Hardik Shah
2026.06.24 17:35

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: $Cerebras(CBRS.US) Cerebras CEO Says Investors "Misunderstood" Margin Outlook After 17% Stock Drop

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐‚๐ž๐ซ๐ž๐›๐ซ๐š๐ฌ shares fell more than ๐Ÿ๐Ÿ•% following its first post-IPO earnings report.

โžค Stock touched ๐š ๐ฅ๐จ๐ฐ ๐จ๐Ÿ $๐Ÿ๐Ÿ–๐Ÿ“.๐Ÿ๐Ÿ‘, the lowest level since listing.

โžค Company forecast ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” adjusted gross margins of ๐Ÿ‘๐Ÿ–%-๐Ÿ’๐Ÿ%.

โžค Guidance compares with ๐Ÿ’๐Ÿ•% adjusted gross margin reported in Q1.

โžค Expected margins trail ๐๐ฏ๐ข๐๐ข๐š'๐ฌ mid-70% range and ๐€๐Œ๐ƒ'๐ฌ mid-50% range.

โžค Management said equipment lease-back arrangements will impact margin trends.

โžค Approximately ๐Ÿ๐Ÿ– ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง Class A shares become eligible for trading after earnings.

โžค OpenAI's ๐†๐๐“-๐Ÿ“.๐Ÿ’ runs on Cerebras chips under an existing agreement.

โžค OpenAI plans to deploy ๐Ÿ•๐Ÿ“๐ŸŽ ๐ฆ๐ž๐ ๐š๐ฐ๐š๐ญ๐ญ๐ฌ of Cerebras semiconductors.

โžค ๐€๐–๐’ is expected to begin using Cerebras chips, with revenue anticipated within a year.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Margin concerns triggered a sharp selloff despite management's growth outlook.

โžค OpenAI and AWS partnerships could significantly expand future revenue opportunities.

โžค Investor focus remains on profitability, execution, and post-IPO share supply.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "It is misunderstood. You know, we laid out a plan at the start of '26. We shared that plan as we went public a few months ago, and we're beating that plan." โ€” ๐€๐ง๐๐ซ๐ž๐ฐ ๐…๐ž๐ฅ๐๐ฆ๐š๐ง, CEO of Cerebras Systems.

โžค "I think it's not going to be a straight line." โ€” ๐€๐ง๐๐ซ๐ž๐ฐ ๐…๐ž๐ฅ๐๐ฆ๐š๐ง.

โžค "Whether that's a success or not, we'll have to see." โ€” ๐€๐ง๐๐ซ๐ž๐ฐ ๐…๐ž๐ฅ๐๐ฆ๐š๐ง.

โžค "We're trying to move at the speed of AI, and data centers move with the speed of real estate." โ€” ๐€๐ง๐๐ซ๐ž๐ฐ ๐…๐ž๐ฅ๐๐ฆ๐š๐ง.

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