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Cerebras Systems Inc. (CBRS)

Nasdaq · Semiconductors & Related Devices · Manufacturing · CIK 2021728 · fiscal year ends in Dec

Closing price $109.27 on 30 Oct 2026; 52-week range $108.45 to $311.07.

Key figures

The last twelve months reported, with the latest price and balance sheet.

Market value
$26.0B
Cash
$6.7B
Debt
$918.2M
Debt to equity
0.10
Shares outstanding
237.6M

Financial statements

Revenue, profit and cash flow by fiscal year, each year linked to its annual report.

By quarter

QuarterQuarter endRevenueNet incomeEPS
Q2 FY202630 Jun 2026$180.1M-$450.5M-$2.98
Q1 FY202631 Mar 2026$193.4M-$14.0M-$0.22
Q2 FY202530 Jun 2025$103.3M$309.5M$1.91
Q1 FY202531 Mar 2025$99.5M-$23.9M-$0.46

Company events

The newest 8-K filings of 3 held.

FiledFormEventItems
12 Aug 20268-KResults2.02, 9.01
23 Jun 20268-KResults2.02, 9.01
15 May 20268-KBylaws or fiscal year change, Other events5.03, 8.01, 9.01

Every filing

The newest filings with the SEC of 21 held.

FiledFormPeriod
12 Aug 202610-Q30 Jun 2026
12 Aug 2026S-8 POS–
12 Aug 20268-K12 Aug 2026
24 Jun 202610-Q31 Mar 2026
23 Jun 20268-K23 Jun 2026
15 May 20268-K15 May 2026
14 May 2026S-8–
14 May 2026S-8–
13 May 2026EFFECT–
13 May 2026CERT–
11 May 20268-A12B–
11 May 2026S-1/A–

Insider trades

Form 4 trades by officers, directors and 10% owners, last 12 months.

TradedInsiderTypeSharesPriceValueHeld afterForm 4
27 Oct 2026Lie Sean, Chief Technology OfficerSale under a trading plan14,500$116.82$1.7M309,09228 Oct 2026
27 Oct 2026Lie Sean, Chief Technology OfficerSale under a trading plan45,400$115.46$5.2M263,69228 Oct 2026
27 Oct 2026Lie Sean, Chief Technology OfficerSale under a trading plan100$113.92$11.4K263,59228 Oct 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan1,830$211.79$387.6K30,67030 Sep 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan2,771$211.03$584.8K27,89930 Sep 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan2,802$210.02$588.5K25,09730 Sep 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan2,197$208.98$459.1K22,90030 Sep 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan700$207.83$145.5K22,20030 Sep 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan800$206.68$165.3K21,40030 Sep 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan600$205.47$123.3K20,80030 Sep 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan1,600$204.26$326.8K19,20030 Sep 2026
29 Sep 2026Komin Robert Patrick Jr., Chief Financial OfficerSale under a trading plan800$203.48$162.8K18,40030 Sep 2026

Planned insider sales

Form 144 notices, filed when the sell order goes to the broker.

FiledSellerSharesValuePlanned sale
27 Oct 2026SEAN LIE, Officer60,000$6.5M27 Oct 2026
29 Sep 2026ROBERT KOMIN, Officer32,500$6.4M29 Sep 2026
29 Sep 2026DHIRAJ MALLICK, Officer396,000$77.9M29 Sep 2026
25 Sep 2026SEAN LIE, Officer120,000$24.8M25 Sep 2026
4 Sep 2026ANDREW FELDMAN, Director, Officer37,441$7.1M4 Sep 2026
4 Sep 2026Vassallo Family Revocable Trust dated 7/15/02, Director50,000$9.5M4 Sep 2026
4 Sep 2026SEAN LIE, Officer53,460$10.2M4 Sep 2026
21 Aug 2026SEAN LIE, Officer, 10% Stockholder16,293$3.4M21 Aug 2026
21 Aug 2026ANDREW FELDMAN, Director, Officer237,559$49.9M21 Aug 2026
20 Aug 2026SEAN LIE, Officer710,247$153.2M20 Aug 2026

Large holders

Schedule 13D and 13G filings by holders of more than 5% of the voting shares.

FiledHolderScheduleStakeShares
18 Aug 2026Eclipse Continuity GP I, LLC13D amended4.3%9.6M
14 Aug 2026Atreides Management, LP13G10.7%10.5M
14 Aug 2026Foundation Capital Management Co. VIII, L.L.C.13G12.2%14.2M
14 Aug 2026Altimeter Capital Management, LP13G6.2%7.2M
14 Aug 2026Andrew Feldman13G9.2%10.4M
14 Aug 2026Benchmark Capital Partners VIII, L.P.13G9.8%12.2M
14 Aug 2026COATUE MANAGEMENT LLC13G7.1%7.0M
13 Aug 2026JANE STREET GROUP, LLC13G5.1%5.2M
22 Jul 2026JPMORGAN CHASE & CO.13G amended3.3%3.1M
8 Jul 2026FMR LLC13G amended25.7%28.9M

Short interest

Shares sold short and not yet bought back, on each FINRA settlement date.

SettlementShares shortChangeDays to cover
15 Oct 202619.9M+40.68%1.87
30 Sep 202614.1M+10.28%2.1
15 Sep 202612.8M-3.98%2.17
31 Aug 202613.3M-15.84%1.68
14 Aug 202615.8M+22.85%2.31
31 Jul 202612.9M+23.7%2.21
15 Jul 202610.4M-22.97%2.07
30 Jun 202613.5M+66.32%1.36

Funds that hold it

From each fund's latest Form 13F.

419 funds held it at 30 Jun 2026: 402 added and 0 trimmed in the quarter. The largest:

FundSharesValueChange in the quarter
Eclipse Operations, LLC11,446,270$2.5B+11,446,270
FMR LLC8,435,095$1.9B+8,435,095
Altimeter Capital Management, LP7,225,037$1.6B+7,225,037
Coatue Management LLC7,011,028$1.5B+7,011,028
Capital World Investors3,894,458$860.7M+3,894,458
Morgan Stanley3,224,209$712.6M+3,224,209
Atreides Management, LP3,110,086$687.3M+3,110,086
JPMorgan Chase & Co.3,100,806$670.3M+3,100,806
Tiger Global Management LLC2,999,000$662.8M+2,999,000
VY Capital Management Co. Ltd.2,146,825$474.4M–

Peers

Companies in the same industry.

  • NVIDIA Corp. (NVDA): revenue $303.0B, market value $4.93T
  • Taiwan Semiconductor Manufacturing Company Limited (TSM): revenue $122.4B, market value $2.11T
  • Broadcom Inc. (AVGO): revenue $89.1B, market value $1.56T
  • Micron Technology Inc. (MU): revenue $133.2B, market value $1.00T
  • Advanced Micro Devices Inc. (AMD): revenue $41.3B, market value $824.1B
  • Intel Corp. (INTC): revenue $59.9B, market value $349.3B
  • Applied Materials Inc. (AMAT): revenue $30.8B, market value $309.6B
  • Texas Instruments Inc. (TXN): revenue $20.8B, market value $275.0B
  • Arm Holdings plc (ARM): revenue $4.9B, market value $219.1B
  • Analog Devices Inc. (ADI): revenue $13.9B, market value $202.1B
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