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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.
Wall Street remains bullish on the AI hardware and infrastructure company, with all 10 analysts covering the stock continuing to rate it a ‘Buy’ or higher.
Cerebras Systems stock fell Wednesday after the AI chipmaker delivered its first quarterly report as a publicly-traded company.
Cerebras stock is down 45% from its IPO. There's a reason for that.
Cerebras beat first-quarter estimates, but capacity costs and AI chip expectations weighed on shares.
The company nearly doubled revenue in its first quarter as a public company, but forecast a sharp drop in gross margins for the rest of the year
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.
June 24 (Reuters) - S&P 500 and Nasdaq futures inched higher on Wednesday after two straight sessions of declines, as investors returned to technology shares following a sharp selloff that saw the
Analysts and investors remain concerned that Cerebras’ business relies heavily on a small group of customers, mostly in the Middle East.
Cerebras reported a Q1 loss of $0.22 per share, above analyst expectations of a loss of $0.16 per share.
Investing.com -- Shares of Cerebras Systems tumbled over 9% in after-hours trading Tuesday after the newly public chipmaker served up a mixed bag for its first quarter of 2026. While the self-proclaimed builder of "the world's fastest AI infrastructure" beat revenue expectations of $180.8 million with a $193.4 million haul, it missed the mark on the bottom line, reporting earnings of $0.22 per share versus analysts' consensus expectations of a $0.16 per-share loss.
The Nasdaq broke key support Tuesday as AI stocks sold off, even as SpaceX reversed higher. FedEx and AI chip IPO Cerebras reported late. Micron earnings loom.
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.
Cerebras Systems, an AI chip maker, anticipates first-quarter sales of $181 million, an 82% increase year-over-year.
Investors are getting jittery about these companies, but ditching them completely may not be the best move.
IPOs have had juicy first-day gains this year, but it doesn’t take long for the pullback to start. And that is particularly true for mega IPOs.
Cerebras Doubles Down on Amazon, OpenAI Deals While Shutting Out Nvidia
Cerebras Systems Inc. (NASDAQ:CBRS) is one of the 10 Stocks Entering June in the Wrong Direction. Cerebras extended its losing streak to a third consecutive day on Monday, shedding 10 percent to end at $213.28 apiece, as investors disposed of positions to take advantage of profits, while digesting the lack of positive developments to boost […]
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