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CBRSTechnology · Semiconductors

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

Last close, 4 Nov 2026
$92
−6.20% on the day

The 11 Wall Street analysts covering Cerebras Systems, Inc. hold a median 12-month price target of $290 — +216.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 4 of 100 as at 4 Nov 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
$23.2B
Ticker Nerd rank
4/ 100
Median analyst target
$290
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
−18.5%
1M
−44.9%
From high
−70.5%
From low
0.0%
$92
$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 4 Nov 2026
4/ 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
88
Value
24
Growth
22
Size
10
Issuance
9
Volatility
9
Accruals
8
Quality
6
Momentum
1

Revisions (88): 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 systematic trader with 15+ 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
$100$150$200$250$300Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26CBRSHigh $325Median $290Low $175

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
11 Buy0 Hold0 Sell
Low $175Median $290High $325

The green dot is the last close — the median target sits +216.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
2 Nov 2026UBSMaintainsBuy$330 → $250
19 Oct 2026TD CowenMaintainsBuy$275 → $175
2 Oct 2026Freedom Capital MarketsUpgradeBuy$209
2 Oct 2026Freedom Capital MarketsUpgradeBuy—
14 Sept 2026Freedom Capital MarketsMaintainsHold$209
14 Sept 2026Freedom Capital MarketsMaintainsHold—
19 Aug 2026NeedhamReiteratesBuy—
19 Aug 2026NeedhamReiteratesBuy$300
19 Aug 2026RosenblattMaintainsBuy$300
19 Aug 2026RosenblattMaintainsBuy—
13 Aug 2026CitigroupMaintainsBuy$340 → $320
13 Aug 2026CitigroupMaintainsBuy—
13 Aug 2026MizuhoMaintainsOutperform—
13 Aug 2026MizuhoMaintainsOutperform$310 → $300
13 Aug 2026Morgan StanleyMaintainsOverweight—
13 Aug 2026Morgan StanleyMaintainsOverweight$273 → $279
13 Aug 2026NeedhamReiteratesBuy—
13 Aug 2026NeedhamReiteratesBuy$300
13 Aug 2026RosenblattMaintainsBuy—
13 Aug 2026RosenblattMaintainsBuy$300

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.

CBRS appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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The AI build-out map
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  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and serversIn full

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

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
20406080100Jun 26Jul 26Aug 26Sep 26Oct 26Nov 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 movingThis 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
34.1×

Cheaper than 6% of US stocks

Price / book
2.4×

Cheaper than 37% of US stocks

EV / EBITDA
−34.7×

Cheaper than 93% 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 10% of US stocks

Net margin
−75.3%

Higher than 8% of US stocks

Returns & dividend
Return on equity
−15.2%

Higher than 34% of US stocks

Return on assets
3.8%

Higher than 70% of US stocks

Dividend yield
0.0%

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.

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 $23.2B and an enterprise value of $16.8B.

  • 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: 76.5× — 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.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 5 Nov 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.$23.2B4
SWKSSkyworks Solutions, Inc.$19.5B74
GFSGLOBALFOUNDRIES, Inc.$22.1B81
MTSIMACOM Technology Solutions Holdings, Inc.$17.5B77
CRDOCredo Technology Group Holding Ltd.$24.7B57
TSEMTower Semiconductor Ltd.$16.9B76
LSCCLattice Semiconductor Corp.$15.2B70

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. Innodata: Which Tech Stock Is the Better Buy for 2027?

The Motley Fool · 4 Nov 2026negative

The Motley Fool compared Cerebras Systems and Innodata, reporting that Cerebras’ trailing-12-month revenue rose 91% alongside a $512 million net loss. Innodata’s revenue grew 39%, with about $47 million in net income and $184 million in free cash flow.

Why it matters — The comparison highlights Cerebras’ rapid revenue growth alongside its reported loss, key financial context for CBRS watchers.

Cerebras Systems Craters Again, Down Nearly 50% Year-to-Date: 240% Gains to Come According to This Wall Street Analyst

24/7 Wall Street · 3 Nov 2026negative

Cerebras shares fell below $100 after a short report, insider selling and reports that its largest customer may have left. The article says a Wall Street analyst assigned a Buy rating and sees potential for gains of 240%.

Why it matters — The reported pressures and analyst’s sharply contrasting outlook are notable developments for CBRS watchers.

Cerebras: Q3 Could Validate The 2027 Story

Seeking Alpha · 3 Nov 2026positive

Seeking Alpha reports Q3 consensus of $214.7 million in revenue and a $0.14 EPS loss, alongside increasingly positive estimate revisions. The excerpt also cites more than 600MW of secured capacity and management's expectation of over threefold revenue growth in 2027, with disaggregated inference potentially boosting throughput fivefold.

Why it matters — The Q3 estimates and capacity and inference developments are relevant to investors assessing Cerebras' near-term results and longer-term growth expectations.

Cerebras Stock Hits All-Time Low: What's Happening?

Benzinga · 2 Nov 2026negative

Cerebras Systems shares fell Monday to a record low, days after a short-seller report sent the stock sliding.

Why it matters — The report and record-low share price are notable developments for investors following CBRS.

Why Cerebras Systems Stock Is Plummeting Today

The Motley Fool · 2 Nov 2026negative

The Motley Fool reported that UBS revisited its price target on Cerebras stock. Culper Research had announced a short position on the stock the previous week.

Why it matters — These developments are relevant to CBRS watchers following analyst coverage and disclosed short positions.

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 $290, with estimates ranging from $175 to $325. 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., 11 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cerebras Systems, Inc. 4 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CBRS?

As at 4 Nov 2026, Cerebras Systems, Inc. ranks 4 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 (88 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 +216.0% from the last close, and Ticker Nerd's factor model ranks Cerebras Systems, Inc. 4 out of 100 as at 4 Nov 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: $175 to $325 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, 4 Nov 2026): "Cerebras Systems vs. Innodata: Which Tech Stock Is the Better Buy for 2027?". The Motley Fool compared Cerebras Systems and Innodata, reporting that Cerebras’ trailing-12-month revenue rose 91% alongside a $512 million net loss. Innodata’s revenue grew 39%, with about $47 million in net income and $184 million in free cash flow.

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