CBRS
Cerebras Systems Inc. · Technology · Semiconductors
$139.03
-1.73% today · -17.20% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with its group (SMH -2.0%)
- CBRS −1.73% on the last session vs SPY +0.02%: −1.8 pts of stock-specific move.
- The semiconductor ETF (SMH) -2.0% (-2.1 pts vs SPY): the stock moved with its group.
- 4 Reddit mentions in the past 24 hours, 64% positive over the week.
- 4 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Meta Analyst score Buy 9.7/10 (+1.05 raw)
Every firm's latest rating in the past year, each weighted by its age (a 3-month-old call counts half as much as today's), blended with the consensus of 11 analysts (+1.27, counted like 1.5 fresh ratings). 11 firms, 8 with a call in the past 3 months; net +1 upgrade in the past 30 days.
| Firm | Latest rating | Date | Weight |
|---|---|---|---|
| Freedom Capital Markets | Buy upgrade | Oct 2, 2026 | 11% |
| Needham | Buy | Aug 19, 2026 | 8% |
| Rosenblatt | Buy | Aug 19, 2026 | 8% |
| Morgan Stanley | Overweight | Aug 13, 2026 | 8% |
| Mizuho | Outperform | Aug 13, 2026 | 8% |
| Wedbush | Outperform | Aug 13, 2026 | 8% |
| Citigroup | Buy | Aug 13, 2026 | 8% |
| UBS | Buy | Aug 13, 2026 | 8% |
| Craig-Hallum | Buy | Jun 9, 2026 | 5% |
| Barclays | Overweight | Jun 8, 2026 | 5% |
| TD Cowen | Buy | Jun 8, 2026 | 5% |
Buy is what the ratings average to, +1.05 on a scale from −2 (strong sell) to +2 (strong buy). 9.7/10 means better than 97% of S&P 500 stocks (503 scored, Oct 11, 2026): analysts rarely say sell, so most stocks land between +0.4 and +0.8, and the 0–10 shows where this one sits among them.
Mean target
$291.64
+109.8% upside
Median target
$300.00
+115.8% upside
Target range
209.00–330.00
low to high
Analysts
11
as of Oct 15
Price vs. targets
Low $209
Mean $292
High $330
Now $139.03
Consensus
Strong buy 3Buy 8Hold 0Sell 0Strong sell 0
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Oct 2, 2026 | Freedom Capital Markets | Upgrade | Hold → Buy | $209.00 |
| Sep 14, 2026 | Freedom Capital Markets | Reiterated | Hold | $209.00 |
| Aug 19, 2026 | Needham | Reiterated | Buy | $300.00 |
| Aug 19, 2026 | Rosenblatt | Reiterated | Buy | $300.00 |
| Aug 13, 2026 | Needham | Reiterated | Buy | $300.00 |
| Aug 13, 2026 | Morgan Stanley | Raised target | Overweight | $273.00 → $279.00 |
| Aug 13, 2026 | Rosenblatt | Reiterated | Buy | $300.00 |
| Aug 13, 2026 | Mizuho | Lowered target | Outperform | $310.00 → $300.00 |
| Aug 13, 2026 | Wedbush | Raised target | Outperform | $280.00 → $290.00 |
| Aug 13, 2026 | Citigroup | Lowered target | Buy | $340.00 → $320.00 |
| Aug 13, 2026 | UBS | Raised target | Buy | $320.00 → $330.00 |
| Jul 27, 2026 | Mizuho | Raised target | Outperform | $300.00 → $310.00 |
| Jun 30, 2026 | Freedom Capital Markets | Initiated | Hold | $209.00 |
| Jun 24, 2026 | Needham | Reiterated | Buy | $300.00 |
| Jun 24, 2026 | Morgan Stanley | Raised target | Overweight | $250.00 → $273.00 |
| Jun 24, 2026 | Wedbush | Raised target | Outperform | $270.00 → $280.00 |
| Jun 24, 2026 | Rosenblatt | Reiterated | Buy | $300.00 |
| Jun 24, 2026 | UBS | Raised target | Buy | $300.00 → $320.00 |
| Jun 9, 2026 | Craig-Hallum | Initiated | Buy | $325.00 |
| Jun 8, 2026 | Needham | Initiated | Buy | $300.00 |
| Jun 8, 2026 | Rosenblatt | Initiated | Buy | $300.00 |
| Jun 8, 2026 | Wedbush | Initiated | Outperform | $270.00 |
| Jun 8, 2026 | Barclays | Initiated | Overweight | $280.00 |
| Jun 8, 2026 | Citigroup | Initiated | Buy | $340.00 |
| Jun 8, 2026 | UBS | Initiated | Buy | $300.00 |
| Jun 8, 2026 | TD Cowen | Initiated | Buy | $275.00 |
| Jun 8, 2026 | Morgan Stanley | Initiated | Overweight | $250.00 |
| Jun 8, 2026 | Mizuho | Initiated | Outperform | $300.00 |
Source: Yahoo Finance analyst data, collected daily.