Wall Street analyst estimates for Cerebras Systems Inc. (CBRS): consensus price target, buy/hold/sell recommendations and forecasts for revenue, EPS and EBITDA for the upcoming fiscal years.
Cerebras Systems Inc. is a leading innovator in artificial intelligence infrastructure. The company develops and manufactures an advanced AI compute platform, integrating proprietary hardware systems and software. This platform is delivered in rack-mountable units, suitable for deployment in data centers, scaling all the way up to supercomputer-level capabilities.
Analyst Consensus
| Strong Buy | 0 |
| Buy | 8 |
| Hold | 0 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 8 |
| Avg rating (1-5) | 1.00 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-12 | $-0.15 | ||
| 2026-08-12 | $-0.04 | $-0.17 | +76.7% |
| 2026-06-23 | $-0.04 | $-0.16 | +75.6% |
Valuation Ratios
| Price / Book | 3.00 |
| EV / EBITDA | -75.14 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue | $24.6M | $78.7M | $290.3M | $510.0M |
| Cost of Revenue | $21.7M | $52.4M | $167.5M | $310.9M |
| Gross Profit | $2.9M | $26.4M | $122.7M | $199.1M |
| Research & Development | $155.4M | $140.1M | $158.2M | $243.3M |
| Selling, General & Admin | $26.3M | $20.2M | $65.9M | $101.6M |
| Operating Expenses | $181.7M | $160.3M | $224.4M | $344.3M |
| Operating Income | -$178.8M | -$133.9M | -$101.6M | -$145.3M |
| EBITDA | -$165.6M | -$116.4M | -$468.1M | $279.3M |
| Interest Expense | 0 | 0 | 0 | 0 |
| Pre-tax Income | -$177.5M | -$127.0M | -$479.7M | $244.9M |
| Income Tax | $204,000 | $132,000 | $1.9M | $7.1M |
| Net Income | -$177.7M | -$127.2M | -$481.6M | $237.8M |
| EPS | $-0.83 | $-0.59 | $-2.25 | $0.41 |
| EPS (Diluted) | $-0.83 | $-0.59 | $-2.25 | $0.41 |
| Shares Outstanding (Diluted) | $215.2M | $215.2M | $215.2M | $215.2M |
Price
| Price | $181.55 |
| Market Cap | $43.1B |
| Exchange | NASDAQ |
| Country | US |
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Explore sector: Technology · Semiconductors
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