中文翻译

摘要: Trending

Earnings

0.20%

0.41%

0.70%

Trending

21.50%

3.75%

8.35%

15.49%

1.93%

0.45%

25.10%

17.39%

2.75%

...

正文

Trending

Earnings

0.20%

0.41%

0.70%

Trending

21.50%

3.75%

8.35%

15.49%

1.93%

0.45%

25.10%

17.39%

2.75%

8.79%

21.50%

3.75%

8.35%

15.49%

1.93%

0.45%

25.10%

17.39%

2.75%

8.79%

Cerebras Stock Extends Tumble Overnight Despite $20B OpenAI Contract — Analyst Says 'Concentration Rotated, It Didn't Go Away'

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Cerebras Stock Extends Tumble Overnight Despite $20B OpenAI Contract — Analyst Says 'Concentration Rotated, It Didn't Go Away'

Analysts and investors remain concerned that Cerebras’ business relies heavily on a small group of customers, mostly in the Middle East.

In this photo illustration, the Cerebras Systems logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Yuvraj Malik

Stocktwits

Published

Jun 23, 2026 | 10:37 PM EDT

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The UAE-affiliated customers accounted for about 86% of the company’s revenue last year, according to the firm’s IPO filing.

Cerebras reported a wider-than-expected adjusted loss for Q1, causing its shares to drop 11%.

On Stocktwits, the retail sentiment for CBRS shifted to ‘extremely bullish’ on Tuesday night.

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Cerebras Systems’ stock tumbled over 11% in overnight trading on Tuesday, after the chipmaker’s first quarterly report since its initial public offering last month. Even as revenue nearly doubled and came in higher than expected, the adjusted loss was wider than the target.

Meanwhile, Cerebras revealed that its supply agreement with OpenAI, which was announced in January, is worth $20 billion.

来源: Brave/stocktwits.com

采集时间: 2026-06-24 20:16:55

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