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CBRS Stock Forecast: Cerebras Systems, Inc. Price Predictions for 2026-2027

Last close, 3 Aug 2026
$220
+10.70% on the day

The 11 Wall Street analysts covering Cerebras Systems, Inc. hold a median 12-month price target of $300 — +36.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 3 of 100 as at 1 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$44.3B
Ticker Nerd rank
3 / 100
Median analyst target
$300
Analysts covering
11
Total return, dividends reinvested
1W
+16.6%
1M
+7.4%
From high
−29.3%
From low
+30.5%
$169
$311
Range since 14 May 2026, adjusted closes · the dot is the last close
Ticker Nerd rank

CBRS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Cerebras Systems, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 1 Aug 2026
3 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
67
Growth
27
Value
26
Volatility
8
Accruals
8
Quality
8
Issuance
7
Size
5
Momentum
1

Revisions (67): Analysts have, on balance, been raising their forecasts.

Momentum (1): The shares have been drifting down relative to others.

The rank is the raw material. Whether the rules would actually own Cerebras Systems, Inc. — and when they’d sell — is the membership.

Wall Street

CBRS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CBRS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, since 14 May 2026Adjusted close, US dollars
$200$250$300$350Jun 26Jul 26Aug 26CBRSHigh $340Median $300Low $209

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says11 analysts
10 Buy1 Hold0 Sell
Low $209Median $300High $340

The green dot is the last close — the median target sits +36.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
27 July 2026MizuhoMaintainsOutperform$300 → $310
30 June 2026Freedom Capital MarketsInitiatesHold—
30 June 2026Freedom Capital MarketsInitiatesHold$209
24 June 2026Morgan StanleyMaintainsOverweight$250 → $273
24 June 2026Morgan StanleyMaintainsOverweight—
24 June 2026NeedhamReiteratesBuy$300
24 June 2026NeedhamReiteratesBuy—
24 June 2026RosenblattMaintainsBuy$300
24 June 2026RosenblattMaintainsBuy—
24 June 2026UBSMaintainsBuy—
24 June 2026UBSMaintainsBuy$300 → $320
24 June 2026WedbushMaintainsOutperform—
24 June 2026WedbushMaintainsOutperform$270 → $280
9 June 2026Craig-HallumInitiatesBuy—
8 June 2026BarclaysInitiatesOverweight—
8 June 2026CitigroupInitiatesBuy—
8 June 2026MizuhoInitiatesOutperform—
8 June 2026Morgan StanleyInitiatesOverweight—
8 June 2026NeedhamInitiatesBuy—
8 June 2026RosenblattInitiatesBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Estimates

CBRS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
0
Fundamentals

Cerebras Systems, Inc. (CBRS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
432.0×

Cheaper than 2% of US stocks

Price / sales
73.3×

Cheaper than 4% of US stocks

Price / book
−219.6×

Cheaper than 99% of US stocks

EV / EBITDA
−562.5×

Cheaper than 99% of US stocks

Growth & margins
Revenue growth (YoY)
94.4%

Higher than 93% of US stocks

Earnings growth (YoY)
—
Gross margin
44.6%

Higher than 57% of US stocks

Operating margin
−7.8%

Higher than 27% of US stocks

Net margin
41.0%

Higher than 94% of US stocks

Returns & dividend
Return on equity
18.8%

Higher than 80% of US stocks

Return on assets
3.8%

Higher than 70% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

CBRS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
CBRSCerebras Systems, Inc.$44.3B
3
ALABAstera Labs, Inc.$53.0B
51
NXPINXP Semiconductors NV$57.9B
79
MPWRMonolithic Power Systems, Inc.$68.3B
63
MCHPMicrochip Technology, Inc.$40.1B
80
CRDOCredo Technology Group Holding Ltd.$37.4B
65
ONON Semiconductor Corp.$32.8B
89
Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CBRS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

News

Latest CBRS news & analysis

Cerebras Systems: A Leading AI Semiconductor Company

Zacks Investment Research · 3 Aug 2026positive

Zacks Investment Research highlighted Cerebras Systems as a leading AI semiconductor company. The report noted that as artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.

Why it matters — A CBRS watcher would care because the item highlights Cerebras's competitive positioning in the rapidly growing AI inference market.

Cathie Wood Bought Cerebras Systems Stock the Same Week the AI Chip Startup's Shares Fell More Than 58% From Their First-Day IPO Pop

The Motley Fool · 3 Aug 2026positive

Cathie Wood and her team at Ark Invest bought Cerebras Systems (CBRS) stock during the same week the AI chip startup's shares fell more than 58% from their first-day IPO pop. Ark Invest reportedly viewed the decline as a chance to buy on weakness. So far, that strategy appears to be working, according to the source.

Why it matters — A well-known investor making a purchase following a steep post-IPO decline signals an institution's willingness to enter CBRS at lower levels, which is relevant to existing and potential shareholders.

Kaplan Fox Reminds Cerebras Systems Inc. (CBRS) Investors of an Investigation into Potential Securities Law Violations

Newsfile Corp · 3 Aug 2026negative

Kaplan Fox & Kilsheimer LLP announced it is investigating potential securities law violations against Cerebras Systems Inc. (NASDAQ: CBRS). The law firm is asking Cerebras investors who have suffered losses, or anyone with relevant information, to contact the firm.

Why it matters — A securities-law investigation raises legal and regulatory risk for Cerebras that CBRS watchers would follow closely.

Kaplan Fox & Kilsheimer LLP Alerts Investors of Cerebras Systems Inc. (CBRS) to an Investigation of Potential Securities Law Violations

Newsfile Corp · 31 July 2026negative

Kaplan Fox & Kilsheimer LLP has announced an investigation into potential securities law violations involving Cerebras Systems Inc. (NASDAQ: CBRS). The firm is seeking information from investors who have suffered losses or have relevant details about the matter.

Why it matters — The investigation raises the possibility of legal or regulatory issues that could affect Cerebras' reputation and stock performance.

Beyond Moore's Law: The Full Stack Driving AI in 2026

ETF Trends · 30 July 2026neutral

The article discusses how Moore's Law has historically described the rate of change in computing in terms of cost and performance, and notes that this single curve significantly shaped the modern world. It frames this as context for what is driving AI in 2026.

Why it matters — The piece touches on the evolving computing landscape beyond traditional scaling, which is directly relevant to Cerebras as a company focused on purpose-built AI hardware and architecture.

FAQ

Frequently asked questions about CBRS stock

What is the CBRS stock price forecast for 2026-2027?

The 11 Wall Street analysts covering Cerebras Systems, Inc. have a median 12-month price target of $300, with estimates ranging from $209 to $340. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is CBRS stock a buy right now?

Of the 11 analysts covering Cerebras Systems, Inc., 10 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cerebras Systems, Inc. 3 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CBRS?

As at 1 Aug 2026, Cerebras Systems, Inc. ranks 3 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (67 of 100).

Will CBRS stock go up?

No one can know that. What the data says: the median 12-month target from 11 analysts implies +36.4% from the last close, and Ticker Nerd's factor model ranks Cerebras Systems, Inc. 3 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CBRS stock forecast for 2030?

No analyst covering Cerebras Systems, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CBRS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $209 to $340 over the next 12 months.

What does Cerebras Systems, Inc. do?

Cerebras Systems Inc. is a technology company specializing in hardware and systems for artificial intelligence workloads.

What is the latest news on CBRS?

The most recent item we track (Zacks Investment Research, 3 Aug 2026): "Cerebras Systems: A Leading AI Semiconductor Company". Zacks Investment Research highlighted Cerebras Systems as a leading AI semiconductor company. The report noted that as artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.

Company

About Cerebras Systems, Inc.

Cerebras Systems Inc. is a technology company specializing in hardware and systems for artificial intelligence workloads. Headquartered in Sunnyvale, California and founded in 2016, the company designs processors optimized for AI training and inference, targeting data centers, research institutions, and enterprises running large-scale machine learning models. Its portfolio includes AI supercomputers, purpose-built systems integrating compute, memory, and networking, as well as cloud-based access to its computing platforms. Cerebras Systems Inc. also provides AI model services that enable customers to run complex models without managing underlying infrastructure. By focusing on high-performance, domain-specific processors and tightly integrated systems, the company plays a role in accelerating computation for generative AI, natural language processing, and scientific computing. Its offerings support organizations that require efficient, large-scale AI processing beyond the capabilities of conventional general-purpose processors.

CEO Mr. Andrew D. Feldman · 784 employees · United States · https://www.cerebras.ai