Cerebras Systems Inc.
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Cerebras Systems (CBRS) raised its 2026 revenue outlook to $880M-$890M, with 22% of its $25.4B backlog expected to convert by mid-2028. The company projects over 600MW of data center capacity live or under contract by 2027, aiming for $1.8B+ in 2027 revenue, driven by existing contracts and capacity expansions.
Cerebras Systems Inc. (CBRS) officer Sean Lie proposed selling 120,000 shares, valued at $24.8M, acquired via stock option exercise. The sale is scheduled for September 25, 2026, under a 10b5-1 plan. As of that date, the company had 112.2M shares outstanding. The filing also lists prior sales by Sean Lie and Grounded Love Fund.
Cerebras Systems (CBRS) and SoundHound AI (SOUN) are compared for investors looking at AI tech stocks. CBRS focuses on AI hardware with $510M revenue in FY 2025, while SOUN provides voice tech with $168.9M revenue. Both show rapid growth but face risks like competition and integration challenges. CBRS trades at $206.41 with a P/E of 39.00, SOUN at $6.10 with a P/E of 33.03.
Over the past 7 days, AlphAI's AI scored 6 news stories mentioning CBRS (Cerebras Systems Inc.). Coverage has been balanced: 1 bullish, 4 neutral, and 1 bearish.
Recent CBRS coverage spans financial news, earnings and market movers.
In the last 30 days, CBRS insiders filed 20 SEC Form 4 transactions — no purchases and 20 sales ($29.6M). The most active reporter was Feldman Andrew D., CEO, President, with 16 filings. 85% of those filings were made under pre-arranged Rule 10b5-1 plans.
No immediate price impact expected as the content is a recap of already‑public guidance.
Potential increase in share supply could pressure price modestly.
Profitability shift may attract value-oriented traders but high valuation and negative cash flow remain concerns.
The insider purchase may signal confidence from management, potentially supporting short-term price stability.
Negative sentiment due to lack of Nvidia partnership and modest pre‑market decline.
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 (CBRS) raised its 2026 revenue outlook to $880M-$890M, with 22% of its $25.4B backlog expected to convert by mid-2028. The company projects over 600MW of data center capacity live or under contract by 2027, aiming for $1.8B+ in 2027 revenue, driven by existing contracts and capacity expansions.
2 min readCerebras Systems Inc. (CBRS) officer Sean Lie proposed selling 120,000 shares, valued at $24.8M, acquired via stock option exercise. The sale is scheduled for September 25, 2026, under a 10b5-1 plan. As of that date, the company had 112.2M shares outstanding. The filing also lists prior sales by Sean Lie and Grounded Love Fund.
1 min readCerebras Systems (CBRS) and SoundHound AI (SOUN) are compared for investors looking at AI tech stocks. CBRS focuses on AI hardware with $510M revenue in FY 2025, while SOUN provides voice tech with $168.9M revenue. Both show rapid growth but face risks like competition and integration challenges. CBRS trades at $206.41 with a P/E of 39.00, SOUN at $6.10 with a P/E of 33.03.
3 min readCerebras Systems Inc. (CBRS) director's entities received 44,507 shares on September 21, 2026, according to an SEC Form 4 filing. The shares were acquired at $0.00, with the director indirectly beneficially owning 275,854 shares post-transaction.
1 min readCerebras Systems (CBRS) shares fell 1% in premarket trading, extending losses since its May 14 IPO. CEO Andrew Feldman stated the company is working with all AI component makers except Nvidia. CBRS has partnerships with Amazon and OpenAI. ARK Investment has accumulated shares, but retail sentiment is bearish. CBRS's market cap is $47.2B.
1 min readZacks Investment Research highlights Coherent Corp. (COHR) and Cerebras Systems Inc. (CBRS) as AI-led technology services stocks with favorable Zacks Rank. COHR expects Q1 2027 revenues of $2.2B-$2.4B and adjusted EPS of $1.85-$2.05. CBRS projects Q3 2026 core revenues of $214M-$216M and raised 2026 core revenue guidance to $880M-$890M. Both companies show strong growth prospects in AI and data center markets.
3 min readCerebras Systems reported a Q2 2026 GAAP gross margin of 14.45%, down from 44.56% in Q1, while core margin fell to 40.6%. Free cash flow burn widened to -$476.7M. CEO and CTO sold $200M in shares. Wall Street's mean price target rose slightly to $291.64, implying 147% upside from the September 18 close.
3 min readCerebras Systems (CBRS) announced a new AI data center in Finland with partner Compute Nordic Finland, set to reach 165 MW capacity. The project is backed by contracts and will be built in stages. Cerebras reported a 281% increase in cloud revenue for the quarter, but still operates at a loss. The company raised its full-year outlook but expects lower margins in the third quarter. Hedge fund ownership increased significantly, while short interest remains high.
3 min readCerebras Systems (CBRS) and Innio Holding (INIO), both IPOs from 2024, have seen significant stock declines (41% and 46.5% respectively). Analysts see potential bottoms forming. CBRS, an AI tech company, has a $20B deal with OpenAI but faces customer concentration concerns. INIO, an energy solutions firm, is impacted by tech sector sell-offs. Analysts rate CBRS as a buy with a $279 target, implying 52% upside.
3 min readCerebras Systems (CBRS) director Susan Lior reported a non-cash, in-kind distribution of 499,312 shares, including a disposal of 451,115 shares and acquisitions of 24,463 and 23,734 shares directly and indirectly. The transactions were part of an internal restructuring by Eclipse investment funds and did not involve a Rule 10b5-1 trading plan.
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