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Cellebrite Di Ltd. (CLBT)
NASDAQ:CLBT
US Market
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Cellebrite DI (CLBT) Price & Analysis

559 Followers

CLBT Stock Chart & Stats

$13.18
-$0.01(-0.05%)
At close: 4:00 PM EST
$13.18
-$0.01(-0.05%)

Bulls Say, Bears Say

Bulls Say
High Margins And Strong Free Cash FlowCellebrite’s very high gross margin and sizable trailing‑twelve‑month free cash flow support durable profitability and internal reinvestment. Strong cash conversion (~0.92 FCF to earnings) and operating cash buffer provide flexibility for R&D, product launches, and disciplined M&A without stressing the balance sheet.
Recurring Revenue Model With ARR MomentumA subscription/ARR business model increases revenue predictability and expandability via renewals and upsells. Recent ARR growth and explicit ARR guidance indicate healthy subscription momentum, which supports multi‑year revenue visibility and higher lifetime customer value versus one‑time sales.
Product Expansion: AI Traction And Large Investigative AI TAMEarly adoption of agentic AI (Genesis) and GA of Guardian Investigate target a sizable $12.5B TAM, creating a structural growth runway. If the company converts adoption into monetized ARR, these platform extensions can sustainably expand average revenue per customer and create differentiated competitive positioning.
Bears Say
Recent Slowdown In Reported Revenue GrowthA marked deceleration in trailing revenue growth signals potential saturation, timing issues, or mix shifts that could hinder multi‑period topline expansion. Sustained recovery depends on converting new products and regions into recurring revenue, so this trend raises medium‑term execution demands on sales and product teams.
Execution Risk Converting AI/product Adoption Into RevenueWhile product adoption is encouraging, monetization and scalable deployment are uncertain. Failure to price, package, or integrate AI offerings at scale could stall ARR expansion, compress margins, and delay ROI on development and go‑to‑market investments, making near‑term traction fragile.
Near‑term Leadership Transition In Product/technologyA senior product leadership change during major product launches raises change‑management risk. Even with an internal successor, transitions can slow decision making, disrupt product roadmaps, or weaken execution cadence at a critical time for AI rollout and platform integrations, impacting medium‑term delivery.

Cellebrite DI News

CLBT FAQ

What was Cellebrite Di Ltd.’s price range in the past 12 months?
Cellebrite Di Ltd. lowest stock price was $11.02 and its highest was $19.98 in the past 12 months.
    What is Cellebrite Di Ltd.’s market cap?
    Cellebrite Di Ltd.’s market cap is $4.12B.
      When is Cellebrite Di Ltd.’s upcoming earnings report date?
      Cellebrite Di Ltd.’s upcoming earnings report date is Aug 12, 2026 which is in 32 days.
        How were Cellebrite Di Ltd.’s earnings last quarter?
        Cellebrite Di Ltd. released its earnings results on May 14, 2026. The company reported $0.04 earnings per share for the quarter, missing the consensus estimate of $0.054 by -$0.014.
          Is Cellebrite Di Ltd. overvalued?
          According to Wall Street analysts Cellebrite Di Ltd.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cellebrite Di Ltd. pay dividends?
            Cellebrite Di Ltd. does not currently pay dividends.
            What is Cellebrite Di Ltd.’s EPS estimate?
            Cellebrite Di Ltd.’s EPS estimate is 0.06.
              How many shares outstanding does Cellebrite Di Ltd. have?
              Cellebrite Di Ltd. has 249,439,820 shares outstanding.
                What happened to Cellebrite Di Ltd.’s price movement after its last earnings report?
                Cellebrite Di Ltd. reported an EPS of $0.04 in its last earnings report, missing expectations of $0.054. Following the earnings report the stock price went up 8.43%.
                  Which hedge fund is a major shareholder of Cellebrite Di Ltd.?
                  Currently, no hedge funds are holding shares in CLBT
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Cellebrite Di Ltd.

                    Cellebrite DI Ltd. delivers specialized digital intelligence solutions crafted for legally authorized investigations. Their comprehensive DI platform enables users to efficiently gather, scrutinize, interpret, and oversee digital information throughout the investigative process. These essential tools are utilized in a wide array of scenarios, including cases involving child exploitation, homicides, counter-terrorism operations, border control, sexual offenses, human trafficking, corporate security incidents, intellectual property theft, and civil litigation. A key offering, the Universal Forensic Extraction Device (UFED), is engineered to surmount significant hurdles in accessing digital evidence, such as intricate device locks, encryption barriers, deleted data, and obscure content that might otherwise conceal crucial information. The company also provides Seeker, designed for analyzing video footage; OSINT Analyze, a real-time deep-dive tool for examining open-source information across the surface, deep, and dark web; and Crypto Tracer, which deciphers blockchain transactions alongside related data from numerous sources to identify and categorize digital wallets and activities. Cellebrite's clientele includes federal, state, and local government bodies, as well as various enterprise companies and service providers. Established in 1999 and headquartered in Petah Tikva, Israel, the firm operates internationally with a footprint in countries such as the United States, Germany, Singapore, Australia, Brazil, the United Kingdom, France, Canada, Japan, and India. Additionally, Cellebrite Mobile Synchronization Ltd. functions as a subsidiary of Sun Corporation.

                    Cellebrite DI (CLBT) Earnings & Revenues

                    CLBT Company Deck

                    CLBT Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call featured multiple strong financial and strategic highlights: ARR growth of 21% to $493M, revenue +19% to $128.3M, adjusted EBITDA +29% and robust free cash flow. Management delivered major product milestones (Genesis AI, Guardian Investigate), FedRAMP High authorization, improving regional momentum (U.S. Fed pipeline +35%, EMEA growth at 25%), and optimistic Q2 guidance that implies meaningful sequential acceleration. Lowlights were primarily execution and timing risks (seasonal Q1 softness, deal push-outs, acquisition-related costs), a modest near-term net-new ARR cadence, FX headwinds (~2 points) and the need to convert strong early AI adoption into paying customers. Overall the positives—especially the combination of strong financials, rapid AI adoption, large estimated AI TAM and strategic certifications—outweigh the transitory negatives, though execution will be important to sustain the opportunity.View all CLBT earnings summaries

                    CLBT Stock 12 Month Forecast

                    Average Price Target

                    $19.75
                    ▲(49.85% Upside)
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18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":17.14,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":18.03,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n    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                    Ownership Overview

                    0.77%7.77%0.03%89.54%
                    0.03% Other Institutional Investors
                    89.54% Public Companies and
                    Individual Investors
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