Jun 2026 (Q2 FY26) — Aug 12, 2026
Cerebras Q2 FY26 — Record Core Revenue and Strategic Partnerships Drive Future Growth
Read the full callCerebras (CBRS) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
Cerebras earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 180 | +74.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -265.0 | −209.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -451 | −245.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$120.66 −5.15% · −$6.55
Performance −61.2% YTD
YTD: $311.07 on 14 May 2026 → $120.66. High $311.07 (14 May 2026), low $120.66 (19 Oct 2026).
- Previous close
- $127.21
- 52-week range
- $120.66 – $311.07
Overview
- Symbol
- CBRS
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Jun 23, 2026
Cerebras Systems Q1 FY26 — Record $191.3M core revenue (+92% YoY) in first quarter as a public company
Read the full callEvery analysed call
Cerebras earnings calls (CBRS)
Financials
What the filings say
Net profit, year on year: −246% (quarter to jun 2026 against jun 2025).
| Line item | Mar 2025 | Jun 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Sales | 100 | 103 | 193 | 180 |
| Operating profit | -28 | -57 | -15 | -477 |
| Operating margin | −28.6% | −55.3% | −7.8% | −265.0% |
| Profit before tax | -22 | 311 | -13 | -450 |
| Tax rate | −7.6% | 0.5% | −12.0% | −0.1% |
| Net profit | -24 | 310 | -14 | -451 |
| EPS ($ per share) | -0.46 | 2.28 | -0.22 | -2.98 |
Insider filings
481 filings between May 13, 2026 and Oct 5, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$408.35M
333 sales by 7 insiders
15% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 1
- Award — granted as compensation
- 4
- Tax withheld — shares kept back by the company to cover tax
Also filed: 94 other filings, 45 conversions, 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Lie Sean | — | $193.79M | Sep 25, 2026 |
| Mallick Dhiraj | — | $103.56M | Sep 29, 2026 |
| Feldman Andrew D. | — | $64.25M | Sep 4, 2026 |
| Vassallo Steven | — | $21.42M | Sep 4, 2026 |
| Vishria Eric | — | $15.69M | Aug 17, 2026 |
| Komin Robert Patrick Jr. | — | $6.61M | Sep 29, 2026 |
| Patel Yagnesh | — | $3.03M | Sep 28, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Vishria Eric Director | Other 10b5-1 plan | 59,126 | $0 |
| Oct 5, 2026 | Feldman Andrew D. CEO, President | Other | 159 | $0 |
| Sep 30, 2026 | Susan Lior Director | Other | 68,428 | — |
| Sep 30, 2026 | Susan Lior Director | Other | 63,056 | — |
| Sep 30, 2026 | Susan Lior Director | Other | 1,198,489 | — |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 20,714 | $4.32M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 5,637 | $1.14M |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 400 | $80.8K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 3,000 | $584.8K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 1,130 | $225.8K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 870 | $172.9K |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 27,492 | $5.61M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 18,274 | $3.88M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 41,278 | $8.64M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 22,915 | $4.60M |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 800 | $165.3K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 2,802 | $588.5K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 600 | $123.3K |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 18,703 | $3.66M |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 11,200 | $2.25M |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 685 | $135.3K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 1,115 | $218.1K |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 9,652 | $2.00M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 9,682 | $1.97M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 17,848 | $3.57M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 8,729 | $1.79M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Conversion 10b5-1 plan | 276,000 | $0 |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 598 | $127.3K |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 41,391 | $8.75M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 46,427 | $9.76M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 9,047 | $1.86M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 17,000 | $3.38M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 5,170 | $1.02M |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 6,613 | $1.30M |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 1,830 | $387.6K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 2,771 | $584.8K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 2,197 | $459.1K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 700 | $145.5K |
| Sep 29, 2026 | Mallick Dhiraj Chief Operating Officer | Sale 10b5-1 plan | 68,830 | $13.42M |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 1,600 | $326.8K |
| Sep 29, 2026 | Komin Robert Patrick Jr. Chief Financial Officer | Sale 10b5-1 plan | 800 | $162.8K |
| Sep 28, 2026 | Patel Yagnesh Chief Accounting Officer | Sale 10b5-1 plan | 1,320 | $269.9K |
| Sep 25, 2026 | Lie Sean Chief Technology Officer | Sale 10b5-1 plan | 13,776 | $2.85M |
| Sep 25, 2026 | Lie Sean Chief Technology Officer | Sale 10b5-1 plan | 6,869 | $1.43M |
| Sep 25, 2026 | Lie Sean Chief Technology Officer | Sale 10b5-1 plan | 5,900 | $1.21M |
| Sep 25, 2026 | Lie Sean Chief Technology Officer | Sale 10b5-1 plan | 29,991 | $6.28M |
| Sep 25, 2026 | Lie Sean Chief Technology Officer | Sale 10b5-1 plan | 30,565 | $6.43M |
| Sep 25, 2026 | Lie Sean Chief Technology Officer | Sale 10b5-1 plan | 21,022 | $4.38M |
| Sep 25, 2026 | Lie Sean Chief Technology Officer | Sale 10b5-1 plan | 2,200 | $449.9K |
| Sep 25, 2026 | Lie Sean Chief Technology Officer | Conversion 10b5-1 plan | 120,000 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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