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. The company's pioneering wafer-scale engine, a chip encompassing a silicon wafer, designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI, and other AI applications. Its customers include hyperscalers, foundation model labs, AI-native and digital-native businesses, enterprises, and leaders of Sovereign AI initiatives. The company has operations in the United States, Europe, the Middle East, Africa, and internationally. Cerebras Systems Inc. was founded in 2015 and is headquartered in Sunnyvale, California.
Cerebras Systems (CBRS) Stock Price & Market Analysis
CBRS · NASDAQ · Semiconductors
$196.74
▼ -$10.01(-4.84%)4:00 PM ET - vs previous closeQuote as of Sep 28, 2026, 4:00 PM EDT
NASDAQ market is closed. Showing the latest available regular-session trade from Sep 28, 2026, 4:00 PM EDT.
Yahoo Finance · latest regular-session print · as of Sep 28, 2026, 4:00 PM EDT · delay not stated · current source
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Session market context
- CBRSStock · vs previous close
- ↓ -4.84%
- SOXXSemiconductor ETF
- ↓ -2.08%
- QQQNasdaq-100 ETF
- ↓ -1.07%
CBRS underperformed the sector by 2.77 percentage points.
Price comparisons describe market context; they do not establish the cause of a move.
Data freshness
PriceAt closeLast traded
Fundamentalsevery 1 hrProvider checked
Analystevery 12 hrProvider checked
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Company · Profile
About Cerebras Systems (CBRS)
Sector, leadership, and how Cerebras Systems earns its revenue.
Technology
Company · Profile
About Cerebras Systems (CBRS)
Sector, leadership, and how Cerebras Systems earns its revenue.
Cerebras Systems
NASDAQ · CBRS · US
- Sector
- Technology
- Industry
- Semiconductors
- Headquarters
- Sunnyvale, California
- Country
- US
- Founded
- 2015
- Employees
- 708
- CEO
- Andrew FeldmanCompany leadership source
- Exchange
- NASDAQ
Business model & operating evidence
AI business exposure
- Revenue exposure
- AI-specific revenue is not separated in the available company statements.
- Capital-spending dependency
- No reviewed quantitative dependency model is available.
- Compute role
- See the sourced business description; AI labels do not establish compute revenue.
- Platform examples
- An exhaustive, consistently defined product inventory is unavailable.
- Ecosystem links
- Supplier and customer links require reviewed disclosures.
Narrative versus numbers
Demand is expanding
Insufficient evidence: Unavailable
Quarterly revenue growth year over year; company-wide, not exclusively AI. · Company financial statements · 2026-06-30
Growth produces accounting profit
Contradicting observation: -31.0%
Net margin. A positive figure supports profitability, not necessarily cash generation. · SEC Companyfacts · 2026-09-29T08:07:19.866Z
The business generates cash after investment
Contradicting observation: -476.73M
Latest available free cash flow; period-specific, not a forecast. · SEC Companyfacts · 2026-06-30
These are explicit tests of individual claims, not an overall bull/bear rating. Demand growth can coexist with valuation, concentration and financing risk.
Operating measures
- Revenue
- $180.11Mquarter ended Jun 30, 2026
- Gross margin
- 14.2%quarter ended Jun 30, 2026
- Operating margin
- -265.0%quarter ended Jun 30, 2026
- EPS
- -$2.98quarter ended Jun 30, 2026
- Capital expenditure
- $416.90Mquarter ended Jun 30, 2026
- Free cash flow
- -$476.73Mquarter ended Jun 30, 2026
- Free cash flow margin
- -264.7%quarter ended Jun 30, 2026
- Revenue growth year over year
- 74.3%quarter ended Jun 30, 2026
Leadership
CEO: Andrew Feldman
Source: TECHi curated profile · Date not supplied
Ownership filings and insider activityCompetitors & comparisons
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Governance & sustainability
Dated environmental and governance disclosures are not available in this dataset. TECHi does not infer an ESG rating from profitability, volatility, headcount or executive biographies.
All data sources
Search the dated figures used for this view. Each entry identifies its units, reporting period and calculation status.
US market hours
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