CBRS Cerebras Systems Inc. Loading... : Bullish and Bearish Analyst Opinions
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17:11
Aug 13
Aug 13
Notes Cerebras SRAM architecture focus
Notes Cerebras leaning into SRAM-heavy architectures as AI compute scales.
LOW
15:54
Aug 13
Aug 13
Cerebras CEO states there is enormous demand for the joint product with AMD.
Cerebras CEO states there is enormous demand for the joint product with AMD, highlighting strong market interest in the partnership.
15:51
Aug 13
Aug 13
Cerebras CEO states the business will grow at exceptional rates.
Cerebras CEO states the business will grow at exceptional rates, providing a positive outlook for the company.
14:19
Aug 13
Aug 13
The author describes the move in CBRS as an organic correction without expressing a directional.
The author describes the move in CBRS as an organic correction without expressing a directional position or forward-looking call.
LOW
12:00
Aug 13
Aug 13
US pre-market movers show Cisco down 6% despite beating estimates.
US pre-market movers show Cisco down 6% despite beating estimates, CBRS and STUB falling on earnings misses, ARX jumping 45% on Thoma Bravo buyout, and Ford up slightly on moving Lincoln production to the US.
10:26
Aug 13
Aug 13
Author buys CBRS, calls company solid
Author discloses a freshly executed purchase of $CBRS shares, moving idle cash into the position and endorsing a co-commenter's view that the company is solid and worth re-entering.
MED
10:11
Aug 13
Aug 13
Buy CBRS on after-hours weakness; future supportive
Buy more CBRS by deploying idle cash after today's after-hours decline; the author remains supportive of the company's future and expects it to recover.
MED
10:00
Aug 13
Aug 13
A user notes that the recent selloff in CBRS is overdone. Oversold conditions often lead to a dead-cat bounce or relief rally at the market open. Expecting a short-term pop at the open to capitalize on mean reversion. The core product isn't selling well, making this strictly a technical bounce play.
LOW
09:11
Aug 13
Aug 13
Author sees Cerebras' 10x manufacturing ramp and new Sanmina production lines as a strong.
Author sees Cerebras' 10x manufacturing ramp and new Sanmina production lines as a strong bullish read-through for Sanmina's AI hardware exposure, though he stops short of an explicit buy call.
LOW
08:45
Aug 13
Aug 13
CBRS beats Q2, drops after hours
Reports Cerebras Q2 revenue beat, cloud/services surge, raised full-year guidance, and plans to triple revenue by 2027; no directional view stated.
LOW
05:47
Aug 13
Aug 13
Constructive CBRS earnings reaction, but no explicit actionable position.
Author remains constructively supportive of CBRS after the after-hours loss and prior growth/guidance update, but does not state an explicit buy, hold, current position, or actionable bullish trade.
MED
05:36
Aug 13
Aug 13
CBRS at 8.5x 2028 revenue needs fantasy
CBRS valuation questioned: hitting $7B revenue in 2028 would imply 8.5x 2028 revenue, so the bull case is not a no-brainer.
LOW
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.
About CBRS Analyst Coverage
Buzzberg tracks CBRS (Cerebras Systems Inc.) across 67 sources. 32 bullish vs 3 bearish calls from 72 analysts. Sentiment: predominantly bullish (13%). 220 total trade ideas tracked. Past 7 days: 6 bullish, 36 watch. Latest voices: thematictrader, financialjuice, semicon_player.