Cerebras Systems Inc. (CBRS)
NASDAQ: CBRS · Real-Time Price · USD
204.62
-10.46 (-4.86%)
At close: Jul 13, 2026, 4:00 PM EDT
200.25
-4.37 (-2.14%)
After-hours: Jul 13, 2026, 7:59 PM EDT
Cerebras Systems Earnings Call Transcripts
Fiscal Year 2026
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A landmark collaboration is driving ultra-fast AI model deployment, with major infrastructure investments and rapid model release cycles. AI tools are transforming enterprise workflows and organizational structures globally, while the pace of innovation and adoption continues to accelerate.
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Q1 2026 saw 92% year-over-year revenue growth, driven by surging demand for fast AI inference and major agreements with OpenAI and AWS. Gross margin improved to 46.5%, and the company ended the quarter with $3.3 billion in cash after a record-setting IPO. Data center capacity remains the main growth constraint.