CBRS

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.3%, as investors weigh interest rate risks against mixed economic signals. The 10 year US Treasury yield is holding near 4.62%, and markets see roughly a 1 in 3 chance of a rate hike at the upcoming Federal Reserve meeting, with odds for September even higher. That keeps borrowing costs and the value of future profits in sharp focus. At the same time, housing data show prices rising only modestly once inflation is taken out. The big question now is how long higher rates stick around and what that means for rate sensitive sectors like real estate and banks, as well as growth heavy areas such as technology and smaller companies. If higher rates have you rethinking risk, focus on sturdier balance sheets using our solid balance sheet and fundamentals stocks screener (48 results). Garmin (GRMN) jumped 16.23% after Q2 results and higher full year 2026 revenue guidance. GE HealthCare Technologies (GEHC) gained 12.15% following Q2 earnings and a price target increase from BTIG. Cognizant Technology Solutions (CTSH) rose 11.25% after reporting Q2 results, updating guidance, and affirming its dividend. Is Cognizant Technology Solutions still a smart investment or just hype? Read our most popular narrative and get all the answers you need. Vertiv Holdings Co (VRT) fell 17.26% after a mixed Q2, revenue short of guidance midpoint and a target cut. Nebius Group (NBIS) declined 12.65%. Cerebras Systems (CBRS) dropped 12.11% despite a long term data center colocation agreement announcement. Look past the noise - uncover the top narrative that explains what truly matters for Vertiv Holdings Co's long-term success. Earnings will dominate the next few sessions, with mega cap tech and healthcare reports set to shape sector tone. Big Tech Focus: Apple (AAPL) reports Q3 results on Thursday. Watch revenue mix commentary and the update on services. Ecommerce and Cloud: Amazon.com (AMZN) posts Q2 results on Thursday. Look closely at commerce trends and profit margins. Payments and Spending: Mastercard (MA) releases Q2 earnings on Thursday. Card volume data inform views on consumer and travel spending. Healthcare an...

Flex Ltd. FLEX emphasized its expanding role in AI infrastructure during its first quarter of fiscal 2027 earnings call, highlighting demand for power, cooling and data center solutions as the key growth drivers. Management also raised its fiscal 2027 outlook, pointing to strong execution across segments while preparing for the planned separation of its Cloud and Power Infrastructure business. Chief executive officer Revathi Advaithi said Flex is positioned around the growing need for physical infrastructure supporting AI adoption, including power systems, cooling technologies and integrated deployment capabilities. Advaithi highlighted that the company’s Cloud and Power Infrastructure segment grew 35% year over year in the quarter, supported by strength in power and expanding cloud and cooling programs. The company also discussed its work with Cerebras to scale manufacturing of AI accelerator systems in the United States, along with broader efforts in advanced infrastructure solutions. Flex management said the planned tax-free spin-off of the Cloud and Power Infrastructure segment remains on track for the first quarter of calendar 2027. Advaithi said the separation is intended to create two focused companies with different capital allocation priorities and strategic objectives. The company stated that the remaining Flex business will continue focusing on manufacturing capabilities across healthcare, industrial markets, robotics and warehouse automation. Flex reported first quarter revenues of $7.93 billion, up 21% year over year, with adjusted operating margin improving to 6.7% from 6% in the prior-year period. Revenues exceeded the Zacks Consensus Estimate of $7.58 billion. Adjusted EPS reached a record $1, surpassing the Zacks Consensus Estimate of $0.93. Flex Ltd. price-consensus-eps-surprise-chart | Flex Ltd. Quote The Regulated Manufacturing Solutions segment benefited from industrial demand, while Integrated Technology Solutions growth was supported by communications strength. Flex increased its fiscal 2027 revenue outlook to $33.7 billion to $35.2 billion, representing 23% growth at the midpoint. Adjusted EPS guidance was raised to $4.42 to $4.74. Chief financial officer Kevin Krumm said Cloud and Power Infrastructure revenues are expected to grow 65% to 75% for fiscal 2027, driven by cloud and power demand. For the second quarter, management expects...

It has been about a month since the last earnings report for Cerebras (CBRS). Shares have added about 15.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Cerebras due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. Cerebras reported a first-quarter 2026 loss of 4 cents per share, 71.43% narrower than the Zacks Consensus Estimate of a loss of 14 cents. The GAAP net loss per share narrowed year over year to 22 cents from 46 cents.Revenues were $193.4 million, up 94% year over year and 13% sequentially, and topped the consensus estimate by 7.04%. Strength was driven by demand for AI infrastructure, with cloud and other services revenues up 178% and a new OpenAI agreement for 750 megawatts of high-speed inference compute. Core revenues, a non-GAAP measure that excludes customer warrant amortization and data center pass-through items, were $191.3 million, up 92% from the year-ago quarter.The quarter benefited from strength across hardware and cloud-based offerings. Hardware revenues were $110.6 million, rising 59% year over year, while cloud and other services revenues were $82.8 million, reflecting the rapid adoption of Cerebras’ AI infrastructure platform. The company announced a multi-year deal with OpenAI valued at more than $20 billion. Under the agreement, OpenAI will deploy 750 megawatts of Cerebras’ high-speed inference compute over the next several years.Cerebras also co-launched Codex-Spark, a model built for near-instant coding workflows where latency matters. The model delivers more than 1,000 tokens per second, underscoring the company’s focus on faster inference for interactive AI applications. Cerebras began a multi-year partnership with Amazon’s cloud computing platform, Amazon Web Services (AWS), to bring fast inference to a broader base of startups, AI-native companies and enterprises. The partnership expands the company’s distribution reach at a time when demand for low-latency AI infrastructure continues to scale.The companies plan to launch a disaggregated inference strategy. AWS Trainium 3 chips will perform the prefill stage, while the Cerebras CS-3 will handle high-speed inference for decoding, combining...

SUNNYVALE, Calif., July 22, 2026 (GLOBE NEWSWIRE) -- Cerebras Systems Inc. (NASDAQ: CBRS), maker of the world’s fastest AI infrastructure, announced it will release second-quarter 2026 financial results after the market closes on Wednesday, August 12, 2026. Cerebras will host a conference call to discuss its financial results at 2 p.m. PT (5 p.m. ET) on the same day. The live webcast of the earnings conference call can be accessed at the Cerebras Systems Investor Relations website at investors.cerebras.ai. A replay of the webcast will be available at the same website. About Cerebras Systems Cerebras Systems (NASDAQ: CBRS) builds the world’s fastest AI infrastructure. The Cerebras team of pioneering computer architects, computer scientists, AI researchers, and engineers of all types came together to make AI blisteringly fast through innovation and invention. We believe that when AI is fast, it will change the world. Leading global corporations, research institutes, and governments choose Cerebras to run their AI workloads. Cerebras solutions are available on premises and in the cloud. Visit cerebras.ai for more. Contacts Investor RelationsSean [email protected] Media RelationsKriselle [email protected]

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4%, as investors digest a mix of cooling inflation and uneven growth signals abroad. Softer price data in countries like France, where inflation sits at 1.8%, suggests global cost of living pressures are easing, which can take some pressure off central banks to keep lifting interest rates. At the same time, weaker industrial output in places such as Italy and Turkey hints at slower factory activity worldwide. The key question now is whether this mix helps interest rate sensitive sectors like real estate and utilities more than it hurts globally exposed manufacturers and commodity linked stocks. With inflation cooling but global growth looking uneven, many investors are gravitating toward 79 resilient stocks with low risk scores. Cerebras Systems (CBRS) jumped 8.34% after announcing expanded manufacturing and new European AI infrastructure capacity. Meta Platforms (META) rose 5.97% as investors focused on its AI chips, models, and cloud compute plans. SBA Communications (SBAC) gained 4.14%. Is Cerebras Systems still a smart investment or just hype? Read our most popular narrative and get all the answers you need. Moderna (MRNA) fell 10.83% as investors reacted to renewed political focus on vaccine skepticism and policy. Okta (OKTA) declined 6.86%. MongoDB (MDB) dropped 5.73% despite recent analyst price target increases and supportive research coverage. For a broader view of how yesterday's selling pressure fits into overall risk, it can help to scan across sectors and compare balance sheets, cash flows, and volatility metrics in one place using 79 resilient stocks with low risk scores. Look past the noise - uncover the top narrative that explains what truly matters for Okta's long-term success. Big bank earnings are about to dominate the US market narrative, setting the tone for financials and credit trends. Big Bank Earnings: JPMorgan Chase (JPM), Wells Fargo (WFC), Citigroup (C), Goldman Sachs (GS) and Bank of America (BAC) on Tuesday will spotlight lending, trading and fee income trends. Asset Management Focus: BlackRock (BLK) on Wednesday will highlight flows into funds and investor appetite for risk assets. Banking Services Snapshot: PNC Financi...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Cerebras Systems (CBRS) is back in focus after its Q1 2026 earnings release and call on June 23, where the AI infrastructure company paired sharp year-over-year revenue growth with a narrower net loss. See our latest analysis for Cerebras Systems. Despite the strong Q1 revenue update and high profile partnerships with OpenAI and Amazon, Cerebras Systems’ share price return is under pressure, with a 1 day move down of 6.27%, a 7 day share price return down 11.17%, a 30 day share price return down 4.48% and a year to date share price return down 38.27% at a latest share price of $192.01. This suggests that recent news and the margin impact of its rent back strategy are being weighed against the longer term AI infrastructure opportunity. If Cerebras Systems has you thinking more broadly about AI infrastructure, this is a good moment to scan the wider opportunity set with our screener of 52 AI infrastructure stocks After a sharp post earnings pullback, and with Cerebras Systems trading well below both analyst targets and some intrinsic value estimates, the real tension is clear: is the stock mispriced, or are the models too generous? According to the most followed Cerebras Systems narrative, the implied fair value of $415.54 sits well above the last close at $192.01, which frames the current share price pullback in a very different light. Read the complete narrative. Want to see how this Cerebras Systems story arrives at that number? The narrative leans on rapid revenue compounding, margin expansion and a premium future earnings multiple. Curious which assumptions really move the fair value needle? Result: Fair Value of $415.54 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this Cerebras Systems narrative could be knocked off course if the heavy insider share unlock planned for November hits sentiment, or if customer concentration around OpenAI shifts materially. Find out about the key risks to this Cerebras Systems narrative. With Cerebras Systems attracting both enthusiasm and caution, this is a moment to move quickly, test the underlying data yourself, and see where you land by weighing the 4 key rewards and 3 important warning signs. If Cerebras Systems has sharp...

The market doesn't always reward a good quarter right away, and Cerebras Systems (CBRS) may be the latest example. Shares of Cerebras – which designs AI chips and develops AI infrastructure and is a potential rival to AI giant Nvidia Corporation (NVDA) – tumbled after reporting its first earnings results as a publicly traded company. Investors zeroed in on near-term gross margin concerns. But several Wall Street analysts argue the market may be missing the forest for the trees. Morgan Stanley, for one, is bullish on Cerebras. Instead of backing away after the post-earnings dip, analyst Joseph Moore reiterated his “Overweight” rating and lifted his price target to $273 from $250. His view is that the softer margin outlook reflects conservative guidance rather than weakening demand. In fact, the analyst believes Cerebras is playing the long game as it builds out one of the world’s largest AI cloud businesses. Peter Thiel Took $1,700 and a Standard Roth IRA Account and Turned It Into $5 Billion. You Can Do It Too. AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies Behind Every Data Center. Billionaire Mark Cuban Says If We Fined Insurance Companies and Providers $100 Each Time They Overbilled, ‘We Could Pay Off the National Debt’ Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! So, while the stock stumbled after earnings, Wall Street’s smart money is not waving the white flag. If anything, analysts appear to be treating the pullback as a bump in the road rather than the end of the journey. And that’s a reminder that sometimes the market focuses on the next quarter while investors with a longer horizon keep their eyes on the bigger prize. Founded in 2015 and headquartered in Sunnyvale, California, Cerebras Systems is one of the fastest-rising names in AI hardware. The company has built its reputation around the Wafer-Scale Engine (WSE), a processor carved from an entire silicon wafer that is designed to train and run AI models far faster than conventional chips. Its CS-2 and CS-3 systems serve cloud providers, enterprises, research institutions, and government-backed AI projects. With operations spanning multiple regions and a market capitalization of $36.3 billion, Cerebras is rapidly positioning itself...

Cerebras Systems (NASDAQ: CBRS) launched one of the year's most exciting technology initial public offerings just a month ago. The company, an artificial intelligence (AI) chip player that aims to rival market giant Nvidia, raised $5.5 billion for the biggest IPO of the year at that point. (Space Exploration Technologies, or SpaceX, went on to surpass that a few weeks later when it completed the largest IPO ever.) On its first day of trading, Cerebras saw its shares soar 68%, but since that day, they've lost more than 25%. The company hasn't reported unfavorable news that could have prompted this movement, but it's important to keep in mind that investors have grown increasingly cautious regarding AI stocks. The industry has led gains in the S&P 500 over the past few years, and now, investors are watchful for any signs of a slowdown. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » So far, AI companies of all sorts -- from chip designers to cloud service providers -- have spoken of soaring demand and revenue. And that's very positive. But another earnings metric is also important to watch. In fact, Cerebras' first earnings report since its IPO just highlighted it -- and this metric is a crucial point that all AI investors shouldn't ignore. First, a quick summary of the Cerebras story so far. The company has designed a chip that it says may even beat the speed of Nvidia's top graphics processing units (GPUs). Cerebras' technology involves packing processors onto one giant chip rather than linking together smaller GPUs. The company's Wafer-Scale Engine (WSE) is 58 times larger than Nvidia's B200 chip and has more than 2,000 times the memory bandwidth of two of those Nvidia chips linked together as a package. Cerebras says this size results in incredible speed. The company has seen revenue soar, and this was confirmed in its earnings report, with revenue surging 92% in the first quarter to a record of more than $191 million. The company also signed a multi-year deal with OpenAI that's worth more than $20 billion and has inked a partnership with Amazon's Amazon Web Services (AWS) to offer customers access to its chips. Right now, Cerebras is...

Shares of Cerebras Systems dropped almost 20% on Wednesday, even after the company delivered better-than-expected first-quarter earnings on Tuesday. That’s because in its first earnings report since going public, the AI chipmaker forecast a narrower gross margin in its core business, guiding for a full-year margin of 38% to 41%, compared with the 47% reported in the first quarter. The stock hit a new low on Wednesday, almost hitting the company’s IPO price. Cerebras CEO Andrew Feldman told CNBC that investors had misunderstood the company’s margin guidance, noting that Cerebras will need to rent back some equipment from one of its largest customers. The company said during its earnings call that it decided to make more capacity available sooner by temporarily renting its own systems back from an existing customer while it builds out and deploys its own data center capacity. The company said this would cut into profit margins this year. According to the company’s earnings report, revenue for the quarter reached $193 million, up 94% year-over-year. Net loss narrowed to $14 million, down from $23.9 million a year earlier.

GAAP quarterly revenue of $193.4 million; record core revenue of $191.3 million, up 92% from a year ago Announced a multi-year deal with OpenAI for 750MW valued at more than $20 billion Launched multi-year partnership with Amazon to bring Cerebras’ fast inference to AWS Raised $6.4 billion in Q2 in largest semiconductor IPO of all time SUNNYVALE, Calif., June 23, 2026 (GLOBE NEWSWIRE) -- Cerebras Systems Inc. (NASDAQ: CBRS), maker of the world’s fastest AI infrastructure, today announced financial results for the first quarter of fiscal year 2026, ended March 31, 2026. “This was an outstanding start to 2026 for Cerebras. And we are proud of our achievements,” said Andrew Feldman, Cerebras co-founder and CEO. “AI has moved from being a novelty to being useful and productive. Cerebras’ wafer-scale technology delivers the fastest AI in the world. And fast AI is more valuable than slow AI because it is more productive. It provides answers in less time. It delivers solutions in less time. This in turn has created significant momentum with pioneering customers like OpenAI and AWS and emerging customers as well. The growing importance of AI in our economy requires AI infrastructure that can power the most advanced applications at unprecedented speed. This is the Cerebras mission.” “Our strong financial performance in Q1 highlights the large and rapidly growing opportunity in front of us,” said Bob Komin, Cerebras CFO. “We are focused on innovating at the pace of demand, supporting accelerating investments in growth and capitalization on strategic opportunities while effectively managing our capital structure.” Q1 2026 and Recent Business Highlights Announced a multi-year deal with OpenAI valued at more than $20 billion Began a multi-year partnership with AWS to bring fast inference to an even bigger scale through global distribution for every startup, AI native, and enterprise company Launched enterprise customer trials of Kimi K2.6 and Gemma 4 Raised $6.4 billion in gross proceeds through our IPO, in addition to the $1 billion Series H pre-IPO financing closed in February and the $1 billion working capital loan from OpenAI in January. Also, in April, Cerebras closed a revolving credit facility for up to $850 million from a broad syndicate of investment banks to further support the company’s strategy to accelerate the pace of our data center acquisitions. 1Q 2026 F...

The AI chip maker posted a smaller-than-expected loss of $3.5 million, versus a $44 million loss one year ago.

The company said it expects its operating margins to remain negative and under pressure through the end of the year.