size
| Price |
191.93 USD |
| Market Cap |
45.60B USD |
| Shares Outstanding |
112.25M |
| Shares Float |
110.11M |
| 52w Low |
160.81 USD |
| 52w High |
386.34 USD |
| Avg Volume |
7.11M |
Valuation
| P/E (forward) |
150.7x |
| P/B |
4.77x |
| Enterprise Value |
39.16B USD |
| Book Value / Share |
40.27 USD |
| P/S |
66.99x |
| EV / Revenue |
57.53x |
| EV / EBITDA |
-80.78x |
Income
| Revenue |
680.67M USD |
| Revenue / Share |
8.40 USD |
| EBITDA |
-484.79M USD |
| Net Income |
-487.24M USD |
| EPS (trailing) |
-4.66 USD |
| EPS (forward) |
1.27 USD |
Margins & Profitability
| Gross Margin |
34.9% |
| Operating Margin |
-265.0% |
| Profit Margin |
-75.3% |
| EBITDA Margin |
-71.2% |
Cash & Debt
| Total Cash |
7.92B USD |
| Total Debt |
1.49B USD |
| Operating Cash Flow |
66.31M USD |
| Debt / Equity |
0.16x |
| Current Ratio |
5.83x |
| Quick Ratio |
5.17x |
Analyst Consensus
| Target (Mean) |
291.64 USD |
| Target (Median) |
300.00 USD |
| Target (High) |
330.00 USD |
| Target (Low) |
209.00 USD |
| Recommendation |
none |
| # Analysts |
11 |
Sentiment 48.0%
as of Sep 11, 2026
Positive drivers
Cerebras continued to secure large-scale AI training deals with hyperscalers, reinforcing its position in the wafer-scale chip market. Positive analyst notes highlighted potential revenue growth from next-gen systems expected in late 2026.
Neutral / mixed
The company remains privately held with limited public financial disclosures, making direct stock performance analysis speculative. Broader AI sector volatility and macroeconomic uncertainty created mixed investor sentiment without company-specific catalysts.
Negative drivers
Intense competition from NVIDIA and emerging players pressured perceived market share for Cerebras. Delays in rumored IPO plans and lack of recent funding news contributed to cautious or negative views in the 30-day window.
Bottom line
Overall sentiment for Cerebras is slightly negative to neutral due to competitive pressures and limited visibility as a non-public entity, tempered by ongoing AI demand tailwinds.