CBRS Cerebras Systems Inc. - Class A Common Stock

Cerebras stock slipped below its IPO price on the same day insiders filed to sell and a report surfaced questioning whether its anchor customer moved its fastest model to rival hardware.

Cerebras Systems has seen its share price fall sharply this year, which puts fresh attention on whether the current market value still lines up with what its balance sheet supports. With sentiment swinging around new AI partnerships and fast-changing expectations, the question is how much of Cerebras Systems' book value story is already in the price. The stock is down 42.9% year to date. This puts recent selling pressure directly up against what the company’s underlying net assets can...

Moderna falls after Citi downgrades shares to Sell from Hold, saying its recent rally has gone too far.

Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast in August. Cerebras still reports a loss. Anyone buying the shares today is paying for growth still to come. So how much of that growth has Cerebras already signed.

Investing.com -- Shares of Cerebras Systems tumbled 7% following industry speculation that OpenAI bypassed the startup’s specialized AI hardware to power its newly announced high-speed AI tier, GPT-6.1 Sol Ultrafast.

The stock has fallen sharply from the highs reached after its initial public offering and OpenAI could contribute to a further fall.

Nebius has surged to a 3x revenue advantage in just two years, while Cerebras hit a rare stumble last quarter.

NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.

Cerebras Systems' $25.4B backlog, expanding data-center capacity and improving margins strengthen its AI push against NVIDIA and AMD.

Cerebras has a $20 billion OpenAI deal and AWS partnership, but a falling stock and shifting customer concentration. IonQ has a surging backlog and diversified quantum computing customers.

Cerebras is growing fast with a differentiated chip architecture and a well-funded AI partner. BigBear.ai is navigating declining revenue and heavy dependence on a single customer. Both are speculative, but the risk profiles tell different stories.

The companies plan to deploy Cerebras CS-4 systems over one to two years, targeting speeds of up to 3,000 tokens per second

Cerebras Systems (NASDAQ:CBRS) plans to supply AI chips and computing systems with capacity to consume approximately 100 megawatts of power to cloud computing startup Gimlet Labs, the companies said on Monday. Gimlet plans to use the Cerebras hardware to provide computing capacity for artificial intelligence inference, the process through which AI models generate responses to user requests.

Bond markets are getting close to flashing a classic warning signal as the gap between 10 year and 2 year US Treasury yields narrows. When growth fears rise and credit gets more expensive, investors often look for businesses where insiders have real skin in the game and where management and analysts still see room for expansion. This article highlights three such fast growing, high conviction stocks from our insider backed screener. The three stocks in focus below are just a starter set from...

Most of the doubling is already under contract -- and management's own plan calls for far more.

An investment in Elon Musk’s rocket company almost a decade ago helped add more than $2 billion in value to Washington University’s endowment, turning a relatively small bet into one of the biggest contributors to the school’s investment gains this year.

One company just swung to profitability on 76% revenue growth; the other is narrowing losses while integrating major acquisitions.

Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool. The stocks covered below are...

Cerebras is posting $510M in revenue with 76% growth and profitability, while Rigetti burns cash despite backing from Amazon and Microsoft.

Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.

Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund. Tiger Global’s latest 13F showed the fund opened nine new positions during the quarter, including two major AI names. The largest of them is Cerebras Systems Inc. (NASDAQ:CBRS). […]

Nscale is entering the public markets with extraordinary growth, massive customer commitments, and some numbers investors need to keep a close eye on.

COHR and CBRS are riding AI demand, with strong growth outlooks, expanding infrastructure opportunities and improving earnings estimates.

TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.

The waves of new supply get bigger from here, and the last one comes with a hard deadline.

Washington just put AI and defense infrastructure back under a spotlight, with plans for an "AI Force" and an AI tsar signaling fresh attention on chips, cloud capacity and contractors that can plug into federal demand. That shift could reshape where capital flows next and it creates both openings and risks for investors watching AI-related equities. This article unpacks 3 US-listed large caps exposed to this policy theme and explains how each stock connects to the AI and defense spending...

On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland. The site will grow in stages to 165 MW of contracted capacity, and construction on the first 50 MW is already under way. It is a big physical commitment from a company that sells […]

Cerebras has the buzz, the OpenAI partnership, and the fastest inference chips in the market. Innodata has 12 straight quarters of growth, record profits, and a broadening customer base.

CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.

IPOs get plenty of press, and rightly so. They are the lifeblood of the markets, bringing new opportunities and new capital into the stock ecosystem. But IPOs also bring hard choices and counter-intuitive results, and those deserve a closer look. To start with, long-term analysis shows that most IPOs will actually underperform compared to their first day on the market. That first day benefits from high valuations and even higher levels of investor enthusiasm – but enthusiasm will wear off, and b

After losing half its value, is the AI computing specialist's stock finally cheap enough to buy?

One profitable hardware maker with a negative cash burn versus a hypergrowth cloud provider drowning in red ink, both betting on AI infrastructure dominance.

Cerebras Systems has seen its share price fall sharply so far in 2026, which puts a spotlight on whether the current valuation still lines up with what the balance sheet can support. With the stock under pressure, investors are increasingly asking how much today’s price rests on its book value rather than pure growth optimism. The share price is down 41.7% year to date, which makes the link between the current market value and Cerebras Systems' underlying net assets a much more pressing...

Investors were expecting an OpenAI IPO this year.

Cerebras Systems is scaling AI inference with faster systems, hyperscaler partnerships and capacity expansion as NVIDIA and Alphabet intensify competition.

One is profitable with $510 million in revenue; the other burns cash but guards a battery moonshot.

Cerebras has grown revenue 2.5x over eight quarters, while BigBear.ai has stalled — a widening gap that signals very different competitive positions.

One operates in a crowded market and the other chases quantum's uncertain timeline.

Cerebras (CBRS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

One is consistently growing at high rates, while the other has shown inconsistent revenue performance.

Nvidia has its finger in every pie, and sees another year of plenty in its future, Jensen Huang says. But, he insists, its deals are not circular.

Ark Invest added to three existing positions that are trading well below their recent highs.

Cathie Wood's firm ARK Invest added to its already sizable position in the trading platform Robinhood, which is back in a buy zone.

Cathie Wood is buying the dip as Cerebras’ rapid AI growth faces growing questions over profitability.

Anthropic could see overwhelming demand and command a valuation near $2 trillion when it goes public, according to Connor Group founding executive Jim Neesen. "I expect Anthropic to be heavily oversubscribed at the time of IPO and well positioned to...

Cerebras' new CS-4 claims up to 30x faster token generation per user than GPU-based AI systems.

Cathie Wood just loaded up on three stocks, spanning different corners of the AI chip market.

The AI computing specialist's latest results were strong. The real story is a backlog worth almost 29 times this year's expected revenue.

Coatue Management’s Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras. Coatue reported 12,084,027 Intel shares and roughly 7.01 million Cerebras shares at June 30. Intel Corporation (NASDAQ:INTC) offers manufacturing and established distribution, while Cerebras Systems Inc. (NASDAQ:CBRS) offers a radically different wafer-scale architecture. […]

Anthropic's unusual IPO plans could make one overlooked detail more important than the reported size of the offering.