CBRS
Chip
Cerebras Systems Inc.
CIK 0002021728
Latest Quarter
$193
M
+
94.4% YoY
Q1 FY2026 · ended 2026-03-31
·
+
12.8% QoQ
Last Annual (FY)
$510
M
+
75.7% YoY
FY2025 · ended 2025-12-31
Pretax Income (FY)
$245
M
+
151.1% YoY
FY2025
·
48.0% margin
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Revenue / Quarterly
· inner bar = gross margin
Recent quarters
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Research / automated earnings coverage
2 reports
CBRS earnings: EPS beat by 76.7%, revenue beat by 10.1%
AI Infrastructure Desk · RegardingSemi Engine
· Aug 12, 2026
Cerebras Systems Inc. reported results (Aug 12, 2026). EPS came in at -$0.04 against a -$0.17 consensus, beat by 76.7%. Revenue was $209.9M versus $190.6M expected, beat by 10.1%.
read the full report →
Cerebras Systems Inc. Exceeds Revenue and EPS Estimates, Signals Strong FY2026 Guidance
AI Infrastructure Desk · RegardingSemi Engine
· Jun 23, 2026
Cerebras Systems Inc. (CBRS) reported Q1 FY2026 results that exceeded both revenue and EPS estimates, with a 5.6% revenue surprise and a 75.6% EPS surprise. The company's guidance for the full year 2026 indicates continued strong growth and margin improvement, despite near-term headwinds.
read the full report →
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Newly Published Pages / on Cerebras Systems Inc.'s own site, last 30 days
checked daily
· last sweep Aug 15
openai ultrafast signup ↗
Aug 12
openrouter ↗
Aug 11
crowdstrike ↗
Aug 08
hugging face ↗
Jul 31
partners / flex ↗
Jul 31
nference ↗
Jul 31
partners / ibm ↗
Jul 31
partners ↗
Jul 30
partners / meta ↗
Jul 30
supernova2025 ↗
Jul 28
customer spotlights / flex ↗
Jul 28
6 pages also removed in the window.
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Deep Dive / Model-annotated language & 13F ownership
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Holders & Moves / Every 13F filer, 2026Q2
89 holders
| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| WASHINGTON UNIVERSITY | NEW | $122 M | 46.0% | +551,086 |
| LEGAL ADVANTAGE INVESTMENTS, INC. | NEW | $70 M | 24.4% | +314,889 |
| HAMILTON LANE ADVISORS LLC | NEW | $53 M | 35.4% | +238,304 |
| OFI INVEST ASSET MANAGEMENT | NEW | $12 M | 0.1% | +61,508 |
Pro · $49.99/mo
85 more holders in CBRS
See every 13F filer's position, Δ shares QoQ, % of book —
every quarter back to 2022Q4.
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Pro adds four more sections here for CBRS: scored earnings-call
language, the insider Form-4 tape, the live company feed, and this week's Engine context.
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Annual P&L / Revenue · pretax income · margin
4 FY
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $510 M | $245 M | 48.0% | + 151.1% |
| 2024 | 2024-12-31 | $290 M | $-480 M | -165.3% | -277.6% |
| 2023 | 2023-12-31 | $79 M | $-127 M | -161.3% | + 28.4% |
| 2022 | 2022-12-31 | $25 M | $-178 M | -721.0% | — |
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Interim Reports / 10-Q / 6-K
2
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Peers
/ Other Fabless issuers we track
5
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