Cerebras Systems Inc.
No SEC Form 4 filings for $CBRS in the last 30 days.
See all $CBRS insider activity →Cerebras Systems (CBRS) shares fell about 11.9% after its Q2 report missed Wall Street sales and earnings expectations. The company posted a net loss of $2.98 per share on revenue of $180.11 million, below forecasts. It nonetheless raised full-year non-GAAP core sales to $880 million to $890 million and margin targets.
Reuters reports Anthropic is preparing an October IPO, with bankers valuing the deal using a 2028 revenue forecast of about $190B to $200B, implying a roughly $2T valuation. Company figures cite revenue rising from about $9B run rate at end-2025 to over $47B by May, with Q2 2026 revenue projected at least $10.9B and first quarterly operating profit of $559M.
Cerebras Systems reported Q2 2026 core total revenue of $209.9 million, up 103% year over year, and record core cloud and other services revenue of $127.7 million, up 287%. Data-center capacity under contract exceeded 600 MW. The company raised its 2026 core revenue outlook to $880 million to $890 million and said OpenAI selected it as a GPT-5.6 Sol launch partner.
Over the past 7 days, alphai's AI scored 62 news stories mentioning CBRS (Cerebras Systems Inc.). Coverage has skewed bearish: 13 bullish, 19 neutral, and 30 bearish.
Recent CBRS coverage spans earnings, macro economy and market movers.
The Q2 miss likely drives near-term downside risk, but raised full-year targets may cushion the selloff and shift focus to execution.
CBRS is used as a historical analog for how distant-future IPO pricing can unwind after quarterly results.
Strong growth and raised guidance tied to WSE-3 commercial traction and OpenAI partnership, supporting bullish positioning but with execution and demand-risk.
Negative earnings reaction suggests elevated downside risk and potential de-risking in AI infrastructure names.
Guidance miss is a direct, company-specific negative catalyst.
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) shares fell about 11.9% after its Q2 report missed Wall Street sales and earnings expectations. The company posted a net loss of $2.98 per share on revenue of $180.11 million, below forecasts. It nonetheless raised full-year non-GAAP core sales to $880 million to $890 million and margin targets.
5 min readReuters reports Anthropic is preparing an October IPO, with bankers valuing the deal using a 2028 revenue forecast of about $190B to $200B, implying a roughly $2T valuation. Company figures cite revenue rising from about $9B run rate at end-2025 to over $47B by May, with Q2 2026 revenue projected at least $10.9B and first quarterly operating profit of $559M.
6 min readCerebras Systems reported Q2 2026 core total revenue of $209.9 million, up 103% year over year, and record core cloud and other services revenue of $127.7 million, up 287%. Data-center capacity under contract exceeded 600 MW. The company raised its 2026 core revenue outlook to $880 million to $890 million and said OpenAI selected it as a GPT-5.6 Sol launch partner.
7 min readUS stocks rose Thursday. The S&P 500 (^GSPC) hit a record high, up about 0.6%, and the Nasdaq Composite (^IXIC) gained about 0.8% after softer Producer Price Index data reduced September rate-hike odds. Cisco (CSCO) and Cerebras (CBRS) fell on earnings, while Applied Materials (AMAT) was set to report after a 190% prior-year gain.
3 min readStocks rose after a favorable US PPI report. An Iranian military spokesperson said Iran controls Strait of Hormuz passage, responding to President Trump’s “total control” claim. Bloomberg Intelligence cited Q2 S&P 500 earnings growth near 32% and 85% of reported companies beating estimates. Rates markets shifted toward fewer hikes; 10-year yields fell. Notable movers included TSLA, META, CSCO, and MU.
6 min readCerebras Systems (CBRS) and Cisco (CSCO) fell Thursday despite strong AI infrastructure results. Cerebras reported record $209.9M core revenue (+103% YoY), $25.4B remaining performance obligations, and raised guidance. Cisco posted $17.25B revenue (+18%) and $4B hyperscaler AI orders in Q4, with $7.5B hyperscaler AI revenue expected in FY2027. Shares dropped as investors focused on acceleration, margins, and execution.
6 min readThe article cites an Iranian military spokesperson saying Iran authorizes and supervises safe passage through the Strait of Hormuz, responding to President Trump’s claim of US “total control.” It also reports S&P 500 Q2 earnings growth expectations near 32% versus 23% and 85% of 446 companies beating estimates, plus Treasury moves after a favorable PPI report. It lists several stock movers including META, MSFT, AMD, SOXX, CSCO, and CRM.
6 min readCitadel Advisors’ Q2 2026 13F shows new stakes in SpaceX, Cerebras Systems and Quantinuum, according to the filing. Citadel’s reported equity portfolio rose to $875.1B, up 41.5% from $618.5B in Q1 2026. The filing does not disclose share counts or entry prices. Cerebras is now public on Nasdaq under CBRS.
4 min readCerebras Systems (CBRS) shares fell in premarket after mixed Q2 results. Adjusted loss was 4.5 cents per share versus a 17-cent estimate; revenue was $180.11M vs $194.20M consensus. Core revenue hit $209.9M, up 103% YoY, with core gross margin 40.6%. The company raised FY2026 outlook and expects 2027 growth tied to neo-cloud demand and reduced NVIDIA dependence.
6 min readBenchmark-affiliated funds filed a Schedule 13G for Cerebras Systems Inc. Class A Common Stock, reporting beneficial ownership via Class B shares convertible into Class A. Benchmark Capital Partners VIII holds 12,227,545 Class B shares, 9.8% on an as-converted basis. Benchmark AI Infrastructure funds hold 2,527,646 shares, 2.2%. Calculations use 112,247,109 Class A shares outstanding.
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