Earnings Focus: Social media chatter centers on Cerebras ahead of its first earnings report since going public in May. Traders highlight the upcoming Wednesday release as a key catalyst for the week. Watchlists frequently include the ticker alongside other growth names in tech and AI.
Trading Activity: Recent posts describe multiple attempts at swings with narrow stops, noting that the third entry has shown positive momentum. Some participants share chart observations favoring the setup despite limited history. Overall activity reflects active positioning around volatility.
Market Sentiment: Discussions convey anticipation mixed with caution as earnings approach. Participants emphasize discipline in entries while acknowledging the potential for sharp moves post-report.
Note: This discussion summary was generated from an AI condensation of post data.
Cerebras Insider Trading Activity
Cerebras insiders have traded $CBRS stock on the open market 130 times in the past 6 months. Of those trades, 0 have been purchases and 130 have been sales.
Here’s a breakdown of recent trading of $CBRS stock by insiders over the last 6 months:
- DHIRAJ MALLICK (Chief Operating Officer) has made 0 purchases and 58 sales selling 79,445 shares for an estimated $14,117,476.
- ANDREW D. FELDMAN (CEO, President) has made 0 purchases and 12 sales selling 17,990 shares for an estimated $3,113,282.
- YAGNESH PATEL (Chief Accounting Officer) has made 0 purchases and 44 sales selling 10,079 shares for an estimated $1,739,513.
- SEAN LIE (Chief Technology Officer) has made 0 purchases and 16 sales selling 10,033 shares for an estimated $1,706,311.
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 Hedge Fund Activity
We have seen 168 institutional investors add shares of Cerebras stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ECLIPSE OPERATIONS, LLC added 11,446,270 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,529,625,670
- BLACKROCK, INC. added 2,075,168 shares (+inf%) to their portfolio in Q2 2026, for an estimated $458,612,128
- WASHINGTON UNIVERSITY added 551,086 shares (+inf%) to their portfolio in Q2 2026, for an estimated $121,790,006
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 371,665 shares (+inf%) to their portfolio in Q2 2026, for an estimated $82,137,965
- LEGAL ADVANTAGE INVESTMENTS, INC. added 314,889 shares (+inf%) to their portfolio in Q2 2026, for an estimated $69,590,469
- SUMITOMO MITSUI TRUST GROUP, INC. added 307,104 shares (+inf%) to their portfolio in Q2 2026, for an estimated $67,869,984
- GF FUND MANAGEMENT CO. LTD. added 297,940 shares (+inf%) to their portfolio in Q2 2026, for an estimated $65,844,740
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 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, check out Quiver Quantitative's $CBRS forecast page.
Cerebras 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.
