Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast in August. Cerebras still reports a loss. Anyone buying the shares today is paying for growth still to come. So how much of that growth has Cerebras already signed? Cerebras Has Already Signed $25.4 Billion Of Work Cerebras had $25.4 billion of remaining performance obligations at June 30, 2026. That is work customers have signed for, but Cerebras has not yet delivered. The forecast management raised in August is for core revenue of $880 million to $890 million for all of 2026. Core revenue in the second quarter of 2026 was $209.
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