Stocks / Stock overview

Cerebras Systems Inc. (CBRS)

$179.08-4.07%Aft $178.89 (-0.11%)Market cap $42.54B

NasdaqGS · Price as of · Nasdaq Real Time Price

Stock Scorer
D37/100
  • Profitability0/20

    Losing money: $-178.9M net income over the last four reported quarters.

  • Insider buying vs selling11/20

    Insiders are sellers only: 138 sells worth $245.3M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 11 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.

  • Dilution and offerings4/15

    4 offering-related filings in the last year (share-count history unavailable).

See the full breakdown
Analyst consensus
Strong buy$291.64
  • Analysts11
  • Implied upside+62.9%
  • Target range$209.00 to $330.00
Analyst estimates are opinions, not forecasts of what the stock will do.
Source: Yahoo Finance consensus, retrieved
Next earnings
November 10, 2026in 73 days
  • EPS expected-$0.14
  • Revenue expected$214.7M
  • Estimate range-$0.21 to -$0.03
Consensus of 9 analysts for the quarter ending September 30, 2026. Estimates are what Wall Street expects, not our forecast.
Source: Yahoo Finance earnings calendar
CBRS past month-11.8%
CBRS closed at $179.08 on Aug 28, down 11.8% since Jul 30.$179.08$262.06Jul 30Aug 28
Close 20-day average 50-day average

CBRS closed at $179.08 on Aug 28, down 11.8% since Jul 30. Chart read: price below its 50-day moving average; not enough history for a 200-day average; trading at 7% of the 52-week range ($168.52 to $311.07).

Insider buying and selling at Cerebras Systems Inc. (CBRS)

Source: SEC Form 4 filingsLatest filed

The most recent Form 4 on record for Cerebras Systems Inc. (CBRS) is August 21, 2026, when Andrew D. Feldman, CEO, President, sold $47.3M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.

InsiderActionValueDateType
Andrew D. Feldman · CEO, PresidentSell$47.3MAugust 21, 2026Routine
Sean Lie · Chief Technology OfficerSell$151.1MAugust 20, 2026Routine
Dhiraj Mallick · Chief Operating OfficerSell$8.6MAugust 18, 2026Own call
Eric Vishria · DirectorSell$15.7MAugust 17, 2026Routine
Steven Vassallo · DirectorSell$10.9MAugust 14, 2026Own call
All insider activity

Filed notices to sell

Source: SEC Form 144 noticesLatest filed

A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.

InsiderValueFiledStatusType
Feldman Andrew D. · Director, Officer$49.9MAugust 21, 2026ExecutedRoutine
Lie Sean · Officer, 10% Stockholder$3.4MAugust 21, 2026ExecutedRoutine
Lie Sean · Officer$153.2MAugust 20, 2026ExecutedRoutine
Mallick Dhiraj · Officer$9.8MAugust 18, 2026ExecutedVested shares
Lie Sean · Officer$5.4MAugust 18, 2026Not yet reportedVested shares
All filed notices

SEC filings

Source: SEC EDGARLatest filed

FormFiledDescription
4August 26, 2026OWNERSHIP DOCUMENT
4August 26, 2026OWNERSHIP DOCUMENT
4August 26, 2026OWNERSHIP DOCUMENT
4August 25, 2026View on EDGAR
4August 25, 2026View on EDGAR
4August 25, 2026FORM 4
4August 21, 2026FORM 4
144August 21, 2026View on EDGAR
All SEC filings

Cerebras Systems news

Cerebras showed up in 16 hedge fund filings at once, worth $4.6 billion. Insiders just filed to sell $49 million in stock.
News

Cerebras showed up in 16 hedge fund filings at once, worth $4.6 billion. Insiders just filed to sell $49 million in stock.

Altimeter reported $1.60 billion of Cerebras and Coatue $1.55 billion. Between them that is two thirds of the $4.64 billion disclosed across 16 funds.

Aug 19, 2026
Smart money is piling into AI neoclouds: Nebius NBIS, SharonAI SHAZ and Cerebras CBRS
News

Smart money is piling into AI neoclouds: Nebius NBIS, SharonAI SHAZ and Cerebras CBRS

Several top funds disclosed 5%+ stakes in AI compute names this spring: Leopold's Situational Awareness in Nebius (NBIS) and SharonAI (SHAZ), Tiger Global in Cerebras (CBRS), and Lone Pine in miners turned AI data centers TeraWulf (WULF) and Hut 8 (HUT).

Jun 30, 2026

Articles that mention Cerebras Systems without it being the main subject.

Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
News

Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.

Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.

Aug 8, 2026

Frequently asked questions

When does CBRS report earnings?

Cerebras Systems Inc. (CBRS) is scheduled to report quarterly results on November 10, 2026. The 9-analyst consensus is -$0.14 per share on revenue of $214.7M for the quarter ending September 30, 2026.

What do analysts expect for CBRS?

11 analysts cover Cerebras Systems Inc. (CBRS). The consensus rating is Strong buy. The average price target is $291.64, in a range of $209.00 to $330.00.

Are insiders buying or selling CBRS?

We track Form 4 filings for Cerebras Systems Inc. (CBRS). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.

Where can I see CBRS SEC filings?

Recent filings are listed on this page, newest first. The latest is a 4 filed August 26, 2026.

Data on this page comes from SEC EDGAR, public disclosure feeds and market data providers, and may be delayed or incomplete. Nothing here is investment advice.