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

Last close, 28 Aug 2026
$179
−4.07% on the day

The 11 Wall Street analysts covering Cerebras Systems, Inc. hold a median 12-month price target of $300 — +67.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 3 of 100 as at 29 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
$42.5B
Ticker Nerd rank
3 / 100
Median analyst target
$300
Analysts covering
11
Total return, dividends reinvested
1W
−8.7%
1M
−7.1%
From high
−42.4%
From low
+6.3%
$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 29 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
79
Growth
23
Value
20
Issuance
9
Accruals
8
Size
6
Quality
6
Volatility
5
Momentum
1

Revisions (79): 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.

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 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 +67.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.

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

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 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
1
Analysts cutting
1
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
62.5×

Cheaper than 5% of US stocks

Price / book
4.4×

Cheaper than 24% of US stocks

EV / EBITDA
−74.5×

Cheaper than 95% of US stocks

Growth & margins
Revenue growth (YoY)
74.3%

Higher than 91% of US stocks

Earnings growth (YoY)
—
Gross margin
44.6%

Higher than 56% 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 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 $42.5B and an enterprise value of $36.1B.

  • Shares outstanding: 215.1M.

  • Trailing P/E: 524.1×; forward P/E: 140.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Cerebras Systems, Inc. employs 708 people.

market figures as at 31 Aug 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.$42.5B
3
MCHPMicrochip Technology, Inc.$39.4B
87
CRDOCredo Technology Group Holding Ltd.$42.0B
55
ALABAstera Labs, Inc.$49.3B
48
ONON Semiconductor Corp.$29.2B
87
NXPINXP Semiconductors NV$56.4B
86
MPWRMonolithic Power Systems, Inc.$60.2B
66

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

CBRS' Global Expansion Boosts Growth Prospects Against NVDA & MSFT

Zacks Investment Research · 28 Aug 2026positive

Cerebras is expanding its AI inference infrastructure across Europe and Canada as part of a global growth push. The company is targeting worldwide demand while positioning itself to compete with NVIDIA and Microsoft.

Why it matters — A CBRS watcher would care because the company's expansion into new international markets could strengthen its competitive position against major AI rivals.

CBRS vs. AMD: Which Stock Leads the AI Infrastructure Boom?

Zacks Investment Research · 27 Aug 2026positive

Zacks Investment Research compared Cerebras Systems with AMD in the AI infrastructure race, concluding that Cerebras holds an edge over AMD due to faster growth, $25.4 billion in remaining performance obligations, and expanding AI capacity, despite noting risks around profitability and customer concentration.

Why it matters — The report highlights Cerebras' competitive positioning against AMD and its strong growth and order backlog, which are key considerations for CBRS watchers evaluating the company's standing in the AI infrastructure market.

Cerebras vs. SpaceX: Which 2026 IPO Is the Better AI Stock to Own for the Next 5 Years?

The Motley Fool · 26 Aug 2026neutral

The Motley Fool compares Cerebras Systems and SpaceX as potential 2026 IPO investment options over a five-year horizon. The article notes that Cerebras could benefit from AI spending shifting toward inference workloads, while SpaceX's profitable Connectivity business could help fund AI expansion.

Why it matters — This piece highlights Cerebras's positioning in the inference segment of AI workloads, a factor relevant to CBRS watchers assessing the company's long-term growth potential.

Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors

Seeking Alpha · 26 Aug 2026positive

Cerebras Systems is targeting dominance in AI inference with its CS-4 chip and unique wafer-scale architecture, aiming to capture latency-sensitive workloads. The analysis notes that gross margin expansion, data center buildout, and core operating margin improvement are needed for CBRS to achieve GAAP profitability and justify its premium valuation, while highlighting risks including Nvidia's entrenched ecosystem, manufacturing yield challenges, and limited competitiveness in large KV cache applications.

Why it matters — CBRS watchers would care because the piece frames Cerebras's latency-focused wafer-scale architecture as a potentially durable competitive advantage in AI inference, while also outlining the key profitability milestones and risk factors that would shape its valuation.

Cerebras Vs. Nvidia: A Battle Not As Lopsided as You Might Expect

24/7 Wall Street · 25 Aug 2026neutral

Cerebras Systems and NVIDIA both delivered post-earnings reports, presenting two distinct approaches to AI compute. The article compares the two companies' AI compute visions following their respective earnings.

Why it matters — The comparison outlines how Cerebras' AI compute approach stacks up against NVIDIA's, giving CBRS watchers perspective on the competitive landscape.

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. 3 out of 100 across roughly 4,600 US stocks as at 29 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CBRS?

As at 29 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 (79 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 +67.5% from the last close, and Ticker Nerd's factor model ranks Cerebras Systems, Inc. 3 out of 100 as at 29 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 $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 (Zacks Investment Research, 28 Aug 2026): "CBRS' Global Expansion Boosts Growth Prospects Against NVDA & MSFT". Cerebras is expanding its AI inference infrastructure across Europe and Canada as part of a global growth push. The company is targeting worldwide demand while positioning itself to compete with NVIDIA and Microsoft.

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