Cerebras Systems Inc.
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Cerebras Systems reported Q2 adjusted revenue of $209.9M, up 103% YoY, with a $25.4B backlog driven by an OpenAI agreement. The company raised its full-year outlook to $880M-$890M. OpenAI's deal accounts for most of the backlog, with revenue recognition expected over several years. Cerebras' stock is down 44% from its 52-week high, trading at a market cap of ~$51B.
Cerebras Systems (CBRS) shares surged 68% on their Nasdaq debut, closing at $311.07, with a market cap of $95B. ARK ETFs bought 105,616 shares, while trimming stakes in TSMC and AMD. The IPO raised $5.6B, with strong demand highlighting investor interest in AI hardware. CBRS reported $510M in 2023 sales, up from $290.3M in 2024, and partners with OpenAI, Meta, AWS, and IBM.
Cerebras Systems (CBRS) plans a resale of 50,000 Class A shares by the Vassallo Family Revocable Trust, valued at $9.52M. The shares will be sold on Nasdaq through Merrill Lynch under Rule 144. The trust previously sold 50,000 shares in August 2026 for $10.91M, acquired in a 2016 private placement.
Over the past 7 days, alphai's AI scored 18 news stories mentioning CBRS (Cerebras Systems Inc.). Coverage has skewed bullish: 11 bullish, 5 neutral, and 2 bearish.
Recent CBRS coverage spans financial news, market movers and earnings.
In the last 30 days, CBRS insiders filed 138 SEC Form 4 transactions — no purchases and 138 sales ($245.3M). The most active reporter was Feldman Andrew D., CEO, President, with 39 filings. 22% of those filings were made under pre-arranged Rule 10b5-1 plans.
Backlog size indicates strong long‑term demand but revenue conversion is slow, creating valuation pressure.
First-day price jump indicates strong demand and potential short-term upside.
The trust's resale adds supply to the market, potentially pressuring CBRS price modestly.
Potential dilution and insider selling pressure may weigh on CBRS price.
The disclosed insider sale adds supply pressure and may signal insider confidence level.
alphai scores every news story that mentions CBRS with an AI model for sentiment and relevance, and aggregates insider trades from Cerebras Systems Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Cerebras Systems reported Q2 adjusted revenue of $209.9M, up 103% YoY, with a $25.4B backlog driven by an OpenAI agreement. The company raised its full-year outlook to $880M-$890M. OpenAI's deal accounts for most of the backlog, with revenue recognition expected over several years. Cerebras' stock is down 44% from its 52-week high, trading at a market cap of ~$51B.
3 min readCerebras Systems (CBRS) shares surged 68% on their Nasdaq debut, closing at $311.07, with a market cap of $95B. ARK ETFs bought 105,616 shares, while trimming stakes in TSMC and AMD. The IPO raised $5.6B, with strong demand highlighting investor interest in AI hardware. CBRS reported $510M in 2023 sales, up from $290.3M in 2024, and partners with OpenAI, Meta, AWS, and IBM.
2 min readCerebras Systems (CBRS) plans a resale of 50,000 Class A shares by the Vassallo Family Revocable Trust, valued at $9.52M. The shares will be sold on Nasdaq through Merrill Lynch under Rule 144. The trust previously sold 50,000 shares in August 2026 for $10.91M, acquired in a 2016 private placement.
1 min readCerebras Systems (CBRS) insider Andrew Feldman filed a notice to sell 37,441 shares via option exercise on Sept. 4, 2026, with Morgan Stanley as broker. He and related parties sold over 300,000 shares in the past three months, some under a 10b5-1 plan.
1 min readCerebras Systems (CBRS) officer Sean Lie plans to sell 53,460 shares, valued at $10.2M, including 7,319 shares from Performance Stock Units and 46,141 from stock options. The sale is set to occur in 2026 and will be executed through Morgan Stanley. Lie has previously sold large amounts of Cerebras stock, including a $147M sale in August 2026.
2 min readCerebras Systems Inc. (CBRS) director Susan Lior reported restructuring-related transfers of 996K Class A shares on September 2, 2026. The shares were distributed from Eclipse-affiliated funds to her directly and to an estate-planning vehicle she controls. She now holds 290,661 shares directly and additional shares indirectly.
1 min readCerebras Systems (CBRS) shares rose 12% to $213.26, nearing a $51B valuation. The surge followed a Finland data-center contract announcement, with plans for 50MW, 80MW, and 165MW stages. The stock initially fell 6.3% on the news but recovered. Cerebras has $8.6B in cash and $25.4B in performance obligations, with a 2026 revenue forecast of $880M-$890M.
2 min readCerebras Systems (CBRS) stock rose 5.7% to $182.40 after investors reassessed its AI data center partnership in Finland. The deal, with Compute Nordic Finland, involves a 165 MW facility with seven-year commitments. Analysts maintain a Strong Buy consensus, with price targets around $300. Institutional buying, including by ARK Invest, supports the rally. The broader market also showed gains, with the S&P 500 up 0.3%.
2 min readCerebras Systems (CBRS) has signed a seven-year deal to build a 165 MW AI data center in Finland, starting with a 50 MW phase. The project is expected to bring €1.0-1.7B in investment and 80-250 jobs. CBRS stock was up 2.88% at $184.24 but slipped 1.91% in pre-market trading. The company's earnings report is expected on November 19, 2026, with analysts predicting a loss of 14 cents per share on $214.90M revenue.
3 min readARK Invest, led by Cathie Wood, significantly adjusted its portfolio in August, selling 2.6 million Roblox (RBLX) shares and reducing positions in Tempus AI (TEM), Shopify (SHOP), and others. The firm increased stakes in Nvidia (NVDA), SpaceX (SPCX), Broadcom (AVGO), and crypto-related stocks. NVDA and SPCX saw notable purchases, while RBLX experienced the largest sell-off. ARK's Genomic Revolution ETF (ARKG) gained 22.48% in August, driven by investments in Intellia Therapeutics (NTLA) and Gene
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