Cerebras Systems (CBRS) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- -$0.05
- Estimate
- -$0.18
- Surprise
- +74.6%
- Revenue (period 2026-06-30)
- $180.1M
- Score at report (before → after)
- 6.6 → 6.6/10
Revenue source: xbrl.
How the report landed
Cerebras Systems (CBRS) reported a narrower loss than forecast — adjusted EPS of -$0.05 against the -$0.18 estimate (a 74.6% beat on a still-unprofitable quarter). TrendMatrix's engine moved from Buy (Wait) (6.6/10) to Hold at 6.6/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates CBRS Sell at 5.4/10.
1 of the last 1 quarters beat the estimate; this quarter's +74.6% surprise compares with a +74.0% four-quarter average. Next scheduled report: 2026-11-12.
What supports the rating
- Strong growth profile
- Analyst upside: 123%
What argues against it
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3)
- Sector modifier (Technology): -0.8
- Expensive valuation
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $110.27
- Price target
- $245.81
- Stop
- $102.95
- Upside to target
- +122.9%
- Reward-to-risk
- 8.2:1
Risk check: RSI 9 — a level conventionally read as oversold.
Model outputs from TrendMatrix’s engine as of 2026-10-27 — shown for context, not personalized investment advice.
CBRS at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Semiconductors
- Market cap
- $25.74B
- P/E (fwd)
- 85.1
- 52-week range
- $106.13–$386.34
- Off 52-week high
- 71.5%
- RSI (14)
- 9
- Volume vs avg
- 0.11×
- Score today
- 5.4/10