Nama Insights

Cerebras Systems (CBRS)

Technology · Semiconductors · NASDAQ

Cerebras Systems (CBRS) is a Technology company in the Semiconductors industry. It has a market capitalization of $21.30B and a free-cash-flow yield of -2.1%. Over the most recent reported fiscal year, revenue grew 75.7% and free cash flow per share fell 179.9%. Nama's AI scorecard rates it Sell, 4.0 out of 10.
AI scorecard
Sell · 4.0/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-76.8%
How far the last close sits under the highest price of the past five years.
Market cap$21.30B
Trailing P/E—
Price / book2.2
Price / sales31.2
FCF yield-2.1%
Dividend yield—
Gross margin32.2%
Operating margin-100.3%
Net margin-31.0%
Revenue growth (YoY)+75.7%
Revenue growth (3-yr annual)+174.6%
EPS growth (YoY)—
FCF/share growth (YoY)-179.9%
Beta—
ExchangeNASDAQ
SectorTechnology
IndustrySemiconductors

CBRS earnings

Next report: Nov 12, 2026 (Q3 2026, EPS estimate -$0.14). Beat the EPS estimate in 2 of 2 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 12, 2026 -$0.05 -$0.18 +72.2% $180.11M
Q1 2026 Jun 23, 2026 -$0.04 -$0.15 +73.3% $193.41M

CBRS analyst price target

Median target $290.00 from 11 analysts, ranging $175.00 – $325.00.

Semiconductors peers

TickerCompanyMarket capP/E
NVDA NVIDIA $4.51T 26.6
TSM Taiwan Semiconductor Manufacturing $1.95T 24.2
AVGO Broadcom $1.40T 36.1
SKHY SK hynix $897.97B —
MU Micron Technology $780.68B 9.1
AMD Advanced Micro Devices $736.46B 67.5
INTC Intel $299.13B 40.8
TXN Texas Instruments $253.58B 36.0
Explore live CBRS data on Nama Insights →

CBRS FAQ

Is CBRS a buy?
Nama's AI scorecard currently rates Cerebras Systems Sell (4.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does CBRS report earnings?
Cerebras Systems's next scheduled report is on Nov 12, 2026. Analysts expect EPS of -$0.14.
What is the CBRS price target?
The median analyst price target from 11 analysts is $290.00, with a range of $175.00 – $325.00.
Is CBRS Shariah compliant?
Nama's AAOIFI-style screen reads Cerebras Systems as Not Shariah Compliant. At least one of the three ratios or the industry test failed.