Cerebras Systems Inc. (CBRS) vs Super Micro Computer, Inc. (SMCI)
Side-by-side comparison from SEC filings: latest annual financials, insider activity and institutional ownership.
| Metric | CBRS | SMCI |
|---|---|---|
| Sector | Information Technology | Information Technology |
| Latest fiscal year | — | FY2026 |
| Revenue | — | $39.06B |
| Revenue growth (YoY) | — | ▲ 77.8% |
| Net income | — | $2.23B |
| Gross margin | — | 10.8% |
| Diluted EPS | — | $3.26 |
| Insider net (6 mo) | −4.8M sh • 14 sells • 0 buys | −1.2M sh • 6 sells • 0 buys |
| Institutional owners | 41 | 40 |
| Institutional value held | $13.34B | $12.35B |
| Next earnings (est.) | Around Dec 23, 2026 | Around Oct 22, 2026 |
Figures from each company's SEC filings (latest reported fiscal year; fiscal calendars may differ). Next-earnings dates are estimates from historical filing patterns.
About Cerebras Systems Inc. (CBRS)
Cerebras is an AI infrastructure company that has built the Wafer-Scale Engine (WSE), the world's first and only commercialized wafer-scale processor, which is dramatically larger and more powerful in memory bandwidth than competing GPU chips, enabling AI… Read more →
About Super Micro Computer, Inc. (SMCI)
Super Micro Computer, Inc. (SMCI) is a Silicon Valley-based provider of accelerated compute platforms, offering application-optimized, high-performance and high-efficiency server and storage systems for markets including enterprise data centers, cloud… Read more →
Source: SEC EDGAR.