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

Last close, 23 Sept 2026
$205
−3.38% on the day

The 11 Wall Street analysts covering Cerebras Systems, Inc. hold a median 12-month price target of $300 — +46.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 5 of 100 as at 22 Sept 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
$49.5B
Ticker Nerd rank
5 / 100
Median analyst target
$300
Analysts covering
11
Revenue$180.1M
Operating income−$477.2M
Net income−$450.5M
Free cash flow−$476.7M
Quarterly, 5 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+7.8%
1M
+4.6%
From high
−34.0%
From low
+21.8%
$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 22 Sept 2026
5 / 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
98
Value
23
Growth
23
Issuance
9
Accruals
8
Volatility
7
Size
6
Quality
5
Momentum
3

Revisions (98): Analysts have, on balance, been raising their forecasts.

Momentum (3): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

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$300Jun 26Jul 26Aug 26Sep 26CBRSHigh $330Median $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.

Data provided by Twelve Data

What Wall Street says11 analysts
10 Buy1 Hold0 Sell
Low $209Median $300High $330

The green dot is the last close — the median target sits +46.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
14 Sept 2026Freedom Capital MarketsMaintainsHold$209
19 Aug 2026NeedhamReiteratesBuy—
19 Aug 2026NeedhamReiteratesBuy$300
19 Aug 2026RosenblattMaintainsBuy$300
19 Aug 2026RosenblattMaintainsBuy—
13 Aug 2026CitigroupMaintainsBuy—
13 Aug 2026CitigroupMaintainsBuy$340 → $320
13 Aug 2026MizuhoMaintainsOutperform$310 → $300
13 Aug 2026MizuhoMaintainsOutperform—
13 Aug 2026Morgan StanleyMaintainsOverweight$273 → $279
13 Aug 2026Morgan StanleyMaintainsOverweight—
13 Aug 2026NeedhamReiteratesBuy—
13 Aug 2026NeedhamReiteratesBuy$300
13 Aug 2026RosenblattMaintainsBuy$300
13 Aug 2026RosenblattMaintainsBuy—
13 Aug 2026UBSMaintainsBuy$320 → $330
13 Aug 2026UBSMaintainsBuy—
13 Aug 2026WedbushMaintainsOutperform—
13 Aug 2026WedbushMaintainsOutperform$280 → $290
27 July 2026MizuhoMaintainsOutperform—

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

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.

Performance

CBRS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

CBRS vs S&P 500, last 12 monthsTotal return, rebased to 100
5060708090100110Jun 26Jul 26Aug 26Sep 26CBRSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

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
9
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
524.1×

Cheaper than 1% of US stocks

Price / sales
72.8×

Cheaper than 5% of US stocks

Price / book
5.2×

Cheaper than 20% of US stocks

EV / EBITDA
−88.9×

Cheaper than 96% of US stocks

Growth & margins
Revenue growth (YoY)
74.3%

Higher than 90% of US stocks

Earnings growth (YoY)
—
Gross margin
14.2%

Higher than 13% of US stocks

Operating margin
−265.0%

Higher than 9% of US stocks

Net margin
−75.3%

Higher than 8% of US stocks

Returns & dividend
Return on equity
−15.2%

Higher than 33% 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.

Key statistics

Cerebras Systems, Inc. (CBRS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Cerebras Systems, Inc. has a market value of $49.5B and an enterprise value of $43.1B.

  • Revenue in the twelve months to 30 June 2026: $576.4M. The latest quarter grew 74.3% year on year.

  • Net income over the same four quarters: −$178.9M, a −31.0% net margin.

  • Diluted earnings per share, trailing twelve months: $−2.02.

  • Free cash flow in the twelve months to 30 June 2026: −$905.3M.

  • Cerebras Systems, Inc. spent $218K on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 228.2M.

  • Trailing P/E: 524.1×; forward P/E: 163.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Cerebras Systems, Inc. employs 708 people — $814K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 22 Sept 2026

Data provided by Twelve Data

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.$49.5B
5
MCHPMicrochip Technology, Inc.$40.9B
89
NXPINXP Semiconductors NV$60.0B
86
ALABAstera Labs, Inc.$61.9B
42
CRDOCredo Technology Group Holding Ltd.$34.8B
59
MPWRMonolithic Power Systems, Inc.$66.1B
67
ONON Semiconductor Corp.$29.6B
89

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Cerebras Systems, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest CBRS news & analysis

Cerebras Systems vs. Rigetti Computing: Is an AI or Quantum Computing Stock the Better Buy in 2026?

The Motley Fool · 23 Sept 2026neutral

The Motley Fool published a comparison of Cerebras Systems and Rigetti Computing, examining whether an AI or quantum computing stock is the better buy in 2026. Cerebras is highlighted for its wafer-scale engine powering high-performance AI inference and significant revenue growth, while Rigetti is noted as a quantum computing pioneer developing superconducting processors.

Why it matters — A CBRS watcher would care because the piece assesses Cerebras' wafer-scale AI inference technology and revenue trajectory against an emerging rival in quantum computing.

Cerebras Systems vs. Nebius Group N.V.

The Motley Fool · 23 Sept 2026neutral

A Motley Fool article compares Cerebras Systems with Nebius Group N.V., noting that Cerebras uses its wafer-scale engine technology to dominate high-performance AI inference and training workloads.

Why it matters — The piece positions Cerebras's wafer-scale engine as a key competitive strength against a rival in high-performance AI workloads, giving CBRS watchers context on the company's market positioning.

The Big 3: CBRS, VLO, TSLA

Schwab Network · 22 Sept 2026positive

On the Schwab Network, trader Charles Moon highlighted trading opportunities across several sectors, noting a strong base forming in Cerebras (CBRS) that he expects to lead to a bullish breakout, alongside entries in Valero Energy and Tesla.

Why it matters — CBRS watchers would note an analyst's observation of a strong base forming in the stock with expectations of a bullish breakout.

Buy These 2 Technology Services Stocks to Tap Recent Northbound Trend

Zacks Investment Research · 22 Sept 2026positive

Zacks highlights CBRS as one of two technology services stocks riding AI demand, citing strong growth outlooks, expanding infrastructure opportunities, and improving earnings estimates. The article positions CBRS favorably within a recent northbound trend in the sector.

Why it matters — CBRS watchers would note that the company is being singled out for AI-driven growth prospects and improving earnings estimates, pointing to expanding infrastructure opportunities tied to rising demand.

Texas Instruments vs. Cerebras Systems: Which Chip Stock Has the Edge?

Zacks Investment Research · 22 Sept 2026negative

Zacks Investment Research compared Texas Instruments (TXN) with Cerebras Systems (CBRS), noting that TXN offers broad chip-demand recovery, margin expansion and strong cash flow with a lower price-to-sales multiple than fast-growing but loss-making CBRS.

Why it matters — A CBRS watcher would care because the comparison highlights Cerebras as fast-growing but loss-making and relatively richly valued against a more established peer.

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 $330. 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. 5 out of 100 across roughly 4,600 US stocks as at 22 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CBRS?

As at 22 Sept 2026, Cerebras Systems, Inc. ranks 5 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 (98 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 +46.2% from the last close, and Ticker Nerd's factor model ranks Cerebras Systems, Inc. 5 out of 100 as at 22 Sept 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 $330 over the next 12 months.

What does Cerebras Systems, Inc. do?

Cerebras Systems Inc. Class A Common Stock represents a company that develops artificial intelligence infrastructure for demanding training and inference workloads.

What is the latest news on CBRS?

The most recent item we track (The Motley Fool, 23 Sept 2026): "Cerebras Systems vs. Rigetti Computing: Is an AI or Quantum Computing Stock the Better Buy in 2026?". The Motley Fool published a comparison of Cerebras Systems and Rigetti Computing, examining whether an AI or quantum computing stock is the better buy in 2026. Cerebras is highlighted for its wafer-scale engine powering high-performance AI inference and significant revenue growth, while Rigetti is noted as a quantum computing pioneer developing superconducting processors.

Company

About Cerebras Systems, Inc.

Cerebras Systems Inc. Class A Common Stock represents a company that develops artificial intelligence infrastructure for demanding training and inference workloads. Cerebras Systems designs and manufactures AI compute platforms that combine proprietary hardware and software, delivered as rack-scale systems for deployment in data centers and supercomputer environments. Its product lineup includes wafer-scale processors, AI supercomputers, inference and training systems, cloud-based AI services, and model development tools. The company also provides deployment support, software updates, and system management services to help customers integrate and operate large-scale AI workloads. Cerebras Systems serves organizations that need specialized high-performance computing for generative AI, model training, and advanced inference applications, making it a significant player in the semiconductor and AI infrastructure market.

CEO Mr. Andrew D. Feldman · 708 employees · United States · https://www.cerebras.ai