Cerebras Systems (CBRS) vs Tower Semiconductor (TSEM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Cerebras Systems is the larger company by market cap ($39.89 billion vs $25.86 billion), about 1.5 times the size. On valuation, Tower Semiconductor trades at a lower forward P/E (34.1x vs 131.8x for Cerebras Systems).
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CBRS | TSEM |
|---|---|---|
| Share price | $167.92 | $228.75 |
| Market cap | $39.89B | $25.86B |
| 1-day change | -4.07% | -7.85% |
| YTD return | — | +94.81% |
| 1-year return | — | +208.45% |
| 5-year return | — | +657.20% |
| P/E ratio (TTM) | — | 90.42 |
| Forward P/E | 131.84 | 34.09 |
| EPS (TTM) | $-5.14 | $2.53 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | — | $1.57B |
| Revenue growth (YoY) | — | +9.05% |
| Net income (latest FY) | — | $220.47M |
| Gross margin | — | 23.23% |
| Operating margin | — | 12.40% |
| Net margin | — | 14.08% |
| 52-week high | $386.34 | $319.94 |
| 52-week low | $160.81 | $70.90 |
| Distance from 52-week high | -56.54% | -28.50% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +73.68% | +36.80% |
| Average volume | 6.95M | 1.88M |
| Shares outstanding | 112.25M | 113.03M |
| Employees | 708 | — |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
About Cerebras Systems
CBRS stock →Cerebras Systems Inc. operates as an artificial intelligence infrastructure company.
Technology · Semiconductors · 708 employees
About Tower Semiconductor
TSEM stock →Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, and integrated power management.
Technology · Semiconductors
CBRS vs TSEM FAQ
Which is bigger, Cerebras Systems or Tower Semiconductor?
Cerebras Systems (CBRS) is larger, with a market capitalization of $39.89B compared with $25.86B for Tower Semiconductor (TSEM).
Are Cerebras Systems and Tower Semiconductor in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.