Cerebras Systems Inc. (CBRS) on Decifer

Why it ranks here

• It is not profitable yet but the profit it keeps on each sale is improving.
• Revenue is expected to grow about 222% a year, profits grew 118% over the past year, and growth is speeding up, not slowing down.
• It keeps a healthy share of every sale as profit, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.

The current read

The evidence on CBRS lines up on the supportive side: a live market force supports this name through its theme connection. One signal disagrees: the longer-term story is intact, but price is not rewarding it: semiconductor stocks are down 1.6% this week, worth watching but not the weight of the evidence.

Read the full CBRS research brief · See all quality rankings

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