Market Cap
$46.3B
CBRS
Cerebras Systems Inc.
$169.52 ▼ -4.58%
Prev close $177.65Market cap$46.3B
ConsensusStrong Buy
12-mo target$291.64 (+72.0%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)50 New Institutional Positions
Snapshot
The big-picture read on CBRS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$15.1B
Inst. Activity
50 buys / 0 sells
Insider Activity
$0.00 buy / $100.5M sell
Insider Net $
-$100.5M
Social Sentiment
65° Warm
SEC Reports
16
Press Releases
3
Price chart 30d -8.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: CBRS — 64.4% short (3.1M / 4.8M)
Short: 3,079,727 | Exempt: 38,694 | TRF Vol: 4,783,993 | Short Ratio: 64.4% | Off-exchange volume (d
Sep 29, 2026 Insider
Mallick Dhiraj sold 46,427 shares
Chief Operating Officer @ $210.27 ($9.8M)
Sep 29, 2026 Insider
Mallick Dhiraj sold 8,729 shares
Chief Operating Officer @ $205.17 ($1.8M)
Sep 29, 2026 Insider
Sep 11, 2026 SEC Mallick Dhiraj sold 68,830 shares
Chief Operating Officer @ $194.91 ($13.4M)
Three Cerebras insiders, including the CEO and CTO, sold a combined $12.92M in open-market sales on September 4, 2026. T
CLUSTER — Impact 5/10
Director Steven Vassallo (Foundation Capital) filed a Form 144 indicating intent to sell 50,000 shares of Cerebras Syste
144 — Impact 3/10
Cerebras Systems announced a new AI data center in Mikkeli, Finland, developed with Compute Nordic Finland. The facility
Impact 6/10
A cluster of insider selling at Cerebras Systems, totaling $5.76M over a week, is dominated by a $3.42M sale from CTO Se
CLUSTER — Impact 3/10
Analyst ratings buy % +8300.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Freedom Capital Markets | UPGRADE | Buy | 46% |
| Sep 14, 2026 | Freedom Capital Markets | MAINTAIN | Hold | 46% |
| Aug 19, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 19, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 13, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Aug 13, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 13, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Aug 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Jul 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Jun 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% |
Price targets
Where 11 covering analysts think CBRS trades over the next 12 months.
$291.64 +72.0% upside Strong Buy
Current$169.52 Low$209.00 Median$300.00 High$330.00 11 analysts
$209.00$330.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
Recent posts
OpenAI is Reportedly Preparing a $500/mo ChatGPT Pro Max Tier Focusing on Ultra-Fast "Work and Codex" Features.
▲ 1 · 💬 5· ⚡ 0.5
$ZONE: $68M market cap with a 10-year, $800M Cerebras colocation deal.
▲ 1 · 💬 2· ⚡ 0.5
ZONE - AI infrastructure play
▲ 2 · 💬 3· ⚡ 0.5
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
▲ 1 · 💬 6· ⚡ 0.5
Avoid chasing new AI chip stocks and accumulate TSM?
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 0 bullish, 4 bearish, 0 mixed, 12 neutral · avg impact 3.6/10.Plus 3 press releases.
BEARISHCLUSTER5/10
Three Cerebras insiders, including the CEO and CTO, sold a combined $12.92M in open-market sales on
Sep 11, 2026
NEUTRAL1443/10
Director Steven Vassallo (Foundation Capital) filed a Form 144 indicating intent to sell 50,000 shar
Sep 4, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at Cerebras Systems, totaling $5.76M over a week, is dominated by a $3.
Aug 27, 2026
BEARISHCLUSTER4/10
A cluster of insider selling at Cerebras Systems, led by CEO Andrew Feldman ($26.4M in open-market s
Aug 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CBRS — 64.4% short (3.1M / 4.8M)
Short: 3,079,727 | Exempt: 38,694 | TRF Vol: 4,783,993 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: CBRS — 63.0% short (3.5M / 5.6M)
Short: 3,543,647 | Exempt: 57,039 | TRF Vol: 5,626,770 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CBRS — 59.3% short (1.2M / 2.1M)
Short: 1,238,569 | Exempt: 1,727 | TRF Vol: 2,090,180 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: CBRS — 64.9% short (1.4M / 2.2M)
Short: 1,438,088 | Exempt: 62,599 | TRF Vol: 2,215,782 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CBRS — 63.9% short (0.8M / 1.3M)
Short: 836,843 | Exempt: 7,923 | TRF Vol: 1,310,572 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.14 | $-0.21–$-0.03 | — | +0.0% | 9↑ 0↓ | $0.2B | 10 |
| Next Q | $-0.23 | $-0.33–$-0.05 | — | +0.0% | 9↑ 0↓ | $0.3B | 10 |
| Current FY | $-0.47 | $-0.71–$-0.16 | — | +0.0% | 9↑ 0↓ | $0.9B | 11 |
| Next FY | $1.27 | $0.84–$1.94 | 371.3% | +0.0% | 9↑ 0↓ | $3.0B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.142 | — |
| 7d ago | $-0.142 | — |
| 30d ago | $-0.142 | — |
| 60d ago | $-0.324 | +0.182 |
| 90d ago | $-0.324 | +0.182 |
Institutional ownership
Which big funds own CBRS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $15.1B total value (68,398,480 shares) as of 2026-Q2. Top holders: NOMURA, FMR, COATUE. Net buying activity: 50 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 8,435,095 | $1.9B | 12.3% | NEW |
| COATUE MANAGEMENT LLC | 7,011,028 | $1.5B | 10.3% | NEW |
| JANE STREET GROUP, LLC | 4,972,400 | $1.1B | 7.3% | NEW |
| Capital World Investors | 3,894,458 | $860.7M | 5.7% | NEW |
| MORGAN STANLEY | 3,224,209 | $712.6M | 4.7% | NEW |
| Atreides Management, LP | 3,110,086 | $687.3M | 4.6% | NEW |
| JPMORGAN CHASE & CO | 3,100,806 | $670.3M | 4.4% | NEW |
| TIGER GLOBAL MANAGEMENT LLC | 2,999,000 | $662.8M | 4.4% | NEW |
| JANE STREET GROUP, LLC | 2,888,800 | $638.4M | 4.2% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | NEW | — | 8,435,095 | — | $1.9B |
| COATUE MANAGEMENT LLC | NEW | — | 7,011,028 | — | $1.5B |
| Capital World Investors | NEW | — | 3,894,458 | — | $860.7M |
| MORGAN STANLEY | NEW | — | 3,224,209 | — | $712.6M |
| Atreides Management, LP | NEW | — | 3,110,086 | — | $687.3M |
| JPMORGAN CHASE & CO | NEW | — | 3,100,806 | — | $670.3M |
| TIGER GLOBAL MANAGEMENT LLC | NEW | — | 2,999,000 | — | $662.8M |
| BlackRock, Inc. | NEW | — | 2,075,168 | — | $458.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | NEW | — | 1,551,946 | — | $343.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | — | 1,379,809 | — | $304.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$100.5M — $0.00 bought, $100.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Mallick Dhiraj | Chief Operating Officer | SELL | 46,427 | $210.27 | $9.8M |
| Sep 29, 2026 | Mallick Dhiraj | Chief Operating Officer | SELL | 8,729 | $205.17 | $1.8M |
| Sep 29, 2026 | Mallick Dhiraj | Chief Operating Officer | SELL | 68,830 | $194.91 | $13.4M |
| Sep 29, 2026 | Komin Robert Patrick Jr. | Chief Financial Officer | SELL | 600 | $205.47 | $123.3K |
| Sep 29, 2026 | Komin Robert Patrick Jr. | Chief Financial Officer | SELL | 3,000 | $194.92 | $584.8K |
| Sep 29, 2026 | Mallick Dhiraj | Chief Operating Officer | CONVERT | 276,000 | — | — |
| Sep 29, 2026 | Mallick Dhiraj | Chief Operating Officer | SELL | 598 | $212.93 | $127.3K |
| Sep 29, 2026 | Mallick Dhiraj | Chief Operating Officer | SELL | 18,274 | $212.20 | $3.9M |
| Sep 29, 2026 | Mallick Dhiraj | Chief Operating Officer | SELL | 41,391 | $211.29 | $8.7M |
| Sep 29, 2026 | Mallick Dhiraj | Chief Operating Officer | SELL | 41,278 | $209.33 | $8.6M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CBRS.
Shares short
12,802,090
Settlement Sep 15, 2026
Change vs prior
-4.0%
Semi-monthly cycle
Days to cover
2.2
At avg daily volume
Of shares outstanding
≈5.4%
Estimate — not % of float
All CBRS filing & press-release reports (19)
- CLUSTER reportSep 11, 2026
- 144 reportSep 4, 2026
- PRESS-RELEASE reportSep 1, 2026
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 26, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 19, 2026
- COURT-RULING reportJul 8, 2026
- CLUSTER reportJul 2, 2026
- 8-K reportJun 24, 2026
- PRESS-RELEASE reportMay 15, 2026
- 3 reportMay 14, 2026
- 3 reportMay 14, 2026
- PRESS-RELEASE reportMay 13, 2026
- 3 reportMay 13, 2026
- S-1/A reportMay 11, 2026