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Cerebras Systems Inc. Stock: price and insider trades · United States
Cerebras Systems Inc.: what insiders have been doing
Headquartered in San Francisco, United States, Cerebras Systems Inc. belongs to the Technology sector and traces its origins to 2016. Filings by its managers are published through SEC (Form 4). The last twelve months, up to 18 October 2026, brought 495 filings signed by 19 insiders.
The flow runs one way only: 333 sales worth €334.9M, from 7 insiders, and no purchase. The totals exclude 130 filings filed without an amount. At €23.5M, the sale published on 21 August 2026 by Lie Sean is the largest of the period (0.055% of market cap).
The median gap between a trade and its publication by SEC (Form 4) is 2 days. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
For context, the typical company on the same exchange (median of 5,458 companies) published 22 filings over the same period, against 495 filings here. Looking back to 2026, when coverage begins, insiders filed no purchases and 333 sales.
Elsewhere in the same sector, our signals recently picked up insider purchases at Gitlab Inc. and Baozun Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
495
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€335M
333 ops. · all time
Who traded when
BuySaleAndrew D. Feldman55 sales
Sean Lie47 sales
Dhiraj Mallick45 sales
Yagnesh Patel26 sales
Robert Patrick Komin Jr.16 sales
Eric Vishria6 sales
+1 other insider
Analyst consensus: bullish or bearish?
Analysts rate Cerebras Systems Inc. Strong Buy (bullish), based on 11 analysts. Average price target: US$291.64.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 9,463 of 24,148 companies
57.0
score / 100
Value34
Quality80
FCF yld-1.3%
Earn yld0.8%
EV/EBITDA·
ROE19%
Gross mgn39%
Net mgn47%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$127.21
Analyst consensus
11 analystsStrong buy
US$209.00Target US$291.64(+129%)US$330.00
Income statement
RevenueUS$510M
Gross profitUS$199.1M39% margin
EBITDA-US$111.4M-22% margin
Net incomeUS$237.8M-75.3% margin
Valuation
PER (trailing)592.3x
PER (forward)99.9x
P/Book3.2x
Balance sheet & cash
Market capUS$30.2B
Total debtUS$261.8M
Free Cash Flow-US$392.8M
Debt / Equity16%
Profitability & ownership
ROE18.8%
ROA-5.3%
% insiders9.6%
% institutions80.4%
Last declaration on 7 October 2026
Declarations495 total
59,126 shares0Class A Common StockSEC:0001104659-26-114412:0
159 shares0Class A Common StockSEC:0001628280-26-065256:0
1,198,489 sharesClass A Common StockSEC:0001193125-26-412337:0
68,428 sharesClass A Common StockSEC:0001193125-26-412337:1
63,056 sharesClass A Common StockSEC:0001193125-26-412337:2
276,000 shares0Class A Common StockSEC:0001628280-26-064042:0
800 shares@ US$203.480.0003% mcap2.5% of flowClass A Common StockSEC:0001628280-26-064044:8
9,652 shares@ US$207.060.0043% mcap1.1% of flowClass A Common StockSEC:0001628280-26-064042:7
9,047 shares@ US$206.130.0040% mcap1.1% of flowClass A Common StockSEC:0001628280-26-064042:8
27,492 shares@ US$204.170.012% mcap3.2% of flowClass A Common StockSEC:0001628280-26-064042:10
17,000 shares@ US$198.960.0072% mcap1.9% of flowClass A Common StockSEC:0001628280-26-064042:15
1,830 shares@ US$211.790.0008% mcap5.9% of flowClass A Common StockSEC:0001628280-26-064044:0
2,771 shares@ US$211.030.0012% mcap8.8% of flowClass A Common StockSEC:0001628280-26-064044:1
2,802 shares@ US$210.020.0013% mcap8.9% of flowClass A Common StockSEC:0001628280-26-064044:2
2,197 shares@ US$208.980.0010% mcap6.9% of flowClass A Common StockSEC:0001628280-26-064044:3
700 shares@ US$207.830.0003% mcap2.2% of flowClass A Common StockSEC:0001628280-26-064044:4
800 shares@ US$206.680.0004% mcap2.5% of flowClass A Common StockSEC:0001628280-26-064044:5
600 shares@ US$205.470.0003% mcap1.9% of flowClass A Common StockSEC:0001628280-26-064044:6
1,600 shares@ US$204.260.0007% mcap4.9% of flowClass A Common StockSEC:0001628280-26-064044:7
400 shares@ US$201.960.0002% mcap1.2% of flowClass A Common StockSEC:0001628280-26-064044:9
11,200 shares@ US$201.220.0048% mcap34.1% of flowClass A Common StockSEC:0001628280-26-064044:10
1,130 shares@ US$199.800.0005% mcap3.4% of flowClass A Common StockSEC:0001628280-26-064044:11
870 shares@ US$198.700.0004% mcap2.6% of flowClass A Common StockSEC:0001628280-26-064044:12
685 shares@ US$197.480.0003% mcap2.0% of flowClass A Common StockSEC:0001628280-26-064044:13
1,115 shares@ US$195.610.0005% mcap3.3% of flowClass A Common StockSEC:0001628280-26-064044:14
25 of 495 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.
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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.
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