CBRS
Cerebras Systems Inc.
There isn't enough reported data to score CBRS yet.
PLTR
Palantir Technologies Inc.
PLTR's fundamentals are strong and it looks cheap: trading at 120x earnings, about half its usual 252x. 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.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR'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.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR's PE is in its cheap range at 120x. If earnings grow as analysts expect, today's price would be 75x next year's earnings.
CBRS Forward outlook
There aren't enough analyst estimates for CBRS to show an outlook.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, 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.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR 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 PLTR 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.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR's revenue has grown year over year every quarter since late 2020: $2.3B last quarter, up 96% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR 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.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR generated $4.1B in free cash flow over the past year, up 126% from 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 | — |
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over CBRS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
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.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR 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).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
CBRS PE vs Technology Sector
CBRS has no meaningful PE right now: it lost money over the past year.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium 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 |
PLTR has stronger trend alignment. CBRS is above 0 of 2 weekly averages versus PLTR above 4 of 5.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR's trend is up, with a small recent dip: it's below only its 8-week average, and 106% 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.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over CBRS on returns for 2026, with the stronger performance.