Cellebrite DI（CLBT）株式概要
Cellebrite DI Ltd.は、ヨーロッパ、中東、アフリカ、アメリカ大陸、アジア太平洋地域で法的に認可された調査のためのソフトウェアとサービスを開発しています。 詳細
CLBT Community Fair Values
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Analyst Price Targets
Cellebrite DI Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$12.84 |
| 52週高値 | US$19.98 |
| 52週安値 | US$11.02 |
| ベータ | 1.17 |
| 1ヶ月の変化 | 6.12% |
| 3ヶ月変化 | -11.08% |
| 1年変化 | -18.63% |
| 3年間の変化 | 99.69% |
| 5年間の変化 | 29.18% |
| IPOからの変化 | n/a |
最新ニュース
Seeking Alpha • 9h
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
ナラティブの更新 • 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.Recent updates
Seeking Alpha • 9h
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ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.
新しいナラティブ • 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 Alpha分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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 Alpha株主還元
| CLBT | US Software | US 市場 | |
|---|---|---|---|
| 7D | -7.0% | -10.1% | -2.4% |
| 1Y | -18.6% | -16.9% | 21.5% |
業界別リターン: CLBT過去 1 年間で-16.9 % の収益を上げたUS Software業界を下回りました。
リターン対市場: CLBTは、過去 1 年間で21.5 % のリターンを上げたUS市場を下回りました。
価格変動
| CLBT volatility | |
|---|---|
| CLBT Average Weekly Movement | 8.7% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CLBT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CLBTの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| n/a | 1,285 | Tom Hogan | www.cellebrite.com |
Cellebrite DI Ltd.は、ヨーロッパ、中東、アフリカ、南北アメリカ、アジア太平洋地域で、法的に認可された捜査のためのソフトウェアとサービスを開発しています。同社は、児童搾取、殺人、反テロ、国境管理、性犯罪、組織犯罪、人身売買、企業セキュリティ、知的財産窃盗、暗号通貨を含む金融犯罪など、さまざまな捜査のライフサイクルにおいて、デジタル証拠へのアクセス、収集、レビュー、抽出、解読、分析、共有、管理に使用されるソフトウェア・ソリューションのプラットフォームを提供しています。また、法的に認可された捜査を行う際に、さまざまなデジタルソースからデジタル証拠を収集・検証するデジタル・フォレンジック・ソフトウェア「Inseyets」、デジタル・フォレンジックのワークフローを管理し、デジタル証拠の保管、共有、検証を可能にする証拠管理ソリューション「Guardian Forensics」、デジタル証拠共有ツール「Guardian Collaborate」、ケース管理とAIを活用した分析ソリューション「Guardian Investigate」を提供しています。さらに、デジタル証拠を手作業で確認する時間を削減し、さまざまな犯罪タイプに対する実用的な洞察を可能にするCellebrite Pathfinder、モバイル脆弱性調査、エクスプロイト・イントロスペクション、マルウェア分析を実施するCorellium Falcon、モバイルアプリケーション侵入テスト機能を提供するCorellium Viperを提供しています。さらに、トレーニングや認証サービス、高度なサービスなどの専門的なサービスも提供している。連邦政府、州政府、地方自治体、企業、サービス・プロバイダーにサービスを提供している。本社はイスラエルのペタ・ティクバ。
Cellebrite DI Ltd. 基礎のまとめ
| CLBT 基礎統計学 | |
|---|---|
| 時価総額 | US$3.20b |
| 収益（TTM） | US$71.35m |
| 売上高(TTM) | US$496.43m |
44.9x
PER（株価収益率6.5x
P/SレシオCLBT は割高か？
公正価値と評価分析を参照収益と収入
| CLBT 損益計算書（TTM） | |
|---|---|
| 収益 | US$496.43m |
| 売上原価 | US$80.10m |
| 売上総利益 | US$416.33m |
| その他の費用 | US$344.97m |
| 収益 | US$71.35m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.29 |
| グロス・マージン | 83.86% |
| 純利益率 | 14.37% |
| 有利子負債／自己資本比率 | 0% |
CLBT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/12 01:35 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cellebrite DI Ltd. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Tyler Radke | Citigroup Inc |
| Jeffrey Van Rhee | Craig-Hallum Capital Group LLC |
| Rudy Kessinger | D.A. Davidson & Co. |