CBRS stock plummeted around 10% and was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company jumped to ‘extremely bullish’ from ‘neutral’ over the past day, while chatter rose to ‘extremely high’ from ‘low’ levels. <\/p>\n
Mizuho lowered its price target to $300 from $310, but kept an ‘Outperform’ rating on the stock, according to a note to investors cited by TheFly. The firm said it was a “buyer of the stock” on the post-earnings sell-off.\u00a0 <\/p>\n UBS echoed the sentiment, viewing the pullback as a “compelling buying opportunity.” It cited strong disaggregated inference momentum, improving margins, new platforms, and the potential for up to four times more capacity next year. <\/p>\n UBS also sees significant upside to its 2027 revenue estimates if Cerebras can execute on its planned capacity expansion. It raised the price target on Cerebras Systems to $330 from $320 and kept a ‘Buy’ rating on the shares.\u00a0 <\/p>\n Analysts See Strong AI Inference Demand <\/p>\n Citi also maintained a ‘Buy’ rating while lowering its price target to $320 from $340 on CBRS shares. Analyst Atif Malik said Cerebras is seeing strong demand for fast inference, a key area of growth for the company as AI workloads increasingly shift from model training toward inference. <\/p>\n Meanwhile, Morgan Stanley raised its price target to $279 from $273 and maintained an ‘Overweight’ rating. The firm said Cerebras’ second-quarter results beat across core revenue and margins and noted that fiscal 2026 guidance moved higher.\u00a0 <\/p>\n Morgan Stanley also highlighted the company’s expectation for more than three times core revenue growth in fiscal 2027, saying the analyst came away from the earnings report “more constructive.” <\/p>\n Cerebras Raises 2026 Revenue Guidance <\/p>\n Cerebras\u00a0reported<\/a> adjusted loss per share of $0.05, beating Wall Street’s estimates of a $0.18 loss per share cited by Koyfin. Revenue came in at $209.9 million, ahead of the $108 million consensus estimate. <\/p>\n It also raised its full-year 2026 revenue outlook to $880 million to $890 million, above its previous forecast of $855 million to $865 million. The company also expects third-quarter core revenue of $214 million to $216 million, ahead of the roughly $212 million consensus. <\/p>\n However, Cerebras’ adjusted gross margin fell to 40.6% in the second quarter, from 46.5% in the preceding three months. Chief Financial Officer Bob Komin said on the post-earnings conference call that the roughly five percentage point decline was driven by higher costs to rent computing capacity that Cerebras had previously deployed with other customers. <\/p>\n The margin pressure comes while the company is rapidly expanding its manufacturing capacity. Cerebras said it expects to increase that capacity by more than tenfold this year, adding to the infrastructure required to meet growing demand for its AI systems. <\/p>\n Cerebras, often viewed as a challenger to Nvidia (NVDA), uses its Wafer-Scale Engine technology to keep an entire 300-millimeter silicon wafer intact as a single processor. The architecture is designed to deliver high computing performance and memory bandwidth for AI workloads. <\/p>\n Read also:\u00a0OPEN Stock Slips After First-Ever Buyback Cuts Share Count 5%, CEO Says ‘I’m All In’<\/a> <\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com. <\/p>\n Prabhjote Gill has no position in any of the stocks mentioned in this article. StockTwits’ news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy<\/a>. This article was originally published on StockTwits<\/a>. <\/p>\n Related: <\/p>\n","protected":false},"excerpt":{"rendered":"Mizuho lowered its price target to $300 from $310 but maintained an ‘Outperform’ rating and said it was…\n","protected":false},"author":2,"featured_media":116549,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[13439,56734,42296,20194,4047,5255,223],"class_list":["post-116548","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-capacity-expansion","tag-cbrs","tag-cerebras-systems","tag-mizuho","tag-revenue-estimates","tag-target","tag-ubs"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/117112032804736200","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/116548","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=116548"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/116548\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/116549"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=116548"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=116548"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=116548"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/a> CBRS stock retail sentiment on August 13 as of 10:00 a.m. ET | Source: Stocktwits Is CBRS Sell-Off A Buying Opportunity? <\/p>\n