CEREBRAS SYSTEMS INC (CBRS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$210.05+10.30%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · CBRS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on expanding core revenue, including cloud and other services, with significant year-over-year growth and raised full-year guidance.
Stated as a priority in 3 of last 3 quarters. Core revenue grew from approximately $194 million in 2026-Q1 to $210 million in 2026-Q2, more than doubling year-over-year. Full year 2026 guidance was raised from $855-$865 million to $880-$890 million. The trajectory is delivering strong growth consistent with management's stated priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Not enough signal yet.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
Not enough signal yet.
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Core revenue more than doubled to $210 million, and our cloud business nearly quadrupled year-over-year.”
“Core revenue of approximately $194.0 million, up 88% year-over-year.”
“Guidance for core revenue of $855.0 to 865.0 million, up 69% year-over-year at the midpoint.”
Sustain core gross margin improvements with guidance ranges expanding from 36%-41% to 41%-43% for full year 2026.
Stated as a priority in 3 of last 3 quarters. Core gross margin improved to 41% in 2026-Q2 from about 32.6% in 2025-Q2, a 940 basis point increase. Guidance for full year 2026 was raised to 41%-43% from prior 38%-41%. The trajectory shows delivering margin improvement consistent with management's statements.
“Core gross margin of 41%, an improvement of approximately 940 basis points from Q2 2025.”
“Core gross margin in the range of 36 - 38%.”
“Core gross margin in the range of 38 - 41%.”
Target core operating margins improvement from approximately -30% to -32% in early 2026 to a range of -19% to -17% by year end.
Stated as a priority in 3 of last 3 quarters. Core operating margin improved to -16% in 2026-Q2 from about -42.6% in 2025-Q2, a 2,600 basis point improvement. Full year 2026 guidance was raised to -19% to -17% from prior -28% to -32%. The trajectory shows delivering significant operating margin improvement consistent with management's stated goal.
“Core operating margin of (16%), an improvement of approximately 2,600 basis points from Q2 2025.”
“Core operating margins in the range of (30) to (32)%.”
“Core operating margins in the range of (28) to (32)%.”
Increase data center capacity to over 600 MW under contract and scale manufacturing capacity more than 10x in 2026.
Newly stated in 2026-Q2. Management announced data center capacity under contract increased to over 600 MW and manufacturing capacity is planned to scale more than 10x in 2026. This is a recent strategic expansion priority with no prior quarters in the supplied data to assess trajectory.
“600 MW of data center capacity now under contract; manufacturing capacity to increase more than 10x in 2026.”
Advance disaggregated inference architecture with AMD and AWS partnerships to increase throughput and expand market presence.
Newly stated in 2026-Q2. Management highlighted partnerships with AMD and AWS to deploy disaggregated inference solutions that increase throughput by up to 5x, with production expected in Q4 2026 and early 2027 respectively. This is a recent product development priority with no prior quarters in the supplied data.
“Disaggregated inference solutions with AMD increasing throughput by up to 5x; partnership with AWS to bring benefits in 2027.”