Shay Boloor(@StockSavvyShay):UBS sees 2027 as the inflection year for $CBRS with revenue growing ~4x to $3.3B before reaching ~$23B by 2030 with 46% operating margins. The interesting part is Cerebras’s on chip memory advantage becomes way more valuable as AI agents make dozens of model calls per task with CS-5 targeting 10K tokens per second per user in 2027. And with ~$25B in contracted backlog already equivalent to nearly half of projected revenue from 2027 through 2030, shares now trade below 20x 2028 earnings.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

342 フォロー中 463.5K ファン

Shay Boloor@StockSavvyShay

2026.10.12 18:59

UBS sees 2027 as the inflection year for $CBRS with revenue growing ~4x to $3.3B before reaching ~$23B by 2030 with 46% operating margins. The interesting part is Cerebras’s on chip memory advantage becomes way more valuable as AI agents make dozens of model calls per task with CS-5 targeting 10K tokens per second per user in 2027. And with ~$25B in contracted backlog already equivalent to nearly half of projected revenue from 2027 through 2030, shares now trade below 20x 2028 earnings.