2026-10-28 Company Bull
Cerebras partners with Oracle to bring AI inference to OCI Oracle becomes third major cloud provider to offer Wafer-Scale Engine access
D1 -5.7% · +5d -18.4%
› 2 waves of this story2026-10-28 Oracle to offer cloud services based on Cerebras computers in its data centers, expected in 20272026-10-28 Oracle becomes third major cloud provider to offer Wafer-Scale Engine access2026-10-23 → 10-25 Company
CBRS Down 69% from Peak, Q2 Core Revenue Up 103% Multiple sources note sharp pullback and core growth, market weighs valuation vs fundamentals
D1 +1.7% · +5d -1.5%
› 2 waves of this story2026-10-23 RPO $25.4B, cash >$8.6B, mgmt expects 2027 core revenue to grow more2026-10-25 Multiple sources note sharp pullback and core growth, market weighs valuation vs fundamentals2026-10-22 Analyst
CBRS Down Over 60% Since IPO Yet Analysts Keep Raising Targets Stock down sharply since IPO, but Wall Street analysts continue raising price targets
D1 -7.7% · +5d +5.7%
2026-10-20 Earnings
CBRS to Report Q3 2026 Results on Nov 12 Company confirms earnings date, market awaits results
D1 -2.0% · +5d +0.9%
2026-10-16 → 10-20 Company Bear
TD Cowen slashes CBRS PT to $175 from $275 PT cut reflects AI chip demand worries; stock 65% off IPO open
D1 -10.5% · +5d -12.9%
› 3 waves of this story2026-10-16 CEO cites OpenAI success but capacity limits; Mizuho sees fast inference CAGR 291%, reinforcing CBRS positioning2026-10-17 Stock down >30% from IPO; CEO says OpenAI deployment succeeded but capacity limits drove shift to Nvidia2026-10-20 PT cut reflects AI chip demand worries; stock 65% off IPO open2026-10-19 Analyst Bull
CBRS Upgraded on Irrational Fears, Analyst Sees Bullish Long-Term Analyst upgrades rating, citing robust demand and capacity constraints for bullish thesis
D1 -5.1% · +5d -10.2%
2026-10-13 → 10-14 Capital Bear
CBRS Hits New Low, CEO Pushes Back on AI Doom CEO rebuts AI doom at Disrupt, but pre-market -3.5% amid unlock pressure
D1 +1.7% · +5d -20.7%
› 3 waves of this story2026-10-13 Shares fell to $146.98, more than 20% below May IPO price of $185 and 62% below first-day high2026-10-13 About 19.4M shares become eligible for sale on Oct 14, adding selling pressure; stock down over 20% from IPO price.2026-10-14 CEO rebuts AI doom at Disrupt, but pre-market -3.5% amid unlock pressure2026-10-10 Company Bear
OpenAI Annualized Revenue Misses Reports, Pressuring CBRS and AI Stocks FT reports OpenAI annualized revenue ~$50B vs $70B, triggering AI selloff; CBRS -5.89%
D1 -10.7% · +5d -17.7%
2026-10-07 Product Bull
CS-4 Launch: Doubles Wafer Performance, Inference Up to 30x Faster Than GPUs New architecture boosts performance and deployment speed, potentially accelerating conversion of ~$25B backlog
D1 -1.2% · +5d -19.2%
2026-10-04 → 10-06 Capital Bull
Altman Reaffirms Close Partnership, CBRS Keeps Gaining Attention OpenAI chief's latest remarks reinforce partnership narrative, shares rise intraday
D1 +9.1% · +5d -19.2%
› 4 waves of this story2026-10-04 ARK net bought ~$44.9M; OpenAI CEO calls CBRS a close partner2026-10-05 OpenAI CEO's comments boost sentiment, shares rebound2026-10-06 OpenAI CEO's latest remarks reinforce partnership narrative, market continues to favor2026-10-06 OpenAI chief's latest remarks reinforce partnership narrative, shares rise intraday2026-10-05 Analyst Bull
Jefferies Upgrades to Outperform Analyst optimism drives shares up 8.8%
D1 +9.1% · +5d -19.2%
2026-10-02 Product Bear
OpenAI picks NVIDIA for ultrafast model, casting doubt on Cerebras inference edge Key customer chooses rival, undermining Cerebras's core pitch, pressuring stock
D1 -1.8% · +5d -1.4%
2026-10-02 Analyst
Freedom Capital Markets upgrades to Buy D1 -1.8% · +5d -1.4%
2026-10-01 Capital Bear
CFO Sells Shares, Stock Dips Below IPO Price CFO sale coincides with stock falling below IPO price, drawing market attention
D1 -4.6% · +5d -0.9%
2026-09-29 Insider selling
Insider selling $87.4M (2) D1 -0.9% · +5d -9.2%
2026-09-28 Company Bull
Cerebras Partners with Gimlet Labs for AI Cloud Deployment Supplies ~100MW AI chips/hardware to power Gimlet's cloud, boosting inference throughput
D1 -4.8% · +5d -7.7%
2026-09-25 Insider selling
Insider selling $25.1M (1) D1 +0.2% · +5d -19.5%
2026-09-04 Insider selling
Insider selling $29.6M (3) D1 +10.3% · +5d -13.7%
2026-09-01 Company Bull
Cerebras and Compute Nordic to Build 165MW AI Data Centre in Finland Backed by 7-year contracts, €1.0-1.7B regional investment, first 50MW under construction
D1 -6.3% · +5d +13.7%
2026-08-30 Other Bear
CBRS Hits 52-Week Low, Market Attention Rises Stock at 52-week low amid institutional discussion and bull/bear debate
D1 +2.9% · +5d +8.4%
2026-08-29 Other
Diverging Views: Trader Exits CBRS, Over $1.1M in Call Options Bet Bullish Two independent retail accounts show opposing sentiment: one sells out, another places large call bets
D1 +2.9% · +5d +8.4%
2026-08-26 → 08-27 Capital
Cathie Wood Adds ~$13M CBRS ARK Invest buys more on Wednesday, extending recent accumulation
D1 -1.0% · +5d +1.3%
› 2 waves of this story2026-08-26 Ark Invest buys ~$17M, showing institutional confidence2026-08-27 ARK Invest buys more on Wednesday, extending recent accumulation2026-08-26 Company Bear
OpenAI may shift away, Broadcom Jalapeño competition intensifies Concerns over workload loss as Broadcom chip outperforms
D1 -1.0% · +5d +1.3%
2026-08-21 Insider selling
Insider selling $50.8M (2) D1 -6.5% · +5d -8.7%
2026-08-20 Insider selling
Insider selling $147.6M (1) D1 -2.7% · +5d -11.0%
2026-08-20 Capital Bull
Tiger Global Adds CBRS in Q2, Trims Nvidia Stake Chase Coleman's Tiger Global initiated CBRS position, signaling institutional confidence
D1 -2.7% · +5d -11.0%
2026-08-19 Product Bull
Cerebras Unveils CS-4 Accelerator, Up to 30x Faster Inference Than GPUs New chip targets inference speed; analysts reiterate Buy, seen as key post-IPO product
D1 -2.0% · +5d -15.6%
2026-08-18 Insider selling
Insider selling $19.7M (4) D1 -12.7% · +5d -16.4%
