CBRS Cerebras Systems Inc. Loading... : Bullish and Bearish Analyst Opinions
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01:54
Aug 13
Aug 13
Cerebras Q2 loss, lifts outlook; no view
Reports Cerebras swung to a Q2 loss while lifting full-year outlook; earnings/guidance event, no directional view.
LOW
01:30
Aug 13
Aug 13
Cerebras chart looks great.
Cerebras is putting in a rounded-bottom and V-shaped technical base and the chart looks great, even though the speaker had previously taken it off.
MED
23:53
Aug 12
Aug 12
Cerebras CEO Andrew Feldman discusses OpenAI's large revenue share and expects it to shrink.
Cerebras CEO Andrew Feldman discusses OpenAI's large revenue share and expects it to shrink as AWS and other customers grow over time.
23:45
Aug 12
Aug 12
Watch Cerebras as AI infrastructure cycle shifts
Watch CRBS as an AI-infrastructure-cycle signal; results, RPO and capacity are strong, but this is research read-through, not ownership. Wait for conversion of contracted capacity and RPO into revenue.
MED
22:07
Aug 12
Aug 12
Stiff competition and capital intensity pressure Cerebras.
Cerebras faces a rough capacity ramp and bottom-line struggles because, despite having elegant semiconductor technology, it must compete against the 800-pound gorilla Nvidia in hardware and well-funded rivals like CoreWeave and Nebius in the capital-intensive neo-cloud business.
HIGH
22:02
Aug 12
Aug 12
Author explains he sold all AI stocks to derisk ahead of earnings.
Author explains he sold all AI stocks to derisk ahead of earnings, citing high investor expectations and resistance levels, but frames this as a past decision with no current position or forward call on any specific ticker.
22:01
Aug 12
Aug 12
CBRS margin collapse, shares -15% AH
CBRS missed revenue and EPS badly; gross margin collapsed to 14% vs. prior 36-38% guide due to cloud buildout costs; shares -15% AH despite raised FY26 revenue guide.
MED
21:17
Aug 12
Aug 12
The tweet expresses concern over CBRS with no explicit position or forward call.
The tweet expresses concern over CBRS with no explicit position or forward call, so it is indexed as watch.
LOW
20:57
Aug 12
Aug 12
Analyzes Cerebras cloud ARR potential
Analyzes Cerebras's monetization potential, estimating roughly $10B in cloud ARR exiting 2027 based on Nebius contract rates.
MED
20:57
Aug 12
Aug 12
Summarizes Cerebras Q2 earnings and guidance
Summarizes Q2 earnings release highlighting strong top-line growth and raised guidance offset by a large GAAP loss.
MED
20:35
Aug 12
Aug 12
The author asks if it is a good chance to buy CBRS but provides no position or conviction.
The author asks if it is a good chance to buy CBRS but provides no position or conviction, only a question.
LOW
20:27
Aug 12
Aug 12
Cerebras missed revenue and gross margin.
Cerebras Systems fell after Q2 revenue missed estimates and gross margin came in at 14% versus the 26.3% expected, raising questions even as cloud revenue beat. The stock had been up sharply into the print and was priced for higher expectations.
HIGH
20:23
Aug 12
Aug 12
The tweet is a vague, sarcastic reference to Cerebras without any directional position.
The tweet is a vague, sarcastic reference to Cerebras without any directional position or forward-looking call, so it is indexed as watch.
20:11
Aug 12
Aug 12
Cerebras: watch mixed Q2, raised guidance
Watch CRBS after mixed Q2 results and weak gross margin, but raised FY revenue guidance on datacenter capacity and manufacturing expansion; no explicit author position here.
MED
20:08
Aug 12
Aug 12
Cerebras Systems reports mixed Q2 results with revenue and cloud revenue beating estimates.
Cerebras Systems reports mixed Q2 results with revenue and cloud revenue beating estimates while hardware revenue missed and Q3 guidance came in above consensus.
20:08
Aug 12
Aug 12
Cerebras Systems reports Q2 loss per share of 2.98 versus 1.91 year-over-year with revenue.
Cerebras Systems reports Q2 loss per share of 2.98 versus 1.91 year-over-year with revenue missing estimates but raises full-year revenue guidance.
20:07
Aug 12
Aug 12
Cerebras reports record quarterly revenue with core revenue more than doubling year-over-year.
Cerebras reports record quarterly revenue with core revenue more than doubling year-over-year and plans to more than triple revenue in 2027.
20:05
Aug 12
Aug 12
Cerebras Systems reports second quarter operating expenses of 502.8 million dollars versus 89.3.
Cerebras Systems reports second quarter operating expenses of 502.8 million dollars versus 89.3 million year over year, with hardware revenue missing estimates at 54.1 million dollars.
20:00
Aug 12
Aug 12
CBRS reported disastrous earnings with an actual EPS of -2.98 compared to an estimated -0.19. The massive fundamental miss and poor growth metrics have completely shattered investor confidence, leading to a heavy selloff. Short the stock as the market digests the terrible earnings report and downward growth trajectory. The stock may experience a dead-cat bounce if the initial post-earnings selloff is overextended.
LOW
17:57
Aug 12
Aug 12
Cerebras CEO to speak at TomorrowXSummit.
Notes the founder and CEO of Cerebras will be speaking at the TomorrowXSummit, without providing a directional view.
LOW
17:38
Aug 12
Aug 12
Notes AMD partnership on AI compute architecture.
Notes partnership with AMD splitting prefill and decode across architectures, no directional view.
LOW
17:31
Aug 12
Aug 12
The author expresses a wish to see the CBRS founder on stage.
The author expresses a wish to see the CBRS founder on stage, which is a neutral comment without any directional trade view.
LOW
16:17
Aug 12
Aug 12
Author holds long position for AI companion.
Author discloses a long position, highlighting the company's role as an AI companion rather than a GPU replacement and noting strong industry endorsement.
HIGH
16:10
Aug 12
Aug 12
Bullish on Cerebras wafer-scale AI chip
Author expresses strong bullishness on Cerebras, citing its innovative wafer-scale AI chip architecture as a genius concept.
MED
13:01
Aug 12
Aug 12
A price level of $245 is mentioned without any directional thesis or position context.
A price level of $245 is mentioned without any directional thesis or position context, so it is indexed as a watch.
LOW
12:00
Aug 11
Aug 11
Cerebras' wafer-scale chip wins in AI.
AI workloads introduce a new constraint—communication-bound processing—that GPUs don't fully solve. Cerebras' wafer-scale chip maximizes cores, inter-core communication, and memory proximity, delivering the best architecture for deep learning. The company has overcome brutal hardware challenges, is now public, and is positioned to be a giant winner in the new generation of AI chips.
HIGH
17:40
Aug 10
Aug 10
Notes construction upfront payment assumption
Notes assumption that upfront payment for construction covers the entire cost, no directional view stated.
MED
19:53
Aug 09
Aug 09
Earnings reporting week for eight semis/AI names
Lists eight semiconductor/AI companies scheduled to report earnings this week; no directional view stated.
LOW
16:33
Aug 07
Aug 07
Author sold all AI stocks to derisk ahead of earnings.
Author sold all AI stocks to derisk ahead of earnings, citing resistance levels and high investor expectations, and is only hoping for a continued pump rather than expressing a fresh long position.
00:45
Aug 07
Aug 07
Author sold all AI stocks and outlines a defensive plan using buy stop orders above resistance.
Author sold all AI stocks and outlines a defensive plan using buy stop orders above resistance levels, expecting potential downside if earnings fail to beat high expectations, while remaining sidelined until bullish confirmation.
About CBRS Analyst Coverage
Buzzberg tracks CBRS (Cerebras Systems Inc.) across 65 sources. 29 bullish vs 3 bearish calls from 70 analysts. Sentiment: predominantly bullish (12%). 208 total trade ideas tracked. Past 7 days: 3 bullish, 27 watch. Latest voices: BarbarianCap, Thread Guy, AlphaSense.