Sharemaestro company-news research for Cerebras Systems Inc. Class A Common Stock (CBRS), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.

NASDAQ United States Measured evidence

Company news sentiment

CBRS news sentiment

Cerebras Systems Inc. Class A Common Stock

Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.

30-day score45Neutral is 50
Balanced news tone 61/100 evidence confidence 84% direct company focus 44 current stories across 18 publishers
Latest weekly closeUSD 226.73week of 7 Aug 2026
Main news subjectEarnings76/100 share of current news
News data statusHealthy32 duplicate stories removed

Current company news

Balanced news tone

The score uses 44 current company stories from 18 publishers.

Observed headline tone43/100 Published 30-day score45/100

Older, less relevant and less reliable stories count for less. Confidence is shown separately.

Latest source headline Cerebras Stock PlummetsDespite Solid Earnings finance.yahoo.com · 13 Aug 2026 20:42

What supports the score

Direct evidence

44 current stories are mapped specifically to CBRS.

Source breadth

The score uses 18 publishers rather than depending on one outlet.

Story agreement

The current stories agree at 77/100.

What limits the score

Price disagreement

Price is moving more forcefully than the current news tone suggests.

45/100
News scoreBalanced news tone
61/100
Confidencesolid confidence
84%/100
Company news44 company stories
77/100
Story agreement23/100 difference

News history

Daily score and story count over 30 days

Daily weighted evidence
16 Jul: 3 stories23 Jul: 1 stories25 Jul: 1 stories26 Jul: 2 stories28 Jul: 1 stories02 Aug: 1 stories03 Aug: 1 stories04 Aug: 2 stories05 Aug: 2 stories06 Aug: 1 stories10 Aug: 3 stories11 Aug: 1 stories12 Aug: 12 stories13 Aug: 13 stories 16 Jul: tone 15, 3 stories23 Jul: tone 50, 1 stories25 Jul: tone 50, 1 stories26 Jul: tone 28, 2 stories28 Jul: tone 50, 1 stories02 Aug: tone 50, 1 stories03 Aug: tone 40, 1 stories04 Aug: tone 50, 2 stories05 Aug: tone 15, 2 stories06 Aug: tone 50, 1 stories10 Aug: tone 58, 3 stories11 Aug: tone 53, 1 stories12 Aug: tone 50, 12 stories13 Aug: tone 42, 13 stories 95505
16 Jul31 Jul14 Aug
News scoreStory count50 baseline

Confidence

How reliable the score is

Separate from direction

Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.

Amount of evidence63
3.151 after freshness weighting
Source breadth100
18 independent publishers
Company relevance84
share tied directly to this company
Freshness80
recency-weighted evidence
Agreement77
how closely stories agree
Publisher mix62
less reliance on one publisher

Price and news history

News score and weekly price over 26 weeks

Price moving ahead of tone

Price is moving more forcefully than the current news tone suggests.

One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
15 May 2026: close 279.72, indexed 100.022 May 2026: close 256.78, indexed 91.829 May 2026: close 236.99, indexed 84.705 Jun 2026: close 201.01, indexed 71.912 Jun 2026: close 214.0, indexed 76.519 Jun 2026: close 234.71, indexed 83.926 Jun 2026: close 181.59, indexed 64.903 Jul 2026: close 204.86, indexed 73.210 Jul 2026: close 215.08, indexed 76.917 Jul 2026: close 172.86, indexed 61.824 Jul 2026: close 199.12, indexed 71.231 Jul 2026: close 198.71, indexed 71.007 Aug 2026: close 226.73, indexed 81.1 26 Jun 2026: news score 51, close 181.59, 15 stories5103 Jul 2026: news score 51, close 204.86, 19 stories5110 Jul 2026: news score 50, close 215.08, 24 stories5017 Jul 2026: news score 43, close 172.86, 30 stories4324 Jul 2026: news score 45, close 199.12, 22 stories4531 Jul 2026: news score 46, close 198.71, 20 stories4607 Aug 2026: news score 40, close 226.73, 25 stories40
15 May26 Jun07 Aug
Weekly close, indexedSentiment score
26-week price-18.9%latest close 226.73
News score change-11first to latest comparable week
One-week response+14.1%Price confirming higher
Fair-value position+4.4%Near fair-value range
WeekNews scoreCloseWeekly move
07 Aug 202640USD 226.73+14.1%
31 Jul 202646USD 198.71-0.2%
24 Jul 202645USD 199.12+15.2%
17 Jul 202643USD 172.86-19.6%
10 Jul 202650USD 215.08+5.0%
03 Jul 202651USD 204.86+12.8%
26 Jun 202651USD 181.59-22.6%

News subjects

What is shaping the score

Earnings
Earnings3821 stories · 48%
Market update7614 stories · 32%
Regulatory and legal193 stories · 7%
Macro sensitivity483 stories · 7%
Guidance781 stories · 2%
Deals and strategy501 stories · 2%
Analyst action501 stories · 2%

Source mix

Where the evidence comes from

62/100 independence
finance.yahoo.com4320 stories · 45%
TradingKey403 stories · 7%
MarketBeat503 stories · 7%
cnbc.com822 stories · 5%
Stock Titan502 stories · 5%
NewMediaWire141 stories · 2%
PR Newswire151 stories · 2%

Recurring subjects

Subjects appearing most often

Current evidence
Earnings22IPO9AI9Financial Markets8EARNINGS8Technology6Inflation5Rates4Finance4Tech3

Earlier readings

How the score has changed

32 comparable readings · 54 days
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
Comparable move+050 to 50 · Broadly stable
Observed range40–5150 is the neutral baseline
Evidence depth58stories at latest stored reading · +56
Confidence65/100Measured · +36
20 Jun50 neutral13 Aug 23:59
ConstructiveBalanced or withheldCautious

Changes in the stored score

Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.

ObservedScoreMoveConfidenceStoriesStatus
13 Aug 23:5950+265/100 (+10)58 (+15)Measured
12 Aug 23:5948+455/100 (+13)43 (+13)Measured
11 Aug 23:5944-142/100 (+1)30 (+2)Measured
10 Aug 23:5945+141/100 (+4)28 (+3)Measured
09 Aug 23:5944+137/100 (0)25 (0)Measured
08 Aug 23:5943+337/100 (0)25 (0)Provisional
07 Aug 23:5940-237/100 (+2)25 (+1)Provisional
06 Aug 23:5942+135/100 (-1)24 (-1)Provisional

Source headlines

The news behind the score

Showing 1-30 of 44

Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.

#147Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Stock PlummetsDespite Solid Earnings

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

EarningsEarnings Report
Published
13 Aug 2026 20:42
News subject
Earnings
Why this score
Deteriorating financial comparison, Operating growth
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 2.7% · 0.2d old
Duplicates
2 consolidated
#250Tone
Stock TitanDirect company coverageStored article

Jane Street Group (CBRS) discloses 5.1% Cerebras Systems ownership on Schedule 13G

Jane Street Group, LLC and its subsidiary Jane Street Capital, LLC have reported a beneficial ownership of 5.1% in Cerebras Systems Inc. This stake, totaling 5,222,522 shares of Class A common stock, grants them shared voting and dispositive power. The disclosure was made via a Schedule 13G filing, indicating a passive investment.

FinanceFinancial Markets
Published
13 Aug 2026 20:40
News subject
Deals and strategy
Why this score
No clear positive or negative phrase
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 2.2% · 0.2d old
Duplicates
1 consolidated
#324Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Stock Slumps After Earnings -- Analysts See 'Buying Opportunity'

This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) shares fell double digits on Thursday after the AI chipmaker's second-quarter report triggered a sharp pullback, even as several Wall Street firms maintained bullish views on the stock. Cerebras reported $180.1 million in second-quarter revenue, up more than 70% from a year earlier. Its adjusted loss was $6.91 million, narrower than the roughly $41 million analysts had expected, while its reported net loss reached $450.5 million. Warning! GuruFocus has detected 5 Warning Signs with CBRS. Is CBRS fairly valued? Test your t

AIChipmakerEarningsPrice TargetPrice Target
Published
13 Aug 2026 18:35
News subject
Earnings
Why this score
Negative market reaction
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 4.9% · 0.3d old
Duplicates
1 consolidated
#457Tone
finance.yahoo.comDirect company coverageStored article

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. Cisco Systems fell 9.4% even after the tech hardware company beat earnings and revenue estimates for its fiscal fourth quarter. Continue Reading

EarningsFourth QuarterInflationRatesRevenue EstimatesTech
Published
13 Aug 2026 16:42
News subject
Earnings
Why this score
Beat expectations, Margin pressure
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 3.2% · 0.4d old
Duplicates
3 consolidated
#578Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says

Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new inference products with AMD (AMD) and Amazon (AMZN) Web Services, as well as gains more hyperscaler business, Morgan Stanley said in a note Thursday.The company expects core Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

Data CentersExpansionTech
Published
13 Aug 2026 15:32
News subject
Guidance
Why this score
Positive financial language
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 5.5% · 0.5d old
Duplicates
1 consolidated
#623Tone
finance.yahoo.comDirect company coverageStored article

Cerebras stock falls on earnings disappointment despite guidance raise

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 estimate, though up 74% year-over-year. Core revenue, which excludes certain accounting adjustments, came in at $209.9 million, up 103% year-over-year. Gross margin came in at 14%, well below the 26.3% estimate. Core gross margin was 41%, up 940 basis points year-over-year. Hardware revenue fell to $54.1 milli

EarningsGuidanceSemiconductors
Published
13 Aug 2026 14:53
News subject
Earnings
Why this score
Missed expectations, Guidance raised, Deteriorating financial comparison, Operating deterioration
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Medium · 9.1% · 0.5d old
Duplicates
1 consolidated
#713Tone
finance.yahoo.comDirect company coverageStored article

Nvidia rival Cerebras stock plunges as company swings to quarterly loss

What happened: Cerebras Systems (CBRS) stock fell 17% in premarket trading on Thursday after the AI chipmaker's Q2 results and Q3 outlook failed to impress investors a day earlier. What's behind the move: Cerebras swung to a loss of $2.98 per share in Q2 from a profit of $1.91 per share in the year-earlier period. The company reported a second quarter core gross margin of 40.6%, noting on the call that the metric would have been 500 basis points higher and more similar to Q1's core gross margin of 46.5% if not for its decision to temporarily rent some of its own systems back from cloud custome

AIConsensus EstimateEarningsIPOSemiconductors
Published
13 Aug 2026 13:15
News subject
Earnings
Why this score
Deteriorating financial comparison, Loss widened, Negative market reaction
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Medium · 7.6% · 0.6d old
Duplicates
2 consolidated
#821Tone
TradingKeyDirect company coverageStored article

Cerebras Systems Ord Shs Class A (Proposed) Stock (CBRS) Opened Down by 11.55% on Aug 13: Key Drivers Unveiled

Cerebras Systems (CBRS) stock opened down by 11.55% on August 13th following a miss on second-quarter revenue expectations and continued net losses. Infrastructure constraints, hardware sales slowdown, and high research and development expenditures contributed to the sell-off. Despite these challenges, analysts maintain a constructive long-term view due to cloud commitments and strategic partnerships.

EarningsFinancial MarketsTechnologyEconomy MacroIPO
Published
13 Aug 2026 13:40
News subject
Earnings
Why this score
Missed expectations
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 6.4% · 0.5d old
Duplicates
1 consolidated
#934Tone
finance.yahoo.comDirect company coverageStored article

Cerebras slumps as mixed quarterly results test AI growth narrative

Aug 13 (Reuters) - Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising ‌doubts about the ability of its AI chips to challenge Nvidia. Expectations ‌were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong ​run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it ‌increasingly derived revenue from cloud ⁠co

AICloud ComputingEarningsEarnings ReportPrice Target
Published
13 Aug 2026 12:16
News subject
Earnings
Why this score
Missed expectations
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 3.5% · 0.6d old
Duplicates
1 consolidated
#1086Tone
cnbc.comDirect company coverageStored article

Stocks making the biggest moves premarket: Tapestry, Yeti, Bullish, StubHub, Cerebras & more

Check out the companies making the biggest moves in premarket trading: Tapestry — The parent of Kate Spade and Coach dropped 7% on underwhelming results for the fiscal fourth quarter . Tapestry earned $1.32 per share on revenue of $1.88 billion. While earnings were above the FactSet consensus of $1.28 per share, revenue only just exceeded a $1.87 billion estimate. The company did increase its quarterly dividend to 46.25 cents per share from 40 cents per share Yeti — The drinkware and cooler maker slipped nearly 4% after the company reported mixed second-quarter results. Yei earned an adjusted

Birkenstock HolBirkenstock Holding PlcBreaking News MBreaking News MarketsBullishBusiness
Published
13 Aug 2026 11:36
News subject
Market update
Why this score
Beat expectations, Operating growth
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 5.6% · 0.6d old
Duplicates
1 consolidated
#1150Tone
finance.yahoo.comDirect company coverageStored article

Stock Markets Beware: AI Funding Plans Have Shades of the Financial Crisis

Cisco benefits from AI demand, Musk is optimistic about Starlink, inflation hasn’t thrown cold water on stock market rally, and more news to start your day. Continue Reading

Published
13 Aug 2026 11:11
News subject
Macro sensitivity
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1% · 0.6d old
Duplicates
1 consolidated
#1271Tone
finance.yahoo.comDirect company coverageStored article

Stock market today: S&P 500 and Nasdaq gain on soft inflation data, Dow dips

US stocks mostly rose on Thursday morning after another inflation reading that eased September rate-hike bets and a slew of earnings reports. The S&P 500 (^GSPC) rose 0.4%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.2% after a calm day on Wall Street. Dow Jones Industrial Average (^DJI), meanwhile, dipped about 0.2%. (^DJI ) Go deeper with AlphaSpace 53,712.74 -57.53 (-0.11%) As of 12:30:37 PM EDT. Market Open. ^DJI^GSPC ^IXIC Cisco (CSCO) and Cerebras (CBRS) stocks tanked on Thursday morning after the two AI-related companies reported earnings. Applied Materials (AMAT), which ma

EarningsInflationQuarterly ResultsRate HikeRatesRetail
Published
13 Aug 2026 10:01
News subject
Earnings
Why this score
Operating growth
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 4% · 0.7d old
Duplicates
2 consolidated
#1350Tone
finance.yahoo.comDirect company coverageStored article

Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings

US stock futures barely budged on Thursday morning ahead of another inflation reading and a slew of earnings. Futures on the Dow Jones Industrial Average (YM=F), S&P 500 (ES=F), and Nasdaq-100 (NQ=F) moved slightly above the flat line after a calm day on Wall Street. Cisco (CSCO) and Cerebras (CBRS) shared better-than-expected quarterly results and outlooks, but their reports of robust demand for AI infrastructure weren't enough to impress Wall Street, which sold the stocks in extended trading. Applied Materials (AMAT), which makes chipmaking equipment, reports results Thursday after the stock

AIEarningsFedInflationQuarterly ResultsRetail
Published
13 Aug 2026 10:01
News subject
Earnings
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.7% · 0.7d old
Duplicates
1 consolidated
#1447Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

EARNINGSEARNINGS REPORTEarningsEarnings Report
Published
12 Aug 2026 21:20
News subject
Earnings
Why this score
Deteriorating financial comparison, Operating growth
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 2.4% · 1.2d old
Duplicates
1 consolidated
#1550Tone
Kalkine MediaDirect company coverageStored article

Cerebras Systems Reports Q2 2026 Form 10-Q Filing Detailing Share Structure and Key Customers

Cerebras Systems Inc. has filed its Q2 2026 Form 10-Q, detailing its share structure as of August 5, 2026, with over 112 million Class A shares outstanding, alongside Class B and Class N shares. The filing confirms the company's status as an emerging growth company and identifies key customers like OpenAI OpCo, LLC, Group 42 Holding Ltd, MBZUAI, and Amazon Web Services, underscoring its focus on the AI compute sector.

EarningsTechnologyIPO
Published
12 Aug 2026 22:09
News subject
Earnings
Why this score
No clear positive or negative phrase
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 2.6% · 1.2d old
Duplicates
1 consolidated
#1675Tone
cnbc.comDirect company coverageStored article

Stocks making the biggest moves after hours: Cisco, Jack in the Box, Cerebras, StubHub & more

Check out the companies making the biggest moves after the bell: Jack in the Box — The fast food chain gained more than 1% on better-than-expected earnings for the company's fiscal third quarter. Jack in the Box earned 96 cents per share, topping a FactSet estimate of 88 cents per share. Red Robin Gourmet Burgers — The restaurant chain posted second-quarter results that beat analyst expectations, sending shares higher by nearly 2%. Red Robin earned 12 cents per share, excluding certain items, on revenue of $277.6 million. Analysts expected the company to break even on revenue of $265.8 million

AFTER HOURS MOVAFTER HOURS MOVERS 12 AUG 26After Hours MovAfter Hours Movers 12 Aug 26BREAKING NEWS MBREAKING NEWS MARKETS
Published
12 Aug 2026 20:51
News subject
Market update
Why this score
Beat expectations
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 3% · 1.2d old
Duplicates
1 consolidated
#1725Tone
seekingalpha.comDirect company coverageStored article

Earnings Snapshot: Cerebras Q2 revenue misses estimates, but cloud revenue up 287%; outlook impresses

[Cerebras Q2 Earnings and FY26 Outlook] Earnings Snapshot (Seeking Alpha) MORE ON CEREBRAS SYSTEMS INC. * Cerebras Systems Long-Term View: Delivery Speed Is The Next Frontier Of AI [https://seekingalpha.com/article/4934280-cerebras-systems-long-term-view-delivery-speed-is-the-next-frontier-of-ai] * Cerebras Is Winning The Inference Race, Yet I'm Still Not Buying [https://seekingalpha.com/article/4923223-cerebras-is-winning-the-inference-race-yet-im-still-not-buying] * Cerebras: The Next Generation In The AI Arms Race [https://seekingalpha.com/article/4921962-cerebras-the-next-generation-in-the

EARNINGS NEWSEarnings News
Published
12 Aug 2026 20:48
News subject
Earnings
Why this score
Missed expectations
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 4.4% · 1.2d old
Duplicates
1 consolidated
#1850Tone
finance.yahoo.comDirect company coverageStored article

Cerebras raises annual targets on strong AI chip demand

By Anhata Rooprai and Max A. Cherney Aug 12 (Reuters) - Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. Still, its shares were down more ‌than 14% in extended trading after closing up 11.6% in the regular session. The stock has gained 15.5% week-to-date. The chip designer ​is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cere

AICLOUD-COMPUTINGCloud ComputingEARNINGSEarningsPRICE-INCREASE
Published
12 Aug 2026 20:07
News subject
Earnings
Why this score
Deteriorating financial comparison, Operating growth
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 2.1% · 1.3d old
Duplicates
1 consolidated
#1963Tone
TradingKeyDirect company coverageStored article

Cerebras Systems Ord Shs Class A (Proposed) Stock (CBRS) Closed Up by 12.07% on Aug 12: Drivers Behind the Movement

Cerebras Systems (CBRS) stock rose 12.07% on August 12th, driven by strong investor anticipation ahead of its Q2 fiscal 2026 earnings release, fueled by expectations of robust AI infrastructure demand and positive analyst commentary. The rally was also supported by technical momentum as the stock cleared key resistance levels, although significant risks like gross margin compression, customer concentration, and high valuation multiples persist. The market will be closely watching management's post-earnings guidance for sustained upward movement.

EarningsFinancial MarketsTechnologyIPO
Published
12 Aug 2026 20:15
News subject
Earnings
Why this score
Positive financial language
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 3.4% · 1.3d old
Duplicates
1 consolidated
#2050Tone
MarketBeatDirect company coverageScored from headlineSource lookup

Cerebras Systems (NASDAQ:CBRS) Stock Price Up 9% - Time to Buy?

Published
12 Aug 2026 18:25
News subject
Market update
Why this score
No clear positive or negative phrase
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 1.1% · 1.3d old
Duplicates
1 consolidated
#2143Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Earnings Prediction Market Preview: What Will Andrew Feldman Say?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. 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, up 88% from a year ago. On Kalshi, traders are betting on which words CEO Andrew Feldman and his team will say on the call. What Kalshi Predicts Cerebras Will Say "AMD" leads the board at 96%, with "Disaggregated" at 90% and "Helios" close behin

AIDATA-CENTERSData CentersEARNINGSEarningsTECH
Published
12 Aug 2026 15:41
News subject
Earnings
Why this score
Negative financial language
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 2.1% · 1.5d old
Duplicates
1 consolidated
#2250Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of s

AIIPOSEMICONDUCTORSSemiconductorsTECHTech
Published
12 Aug 2026 15:07
News subject
Market update
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 0.8% · 1.5d old
Duplicates
1 consolidated
#2350Tone
finance.yahoo.comDirect company coverageStored article

Stock market today: Dow and S&P 500 futures muted ahead of CPI data, Nasdaq rises

US stock futures were little changed in premarket trading on Wednesday as investors braced for fresh Consumer Price Index (CPI) data, which could alter the Fed's interest rate calculus. Futures on the Dow Jones Industrial Average (YM=F) traded flat, while those on the S&P 500 (ES=F) edged up 0.2%. Contracts for the Nasdaq-100 (NQ=F) rose 0.6% in what is a relatively quiet week in markets beyond the tail end of earnings season. Wednesday's inflation print will be closely watched following the softer-than-expected July jobs report. Economists expect the Consumer Price Index to rise at a slower a

EARNINGSEarningsINFLATIONInflationRATESRates
Published
12 Aug 2026 09:15
News subject
Macro sensitivity
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 0.7% · 1.7d old
Duplicates
1 consolidated
#2450Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Set to Report Earnings as AI Chips Enter a New Era

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. Continue Reading

Published
12 Aug 2026 06:30
News subject
Earnings
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.4% · 1.8d old
Duplicates
1 consolidated
#2557Tone
TradingKeyDirect company coverageStored article

CBRS|Cerebras Systems Ord Shs Class A (Proposed)|Price:234.700|Chg%:+4.690

Cerebras Systems Ord Shs Class A (Proposed) (CBRS) stock is currently trading at $262.48, up 11.81% today. The article provides key financial figures, news, analyst ratings, and technical analysis for CBRS. Analysts have a "Buy" rating with a target price of $292.00, representing a 28.79% upside.

Financial MarketsEarningsTechnology
Published
12 Aug 2026 04:11
News subject
Earnings
Why this score
Positive financial language
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 2.7% · 1.9d old
Duplicates
1 consolidated
#2653Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Stock Gets a Boost. Wedbush Sees More Upside Ahead of Earnings

This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) is heading into its quarterly results with Wedbush maintaining a positive view, while investors also await potential product news at the company's Supernova event next week. Wedbush kept its Outperform rating and $280 price target. Analyst Matt Bryson said data-center capacity remains a key limitation for Cerebras, which has secured about 215 megawatts for 2026 but still relies on rented infrastructure to meet some OpenAI demand. Warning! GuruFocus has detected 3 Warning Signs with CBRS. Is CBRS fairly valued? Test your t

AIDATA-CENTERSData CentersEARNINGSEarningsPRICE TARGET
Published
11 Aug 2026 19:18
News subject
Earnings
Why this score
Positive financial language
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.5% · 2.3d old
Duplicates
1 consolidated
#2755Tone
finance.yahoo.comDirect company coverageStored article

Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?

Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 million in the first quarter of 2026. The consensus mark for loss has been steady at 21 cents per share over the past 30 days. Cerebras reported a loss of 4 cents per share in the first quarter of 2026, 71.43% narrower than the Zacks Consensus Estimate of a loss of 14 cents. Consensus Estimate T

AI InferenceAI-INFERENCECLOUD-COMPUTINGCloud ComputingEARNINGSEARNINGS RELEASE
Published
10 Aug 2026 16:07
News subject
Earnings
Why this score
Beat expectations
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.8% · 3.4d old
Duplicates
1 consolidated
#2863Tone
finance.yahoo.comDirect company coverageStored article

What Makes Cerebras Systems (CBRS) a Bullish Bet?

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The port

AIEARNINGSEarningsINVESTMENT-STRATEGYInvestment StrategySEMICONDUCTORS
Published
10 Aug 2026 13:39
News subject
Earnings
Why this score
Positive financial language
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 3% · 3.5d old
Duplicates
1 consolidated
#2943Tone
finance.yahoo.comDirect company coverageStored article

Stock market today: Dow, S&P 500, Nasdaq futures little changed in wait for key inflation data

US stock futures were muted to kick off a week of earnings and inflation data, with the major indexes within reach of all-time highs. Futures on the Dow Jones Industrial Average (YM=F) edged lower by 0.1%, while those on the S&P 500 (ES=F) and Nasdaq-100 (NQ=F) gained slightly after a winning week for the major indexes. Investors are in wait-and-see mode after Iran teased that an elusive deal to open the Strait of Hormuz is "very close." Oil prices were slightly higher on Monday, with global benchmark Brent crude futures (BZ=F) trading at $84 per barrel after plenty of will-they, won't-they sp

EARNINGSEarningsINFLATIONInflationRATESRates
Published
10 Aug 2026 10:43
News subject
Macro sensitivity
Why this score
Negative financial language
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 0.5% · 3.7d old
Duplicates
1 consolidated
#3050Tone
FinancialContentDirect company coverageStored article

Cerebras Systems Inc. - Class A Common Stock (Nasdaq:CBRS) Stock Quote

This page provides a stock quote and recent news for Cerebras Systems Inc. (CBRS). It highlights the current stock price, trading volume, and ranges, along with various news articles covering company investigations, partnerships, and market analysis related to AI and its stock performance. The article also includes frequently asked questions about CBRS's public trading status and ticker symbol.

EarningsFinancial MarketsIPOTechnology
Published
06 Aug 2026 01:11
News subject
Regulatory and legal
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.2% · 8.1d old
Duplicates
2 consolidated

Earlier company news

CBRS news archive

28 older headlines

Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.

Older news is kept in the archive

There are 28 older CBRS headlines. Open one page at a time when you need them.

Open older archive

Provider matches checked

Provider mentions not used in the score

15 not scored

A news provider linked these stories to CBRS, but the headline and available text are not mainly about Cerebras Systems Inc. Class A Common Stock. They are kept here for transparency and do not affect the score, confidence, history or wider market totals.

Provider mentions are kept separate

Open the list to see which provider matches were checked and left out of CBRS sentiment.

Open provider mentions

How the page works

How to read the score

The score shows direction

It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.

Confidence is separate

Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.

Price is confirmation

Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.

What the page does

It measures news already published. It is not a forecast, recommendation or price target.

Evidence context