Update shared on 10 Dec 2025
Narrative Update on Cellebrite DI
Analysts have modestly raised their price target on Cellebrite DI to approximately $24.71 per share, reflecting slightly higher long term revenue growth and profit margin expectations that more than offset a marginally higher assumed discount rate and a modestly lower future P/E multiple.
What's in the News
- Cellebrite DI issued revenue guidance for the fourth quarter of 2025, projecting between $123 million and $128 million, representing annual growth of 13% to 17% (company guidance).
- For full year 2025, the company expects total revenue of $470 million to $475 million, implying annual growth of 17% to 18% (company guidance).
- Cellebrite DI also guided for 2025 annual recurring revenue of $460 million to $475 million, indicating anticipated ARR growth of 16% to 20% (company guidance).
Valuation Changes
- Fair Value Estimate: Unchanged at approximately $24.71 per share.
- Discount Rate: Increased slightly from about 10.58% to roughly 10.69%.
- Revenue Growth: Increased modestly from around 16.19% to approximately 17.16% expected long term.
- Net Profit Margin: Edged up slightly from about 23.04% to roughly 23.08%.
- Future P/E: Decreased slightly from about 51.9x to roughly 50.7x.
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