Cerebras Systems shares have fallen over 50% from their IPO close, impacted by insiders selling shares and OpenAI choosing NVIDIA for a key AI workload. Despite this, UBS analyst Timothy Arcuri raised the price target to $330, citing strong revenue growth, multi-year contracts, and upcoming product launches as reasons for optimism. The stock trades at $146.62 with nearly 99% upside potential according to analysts, but risks remain due to customer concentration and competition. Investors await the next earnings report for clearer revenue direction from OpenAI.
As of Oct 14, 2026 00:02 WIB, Cerebras Systems (CBRS) trades at USD 148.10, just above its 52-week low of USD 146.62, while Nvidia (NVDA) is priced at USD 226.86, closer to its 52-week high of USD 239.27. CBRS shows a higher daily gain of +1.01% compared to NVDA's +0.24% on Pluang, but CBRS also experiences more selling pressure with 70% sell orders versus NVDA's 35%. Typical hold time on Pluang is much shorter for CBRS at 6 days, contrasting with NVDA's 116 days, highlighting different investor behaviors between these tech stocks.
