CEREBRAS SYSTEMS ($CBRS) posted quarterly earnings results for Q3 2026 on Thursday, November 12th. The company reported earnings of $0.13 per share, beating estimates of -$0.14 by $0.27. The company also reported revenue of $230,870,000, beating estimates of $218,995,927 by $11,874,073.
Stock price change since market close: +14.87%
You can see Quiver Quantitative's $CBRS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CEREBRAS SYSTEMS Insider Trading Activity
CEREBRAS SYSTEMS insiders have traded $CBRS stock on the open market 336 times in the past 6 months. Of those trades, 0 have been purchases and 336 have been sales.
Here’s a breakdown of recent trading of $CBRS stock by insiders over the last 6 months:
- SEAN LIE (Chief Technology Officer) has made 0 purchases and 66 sales selling 991,290 shares for an estimated $200,739,123.
- DHIRAJ MALLICK (Chief Operating Officer) has made 0 purchases and 103 sales selling 514,334 shares for an estimated $103,558,157.
- ANDREW D. FELDMAN (CEO, President) has made 0 purchases and 67 sales selling 319,634 shares for an estimated $64,252,741.
- STEVEN VASSALLO has made 0 purchases and 8 sales selling 100,000 shares for an estimated $21,424,236.
- ERIC VISHRIA has made 0 purchases and 6 sales selling 68,268 shares for an estimated $15,685,957.
- ROBERT PATRICK JR. KOMIN (Chief Financial Officer) has made 0 purchases and 16 sales selling 32,500 shares for an estimated $6,614,881.
- YAGNESH PATEL (Chief Accounting Officer) has made 0 purchases and 70 sales selling 15,973 shares for an estimated $3,025,898.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
CEREBRAS SYSTEMS Hedge Fund Activity
We have seen 435 institutional investors add shares of CEREBRAS SYSTEMS stock to their portfolio, and 66 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COATUE MANAGEMENT LLC added 7,011,028 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,549,437,188
- ECLIPSE OPERATIONS, LLC removed 6,154,048 shares (-53.8%) from their portfolio in Q3 2026, for an estimated $1,093,266,627
- MORGAN STANLEY added 3,224,209 shares (+inf%) to their portfolio in Q2 2026, for an estimated $712,550,189
- ATREIDES MANAGEMENT, LP added 3,110,086 shares (+inf%) to their portfolio in Q2 2026, for an estimated $687,329,006
- TIGER GLOBAL MANAGEMENT LLC added 2,999,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $662,779,000
- FMR LLC added 2,427,959 shares (+28.8%) to their portfolio in Q3 2026, for an estimated $431,326,916
- BLACKROCK, INC. added 2,075,168 shares (+inf%) to their portfolio in Q2 2026, for an estimated $458,612,128
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
CEREBRAS SYSTEMS Analyst Ratings
Wall Street analysts have issued reports on $CBRS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 06/08/2026
To track analyst ratings and price targets for CEREBRAS SYSTEMS, check out Quiver Quantitative's $CBRS forecast page.
CEREBRAS SYSTEMS Price Targets
Multiple analysts have issued price targets for $CBRS recently. We have seen 11 analysts offer price targets for $CBRS in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Paul Meeks from Freedom Capital Markets set a target price of $209.0 on 06/30/2026
- N. Quinn Bolton from Needham set a target price of $300.0 on 06/24/2026
- Matt Bryson from Wedbush set a target price of $280.0 on 06/24/2026
- Joseph Moore from Morgan Stanley set a target price of $273.0 on 06/24/2026
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 06/24/2026
- Timothy Arcuri from UBS set a target price of $320.0 on 06/24/2026
- Richard Shannon from Craig-Hallum set a target price of $325.0 on 06/09/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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