Cerebras Systems Inc.

NasdaqGS:CBRS Stock Report

Market Cap: US$46.9b

Cerebras Systems Future Growth

Future criteria checks 6/6

Cerebras Systems is forecast to grow earnings and revenue by 77% and 43.8% per annum respectively. EPS is expected to grow by 48.4% per annum. Return on equity is forecast to be 161.3% in 3 years.

Key information

77.0%

Earnings growth rate

48.39%

EPS growth rate

Semiconductor earnings growth27.1%
Revenue growth rate43.8%
Future return on equity161.34%
Analyst coverage

Good

Last updated10 Jun 2026

Recent future growth updates

No updates

Recent updates

Seeking Alpha Jun 05

Cerebras: Bullish On Inference, But Patient On Price

Summary I like the inference story, but I'm not long yet, as I think it's too early after the recent IPO. By turning nearly an entire wafer into a single chip, Cerebras claims a 15x speed edge on inference vs. GPUs. OpenAI signed an agreement with Cerebras valued at more than $20 billion to deploy 750 MW of AI compute. The RPO is $24.6B vs. $510 million of FY25 revenue. On the first earnings call, I want to see how fast CBRS turns its backlog into revenue and whether this year's numbers land front-loaded or back-weighted. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NasdaqGS:CBRS - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20287,1751,4971,9565,6409
12/31/20272,814-86-2,2801,7859
12/31/2026828-999-1,671-2339
12/31/202551088-393-10N/A
12/31/2024290-485429452N/A
6/30/2024206-116285303N/A
3/31/2024143-122100112N/A
12/31/202379-127-86-79N/A
12/31/202225-178-175-164N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CBRS's forecast earnings growth (77% per year) is above the savings rate (3.5%).

Earnings vs Market: CBRS's earnings (77% per year) are forecast to grow faster than the US market (18.8% per year).

High Growth Earnings: CBRS's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CBRS's revenue (43.8% per year) is forecast to grow faster than the US market (12.9% per year).

High Growth Revenue: CBRS's revenue (43.8% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: CBRS's Return on Equity is forecast to be very high in 3 years time (161.3%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/18 10:11
End of Day Share Price 2026/06/18 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cerebras Systems Inc. is covered by 10 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Thomas O'MalleyBarclays
Atif MalikCitigroup Inc
Richard ShannonCraig-Hallum Capital Group LLC