Cellebrite DI (NASDAQ:CLBT) Posts Earnings Results, Meets Estimates

Cellebrite DI (NASDAQ:CLBT) released its earnings results on Wednesday. The company reported $0.14 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.14, Briefing.com reports. The firm had revenue of $128.82 million for the quarter, compared to analyst estimates of $126.07 million. Cellebrite DI had a net margin of 16.47% and a return on equity of 21.41%. The business’s quarterly revenue was up 28.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.10 earnings per share.

Here are the key takeaways from Cellebrite DI’s conference call:

• Strong 2025 financials — ARR grew 21% to $481M (17% ex‑Corellium), full‑year revenue +19%, Adjusted EBITDA expanded and free cash flow totaled $160M (34% margin).
• SaaS and cloud momentum — SaaS/cloud ARR grew >50% and now represents 22% of total ARR; Guardian sustained 100%+ YoY growth for its sixth straight quarter, boosting recurring, higher‑margin revenue.
• M&A to broaden TAM — Closed Corellium (Dec 1) and agreed to buy SCG Canada (drone forensics) to add ARM virtualization and drone capabilities; management expects long‑term accretion but Corellium adds near‑term costs and regulatory/clearance work remains.
• 2026 guidance and tighter outlook — Management set narrower targets calling for 18–19% ARR growth (to $567–573M), revenue +19–20% and Adjusted EBITDA margin ~26–27%, while targeting FCF margins >30%.
• Federal market catalysts — Company expects the U.S. federal unit to reaccelerate on pent‑up demand, increased funding and an anticipated FedRAMP Level 4 ATO that will enable Guardian/cloud adoption in federal accounts.

Cellebrite DI Price Performance

NASDAQ CLBT opened at $13.70 on Friday. The company has a fifty day moving average of $17.12 and a two-hundred day moving average of $16.98. The company has a market capitalization of $3.28 billion, a PE ratio of 44.19, a P/E/G ratio of 1.99 and a beta of 1.28. Cellebrite DI has a 1 year low of $13.10 and a 1 year high of $25.03.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. Invesco Ltd. lifted its stake in Cellebrite DI by 58.6% in the third quarter. Invesco Ltd. now owns 5,560,196 shares of the company’s stock valued at $103,030,000 after buying an additional 2,054,644 shares during the last quarter. Cooper Creek Partners Management LLC acquired a new position in shares of Cellebrite DI in the 3rd quarter valued at $55,999,000. Nine Ten Capital Management LLC raised its position in Cellebrite DI by 16.9% in the 3rd quarter. Nine Ten Capital Management LLC now owns 2,479,727 shares of the company’s stock valued at $45,949,000 after purchasing an additional 358,193 shares during the last quarter. Nuveen LLC raised its position in Cellebrite DI by 6.0% in the 4th quarter. Nuveen LLC now owns 2,279,640 shares of the company’s stock valued at $41,102,000 after purchasing an additional 130,013 shares during the last quarter. Finally, Ashford Capital Management Inc. boosted its stake in Cellebrite DI by 34.3% during the 3rd quarter. Ashford Capital Management Inc. now owns 1,700,285 shares of the company’s stock worth $31,506,000 after purchasing an additional 434,615 shares during the period. Hedge funds and other institutional investors own 45.88% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of Cellebrite DI in a research report on Monday, December 29th. Lake Street Capital boosted their target price on shares of Cellebrite DI from $22.00 to $23.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. JPMorgan Chase & Co. raised their price target on Cellebrite DI from $23.00 to $24.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Bank of America lifted their price target on Cellebrite DI from $24.00 to $25.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Finally, Wall Street Zen downgraded Cellebrite DI from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Four analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $22.50.

Cellebrite DI Company Profile

Cellebrite DI is a global provider of digital intelligence and forensics solutions that enable law enforcement agencies, government bodies and enterprises to extract, analyze and act on data from mobile devices, cloud services and digital sources. The company’s technology is designed to accelerate investigations, support evidence-based decision-making and enhance security operations by delivering actionable intelligence in a secure, scalable platform.

The company’s flagship offerings include the Universal Forensic Extraction Device (UFED) series for data acquisition and decoding, Physical Analyzer for advanced data parsing and visualization, and Pathfinder for case-driven investigation workflows.