Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new
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Mizuho and UBS both see the post-earnings sell-off in Cerebras as a buying opportunity, despite taking different approaches to their price targets.

On this episode of Stock Movers: - StubHub (STUB) shares are dropping after the company reported earnings per share for the second quarter that missed the average analyst estimate. - Birkenstock (BIRK) is rallying after the footwear maker boosted its adjusted Ebitda forecast for the full year. The German company also reported better-than-expected sales for the second quarter. - Cerebras (CBRS) is lower after the company projected slower growth than some investors anticipated, causing its shares to fall in premarket trading.

Cerebras shares are sinking, despite solid results from the chipmaker in the second quarter since it went public earlier this year.

Cerebras Systems Inc (NASDAQ:CBRS) shares fell 11% Thursday after the AI chipmaker reported second-quarter revenue below Wall Street estimates, even as the company raised its full-year guidance. The company posted second-quarter revenue of $180.1 million, missing the $194 million analyst...

Cerebras Systems recently reported second‑quarter 2026 results showing revenue rising to US$180.11 million while moving from a US$309.51 million net income to a US$450.53 million net loss, alongside the closing of a large shelf registration for Class A and B shares. At the same time, Cerebras highlighted rapid growth in its cloud inference business and new partnerships such as Lovable, underscoring a shift from hardware sales toward higher‑speed AI services. We’ll now examine how this move...

CBRS is building data-center and manufacturing capacity to support 2027 growth as fast-inference demand strengthens and 2026 revenue guidance rises.
Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September.
Cerebras stock fell on Thursday after the chip maker's latest quarterly results failed to impress investors.

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
Revenue came in below expectations even as the company raised full-year guidance

Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising doubts about the ability of its AI chips to challenge Nvidia. Expectations were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it increasingly derived revenue from cloud computing rather than its AI chips.

The AI chip company beat earnings estimates and lifted its 2026 revenue outlook, but shares fell sharply in extended trading

Cerebras Systems (CBRS) shares fell early Thursday after the artificial intelligence chipmaker swung

Cisco benefits from AI demand, Musk is optimistic about Starlink, inflation hasn’t thrown cold water on stock market rally, and more news to start your day.
Wall Street futures pointed modestly higher pre-bell Thursday as petroleum prices eased and as trade

Cerebras Systems Inc. (NASDAQ:CBRS) stock is falling in premarket trading Thursday after the company reported mixed second-quarter results after Wednesday’s market close.Cerebras Earnings SnapshotCerebras reported an adjusted loss of 4.5 cents per share, narrower than the analyst estimate for a loss of 17 cents per share. Meanwhile, sales of $180.11 million fell short of the $194.20 million consensus estimate. Core revenue reached a record $209.9 million, up 103% year over year and above the com

Cerebras Systems Inc (NASDAQ:CBRS) shares tumbled more than 17% in Thursday premarket trading after the AI infrastructure company reported second-quarter earnings and revenue below Wall Street expectations. Despite the headline miss, rapid growth in its core and cloud businesses, improved margins and higher full-year guidance prompted Morgan Stanley analysts to argue that the share-price weakness could represent a buying opportunity.

Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market.

The headline numbers for Cerebras (CBRS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.
Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

Cerebras Systems stock has climbed 28.1% over the past month, while a Discounted Cash Flow (DCF) intrinsic value estimate points to about 15.0% upside from the current market price, yet the company still scores poorly on broader valuation checks. That mix of strong recent gains, a supportive intrinsic value estimate and a low overall value score puts the current share price under closer scrutiny for investors thinking about the next move. Cerebras Systems is up 28.1% over the past month,...

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
