Cerebras Systems Inc. (CBRS) has a MoatMap StockRank of 18/100 based on Quality (35/100), Value (44/100), and Momentum (25/100) factor scores. The current signal is STRONG SELL. Cerebras Systems bypasses the traditional advanced packaging (CoWoS) bottleneck entirely by manufacturing a single giant chip on a whole wafer (Wafer-Scale Engine). If they can successfully scale their software ecosystem and win enterprise trust, they represent a highly asymmetric, disruptive alternative to Nvidia's supply-constrained GPUs.
Cerebras Systems Inc. designs and manufactures advanced computer systems dedicated to accelerating deep learning and artificial intelligence workloads. The company powerful competitive moat is anchored by its revolutionary Wafer-Scale Engine, the largest computer chip ever built, which delivers orders-of-magnitude faster AI training speeds than traditional GPUs. It operates as a highly disruptive, high-tech hardware leader in the global AI supercomputing market.
| Price | $214.94 |
| Market Cap | $53.3B |
| P/E (TTM) | 525.37 |
| Price/Book | -21.22 |
| Return on Equity | 38.4% |
| Return on Invested Capital | -9.0% |
| Debt/Equity | 19.50 |
| Gross Margin | 39.0% |
| Operating Margin | -30.7% |
| Revenue Growth | 1474.4% |
| Free Cash Flow | $-623M |
Cerebras Systems Inc. operates in the Semiconductors industry, part of the Technology sector (United States).