Cerebras Systems Inc. · Brief

Next report

No upcoming report date.

Expected move

No implied move.

—≥ implied

Q2 FY26±10.9%▼−11.85%×1.09

quarterimplied−15%0+15%realized×

Q2 FY26±10.9%▼−11.85%×1.09

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull2

6disclosed supplier and customer ties in SEC filings for the companySEC filings

422managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

62.00%of revenue from the largest disclosed customer, Mohamed bin Zayed University of Artificial Intelligence (MBZUAI)SEC filings

26managers holding four fifths of reported value13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

CBRS report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.