Go Pro

Cerebras Systems (CBRS) Competitors

Cerebras Systems logo
$214.30 -12.85 (-5.66%)
Closing price 04:00 PM Eastern
Extended Trading
$213.52 -0.78 (-0.36%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

CBRS vs. VRT, ASX, NXPI, LITE, and ALAB

Should you buy Cerebras Systems stock or one of its competitors? MarketBeat compares Cerebras Systems with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Cerebras Systems include Vertiv (VRT), ASE Technology (ASX), NXP Semiconductors (NXPI), Lumentum (LITE), and Astera Labs (ALAB).

How does Cerebras Systems compare to Vertiv?

Cerebras Systems (NASDAQ:CBRS) and Vertiv (NYSE:VRT) are related large-cap companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, institutional ownership, media sentiment, earnings, dividends, risk and analyst recommendations.

Vertiv has a net margin of 15.09% compared to Cerebras Systems' net margin of 0.00%. Vertiv's return on equity of 50.47% beat Cerebras Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Cerebras SystemsN/A N/A N/A
Vertiv 15.09%50.47%15.87%

Vertiv has higher revenue and earnings than Cerebras Systems.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cerebras Systems$603.89M80.39N/AN/AN/A
Vertiv$10.23B10.45$1.33B$4.4262.98

In the previous week, Vertiv had 55 more articles in the media than Cerebras Systems. MarketBeat recorded 58 mentions for Vertiv and 3 mentions for Cerebras Systems. Vertiv's average media sentiment score of 0.96 beat Cerebras Systems' score of 0.32 indicating that Vertiv is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cerebras Systems
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Vertiv
39 Very Positive mention(s)
8 Positive mention(s)
3 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Positive

89.9% of Vertiv shares are held by institutional investors. 1.1% of Vertiv shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Cerebras Systems currently has a consensus price target of $300.30, suggesting a potential upside of 40.13%. Vertiv has a consensus price target of $337.33, suggesting a potential upside of 21.18%. Given Cerebras Systems' higher probable upside, analysts plainly believe Cerebras Systems is more favorable than Vertiv.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cerebras Systems
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.92
Vertiv
0 Sell rating(s)
4 Hold rating(s)
22 Buy rating(s)
3 Strong Buy rating(s)
2.97

Summary

Vertiv beats Cerebras Systems on 11 of the 13 factors compared between the two stocks.

How does Cerebras Systems compare to ASE Technology?

Cerebras Systems (NASDAQ:CBRS) and ASE Technology (NYSE:ASX) are both large-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, dividends, profitability, valuation, institutional ownership, risk, earnings and analyst recommendations.

ASE Technology has a net margin of 8.52% compared to Cerebras Systems' net margin of 0.00%. ASE Technology's return on equity of 16.12% beat Cerebras Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Cerebras SystemsN/A N/A N/A
ASE Technology 8.52%16.12%6.47%

Cerebras Systems presently has a consensus target price of $300.30, suggesting a potential upside of 40.13%. Given Cerebras Systems' higher possible upside, equities analysts clearly believe Cerebras Systems is more favorable than ASE Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cerebras Systems
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.92
ASE Technology
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
3.00

In the previous week, ASE Technology had 16 more articles in the media than Cerebras Systems. MarketBeat recorded 19 mentions for ASE Technology and 3 mentions for Cerebras Systems. ASE Technology's average media sentiment score of 0.78 beat Cerebras Systems' score of 0.32 indicating that ASE Technology is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cerebras Systems
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
ASE Technology
8 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

ASE Technology has higher revenue and earnings than Cerebras Systems.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cerebras Systems$603.89M80.39N/AN/AN/A
ASE Technology$20.73B3.96$1.28B$0.8642.90

6.8% of ASE Technology shares are held by institutional investors. 22.9% of ASE Technology shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

ASE Technology beats Cerebras Systems on 9 of the 12 factors compared between the two stocks.

How does Cerebras Systems compare to NXP Semiconductors?

Cerebras Systems (NASDAQ:CBRS) and NXP Semiconductors (NASDAQ:NXPI) are both large-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, risk, analyst recommendations, dividends, earnings, profitability, valuation and institutional ownership.

In the previous week, NXP Semiconductors had 35 more articles in the media than Cerebras Systems. MarketBeat recorded 38 mentions for NXP Semiconductors and 3 mentions for Cerebras Systems. NXP Semiconductors' average media sentiment score of 0.67 beat Cerebras Systems' score of 0.32 indicating that NXP Semiconductors is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cerebras Systems
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
NXP Semiconductors
18 Very Positive mention(s)
1 Positive mention(s)
12 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Positive

NXP Semiconductors has higher revenue and earnings than Cerebras Systems.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cerebras Systems$603.89M80.39N/AN/AN/A
NXP Semiconductors$12.27B4.75$2.02B$11.7219.72

90.5% of NXP Semiconductors shares are owned by institutional investors. 0.1% of NXP Semiconductors shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Cerebras Systems currently has a consensus target price of $300.30, indicating a potential upside of 40.13%. NXP Semiconductors has a consensus target price of $305.43, indicating a potential upside of 32.14%. Given Cerebras Systems' stronger consensus rating and higher possible upside, equities research analysts clearly believe Cerebras Systems is more favorable than NXP Semiconductors.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cerebras Systems
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.92
NXP Semiconductors
1 Sell rating(s)
9 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.58

NXP Semiconductors has a net margin of 22.56% compared to Cerebras Systems' net margin of 0.00%. NXP Semiconductors' return on equity of 27.83% beat Cerebras Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Cerebras SystemsN/A N/A N/A
NXP Semiconductors 22.56%27.83%11.07%

Summary

NXP Semiconductors beats Cerebras Systems on 9 of the 13 factors compared between the two stocks.

How does Cerebras Systems compare to Lumentum?

Lumentum (NASDAQ:LITE) and Cerebras Systems (NASDAQ:CBRS) are both large-cap technology companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, media sentiment, valuation, earnings, institutional ownership, analyst recommendations, risk and profitability.

In the previous week, Lumentum had 27 more articles in the media than Cerebras Systems. MarketBeat recorded 30 mentions for Lumentum and 3 mentions for Cerebras Systems. Lumentum's average media sentiment score of 1.16 beat Cerebras Systems' score of 0.32 indicating that Lumentum is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
22 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cerebras Systems
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Lumentum has higher revenue and earnings than Cerebras Systems.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lumentum$1.65B39.08$25.90M$5.40153.01
Cerebras Systems$603.89M80.39N/AN/AN/A

Lumentum has a net margin of 17.61% compared to Cerebras Systems' net margin of 0.00%. Lumentum's return on equity of 24.81% beat Cerebras Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum17.61% 24.81% 6.89%
Cerebras Systems N/A N/A N/A

Lumentum currently has a consensus price target of $1,012.67, indicating a potential upside of 22.56%. Cerebras Systems has a consensus price target of $300.30, indicating a potential upside of 40.13%. Given Cerebras Systems' stronger consensus rating and higher probable upside, analysts clearly believe Cerebras Systems is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.67
Cerebras Systems
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.92

94.1% of Lumentum shares are owned by institutional investors. 0.4% of Lumentum shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Lumentum beats Cerebras Systems on 9 of the 13 factors compared between the two stocks.

How does Cerebras Systems compare to Astera Labs?

Astera Labs (NASDAQ:ALAB) and Cerebras Systems (NASDAQ:CBRS) are both large-cap technology companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, earnings, institutional ownership, risk, media sentiment, valuation, profitability and analyst recommendations.

Astera Labs has a net margin of 30.74% compared to Cerebras Systems' net margin of 0.00%. Astera Labs' return on equity of 20.46% beat Cerebras Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Astera Labs30.74% 20.46% 18.40%
Cerebras Systems N/A N/A N/A

Astera Labs currently has a consensus price target of $325.25, suggesting a potential upside of 2.14%. Cerebras Systems has a consensus price target of $300.30, suggesting a potential upside of 40.13%. Given Cerebras Systems' stronger consensus rating and higher probable upside, analysts clearly believe Cerebras Systems is more favorable than Astera Labs.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Astera Labs
0 Sell rating(s)
10 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.57
Cerebras Systems
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.92

In the previous week, Astera Labs had 40 more articles in the media than Cerebras Systems. MarketBeat recorded 43 mentions for Astera Labs and 3 mentions for Cerebras Systems. Astera Labs' average media sentiment score of 1.12 beat Cerebras Systems' score of 0.32 indicating that Astera Labs is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Astera Labs
28 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cerebras Systems
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

60.5% of Astera Labs shares are owned by institutional investors. 10.4% of Astera Labs shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Astera Labs has higher revenue and earnings than Cerebras Systems.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Astera Labs$852.53M64.02$219.13M$1.48215.16
Cerebras Systems$603.89M80.39N/AN/AN/A

Summary

Astera Labs beats Cerebras Systems on 9 of the 13 factors compared between the two stocks.

Get Cerebras Systems News Delivered to You Automatically

Sign up to receive the latest news and ratings for CBRS and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CBRS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

CBRS vs. The Competition

MetricCerebras SystemsSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$48.55B$103.40B$29.77B$12.98B
Dividend YieldN/A1.52%2.74%9.79%
P/E RatioN/A89.8381.2425.27
Price / Sales80.39103.83597.3692.33
Price / CashN/A66.8850.7650.79
Price / BookN/A10.859.256.09
Net IncomeN/A$1.86B$662.75M$347.95M
7 Day Performance26.76%13.81%6.85%4.71%
1 Month Performance4.61%-7.49%-1.15%-2.11%
1 Year PerformanceN/A117.91%151.72%20.58%

Cerebras Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CBRS
Cerebras Systems
4.7467 of 5 stars
$214.30
-5.7%
$300.30
+40.1%
N/A$48.55B$603.89MN/A708
VRT
Vertiv
4.8228 of 5 stars
$242.38
+6.5%
$339.33
+40.0%
+92.7%$93.14B$11.48B54.8634,000
ASX
ASE Technology
4.0359 of 5 stars
$35.00
+0.6%
N/A+287.6%$77.89B$20.73B51.52105,947
NXPI
NXP Semiconductors
4.9919 of 5 stars
$242.78
-1.0%
$307.05
+26.5%
+12.1%$61.37B$12.27B20.7732,169
LITE
Lumentum
4.6135 of 5 stars
$708.86
+2.3%
$1,012.67
+42.9%
+664.4%$55.24B$1.65B131.4910,562

Related Companies and Tools


This page (NASDAQ:CBRS) was last updated on 8/5/2026 by MarketBeat.com Staff.
From Our Partners