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A strong debut quarter-20260624
摩根士丹利· 2026-06-24 11:09
Cerebras Systems | North America A strong debut quarter What's Changed | Cerebras Systems (CBRS.O) | From | To | | --- | --- | --- | | Price Target | $250.00 | $273.00 | | Reaction to earnings | | | June 24, 2026 02:08 AM GMT Unchanged Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Cerebras posted top line upside, and more material gross margin upside, in a strong first quarte ...