BREAKING
Cerebras Shares Drop ~14%
0
M
Q1 core revenue
0
%
YoY growth
0
M
GAAP revenue
0
M
FY low
0
M
FY high
0
%
midpoint growth
Core Gross Margin Compresses
Q1
46.5
Q2
37
FY
40
Growth vs Profitability Tension
Tailwinds
Demand
●
OpenAI deal: 750MW, $20B+
●
WSE-3 speed claims
Concerns
Risk
●
Widening operating loss
●
Rivals beating estimates
Profit Focus Ahead
AI NEWS BLITZ
Cerebras shares slid about 14% over two sessions after its 2026 outlook missed estimates.