Compared to Estimates, Cerebras (CBRS) Q3 Earnings: A Look at Key Metrics
For the quarter ended September 2026, Cerebras (CBRS) reported revenue of $230.87 million, representing no change compared to the same period last year. EPS came in at $0.13, compared to $0 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $215.82 million, representing a surprise of +6.98%. The company delivered an EPS surprise of +200%, with the consensus EPS estimate being -$0.13.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Cerebras performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
-
Revenue- Hardware: $68.88 million compared to the $66.95 million average estimate based on two analysts.
-
Revenue- Cloud and other services: $141.93 million versus $148.87 million estimated by two analysts on average.
-
Core gross profit- Cloud and Other Services: $67.9 million versus $59.84 million estimated by two analysts on average.
-
Core gross profit- Hardware: $26.67 million versus the two-analyst average estimate of $25.73 million.
View all Key Company Metrics for Cerebras here>>>Shares of Cerebras have returned -28.6% over the past month versus the Zacks S&P 500 composite's -2.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
Of course, all our elite picks aren't winners, but this one could far surpass earlier Zacks' Stocks Set to Double like D-Wave Quantum, which shot up +680.1%.