Cellebrite DI Gestione
Criteri Gestione verificati 2/4
Cellebrite DI Il CEO è Tom Hogan, nominato in Dec2024, e ha un mandato di 1.5 anni. la retribuzione annua totale è $ 10.80M, composta da 4.8% di stipendio e 95.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.28% delle azioni della società, per un valore di $ 8.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 4.8 anni.
Informazioni chiave
Tom Hogan
Amministratore delegato
US$10.8m
Compenso totale
| Percentuale dello stipendio del CEO | 4.82% |
| Mandato del CEO | 1.5yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 1.5yrs |
| Durata media del Consiglio di amministrazione | 4.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jun 12
Cellebrite: Stronger Fundamentals Support A Buy Rating
Summary Cellebrite remains a buy as fundamentals strengthen, with FedRAMP High achieved and federal demand reaccelerating. Q2 ARR guidance of $510–513M implies 22–23% growth, supporting a narrative of renewed momentum post-federal softness. Platform adoption advances, with Inseyets conversions near 60% and growth products now 14% of ARR, lengthening CLBT’s growth runway. AI-driven Genesis offers real but unmodeled optionality; valuation upside exists if execution and new product monetization deliver. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 04
CLBT: Federal AI And Cloud Adoption Will Support Premium P/E Potential
Analysts have nudged the fair value estimate for Cellebrite DI slightly lower from $21.67 to $21.00, tying this adjustment to modestly revised assumptions for revenue growth, profit margins, and future P/E multiples, following recent research that highlights both multiple compression and a large, growing addressable market. Analyst Commentary Recent research highlights a mix of optimism and caution on Cellebrite DI, with views anchored in the size of the opportunity, the pace of recurring revenue growth, and the impact of multiple compression on valuation.
Aggiornamento della narrazione • May 19
CLBT: Multiple Compression And Cloud Wins Will Shape Medium Term Earnings Power
Cellebrite DI’s analyst price target has been revised from $23 to $15, as analysts factor in multiple compression alongside updated assumptions for the discount rate, revenue growth, profit margin, and forward P/E. Analyst Commentary Bearish analysts have trimmed price targets on Cellebrite DI, highlighting concerns that the stock’s prior valuation left limited room for error even as quarterly results compared well with consensus expectations.Aggiornamento della narrazione • Apr 22
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.Aggiornamento della narrazione • Apr 07
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.Aggiornamento della narrazione • Mar 24
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.Aggiornamento della narrazione • Mar 09
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.Aggiornamento della narrazione • Feb 23
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.Aggiornamento della narrazione • Feb 08
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).Aggiornamento della narrazione • Jan 25
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).Articolo di analisi • Jan 13
Cellebrite DI Ltd.'s (NASDAQ:CLBT) Shareholders Might Be Looking For Exit
With a price-to-sales (or "P/S") ratio of 9.7x Cellebrite DI Ltd. ( NASDAQ:CLBT ) may be sending very bearish signals...Aggiornamento della narrazione • Jan 10
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.Aggiornamento della narrazione • Dec 24
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).Aggiornamento della narrazione • Dec 10
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).Aggiornamento della narrazione • Nov 26
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.Aggiornamento della narrazione • Sep 23
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.Articolo di analisi • Sep 09
What Cellebrite DI Ltd.'s (NASDAQ:CLBT) 26% Share Price Gain Is Not Telling You
Cellebrite DI Ltd. ( NASDAQ:CLBT ) shareholders would be excited to see that the share price has had a great month...Articolo di analisi • Aug 18
Earnings Beat: Cellebrite DI Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
NasdaqGS:CLBT 1 Year Share Price vs Fair Value Explore Cellebrite DI's Fair Values from the Community and select yours...Aggiornamento della narrazione • Aug 15
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.
Nuova narrazione • Apr 26
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.Seeking Alpha • Apr 24
Cellebrite DI: A Compounder But Not Yet Priced For Conviction Buy
Summary Cellebrite DI Ltd. is a high-quality, capital-light business with mission-critical software, strong fundamentals, and a sticky customer base. Despite robust growth prospects, the current base case valuation implies a flat IRR, below my preferred 15% hurdle, leading me to rate the stock as a Hold. It faces risks from regulatory and reputational sensitivity, evolving smartphone encryption, reliance on public sector budgets, rising niche competition, and the potential for valuation compression if growth or margins disappoint. Read the full article on Seeking AlphaArticolo di analisi • Feb 16
Cellebrite DI Ltd. (NASDAQ:CLBT) Analysts Are Pretty Bullish On The Stock After Recent Results
It's been a sad week for Cellebrite DI Ltd. ( NASDAQ:CLBT ), who've watched their investment drop 19% to US$20.50 in...Seeking Alpha • Feb 04
Cellebrite DI: Attractive Company In Connection With AI And Digital Investigation
Summary Cellebrite DI is a top digital forensics play with high barriers to entry, double-digit growth, positive FCF, and a strong balance sheet. The company serves major police forces and Fortune 100 companies, with significant room for growth and high switching costs due to security clearances and data. Cellebrite's competitive edge includes user-friendly digital investigation tools, advanced phone encryption cracking, and AI capabilities, making it essential for law enforcement. Despite risks like share dilution and new management, Cellebrite's fair valuation and potential for exceeding market expectations make it an attractive long-term investment. Read the full article on Seeking AlphaArticolo di analisi • Jan 10
A Look At The Intrinsic Value Of Cellebrite DI Ltd. (NASDAQ:CLBT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Cellebrite DI fair value estimate is US$19.55 Cellebrite DI's...Seeking Alpha • Nov 08
Cellebrite: There Are Potential Risks That Could Damper Growth
Summary I maintain a neutral rating on Cellebrite due to its premium valuation and risks from the CEO transition and potential federal budget cuts. Despite solid growth, including a 27% revenue increase and expanding margins, uncertainties around leadership and federal funding impact my outlook. Strong adoption of Inseyets, Guardian, and Pathfinder products, with notable ARR growth, suggests a long growth runway ahead. FedRAMP certification remains a future growth catalyst, but clarity on current risks is needed before turning bullish on CLBT. Read the full article on Seeking AlphaArticolo di analisi • Oct 30
Is There Now An Opportunity In Cellebrite DI Ltd. (NASDAQ:CLBT)?
Cellebrite DI Ltd. ( NASDAQ:CLBT ), might not be a large cap stock, but it saw a significant share price rise of 49% in...Articolo di analisi • Sep 10
There Could Be A Chance Cellebrite DI Ltd.'s (NASDAQ:CLBT) CEO Will Have Their Compensation Increased
Key Insights Cellebrite DI's Annual General Meeting to take place on 17th of September Total pay for CEO Yossi Carmil...Seeking Alpha • Aug 27
Cellebrite: Rating Downgrade As Valuation Has Caught Up
Summary Cellebrite's 2Q24 results exceeded expectations with solid revenue growth and profit metrics. Progress in key metrics and initiatives indicate potential for >20% growth in the future. CLBT's Valuation has caught up, making the upside less attractive despite a positive fundamental outlook. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$71m |
| Dec 31 2025 | US$11m | US$520k | US$78m |
| Sep 30 2025 | n/a | n/a | US$76m |
| Jun 30 2025 | n/a | n/a | -US$151m |
| Mar 31 2025 | n/a | n/a | -US$194m |
| Dec 31 2024 | US$4m | US$150k | -US$283m |
Compensazione vs Mercato: La retribuzione totale di Tom ($USD 10.80M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.92M ).
Compensazione vs guadagni: La retribuzione di Tom è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Tom Hogan (67 yo)
1.5yrs
Mandato
US$10,798,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.5yrs | US$10.80m | 0.28% $ 8.9m | |
| Chief Financial Officer | less than a year | US$1.89m | 0.15% $ 4.8m | |
| Global Chief Revenue Officer | 2.6yrs | US$2.38m | 0.042% $ 1.3m | |
| Chief Technology Officer | less than a year | Nessun dato | 0.24% $ 7.8m | |
| Chief Information Officer | 1.8yrs | Nessun dato | 0.033% $ 1.1m | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel & Chief Compliance Officer | less than a year | Nessun dato | 0.038% $ 1.2m | |
| Chief Marketing Officer | 2.3yrs | Nessun dato | 0.00017% $ 5.4k | |
| Chief People Officer | 3.4yrs | Nessun dato | 0.052% $ 1.7m | |
| President of Products & Technology | less than a year | Nessun dato | Nessun dato |
1.5yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di CLBT non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 2.8yrs | US$10.80m | 0.28% $ 8.9m | |
| Lead Independent Director | 1.4yrs | Nessun dato | 0.0071% $ 228.4k | |
| Independent External Director | 4.8yrs | Nessun dato | 0.011% $ 358.0k | |
| Independent Chairman | 4.8yrs | Nessun dato | 0.33% $ 10.4m | |
| Independent Director | 1.8yrs | Nessun dato | 0.0084% $ 269.0k | |
| Independent Director | 3.1yrs | Nessun dato | 0.014% $ 455.9k | |
| Independent External Director | 4.8yrs | Nessun dato | 0.014% $ 455.9k | |
| Independent Director | 6.2yrs | Nessun dato | 0.024% $ 779.6k | |
| Independent Director | 6.2yrs | Nessun dato | 0.016% $ 523.0k | |
| Advisory Board Member | no data | Nessun dato | Nessun dato |
4.8yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CLBT sono considerati esperti (durata media dell'incarico 4.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/17 09:03 |
| Prezzo dell'azione a fine giornata | 2026/06/16 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cellebrite DI Ltd. è coperta da 10 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tyler Radke | Citigroup Inc |
| Jeffrey Van Rhee | Craig-Hallum Capital Group LLC |
| Rudy Kessinger | D.A. Davidson & Co. |