Cerebras Systems (CBRS) Q3 2026 earnings — TrendMatrix coverage

Adjusted EPS

$0.12

Estimate

-$0.14

Surprise

+187.0%

Revenue (period 2026-09-30)

$210.8M

Score at report (before → after)

5.6 → 5.8/10

Revenue source: xbrl.

Cerebras Systems (CBRS) beat the -$0.14 estimate with adjusted EPS of $0.12 — a large 187.0% upside surprise. TrendMatrix's engine moved from Sell (5.6/10) to Hold at 5.8/10 after the report.

• Wall Street Analysts Update Ratings and Price Targets for Cerebras Systems — fiscal.ai, 2026-11-14
• Cerebras Systems Leads AI Semiconductor Startups in Cumulative Private Funding — fiscal.ai, 2026-11-14

TrendMatrix currently rates CBRS Sell at 5.8/10.

2 of the last 2 quarters beat the estimate; this quarter's +187.0% surprise compares with a +130.5% four-quarter average. Next scheduled report: 2027-03-18.

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.

Current price

$108.72

Price target

$182.86

Stop

$101.11

Upside to target

+68.2%

Reward-to-risk

4.5:1

Model outputs from TrendMatrix’s engine as of 2026-11-15 — shown for context, not personalized investment advice.

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

$26.42B

P/E (fwd)

58.5

52-week range

$77.84–$386.34

Off 52-week high

71.9%

RSI (14)

50

Volume vs avg

2.96×

Score today

5.8/10