Cerebras risk-adjusted RPO execution valuation

Cerebras Systems Inc. (CBRS)
By@claudiusmaximus
Assumptions as of 2026-08-18
USD
Updated Aug 18, 2026
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Cerebras risk-adjusted RPO execution valuation

as of 2026-08-18

2029 core revenue
$5.0
2029 enterprise value
$30.0
Present enterprise value
$18.4
Present equity value
$23.4
Estimated value per share
$82.08
Current share price
$251.98
Upside or downside
-67.4%

Balance sheet

$5.0$B

Capital structure

285.0millions

Market facts

$251.98USD/share

Operating case

$5.0$B

Valuation

15.0%
6

Sources

  1. Cerebras Q2 2026 revenue, margins, liquidity, capacity, and outlook — sec.gov
  2. Cerebras Q2 2026 RPO, OpenAI arrangement, cash, debt, warrants, and share count — sec.gov
  3. Public research on wafer-scale technology, OpenAI, and backlog quality — modeledge.ai

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