CBRS
Cerebras Systems Inc.
There isn't enough reported data to score CBRS yet.
MU
Micron Technology, Inc.
MU's fundamentals are strong and it looks cheap: trading at 11x earnings, about half its usual 22x. Analysts expect strong earnings growth.
CBRS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Unavailable | |
| Strong |
CBRS's revenue and balance sheet are currently healthy, but its profitability is weak. There isn't enough data to rate its cash flow.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
CBRS PE Valuation
CBRS has no meaningful PE right now: it lost money over the past year.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
CBRS Forward outlook
There aren't enough analyst estimates for CBRS to show an outlook.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for MU, with profitability improving.
CBRS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$3.99 | -639% |
| Q2 2026 | -$3.42 | -$2.82 |
| Q1 2026 | $1.00 | +$3.19 |
| Q4 2025 | $1.11 | +$3.34 |
CBRS has swung to a loss: it lost $3.99 per share over the past year, after a profit the year before.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over CBRS on earnings quality, reporting a profit while its opponent remains loss making.
CBRS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $210.8M | +55% |
| Q2 2026 | $180.1M | +74% |
| Q1 2026 | $193.4M | +94% |
| Q4 2025 | $171.4M | +110% |
| Q3 2025 | $135.7M | +88% |
| Q2 2025 | $103.3M | +51% |
| Q1 2025 | $99.5M | +46% |
| Q2 2024 | $68.2M | +1474% |
CBRS has the edge over MU on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -106% | -87 points |
| Q2 2026 | -265% | -210 points |
| Q1 2026 | -7.8% | +21 points |
| Q4 2025 | -20% | +30 points |
| Q3 2025 | -20% | +7.3 points |
| Q2 2025 | -55% | -25 points |
| Q1 2025 | -29% | +2 points |
| Q4 2024 | -49% | +886 points |
CBRS's operating margin was −106% last quarter, down 87 points from the same quarter a year ago.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU's revenue has grown year over year for 12 quarters in a row: $54.2B last quarter, up 379% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over CBRS on profitability, with a higher operating margin.
CBRS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$476.7M | -$321M |
| Q1 2026 | -$119.6M | +$33.5M |
| Q2 2025 | -$155.8M | -204% |
| Q1 2025 | -$153.2M | -202% |
| Q2 2024 | $150M | +$185.3M |
| Q1 2024 | $150M | +$185.3M |
CBRS has burned cash in most quarters: −$1.6B over the past year, against $112M the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU generated $59B in free cash flow over the past year, more than ten times what it generated the year before.
CBRS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +58% | +87.9M shares |
| 1 year | +11% | +23.7M shares |
| 3 years | +11% | +23.7M shares |
CBRS has 239M diluted shares, up 11% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2025 | — |
| Q1 2025 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q2 2023 | — |
| Q1 2023 | — |
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has the edge over CBRS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
CBRS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -2.7x | Net Cash |
| Q4 2025 | -2.7x | Net Cash |
CBRS has more cash than debt.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has more cash than debt.
CBRS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 24.3 | Oversold |
| Stochastic | 6.7 | Oversold |
CBRS's weekly RSI is 24 (oversold) and its Stochastic is 7 (oversold).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
CBRS PE vs Technology Sector
CBRS has no meaningful PE right now: it lost money over the past year.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU is trading at 11x earnings, a 61% discount to the Technology sector's median of 28x.
CBRS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $134.0 | 27% below |
| 20 week MA | $174.2 | 44% below |
MU has stronger trend alignment. CBRS is above 0 of 2 weekly averages versus MU above 3 of 5.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% above its 200-week average.
CBRS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2026 YTD | $279.7 | $97.8 | -65% |
It's down 65% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over CBRS on returns for 2026, with the stronger performance.