Added to YB: 2026-09-11
Pitch date: 2026-09-09
CBRS [neutral]
Cerebras Systems Inc.
+0.21%
current return
Author Info
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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
$46.6B
Pitch Price
$190.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
-127.51
P/E
-30.99
EV/Sales
59.02
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Equity X-Ray: In-Depth Research - $CBRS
CBRS (update): Cerebras is shifting from wafer-scale hardware sales toward owning or controlling AI cloud infrastructure, with demand validated by OpenAI’s commitment to purchase 750MW through 2028 under an agreement Cerebras values at more than $20 billion. Q2 cloud and services revenue rose 281% to $126 million, but two customers supplied 66% of revenue and first-half capex was $548.9 million. The key tests are delivery, sustained speed advantages and cloud-margin recovery as owned capacity replaces rented systems.
Read full article (17 min)