Core revenue surges 103% year-over-year to $209.9 million, with RPO reaching $25.4 billion and new AWS and AMD collaborations expanding market reach.
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CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.
Cathie Wood’s ARK Invest bought 106,941 Cerebras shares worth $28.02 million after the AI chipmaker’s stock fell following its earnings report.
Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside

Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Strong AI growth fails to offset a sharp earnings miss.
Mizuho and UBS both see the post-earnings sell-off in Cerebras as a buying opportunity, despite taking different approaches to their price targets.

On this episode of Stock Movers: - StubHub (STUB) shares are dropping after the company reported earnings per share for the second quarter that missed the average analyst estimate. - Birkenstock (BIRK) is rallying after the footwear maker boosted its adjusted Ebitda forecast for the full year. The German company also reported better-than-expected sales for the second quarter. - Cerebras (CBRS) is lower after the company projected slower growth than some investors anticipated, causing its shares to fall in premarket trading.

Cerebras shares are sinking, despite solid results from the chipmaker in the second quarter since it went public earlier this year.

Cerebras Systems Inc (NASDAQ:CBRS) shares fell 11% Thursday after the AI chipmaker reported second-quarter revenue below Wall Street estimates, even as the company raised its full-year guidance. The company posted second-quarter revenue of $180.1 million, missing the $194 million analyst...

CBRS is building data-center and manufacturing capacity to support 2027 growth as fast-inference demand strengthens and 2026 revenue guidance rises.
Revenue came in below expectations even as the company raised full-year guidance

The AI chip company beat earnings estimates and lifted its 2026 revenue outlook, but shares fell sharply in extended trading

The headline numbers for Cerebras (CBRS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.
Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target

Cerebras is scheduled to report its fiscal Q2 earnings on Aug. 12. Here’s how the data suggests you should play CBRS shares at current levels.
Cerebras Stock Heads Into Earnings. AI Demand Is Surging, but Margins Are the Risk
CBRS heads into Q2 earnings with 88% core revenue growth expected, AI inference momentum and OpenAI gains, but margin pressures remain.
Flex expands its AI infrastructure role as demand for power, cooling and data center solutions drives growth and lifts fiscal 2027 outlook.
Cerebras (CBRS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Cerebras Systems (CBRS) is back in focus after its Q1 2026 earnings release and call on June 23, where the AI infrastructure company paired sharp year-over-year revenue growth with a narrower net loss. See our latest analysis for Cerebras Systems. Despite the strong Q1 revenue update and high profile partnerships with OpenAI and Amazon, Cerebras Systems’ share price return is under pressure, with a 1 day move down of 6.27%, a 7 day share price return down 11.17%, a 30 day share price return...
Investors hit the sell button after earnings, but Morgan Stanley hit the upgrade button. Should panic sellers think twice?
Cerebras soared 68% on its first day of trading.