Cerebras Systems Inc. vs Trade Desk Inc — how do they compare? Cerebras Systems Inc. trades at $183.5 (market cap $43.05B), while Trade Desk Inc trades at $15.18 (market cap $7.03B). The key difference: Cerebras Systems Inc. is far larger — about 6.1× Trade Desk Inc's market cap. Which is the better fit depends on your goals.
| CBRS | TTD | |
|---|---|---|
Market Cap | $43.05B | $7.03B |
Sector | Technology | Technology |
52-Week High | $311.07 | $54.13 |
52-Week Low | $168.52 | $13.03 |
Enterprise Value | $36.61B | $5.98B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
The Trade Desk (TTD) trades at $15.04, up 4.88% today, but remains significantly below historical highs after a challenging year. The stock shows mixed technical signals with a bullish overall trend but bearish moving averages. Fundamentally, revenue growth has slowed to 3% in Q2 2026 with two consecutive earnings misses, though the company maintains strong profitability margins. Recent workforce reductions and international expansion efforts signal strategic repositioning amid soft advertising demand.
Outlook remains cautious with analyst consensus leaning Hold (53%) amid slowing growth, though long-term programmatic advertising trends provide opportunity. Key risks include execution of restructuring, competitive pressure from larger ad platforms, and macroeconomic sensitivity. The current valuation at 17.8x P/E appears reasonable if the company can reignite growth momentum.
Trailing returns across standard periods
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 →