Stock Library / CBRS

CBRS Technology Latest YouTube: Q2 2026 Published 2026-08-16

Cerebras Systems Inc.

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Latest earnings video

CBRS Stock Q2 2026: Cerebras Earnings - The Beat That Isn’t

Published 2026-08-16

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Library coverage

Episodes tracked

2

Episodes linked

2

Latest video

Q2 2026

2026-08-16

Podcast available

Yes

Current price

$196.13

-12.98 (-6.21%)

Trailing / Forward P/E

—

Forward: 153.99x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

74.3%

Earnings: —

Margins

-265.0% op

Gross: 34.9% · Net: -75.3%

Balance sheet

5.83x current

Debt / Equity: 16.2

52-week range / Beta

$160.81 - $386.34

Beta: —

Analyst target

$291.64

Upside: 48.7%

Cash / shareholder return

—

Dividend yield: —

Company context

Industry: Semiconductors

Country: United States

Employees: —

Price to book: 4.87x

Return on equity: —

Cerebras Systems Inc. operates as an artificial intelligence infrastructure company. It designs and manufactures an AI compute platform that comprises of proprietary systems and software that is delivered in racks for deployment in data centers up to supercomputer scale. The company's pioneering wafer-scale engine, a chip encompassing a silicon wafer, designed to enable higher performance and speeds than GPUs for the computational demands of inference, Generative AI, and other AI applications. Its customers include hyperscalers, foundation model labs, AI-native and digital-native businesses, enterprises, and leaders of Sovereign AI initiatives. The company has operations in the United States, Europe, the Middle East, Africa, and internationally. Cerebras Systems Inc. was founded in 2015 and is headquartered in Sunnyvale, California.

Price chart

Market context for CBRS

Competitive view

CBRS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Cerebras Systems Inc. latest YouTube video thumbnail

Cerebras Systems Inc.

CBRS

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Microsoft Corp. latest YouTube video thumbnail

Microsoft Corp.

MSFT

YouTube Spotify Podbean Apple

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

CBRS

$46.59B

Cerebras Systems Inc.

INTC

$476.12B

Intel Corporation

MSFT

$3.59T

Microsoft Corp.

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

CBRS

—

Cerebras Systems Inc.

INTC

—

Intel Corporation

MSFT

26.9x

Microsoft Corp.

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

CBRS

154.0x

Cerebras Systems Inc.

INTC

44.1x

Intel Corporation

MSFT

20.5x

Microsoft Corp.

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

CBRS

74.3%

Cerebras Systems Inc.

INTC

25.4%

Intel Corporation

MSFT

17.7%

Microsoft Corp.

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

CBRS

—

Cerebras Systems Inc.

INTC

—

Intel Corporation

MSFT

31.7%

Microsoft Corp.

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

CBRS

-265.0%

Cerebras Systems Inc.

INTC

12.2%

Intel Corporation

MSFT

45.1%

Microsoft Corp.

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

CBRS

34.9%

Cerebras Systems Inc.

INTC

38.9%

Intel Corporation

MSFT

67.9%

Microsoft Corp.

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

CBRS

-75.3%

Cerebras Systems Inc.

INTC

-19.8%

Intel Corporation

MSFT

40.3%

Microsoft Corp.

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

CBRS

—

Cerebras Systems Inc.

INTC

-10.7%

Intel Corporation

MSFT

34.0%

Microsoft Corp.

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

CBRS

—

Cerebras Systems Inc.

INTC

1.0%

Intel Corporation

MSFT

0.5%

Microsoft Corp.

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

CBRS

16.24x

Cerebras Systems Inc.

INTC

49.00x

Intel Corporation

MSFT

29.12x

Microsoft Corp.

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

CBRS

5.83x

Cerebras Systems Inc.

INTC

1.60x

Intel Corporation

MSFT

1.23x

Microsoft Corp.

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

CBRS

—

Cerebras Systems Inc.

INTC

2.24

Intel Corporation

MSFT

1.10

Microsoft Corp.

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

CBRS

—

Cerebras Systems Inc.

INTC

—

Intel Corporation

MSFT

0.8%

Microsoft Corp.

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

CBRS

48.7%

Cerebras Systems Inc.

INTC

27.5%

Intel Corporation

MSFT

17.8%

Microsoft Corp.

Related research

Non-quarter videos featuring CBRS

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections

Shorts and Clips 2026-08-16

CBRS Stock: Cerebras Q2 2026 Earnings - The Beat That Isn't

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Shorts and Clips 2026-06-23

CBRS +92% — 92% GROWTH, 86% FROM ONE PLACE #Shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for CBRS

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-08-16

Published youtube podcast complete

CBRS Stock Q2 2026: Cerebras Earnings - The Beat That Isn’t

Quarterly earnings-analysis entry for Cerebras Systems Inc.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music

Q1 2026

Episode live

2026-06-23

Published youtube podcast complete

CBRS Stock: Cerebras Grew 92% On A $20B OpenAI Deal - But Where’s The Catch? Q1 2026

Quarterly earnings-analysis entry for Cerebras Systems Inc.. Use the links on the right to open the video or podcast episode.

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