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Cerebras Systems Q2 Earnings Call Highlights
MarketBeat12h agoneutral
Cerebras Systems Q2 Earnings Call Highlights

Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off

Investing.com13h agobearish
Cerebras Systems tumbles 14% on earnings, revenue miss

Investing.com -- Cerebras Systems Inc (NASDAQ:CBRS) shares fell 14% in after-hours trading Wednesday after the AI infrastructure company reported second quarter results that missed analyst expectations on both earnings and revenue.

Investing.com49d agoneutral
Cerebras CEO says investors misunderstood margin guidance

Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.

Cerebras Shares Slide After Earnings Miss and Margin Outlook Raises Concerns (CBRS)
InvestorsHub49d agobearish
Cerebras Shares Slide After Earnings Miss and Margin Outlook Raises Concerns (CBRS)

Shares of (NASDAQ:CBRS) fell roughly 14% in premarket trading on Wednesday after the AI chipmaker delivered mixed first-quarter 2026 results, with strong revenue growth overshadowed by an earnings miss and weaker margin guidance. The company, which describes itself as the builder of “the world’s fastest AI infrastructure,” reported revenue of $193.

Cerebras quarterly revenue nearly doubles in first report post-IPO
Reuters50d agobearish
Cerebras quarterly revenue nearly doubles in first report post-IPO

Cerebras Systems's first-quarter revenue nearly doubled, its ‌first financial update since going ‌public showed on Tuesday, as it benefited ​from robust enterprise demand for its specialized AI chips. Cerebras is poised to benefit from rising demand ‌for high-speed ⁠processing to train AI models and particularly for AI ⁠inference, or the process of running the models in real time. The ​chip designer ​is focused ​on inference, the ‌process by which AI systems respond to user queries, and has tied much of its growth to OpenAI, including a $20 billion multi-year ‌deal under which ​the ChatGPT creator ​will deploy ​750 megawatts of Cerebras ‌chips.

How Nvidia Stock Can Hit $300 After Earnings
Barrons.com86d agoneutral
How Nvidia Stock Can Hit $300 After Earnings

Nvidia stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week. D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250.