Update shared on15 Aug 2025
Cellebrite DI’s consensus price target held steady at $23.00 as analysts factor in near-term headwinds from delayed federal spending and efficiency impacts, yet remain positive about long-term growth driven by healthy demand and anticipated federal certifications.
Analyst Commentary
- Lowered Q2 results and second half guidance due to ongoing efficiency impacts and customer budget pauses.
- Federal agency clients delayed spending, but demand for identity and data security remains healthy in priority sectors.
- Anticipated achievement of FedRAMP High ATO status by early 2026 expected to unlock further cloud-related Federal growth.
- Industry-wide shift in target price methodologies, with new 2026-based valuations influencing current price expectations.
- Bullish analysts maintain positive ratings based on long-term prospects, despite near-term headwinds.
What's in the News
- Cellebrite provided Q3 2025 revenue guidance of $121–$126 million and ARR of $435–$445 million; full-year 2025 revenue guidance is $465–$475 million with ARR of $460–$475 million.
- Thomas E. Hogan has been appointed CEO after serving as interim CEO; he brings over 40 years of technology and software leadership experience.
- David Barter has been named CFO, succeeding Dana Gerner; Barter brings extensive public company finance experience, notably as CFO at New Relic, C3.ai, and Model N.
- Cellebrite expanded its partnership with the National Center for Missing and Exploited Children, integrating the NCMEC CyberTipline hash value list into its forensic software to aid in faster identification of CSAM and bolster child protection efforts globally.
Valuation Changes
Summary of Valuation Changes for Cellebrite DI
- The Consensus Analyst Price Target remained effectively unchanged, at $23.00.
- The Future P/E for Cellebrite DI remained effectively unchanged, moving only marginally from 71.68x to 71.93x.
- The Discount Rate for Cellebrite DI remained effectively unchanged, at 10.73%.
Disclaimer
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