After earnings, Cerebras CEO Feldman says margin forecast was 'misunderstood' as stock plummets
Corroborated by 6 sources from 6 publishers
TL;DR
Reports differ across sources; according to finance.yahoo.com, cerebras forecast adjusted gross margins of 38% to 41% for 2026, compared with the 47% it reported for the first quarter.
Sources
1
Yahoo Finance News
https://finance.yahoo.com/technology/articles/cerebras-sinks-14-full-margin-110345180.html
2
Yahoo Finance News
https://www.investors.com/news/technology/cerebras-stock-improving-ai-chip-sales-outlook?src=A00220&yptr=yahoo
3
CNBC 15838381
https://www.cnbc.com/video/2026/06/24/cerebras-ceo-andrew-feldman-gross-margin-story-is-misunderstood.html
4
Bloomberg Technology
https://www.bloomberg.com/news/videos/2026-06-24/cerebras-ceo-capacity-is-largest-constraint-right-now-video
5
CNBC Top News
https://www.cnbc.com/2026/06/24/cerebras-cbrs-stock-earnings.html
6
Seeking Alpha Market News
https://seekingalpha.com/article/4917476-cerebras-systems-inc-cbrs-q1-2026-earnings-call-transcript?source=feed_all_articles
7
TechCrunch
https://techcrunch.com/2026/06/24/cerebras-stock-plunges-after-earnings-as-ceo-says-margin-outlook-was-misunderstood