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
Key numbers
- Reported 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 — diluted 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 Hold at 6.0/10.
2 of the last 2 quarters beat the estimate; this quarter's +74.6% surprise compares with a +74.3% four-quarter average. Next scheduled report: 2026-11-10.
What supports the rating
- Strong growth profile
- Positive insider activity
What argues against it
- Negative momentum
- Elevated risk factors
- Momentum score 2.3/10 — below 4.5 minimum
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
- $197.09
- Price target
- $253.72
- Stop
- $182.40
- Upside to target
- +28.7%
- Reward-to-risk
- 2.0:1
Model outputs from TrendMatrix’s engine as of 2026-08-23 — 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
- $46.59B
- P/E (fwd)
- 154.0
- 52-week range
- $160.81–$386.34
- Off 52-week high
- 49.0%
- RSI (14)
- 44
- Volume vs avg
- 1.03×
- Score today
- 6.0/10