Cerebras Systems Inc. (CBRS)
Quote, stock score, analyst consensus, and SEC filings, plus insider and Congress trades when there are any.
Aft $119.07 (-0.20%)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability0/20
Losing money: $-178.9M net income over the last four reported quarters.
- Insider buying vs selling11/20
Insiders are sellers only: 65 sells worth $142.4M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 11 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings4/15
4 offering-related filings in the last year (share-count history unavailable).
- Analysts11
- Implied upside+136.8%
- Target range$175.00 to $330.00
- EPS expected-$0.14
- Revenue expected$214.7M
- Estimate range-$0.21 to -$0.03
CBRS closed at $119.31 on Oct 27, down 39.4% since Sep 28. Chart read: price below its 50-day moving average; not enough history for a 200-day average; trading at 5% of the 52-week range ($108.37 to $311.07).
Insider buying and selling at Cerebras Systems Inc. (CBRS)
The most recent Form 4 on record for Cerebras Systems Inc. (CBRS) is September 29, 2026, when Dhiraj Mallick, Chief Operating Officer, sold $80.8M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Dhiraj Mallick · Chief Operating Officer | Sell | $80.8M | September 29, 2026 | Routine |
| Sean Lie · Chief Technology Officer | Sell | $25.1M | September 25, 2026 | Routine |
| Andrew D. Feldman · CEO, President | Sell | $47.3M | August 21, 2026 | Routine |
| Sean Lie · Chief Technology Officer | Sell | $151.1M | August 20, 2026 | Routine |
| Eric Vishria · Director | Sell | $15.7M | August 17, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Lie Sean · Officer | $6.5M | October 27, 2026 | Not yet reported | Routine |
| Komin Robert Patrick Jr. · Officer | $6.4M | September 29, 2026 | Executed | Routine |
| Mallick Dhiraj · Officer | $77.9M | September 29, 2026 | Executed | Routine |
| Lie Sean · Officer | $24.8M | September 25, 2026 | Executed | Routine |
| Feldman Andrew D. · Director, Officer | $7.1M | September 4, 2026 | Executed | Routine |
SEC filings
Cerebras Systems news
Oracle (ORCL) will add Google, Cerebras, and OpenAI chips. Cerebras (CBRS) jumps 10%.
Oracle will be the first cloud outside Google to offer its AI chips, starting in 2027. Cerebras won't say how big its own Oracle deal is.
Cerebras (CBRS) bets its giant AI chip can outrun Nvidia (NVDA) GPUs
It turns an entire silicon wafer into one chip. That buys speed, but Cerebras still depends on TSMC for every wafer.
Cerebras (CBRS) falls below IPO price as report links OpenAI's Ultrafast mode to Nvidia
Sam Altman calls Cerebras a close partner. Up to 19.4 million more insider shares can be sold starting Oct. 14.
Cerebras (CBRS) insiders sold $29.6 million on the day the stock jumped 10%. Since June, they have sold $296 million.
Three Cerebras insiders, including the CEO and the chief technology officer, sold $29.6 million of stock on September 4, the day the shares rose 10 percent. Two of the sales were under plans set up in May. Since selling began in June, six insiders have sold $296 million, and three more lockup releases are due by the end of October.
Cerebras showed up in 16 hedge fund filings at once, worth $4.6 billion. Insiders just filed to sell $49 million in stock.
Altimeter reported $1.60 billion of Cerebras and Coatue $1.55 billion. Between them that is two thirds of the $4.64 billion disclosed across 16 funds.
Smart money is piling into AI neoclouds: Nebius NBIS, SharonAI SHAZ and Cerebras CBRS
Several top funds disclosed 5%+ stakes in AI compute names this spring: Leopold's Situational Awareness in Nebius (NBIS) and SharonAI (SHAZ), Tiger Global in Cerebras (CBRS), and Lone Pine in miners turned AI data centers TeraWulf (WULF) and Hut 8 (HUT).
Articles that mention Cerebras Systems without it being the main subject.
Frequently asked questions
When does CBRS report earnings?
Cerebras Systems Inc. (CBRS) is scheduled to report quarterly results on November 12, 2026. The 10-analyst consensus is -$0.14 per share on revenue of $214.7M for the quarter ended September 30, 2026.
What do analysts expect for CBRS?
11 analysts cover Cerebras Systems Inc. (CBRS). The consensus rating is Strong buy. The average price target is $282.55, in a range of $175.00 to $330.00.
Are insiders buying or selling CBRS?
We track Form 4 filings for Cerebras Systems Inc. (CBRS). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see CBRS SEC filings?
We could not resolve current EDGAR filings for CBRS. This usually means the ticker is a foreign or over-the-counter listing that does not file with the SEC.