CBRS | The $25.4B Backlog Behind CerebrasCerebras is taking a very different path from most neoclouds. Rather than building its business around NVIDIA GPUs, it develops its own wafer scale processors and makes money by either selling complete systems or renting out compute through Cerebras Cloud
That mix is changing fast. Q2 revenue jumped 74% year over year to $180 million, driven by Cloud & Other Services, which surged 281% to $126 million. Hardware revenue, meanwhile, fell 23% to $54 million.. The company reported a huge $477 milli
CBRS
SPCX Base Landing at $100?!?!I found confluence in two different indicators. I copied the first structured move, the cloudy rectangle box on top of the current move, and that lands at $100. Also ran a fib extension which lands right on $100 as well. Im expecting sideways movement like CBRS is doing currently to build a base before heading up. The price is just following down the anchored vwap currently.
Analysis & Forecast: Cerebras Systems (NASDAQ: CBRS)Technical block:
Following the post-IPO correction, CBRS is making another attempt to reverse its primary downtrend. The current price structure suggests the formation of a potential bullish reversal, with buyers gradually regaining control.
At this stage, the move should be viewed as a corrective rally rather than the start of a confirmed long-term uptrend. However, the current setup offers an attractive risk-to-reward opportunity.
Bullish target:
* Target: $272.56
Once the target is reache
Can Cerebras Actually Challenge NVIDIA?The AI Chip Company That Refused to Play by NVIDIA's Rules
The latest earnings suggest Cerebras is moving from being a niche hardware company toward becoming an AI infrastructure provider. Revenue reached $194 million in Q1 FY26, up 94% year over year, with both major business lines growing rapidly. Hardware revenue increased 59% to $111 million, while cloud and services jumped 178% to $83 million. The faster growth in cloud matters because recurring usage revenue is generally more valuable tha
CBRS: AI IPO at a Decision LevelCBRS is worth tracking after its post-IPO breakdown appears to be reacting from a potential Elliott Wave triangle thrust target.
The setup has several triangle traits: contracting structure, sideways consolidation, 3-wave moves, .618 reactions, and declining volume through the range.
The bounce from the thrust area is interesting, but it still needs confirmation. Price has not broken the lower high at 240.50 yet, so any long consideration on a corrective retrace before that break is aggressive
$CBRS , SetupENTRY : CMP
TP1 : 317.41
TP2 : TBA
TP3 : TBA
TP4 : TBA
SL : If you wish
My SL is never a SELL, just an alarm to stop adding money and wait for better dca
Follow, Boost, Thank You !
⚠️ Financial Disclaimer:
This post is not financial advice. I am not your financial advisor, your life coach, or your legally responsible adult.
Always do your own research and never trade based solely on internet comedy
CBRS updateRetesting the low right now. Fib update. Volume is low at this price level. $185 could def be on the table. If a sustained bounce doesn't happen here, I will stop out under 213.
Bottom Line: Cerebras presents a high-risk, high-volatility play on AI infrastructure with a mixed profile. The overall score of 66 is dragged down by mediocre valuation (50) and growth (50) scores, though the financial score of 95 reflects the strong zero-debt balance sheet. The stock's 44% decline from highs and








