InsidersTradesSigma
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 the US market, under the oversight of SEC (Form 4). Operating in the Technology sector, Cerebras Systems Inc. has published 399 reports. Market capitalisation: €44.1bn. The latest transaction was reported on 26 August 2026 (C). Among the most active insiders: Feldman Andrew D.. All data is openly available.
Cerebras Systems Inc. has reported a total of 383 insider trading declarations in the last 90 days, with a total selling amount of approximately 298.28 million euros and no reported buying activity. The top insiders include Lie Sean, Chief Technology Officer, with sales totaling approximately 133.36 million euros across 58 declarations, and Andrew D. Feldman, CEO and President, with sales of about 45.59 million euros, also across 58 declarations. Notable recent sales include Andrew Feldman selling approximately 42.63 million euros worth of shares on August 21, 2026, and multiple sales by Lie Sean on the same date, totaling around 23.48 million euros, 21.31 million euros, 20.65 million euros, 19.29 million euros, and 16.45 million euros. Other significant sales include Eric Vishria, a 10% stockholder, selling approximately 13.56 million euros on August 17, 2026, and Andrew D. Feldman selling about 11.29 million euros on August 25, 2026.
Auto-generated summary, refreshed daily.Updated 2d ago
399
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€210m
268 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Cerebras Systems Inc. Strong Buy (bullish), based on 11 analysts. Average price target: US$291.64.
Fundamental score
Ranked 11,419 of 28,985 companies
56.9
score / 100
Value35
Quality79
FCF yld-0.9%
Earn yld0.6%
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 analysis generation is paused.
Last declaration on 26 August 2026
Declarations399 total
963,818 shares0Class A Common StockSEC:0001104659-26-101469:0
963,818 shares0Class A Common StockSEC:0001104659-26-101469:1
44,507 shares0Class A Common StockSEC:0001104659-26-101471:0
1,112,904 sharesClass A Common StockSEC:0001231919-26-001100:0
87,313 shares0Class A Common StockSEC:0001231919-26-001100:5
34,548 shares0Class A Common StockSEC:0001567929-26-000008:11
287,932 shares0Class A Common StockSEC:0001567929-26-000008:6
67,168 shares0Class A Common StockSEC:0001567929-26-000008:10
23,970 sharesClass A Common StockSEC:0001231919-26-001100:1
87,313 sharesClass A Common StockSEC:0001231919-26-001100:2
1,112,904 shares0Class A Common StockSEC:0001231919-26-001100:3
23,970 shares0Class A Common StockSEC:0001231919-26-001100:4
287,932 shares0Class A Common StockSEC:0001231919-26-001100:6
287,932 shares0Class A Common StockSEC:0001231919-26-001100:7
18,155 shares0Class A Common StockSEC:0001231919-26-001100:8
18,155 shares0Class A Common StockSEC:0001231919-26-001100:9
1,112,904 sharesClass A Common StockSEC:0001567929-26-000008:0
23,970 sharesClass A Common StockSEC:0001567929-26-000008:1
87,313 sharesClass A Common StockSEC:0001567929-26-000008:2
1,112,904 shares0Class A Common StockSEC:0001567929-26-000008:3
23,970 shares0Class A Common StockSEC:0001567929-26-000008:4
87,313 shares0Class A Common StockSEC:0001567929-26-000008:5
287,932 shares0Class A Common StockSEC:0001567929-26-000008:7
18,155 shares0Class A Common StockSEC:0001567929-26-000008:8
18,155 shares0Class A Common StockSEC:0001567929-26-000008:9
25 of 399 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.
