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CBRS Unclassified Latest YouTube: Q1 2026

CBRS

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

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

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
Podcast available
Yes
Current price
$204.86
-10.64 (-4.94%)
Trailing / Forward P/E
455.24x
Forward: 214.01x
Market cap / Volume
Volume:
Revenue / Earnings Growth
94.4%
Earnings: —
Margins
-7.8% op
Gross: 40.3% · Net: 41.0%
Balance sheet
2.51x current
Debt / Equity: 49.5
52-week range / Beta
$160.81 - $386.34
Beta: —
Analyst target
$291.09
Upside: 42.1%
Cash / shareholder return
Dividend yield: —

Company context

Industry: Semiconductors
Country: United States
Employees:
Price to book: -63.27x
Return on equity: 18.8%
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.

CBRS latest YouTube video thumbnail YouTube
CBRS
CBRS
Latest video
Q1 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.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
CBRS
$45.65B
CBRS
ADBE
$87.34B
ADBE
SSNC
$15.78B
SS&C Technologies Holdings Inc.
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
455.2x
CBRS
ADBE
12.6x
ADBE
SSNC
20.4x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
CBRS
214.0x
CBRS
ADBE
8.0x
ADBE
SSNC
8.7x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
CBRS
94.4%
CBRS
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
CBRS
CBRS
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
CBRS
-7.8%
CBRS
ADBE
35.3%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
CBRS
40.3%
CBRS
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
CBRS
41.0%
CBRS
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
CBRS
18.8%
CBRS
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
CBRS
CBRS
ADBE
10.6%
ADBE
SSNC
8.1%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
CBRS
49.47x
CBRS
ADBE
61.44x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
CBRS
2.51x
CBRS
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
CBRS
CBRS
ADBE
1.43
ADBE
SSNC
1.11
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
CBRS
CBRS
ADBE
ADBE
SSNC
1.7%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
CBRS
42.1%
CBRS
ADBE
27.4%
ADBE
SSNC
41.9%
SS&C Technologies Holdings Inc.

Related research

Non-quarter videos featuring CBRS

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

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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.

Episode timeline

Episode archive for CBRS

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

Q1 2026
Episode live
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 CBRS. Use the links on the right to open the video or podcast episode.