Cerebras Systems Inc.
CIK 0002021728
Cerebras Systems Inc. reported Q3 FY2026. EPS came in at -$0.67 against a -$0.15 consensus, far below expectations. Revenue was $230.9M versus $214.7M expected, beat by 7.5%. Gross margin was 20.0%, up 580 bps from last quarter.
read the full report →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. (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 →4 pages also removed in the window.
| 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 |
| 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% | — |