Cellebrite DI Ltd.

Informe acción NasdaqGS:CLBT

Capitalización de mercado: US$3.2b

Cellebrite DI Dirección

Dirección controles de criterios 2/4

El CEO de Cellebrite DI es Tom Hogan , nombrado en Dec 2024, tiene una permanencia de 1.42 años. compensación anual total es $10.80M, compuesta por 4.8% salario y 95.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.28% de las acciones de la empresa, por valor de $9.02M. La antigüedad media del equipo directivo y de la junta directiva es de 1.4 años y 4.8 años, respectivamente.

Información clave

Tom Hogan

Chief Executive Officer (CEO)

US$10.8m

Compensación total

Porcentaje del salario del CEO4.82%
Permanencia del CEO1.4yrs
Participación del CEO0.3%
Permanencia media de la dirección1.4yrs
Promedio de permanencia en la Junta Directiva4.8yrs

Actualizaciones recientes de la dirección

Recent updates

CLBT: Updated Risk Profile And 2026 Guidance Will Support Premium P/E Potential

Analysts have trimmed their price targets on Cellebrite DI by $2. This reflects updated views on the stock's risk profile and valuation assumptions, while core growth and margin expectations remain largely unchanged.

CLBT: Updated Modeling And 2026 Guidance Will Support Premium P/E Potential

Cellebrite DI's analyst price targets have been trimmed by $2, with analysts linking the adjustment to updated assumptions around the discount rate, long term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Analysts trimming their price targets by $2 are tying the move to refreshed views on discount rates, long term revenue growth, profit margins, and future P/E assumptions, rather than a single company specific event.

Cellebrite: A Rare SaaS Play Where AI Is A Tailwind, Not A Threat

Apr 06

CLBT: Refined Modeling And 2026 Guidance Will Support Premium P/E Potential

Analysts trimmed their price targets for Cellebrite DI by $2 to $21.67, citing updated assumptions on discount rate, long term revenue growth, profit margin and future P/E. These changes keep fair value broadly unchanged while slightly adjusting the risk and return profile.

CLBT: 2026 Revenue Guidance Will Support Earnings Power Despite P/E Recalibration

Analysts have trimmed their price targets on Cellebrite DI by $2, reflecting updated views on the stock's future P/E multiple and risk profile, while keeping key growth and profitability assumptions largely unchanged. Analyst Commentary Recent research updates suggest that analysts are adjusting their views on Cellebrite DI more around valuation mechanics than around its underlying business assumptions.

CLBT: Sustained Margins And 2026 Guidance Will Support Earnings Power

Analysts have adjusted their average price target on Cellebrite DI to about $21.67, down from the previous $24.71 level. The revised target reflects updated views on fair value, profit margins and future P/E assumptions following recent research updates from multiple firms.

CLBT: Higher Profitability Assumptions Will Support Stronger Medium Term Earnings Power

Analysts have raised their price target on Cellebrite DI from US$18.00 to US$23.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the key drivers of the change. What's in the News Cellebrite DI issued earnings guidance for the fourth quarter of 2025, with expected revenue between US$123 million and US$128 million and annual growth guidance of 13% to 17% (company guidance).

CLBT: Sustained Margins And 2025 ARR Guidance Will Support Earnings Power

Analysts have maintained their price target on Cellebrite DI at US$24.71, with only minor tweaks to inputs such as the discount rate and forward P/E, reflecting stable expectations around revenue growth and profit margin assumptions. What's in the News Cellebrite DI issued earnings guidance for the fourth quarter of 2025, targeting revenue of US$123 million to US$128 million, with annual growth of 13% to 17% (company guidance).

Cellebrite DI Ltd.'s (NASDAQ:CLBT) Shareholders Might Be Looking For Exit

Jan 13
Cellebrite DI Ltd.'s (NASDAQ:CLBT) Shareholders Might Be Looking For Exit

CLBT: Sustained Margin Strength Will Support Future Earnings Power

Analysts have maintained their fair value estimate for Cellebrite DI at US$24.71, making only minor adjustments to inputs such as the discount rate and long term P/E assumptions. This reflects a view that recent information does not materially alter their price outlook.

CLBT: Expanding Margins Will Support Stronger Earnings Power Ahead

Narrative Update on Cellebrite DI Analysts have modestly raised their price target on Cellebrite DI to approximately $24.71 per share, citing incremental improvements in the company’s discount rate assumptions and sustained expectations for high revenue growth and robust profit margins. What's in the News Cellebrite DI issued fourth quarter 2025 revenue guidance of $123 million to $128 million, implying year over year growth of 13% to 17% (company guidance).

CLBT: Expanding Margins Will Support Stronger Earnings Power Ahead

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).

CLBT: Profit Margins Will Drive Improved Earnings Outlook Into Next Year

Analysts have raised their price target for Cellebrite DI from $23.14 to $24.71. This change reflects increased confidence in the company’s stronger profit margins and revenue growth outlook.

Cloud SaaS Solutions Will Drive Digital Forensics Adoption

Cellebrite DI’s consensus price target was modestly raised to $23.14 as analysts anticipate near-term revenue softness due to U.S. federal budget constraints and delayed deal timing, while seeing future upside from eventual deal catch-up and FedRAMP progress. Analyst Commentary Slower-moving Q1 deals in Europe were completed in Q2, but persistent softness in U.S. federal deals is expected to continue until at least October, impacting near-term revenue.

What Cellebrite DI Ltd.'s (NASDAQ:CLBT) 26% Share Price Gain Is Not Telling You

Sep 09
What Cellebrite DI Ltd.'s (NASDAQ:CLBT) 26% Share Price Gain Is Not Telling You

Earnings Beat: Cellebrite DI Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 18
Earnings Beat: Cellebrite DI Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Cloud SaaS Solutions Will Drive Digital Forensics Adoption

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.
User avatar

Cloud-Ready AI And Inseyets Migration Will Expand Digital Capabilities

Shift to cloud-based AI platforms and expansion in digital investigations are set to boost revenue through subscription services and high-margin solutions.

Cellebrite DI: A Compounder But Not Yet Priced For Conviction Buy

Apr 24

Cellebrite DI Ltd. (NASDAQ:CLBT) Analysts Are Pretty Bullish On The Stock After Recent Results

Feb 16
Cellebrite DI Ltd. (NASDAQ:CLBT) Analysts Are Pretty Bullish On The Stock After Recent Results

Cellebrite DI: Attractive Company In Connection With AI And Digital Investigation

Feb 04

A Look At The Intrinsic Value Of Cellebrite DI Ltd. (NASDAQ:CLBT)

Jan 10
A Look At The Intrinsic Value Of Cellebrite DI Ltd. (NASDAQ:CLBT)

Cellebrite: There Are Potential Risks That Could Damper Growth

Nov 08

Is There Now An Opportunity In Cellebrite DI Ltd. (NASDAQ:CLBT)?

Oct 30
Is There Now An Opportunity In Cellebrite DI Ltd. (NASDAQ:CLBT)?

There Could Be A Chance Cellebrite DI Ltd.'s (NASDAQ:CLBT) CEO Will Have Their Compensation Increased

Sep 10
There Could Be A Chance Cellebrite DI Ltd.'s (NASDAQ:CLBT) CEO Will Have Their Compensation Increased

Cellebrite: Rating Downgrade As Valuation Has Caught Up

Aug 27

Cellebrite DI Ltd.'s (NASDAQ:CLBT) 29% Share Price Surge Not Quite Adding Up

Aug 17
Cellebrite DI Ltd.'s (NASDAQ:CLBT) 29% Share Price Surge Not Quite Adding Up

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Tom Hogan en comparación con los beneficios de Cellebrite DI?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$11mUS$520k

US$78m

Sep 30 2025n/an/a

US$76m

Jun 30 2025n/an/a

-US$151m

Mar 31 2025n/an/a

-US$194m

Dec 31 2024US$4mUS$150k

-US$283m

Compensación vs. Mercado: La compensación total de Tom($USD10.80M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.11M).

Compensación vs. Ingresos: La compensación de Tom ha sido consistente con los resultados de la empresa en el último año.


CEO

Tom Hogan (66 yo)

1.4yrs
Permanencia
US$10,798,000
Compensación

Mr. Thomas E. Hogan, also known as Tom, has been Director of Cellebrite DI Ltd. since August 2023 and had been Executive Chairman since August 2023 until January 1, 2025 and serves as its Chief Executive O...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Hogan
CEO & Director1.4yrsUS$10.80m0.28%
$ 9.0m
David Barter
Chief Financial Officerless than a yearUS$1.89m0.15%
$ 4.9m
Ronnen Armon
Chief Products & Technologies Officerless than a yearUS$1.47m0.11%
$ 3.6m
Marcus Jewell
Global Chief Revenue Officer2.5yrsUS$2.38m0.18%
$ 5.9m
Christopher Wade
Chief Technology Officerless than a yearsin datos0.24%
$ 7.9m
Sigalit Shavit
Chief Information Officer1.8yrssin datos0.033%
$ 1.1m
Andrew Kramer
Vice President of Investor Relationsno datasin datossin datos
Holly Windham
General Counsel & Chief Compliance Officerless than a yearsin datos0.038%
$ 1.2m
David Gee
Chief Marketing Officer2.2yrssin datos0.059%
$ 1.9m
Zohar Tadmor-Eilat
Chief People Officer3.3yrssin datos0.052%
$ 1.7m
1.4yrs
Permanencia media
57yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CLBT no se considera experimentado ( 1.4 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Hogan
CEO & Director2.8yrsUS$10.80m0.28%
$ 9.0m
Michael Capellas
Lead Independent Director1.3yrssin datos0.0071%
$ 231.5k
Dafna Gruber
Independent External Director4.8yrssin datos0.011%
$ 362.9k
Adam Clammer
Independent Chairman4.8yrssin datos0.33%
$ 10.5m
Troy Richardson
Independent Director1.8yrssin datos0.0084%
$ 272.7k
Brandon Van Buren
Independent Director3yrssin datos0.014%
$ 462.1k
Nadine Baudot-Trajtenberg
Independent External Director4.8yrssin datos0.014%
$ 462.1k
Yonatan Domnitz
Independent Director6.1yrssin datos0.024%
$ 790.3k
Ryusuke Utsumi
Independent Director6.1yrssin datos0.016%
$ 530.2k
Koby Huberman
Advisory Board Memberno datasin datossin datos
4.8yrs
Permanencia media
60yo
Promedio de edad

Junta con experiencia: La junta directiva de CLBT se considera experimentada (4.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 06:39
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cellebrite DI Ltd. está cubierta por 9 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tyler RadkeCitigroup Inc
Jeffrey Van RheeCraig-Hallum Capital Group LLC
Bhavin ShahDeutsche Bank