For the quarter ended September 2026, Cerebras (CBRS Quick QuoteCBRS - Free Report) reported revenue of $230.87 million, representing no change compared to the same period last year. EPS came in at $0.13, compared to $0 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $215.82 million, representing a surprise of +6.98%. The company delivered an EPS surprise of +200%, with the consensus EPS estimate being -$0.13.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Cerebras performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Hardware: $68.88 million compared to the $66.95 million average estimate based on two analysts.
• Revenue- Cloud and other services: $141.93 million versus $148.87 million estimated by two analysts on average.
• Core gross profit- Cloud and Other Services: $67.9 million versus $59.84 million estimated by two analysts on average.
• Core gross profit- Hardware: $26.67 million versus the two-analyst average estimate of $25.73 million.

View all Key Company Metrics for Cerebras here>>>

Shares of Cerebras have returned -28.6% over the past month versus the Zacks S&P 500 composite's -2.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.