The 11 Wall Street analysts covering Cerebras Systems, Inc. hold a median 12-month price target of $300 — +112.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 5 of 100 as at 13 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (99): Analysts have, on balance, been raising their forecasts.
Momentum (1): 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.
The bullish and bearish analyst opinions on CBRS, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +112.0% from it.
Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | Freedom Capital Markets | Upgrade | Buy | $209 |
| 14 Sept 2026 | Freedom Capital Markets | Maintains | Hold | — |
| 14 Sept 2026 | Freedom Capital Markets | Maintains | Hold | $209 |
| 19 Aug 2026 | Needham | Reiterates | Buy | $300 |
| 19 Aug 2026 | Needham | Reiterates | Buy | — |
| 19 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 19 Aug 2026 | Rosenblatt | Maintains | Buy | $300 |
| 13 Aug 2026 | Citigroup | Maintains | Buy | — |
| 13 Aug 2026 | Citigroup | Maintains | Buy | $340 → $320 |
| 13 Aug 2026 | Mizuho | Maintains | Outperform | $310 → $300 |
| 13 Aug 2026 | Mizuho | Maintains | Outperform | — |
| 13 Aug 2026 | Morgan Stanley | Maintains | Overweight | $273 → $279 |
| 13 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 13 Aug 2026 | Needham | Reiterates | Buy | $300 |
| 13 Aug 2026 | Needham | Reiterates | Buy | — |
| 13 Aug 2026 | Rosenblatt | Maintains | Buy | $300 |
| 13 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 13 Aug 2026 | UBS | Maintains | Buy | $320 → $330 |
| 13 Aug 2026 | UBS | Maintains | Buy | — |
| 13 Aug 2026 | Wedbush | Maintains | Outperform | $280 → $290 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 1% of US stocks
Cheaper than 5% of US stocks
Cheaper than 26% of US stocks
Cheaper than 95% of US stocks
Higher than 90% of US stocks
Higher than 13% of US stocks
Higher than 10% of US stocks
Higher than 8% of US stocks
Higher than 33% of US stocks
Higher than 70% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $35.4B and an enterprise value of $29.0B.
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.
Trailing P/E: 524.1×; forward P/E: 117.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Cerebras Systems, Inc. employs 708 people — $814K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
At TechCrunch Disrupt 2026, Cerebras CEO Andrew Feldman discusses the growing compute, energy, and capital demands of AI models and what could disrupt that trajectory.
Why it matters — The discussion addresses pressures shaping AI infrastructure, a key area of interest for Cerebras watchers.
Cerebras Systems CEO and co-founder Andrew Feldman said he believes a future in which everyone has an AI appliance at home is approaching.
Why it matters — CBRS watchers may note Feldman’s view on the prospect of home-based AI appliances.
Cerebras CEO and co-founder Andrew Feldman criticized the AI doomer narrative at TechCrunch Disrupt 2026, saying it does not benefit the industry. He also quipped that some AI leaders perhaps should not be allowed to speak publicly.
Why it matters — The remarks put Cerebras’ CEO’s public views on AI discourse in focus for CBRS watchers.
The excerpt says Cerebras lost more than half its value from its first-day close, insiders sold hundreds of millions of dollars in shares, and OpenAI awarded a prominent speed workload to a rival. The headline also cites a Wall Street analyst’s view that the stock could double in price.
Why it matters — The reported share decline, insider sales, and rival winning an OpenAI workload are developments CBRS watchers may consider when assessing the company.
The Motley Fool compared revenue trends at Cerebras Systems and SoundHound AI over the past two years. Cerebras had higher overall revenue volume, while both companies grew; Cerebras’ quarter-over-quarter expansion varied more than SoundHound’s.
Why it matters — The comparison highlights Cerebras’ larger revenue volume alongside greater variation in quarterly growth.
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.
Of the 11 analysts covering Cerebras Systems, Inc., 11 rate it a Buy, 0 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 13 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Oct 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 (99 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +112.0% from the last close, and Ticker Nerd's factor model ranks Cerebras Systems, Inc. 5 out of 100 as at 13 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Cerebras Systems Inc. Class A Common Stock represents a company that develops artificial intelligence infrastructure for demanding training and inference workloads.
The most recent item we track (TechCrunch, 14 Oct 2026): "What Could Break the AI Boom? Cerebras' Andrew Feldman Has an Idea | Disrupt 2026". At TechCrunch Disrupt 2026, Cerebras CEO Andrew Feldman discusses the growing compute, energy, and capital demands of AI models and what could disrupt that trajectory.
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
