Cerebras Systems Inc. vs Trade Desk Inc — how do they compare? Cerebras Systems Inc. trades at $116.55 (market cap $28.34B), while Trade Desk Inc trades at $12.61 (market cap $6.00B). The key difference: Cerebras Systems Inc. is far larger — about 4.7× Trade Desk Inc's market cap, and Cerebras Systems Inc. is more actively traded (14,265,719 versus 9,267,651). Which is the better fit depends on your goals — on Pluang, investors hold Cerebras Systems Inc. for 9 Days and Trade Desk Inc for 74 Days on average.
| CBRS | TTD | |
|---|---|---|
Market Cap | $28.34B | $6.00B |
Volume | 14,265,719 | 9,267,651 |
Sector | Technology | Media |
52-Week High | $311.07 | $51.67 |
52-Week Low | $108.37 | $11.92 |
Typical Hold Time | 9 Days | 74 Days |
Enterprise Value | $21.91B | $4.95B |
Signals from Pluang's Aura AI — not financial advice
Cerebras Systems (CBRS) trades at $108.37, down 2.21% amid a bearish technical signal despite bullish oscillators. The company shows strong revenue growth with $510M in 2025 and $681M projected for 2026, but faces profitability challenges with a -75.27% net income margin. Recent earnings beats and a $25.4B backlog support long-term AI infrastructure demand, while near-term risks include margin pressure and significant cash burn from aggressive investment.
Wall Street maintains strong bullish sentiment with 100% buy ratings and a $300.50 consensus price target, representing 177% upside. However, investors must weigh the company's substantial growth potential against persistent losses, high valuation multiples, and competitive threats in the AI chip market. The upcoming Q3 2026 earnings report on November 12 will be critical for validating the growth trajectory.
The Trade Desk (TTD) trades at $12.77, down 1.77% for the day, reflecting a challenging year-to-date performance. The stock shows a mixed technical picture with a neutral overall signal and bearish moving averages. Fundamentally, the company reported 2025 revenue of $2.90 billion and net income of $443.30 million, with strong profitability margins but slowing growth. Recent news highlights competitive pressures from tech giants and workforce reductions.
Outlook remains cautious; while valuation ratios appear attractive with a low P/E of 0.15, slowing revenue growth and intense competition pose significant risks. Analyst consensus is mixed with a $14.68 price target, but near-term catalysts are limited. Investors should weigh the company's solid cash flow generation against macroeconomic and competitive headwinds.
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Latest headlines on both assets
Cerebras develops AI computing systems built around its Wafer-Scale Engine processor. Its systems are available in the cloud and on premises for training, fine-tuning, and running AI models.
Read more on CBRS →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →