Can Cerebras' Latest CS-4 Help the Stock in Confronting NVDA & AMD?
CBRS CS-4 boosts inference speed and power efficiency as cloud demand surges, while NVIDIA and AMD intensify competition.
CBRS - Cerebras Systems Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$300.50
DETAILS
HIGH:
$330.00
LOW:
$279.00
MEDIAN:
$300.00
CONSENSUS:
$300.50
UPSIDE:
53.21%
Stock News
Cerebras and Callosum Partner to Deliver Ultra-Low-Latency Heterogeneous Agentic Inference
SUNNYVALE, Calif. and LONDON, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Cerebras (NASDAQ: CBRS) and Callosum are partnering to bring next-generation inference to market, delivering industry-leading AI compute at scale.
Cerebras Unveils CS-4, OpenAI and AMD Partnerships to Accelerate AI Inference
Cerebras Systems (NASDAQ: CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently went public and is seeking to position its wafer-scale computing technology as an
This Billionaire Tech Investor Is Betting Big on SpaceX and Chip Stocks
Philippe Laffont aggressively added to his positions in semiconductor stocks in the second quarter.
Cerebras Systems Inc. (CBRS) Discusses Impact of AI Speed and Wafer-Scale Technology on Real-Time Applications Prepared Remarks Transcript
Cerebras Systems Inc. (CBRS) Discusses Impact of AI Speed and Wafer-Scale Technology on Real-Time Applications Prepared Remarks Transcript
This Brilliant Tech Investor Just Bought SpaceX, Micron, Cerebras and Some Other Semiconductor Names
The latest 13F filing season just came by, and as we gain a glimpse of what some of our favorite hedge funds have been up to in the second quarter, investors might have a breadcrumb trail to follow as the bull market takes its next turn and the most volatile time of the year comes rolling along.
Speed Sells: Cerebras Cracks the Silicon Ceiling
The semiconductor sector is undergoing a fundamental shift. While the opening chapters of the artificial intelligence boom centered on heavy training clusters, enterprise spending is pivoting toward real-time inference.
Cerebras Stock Looks Like a Buy Due to an OpenAI Relationship and Surging Revenue
Cerebras has a huge opportunity in the rapidly expanding inference market. The chipmaker is seeing strong growth and improving gross margins.
Cerebras Unveils CS-4, OpenAI and AMD Partnerships to Accelerate AI Inference
Cerebras Systems NASDAQ: CBRS outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman.
Cerebras launches new server chip and system designed to speed AI chatbots
Cerebras Systems announced on Tuesday a new version of its server hardware that includes its dinner-plate-sized chips that it says will speed AI chatbot queries.
Cerebras Systems Introduces Superfast AI Accelerator
Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”
Cerebras's stock has been a post-IPO bust. Its comeback hinges on this new chip.
Cerebras is betting that its specialized chips will outpace traditional graphics processing units as AI agents become more widespread.
Cerebras Unveils CS-4: Up to 30 Times Faster than GPU-based Solutions
SUNNYVALE, Calif., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Cerebras Systems (NASDAQ: CBRS) today introduced the Cerebras CS-4, the fastest AI accelerator in the industry.
Cerebras, Intel, and AMD Shares Fall Ahead of Tonight's ‘Supernova' Event
Shares of AI hardware names are broadly lower at midday Tuesday, hours ahead of Cerebras' flagship SUPERNOVA product event, which begins at 3:30 PM Pacific Time (6:30 PM ET).
Cerebras: Can It Challenge The Data Center Chip Market?
Cerebras' wafer-scale ASICs deliver industry-leading memory bandwidth and output speeds, positioning it to capture rising AI inference demand despite GPU dominance in training. The OpenAI deal, valued at over $20 billion, is expected to drive rapid revenue growth but creates significant customer concentration and requires heavy upfront capex. Near-term FCF margins will likely remain negative due to data center expansion, with positive FCF margins forecasted only by 2029 as scale and margins improve.
Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly
Shares of Cerebras Systems (NASDAQ:CBRS) surged roughly 15.3% in morning trading Monday after a Wedbush note tied the AI chip designer more tightly to OpenAI's newest inference tier.
13F Season: Where Wall Street's Smart Money is Betting
Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.
Cerebras: AI Growth Is Just Kicking Off
Cerebras Systems delivered 74% Y/Y GAAP revenue growth and 281% Y/Y AI cloud services growth in the second-quarter. CBRS benefits from secular AI CapEx trends, with robust demand for its wafer technology and gross margin gains indicating pricing power. Analyst projections highlight that the company is expected to deliver significantly faster top line growth next year, in large part due to surging AI cloud services business.
Does Cerebras (CBRS) Have the Potential to Rally 29.44% as Wall Street Analysts Expect?
The mean of analysts' price targets for Cerebras (CBRS) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Nebius, CoreWeave Get Major AI Boost as Data Center Prices Keep Rising
Nebius (NBIS) and CoreWeave (CRWV) are seeing pricing trends in AI data center services that could support further growth as demand for computing capacity conti
Price Targets
Cerebras Systems price target raised to $279 from $273 at Morgan Stanley
$279.00
(was $262.06)
Morgan Stanley
Cerebras Systems price target raised to $330 from $320 at UBS
$330.00
(was $262.06)
UBS
Cerebras Systems price target raised to $310 from $300 at Mizuho
$310.00
(was $186.75)
Mizuho Securities
Cerebras Systems price target raised to $280 from $270 at Wedbush
$280.00
(was $196.31)
Wedbush
Rosenblatt Reiterates Buy Rating on Cerebras Systems (CBRS)
$300.00
(was $226.72)
Kevin Cassidy
·
Rosenblatt Securities
Cerebras Systems price target raised to $320 from $300 at UBS
$320.00
(was $226.72)
UBS
Cerebras Systems price target raised to $273 from $250 at Morgan Stanley
$273.00
(was $226.72)
Morgan Stanley
Cerebras Systems initiated with a Buy at Craig-Hallum
$325.00
(was $237.83)
Craig-Hallum
Cerebras Systems initiated with an Outperform at Wedbush
$270.00
(was $201.01)
Wedbush
Cerebras Systems initiated with a Buy at Needham
$300.00
(was $201.01)
Needham
Cerebras Systems initiated with a Buy at UBS
$300.00
(was $201.01)
UBS
Cerebras Systems initiated with an Overweight at Morgan Stanley
$250.00
(was $201.01)
Joseph Moore
·
Morgan Stanley
Cerebras Systems initiated with an Outperform at Mizuho
$300.00
(was $201.01)
Mizuho Securities
Cerebras Systems initiated with an Overweight at Barclays
$280.00
(was $201.01)
Tom O'Malley
·
Barclays