CBRS · Cerebras Systems Inc.
Is CBRS setting up for a breakout, what are traders on X and the news saying, are its insiders buying, and how is the business doing? Everything Raspberry Trades measures on Cerebras Systems Inc., in one place.
Today's breakout radarIs CBRS setting up for a breakout?
Breakout Radar API →Not today. CBRS is not on today's radar: no tight base just under a resistance that has been tested again and again.
See the stocks that are setting up today →What are traders on X saying about CBRS?
Stock Sentiment API →Bulls: Cerebras ($CBRS) and Oracle ($ORCL) announced plans to bring Cerebras AI inference to Oracle Cloud Infrastructure starting H1 2027, with the goal of faster responses for AI applications and agents performing complex, multi-step tasks; the stock surged 9.58% on the news. CEO Andrew Feldman sees 3-4x manufacturing capacity for chips in 2027, on top of the 600 MW the company planned for end of 2027, and the Oracle deal is seen as potentially expanding customer access beyond that capacity. General Compute raised $100M at an $800M valuation after securing a $100M annual AI compute contract and is using Cerebras chips to build inference capacity in former Bitcoin mining sites; OpenAI insiders reportedly use Ultrafast powered by Cerebras, and Jack Dorsey discussed Blocks using Cerebras. Bulls also cite the stock's move from $887.1M to $7.54B (+750%) and note Oct. 30 $115 calls saw a 1,400-contract ask-side burst worth $935K premium in a 5-minute candle, with call premium jumping from roughly $3 to $6–$7.
Bears: The lone bearish item is relative underperformance: every semis name in the poster's watchlist was green except $CBRS, with a nod to employees still waiting for lockup expiration. The same post frames the stock as one that has repeatedly been declared dead after selloffs, and other items concede the market is impatient for supply and that the Oracle deal's size was not revealed.
Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.
What is the news saying about CBRS?
News Sentiment API →No recent news reading for CBRS. The News Sentiment API reads today's headlines on any US stock.
Are CBRS insiders buying or selling?
Insider Trading API →Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.
- Sold · Lie Sean$11K · Oct 27, 2026
- Sold · Lie Sean$5.2M · Oct 27, 2026
- Sold · Lie Sean$1.7M · Oct 27, 2026
- Sold · Komin Robert Patrick Jr.$81K · Sep 29, 2026
- Sold · Komin Robert Patrick Jr.$163K · Sep 29, 2026
How is Cerebras Systems Inc.'s business doing?
Financial Statements API →| Quarter ended | Revenue | vs year before | Net income | EPS |
|---|---|---|---|---|
| Jun 30, 2026 | $180.1M | +74% | −$450.5M | $-2.98 |
| Mar 31, 2026 | $193.4M | +94% | −$14.0M | $-0.22 |
| Jun 30, 2025 | $103.3M | — | $309.5M | $1.91 |
| Mar 31, 2025 | $99.5M | — | −$23.9M | $-0.46 |
From the company's SEC filings (10-Q and 10-K).
What does Cerebras Systems Inc. expect?
Company Guidance API →- Q3 2026 · core revenue · 8-K filed Aug 12, 2026
“Core revenue of approximately $214 to $216 million”
- Q3 2026 · core gross margin · 8-K filed Aug 12, 2026
“Core gross margin in the range of 38% - 40%”
- Full Year 2026 · core revenue · 8-K filed Aug 12, 2026
“Core revenue of $880 to $890 million”
- Full Year 2026 · core gross margin · 8-K filed Aug 12, 2026
“Core gross margin in the range of 41% - 43%”
Quoted from the outlook the company filed with the SEC.
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Measured data, not recommendations. Not investment advice.