Cerebras Q2 core revenue beats, lifts full-year guidance

Cerebras reported Q2 core revenue of $209.9M, above the $194M estimate, and raised its FY26 core revenue guidance to $880M-$890M. GAAP revenue was $180.1M, below estimates. Core gross margin improved to 41%. Hardware revenue missed, cloud revenue beat. RPOs stood at $25.4B. 15 clean stories shaped this window, with sentiment bullish at 64/100. Also in focus: Enersys Q1'27 earnings beat; revenue $935.6M, adj EPS $3.66, guidance above estimates.