InsidersTradesSigma
Cerebras Systems Inc. Stock: price and management transactions · United States · SEC (Form 4)
Follow the Cerebras Systems Inc. stock price and the full insider trade history of the company, a publicly traded company based in United States. Shares are quoted on US US, under the oversight of SEC (Form 4). Operating in the Technology sector, Cerebras Systems Inc. has published 168 reports. Market capitalisation: €45.7bn. The latest transaction was reported on 1 July 2026 (J). Among the most active insiders: Mallick Dhiraj. All data is openly available.
Cerebras Systems Inc. has reported a total of 168 insider trading declarations in the last 90 days. No purchases or sales were recorded in euros. The top insiders include Dhiraj Mallick, Chief Operating Officer, with a total amount of approximately 155.09 million euros from 63 declarations, Andrew D. Feldman, CEO and President, with about 33.82 million euros from 19 declarations, and Sean Lie, Chief Technology Officer, with around 30.36 million euros from 21 declarations. The most significant declarations occurred on May 15, 2026, with Dhiraj Mallick reporting two transactions totaling approximately 77.54 million euros each, Andrew D. Feldman reporting two transactions of about 16.91 million euros each, and Sean Lie reporting two transactions of approximately 15.18 million euros each, all categorized under "Retenue fiscale." Additionally, on July 1, 2026, Eric Vishria, a Director, and Dhiraj Mallick made declarations with unspecified amounts.
Auto-generated summary, refreshed daily.Updated 5d ago
168
Insider Decl.
0
Thresholds
·
0 ops.
Buy Volume
·
130 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Cerebras Systems Inc. Strong Buy (bullish), based on 11 analysts. Average price target: US$291.09.
31Σ signal
Informational score on this market. Our backtest validates the signal only on 8 EU venues; elsewhere (notably US markets) insider buys historically invert or do not hold. Not a recommendation.
Fundamental score
Ranked 10,340 of 25,619 companies
56.9
score / 100
Value34
Quality79
FCF yld-0.9%
Earn yld0.5%
EV/EBITDA·
ROE19%
Gross mgn39%
Net mgn47%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI-generated analysis. Opinion, not investment advice. Not backtested. Built from public filings and financials. No price target, no buy or sell recommendation.
Last declaration on 1 July 2026
Declarations168 total
99,651 sharesClass A Common StockSEC:0001104659-26-079936:0
10,000 sharesClass A Common StockSEC:0001628280-26-046550:0
2,157,802 sharesClass A Common StockSEC:0001104659-26-079935:0
2,157,802 sharesClass A Common StockSEC:0001104659-26-079935:1
10,000 sharesClass A Common StockSEC:0001628280-26-046550:1
268 sharesClass A Common StockSEC:0001628280-26-046551:0
17,990 sharesClass A Common StockSEC:0001628280-26-046034:0
4,028 sharesClass A Common StockSEC:0001628280-26-046034:1
25 of 168 declarations
About Cerebras Systems Inc.
Cerebras Systems Inc. is a U.S.-based semiconductor and AI infrastructure company focused on wafer-scale computing, an unconventional approach that designs extremely large processors to accelerate both AI training and inference. The company was founded in 2015 in Sunnyvale, California, by Andrew Feldman, Gary Lauterbach, Michael James, Sean Lie, and Jean-Philippe Fricker with the goal of commercializing a processor architecture that departs materially from conventional GPU-centric design. Cerebras is now listed on the U.S. NASDAQ market under the ticker CBRS, in the United States. The company’s core platform centers on the Wafer-Scale Engine, with the latest generation, WSE-3, powering the CS-3 system. Cerebras positions this stack as a high-performance solution for large-scale AI workloads, emphasizing speed, memory bandwidth, and simplified deployment. Beyond chip design, its business model includes on-premise AI supercomputers for enterprise and research customers, as well as cloud-based, pay-as-you-go access to its hardware. This integrated hardware-software model is intended to make large model development less dependent on traditional GPU clusters and more accessible to customers that need rapid scaling. From a competitive standpoint, Cerebras is best understood as a technology challenger to Nvidia, AMD, and other AI compute vendors. Its differentiation lies in architectural innovation rather than incremental performance gains on standard accelerator designs. That can create a meaningful edge in select workloads, but it also introduces execution risk, customer concentration risk, and dependence on a highly specialized manufacturing and deployment model. For investors, the stock therefore sits in the higher-risk, higher-upside segment of the semiconductor and AI infrastructure universe. Geographically, Cerebras is headquartered in Sunnyvale, California, and operates from a United States base while serving global customers through direct system sales, partnerships, and cloud offerings. Recent developments have been notable: in 2026, the company completed its IPO on the NASDAQ; it also announced major commercial and cloud partnerships and continued to expand the visibility of its CS-3 platform. For market participants tracking SEC Form 4 insider transactions, these post-listing disclosures are especially relevant as they may help gauge insider confidence following the public debut and the company’s early public-market positioning.
