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 +0.04%: −1.8 pts of stock-specific move.
- The semiconductor ETF (SMH) -2.0% (-2.0 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.
Next report
Nov 10
In 26 days
EPS estimate
−$0.14
−$0.21 to −$0.03 · 10 analysts
Revenue estimate
$214.7M
$213.3M to $215.3M
Track record
2/2 beats
last 2 reports · moved ±15.7% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 12, 2026 AMC | 2Q2026 | −$0.18 | −$0.05 | +$0.13 (+74.6%) beat | $209.9M | -11.8% -12.6 vs SPY | -16.1% | -17.7% |
| Jun 23, 2026 AMC | 1Q2026 | −$0.15 | −$0.04 | +$0.11 (+74.0%) beat | $191.3M | -19.6% -19.6 vs SPY | -8.3% | -2.5% |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | −$0.14 (10) | −$0.21 – −$0.03 | -56.2% | ▲9 ▼0 | $214.7M | ||
| Next quarter · Dec 31, 2026 | −$0.23 (10) | −$0.33 – −$0.05 | -40.6% | ▲9 ▼0 | $274.4M | ||
| Current year · Dec 31, 2026 | −$0.47 (11) | −$0.71 – −$0.16 | -51.6% | ▲9 ▼0 | $887.1M | ||
| Next year · Dec 31, 2027 | $1.27 (11) | $0.84 – $1.94 | +371% | +33.1% | ▲9 ▼0 | $3.0B | +233% |
Consensus as of Oct 15, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.