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CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.

Cerebras Systems has seen its share price fall sharply so far in 2026, which puts a spotlight on whether the current valuation still lines up with what the balance sheet can support. With the stock under pressure, investors are increasingly asking how much today’s price rests on its book value rather than pure growth optimism. The share price is down 41.7% year to date, which makes the link between the current market value and Cerebras Systems' underlying net assets a much more pressing...

Anthropic's unusual IPO plans could make one overlooked detail more important than the reported size of the offering.

Total purchases of Cerebras stock by Wood’s ARK Invest in August are over $60 billion, according to disclosures.

Cerebras Systems Inc. (NASDAQ:CBRS) reported record second-quarter core revenue of $209.9 million, up 103% from a year earlier. Core revenue is a company-defined non-GAAP measure that adds back customer-warrant amortization and excludes data-center pass-through revenue. Core revenue exceeded management’s approximately $194 million guidance, but GAAP revenue increased 74% to $180.1 million, below the $194.23 million […]

Cerebras executives’ lock-up remains in effect until November, with the tax-related sales permitted under the lock-up.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

Cerebras investors appeared to book profits on Tuesday after the company’s sharp rally the previous day.

AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.

Cerebras shares tumbled after a Q2 revenue miss, but its new OpenAI deployment could give investors a fresh reason to reconsider the beaten-down AI chip stock.

CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.

Cerebras stock fell 12% after Q2 revenue missed estimates, even as the AI chipmaker raised its full-year guidance and reported a smaller loss.

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside

Strong AI growth fails to offset a sharp earnings miss.

The S&P 500 and Nasdaq Composite were up in late-morning trading Thursday, while the Dow Jones Indus

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 stock fell on Thursday after the chip maker's latest quarterly results failed to impress investors.

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

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.

CBRS faces pressure from margin declines and execution risks, even as AI demand, cloud growth and OpenAI and AWS partnerships support prospects.

Investors hit the sell button after earnings, but Morgan Stanley hit the upgrade button. Should panic sellers think twice?

NVIDIA (NASDAQ: NVDA) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity. One Sells Platforms. The ... Why Cerebras’ Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia’s Massive Software Trap

IPOs are the new meme stocks, surging to record highs before crashing below their debut prices in a matter of days.

In its first earnings report since going public, the AI chipmaker forecast a narrower gross margin in its core business, scaring investors.

TODAY'S MARKETS Oil prices on Wednesday fell toward prewar levels, while tech stocks struggled to shake off AI-bubble fears. Brent crude dropped 4.3% to $73.74 a barrel, only slightly above its last closing price just before the Iran war started.