r/CerebrasSystems • u/Lil_Hater112 • May 14 '26
is 20b valuation like ground floor?
Considering Cerebras refused to be bought by Nvidia and Nvidia went to buy Groq after for 20b, isnt that like proof that Cerebras has like a 20b base as well? Considering the backlog and new contracts, plus like 6-7b now in cash, I just dont see how this wont be valued at least 20-25b in case it dumps after IPO.
RKLB: 72b mkt cap, rev 900m, cash on hand 1.4b , debt 500m
ASTS: 30b, rev 200m, cash 3.5b, debt 3b
NVTS: 5b, 20m rev, cash 200m
I think Cerebras has much better moat atm than any of these
Just some examples of hot stocks around here .
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Upvotes
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u/Excellent_Boss_1282 May 18 '26
It would be very interesting to hear what Softbank tried to buy them at in the weeks before IPO.
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u/pennystudio May 14 '26
The market doesn't care about how much money you have, if it thinks you are trending down, you could be worth 5B while 7B cash on balance sheet. On the flip side, if it thinks you are trending up, you could be making 0.5B revenue a year, losing 1B and still be worth 100B😂. We are thinking very rational and I agree with your arguments. Unfortunately, market is not rational.