Cerebras Systems Market Sentiment

Market sentiment signals for Cerebras Systems (CBRS): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 19, 2026	Rosenblatt	Kevin Cassidy—	+52.2%	$300 → $300	Maintained	Buy
Aug 19, 2026	Needham	N. Quinn Bolton—	+52.2%	$300 → $300	Maintained	Buy
Aug 13, 2026	UBS	Timothy Arcuri—	+67.4%	$320 → $330	Maintained	Buy
Aug 13, 2026	Citigroup	Atif Malik—	+62.4%	$340 → $320	Maintained	Buy
Aug 13, 2026	Wedbush	Matt Bryson—	+47.1%	$280 → $290	Maintained	Outperform
Aug 13, 2026	Mizuho	Vijay Rakesh—	+52.2%	$310 → $300	Maintained	Outperform
Aug 13, 2026	Rosenblatt	Kevin Cassidy—	+52.2%	$300 → $300	Maintained	Buy
Aug 13, 2026	Morgan Stanley	Joseph Moore—	+41.6%	$273 → $279	Maintained	Overweight
Aug 13, 2026	Needham	N. Quinn Bolton—	+52.2%	$300 → $300	Maintained	Buy
Jul 27, 2026	Mizuho	Vijay Rakesh—	+57.3%	$300 → $310	Maintained	Outperform
Jun 30, 2026	Freedom Capital Markets	Paul Meeks—	+6.0%	$209	Initiate	Hold
Jun 24, 2026	UBS	Timothy Arcuri—	+62.4%	$300 → $320	Maintained	Buy
Jun 24, 2026	Rosenblatt	Kevin Cassidy—	+52.2%	$300 → $300	Maintained	Buy
Jun 24, 2026	Wedbush	Matt Bryson—	+42.1%	$270 → $280	Maintained	Outperform
Jun 24, 2026	Morgan Stanley	Joseph Moore—	+38.5%	$250 → $273	Maintained	Overweight
Jun 24, 2026	Needham	N. Quinn Bolton—	+52.2%	$300 → $300	Maintained	Buy
Jun 9, 2026	Craig-Hallum	Richard Shannon—	+64.9%	$325	Initiate	Buy
Jun 8, 2026	Mizuho	Vijay Rakesh—	+52.2%	$300	Initiate	Outperform
Jun 8, 2026	Morgan Stanley	Joseph Moore—	+26.8%	$250	Initiate	Overweight
Jun 8, 2026	TD Cowen	Joshua Buchalter—	+39.5%	$275	Initiate	Buy
Jun 8, 2026	UBS	Timothy Arcuri—	+52.2%	$300	Initiate	Buy
Jun 8, 2026	Citigroup	Atif Malik—	+72.5%	$340	Initiate	Buy
Jun 8, 2026	Barclays	Tom O'Malley—	+42.1%	$280	Initiate	Overweight
Jun 8, 2026	Wedbush	Matt Bryson—	+37.0%	$270	Initiate	Outperform
Jun 8, 2026	Rosenblatt	Kevin Cassidy—	+52.2%	$300	Initiate	Buy