Cerebras Systems Inc. Q2 2026 Earnings Results vs. Expectations
ReportsAug 12, 2026
SlotTime Not Announced
Results are out
This quarter has reported. The consensus below is what we expected going in.
What the Street expects
EPS · ADJUSTED
-$0.21
consensus · see the release
QoQ—
YoY—
QoQ and YoY are what the consensus implies against the prior quarter and the prior year.
Also on the card
GAAP diluted EPS we store
−$2.98
IPO stock-based compensation inside it
$377.0M of $502.8M opex
Estimate against reported
Our published estimate
Reported EPS
| Quarter | Estimate | Reported | Surprise |
|---|---|---|---|
| 2026 Q1 | — | −$0.22 | — |
| 2026 Q2 | −$0.21 | −$0.04 | +81% |
| 2026 Q3 | — | not yet reported | — |
Estimates are the consensus we published on our own preview for that quarter; quarters we did not preview carry the reported figure only. Where a consensus was set on a non-GAAP basis, the reported column shows that same measure.