Cellebrite DI Beheer
Beheer criteriumcontroles 2/4
De CEO Cellebrite DI is Tom Hogan, benoemd in Dec2024, heeft een ambtstermijn van 1.42 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 10.80M, bestaande uit 4.8% salaris en 95.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.28% van de aandelen van het bedrijf, ter waarde $ 9.30M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.4 jaar en 4.8 jaar.
Belangrijke informatie
Tom Hogan
Algemeen directeur
US$10.8m
Totale compensatie
| Percentage CEO-salaris | 4.82% |
| Dienstverband CEO | 1.4yrs |
| Eigendom CEO | 0.3% |
| Management gemiddelde ambtstermijn | 1.4yrs |
| Gemiddelde ambtstermijn bestuur | 4.8yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Seeking Alpha • May 16
Cellebrite: Positive Q1 Results, But There Is Room For Margin Improvements
Summary Cellebrite delivered strong Q1 2026 results, with 19% revenue growth and notable subscription and ARR gains, beating analyst expectations. CLBT expanded its portfolio with the SCG Canada acquisition and launched AI-powered solutions, positioning itself for long-term growth and broader market reach. Despite robust top-line growth, gross, operating, and net margins declined; margin expansion remains a key area to monitor. I maintain a 'HOLD' rating on CLBT, viewing valuation as fair and awaiting clearer margin improvement before upgrading. Read the full article on Seeking Alpha
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.
Nieuw narratief • 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • Aug 17
Cellebrite DI Ltd.'s (NASDAQ:CLBT) 29% Share Price Surge Not Quite Adding Up
Despite an already strong run, Cellebrite DI Ltd. ( NASDAQ:CLBT ) shares have been powering on, with a gain of 29% in...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$283m |
Compensatie versus markt: De totale vergoeding ($USD 10.80M ) Tom } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.11M ).
Compensatie versus inkomsten: De vergoeding van Tom is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Tom Hogan (66 yo)
1.4yrs
Tenure
US$10,798,000
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 1.4yrs | US$10.80m | 0.28% $ 9.3m | |
| Chief Financial Officer | less than a year | US$1.89m | 0.15% $ 5.0m | |
| Global Chief Revenue Officer | 2.5yrs | US$2.38m | 0.18% $ 5.9m | |
| Chief Technology Officer | less than a year | geen gegevens | 0.24% $ 8.2m | |
| Chief Information Officer | 1.8yrs | geen gegevens | 0.033% $ 1.1m | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| General Counsel & Chief Compliance Officer | less than a year | geen gegevens | 0.038% $ 1.3m | |
| Chief Marketing Officer | 2.2yrs | geen gegevens | 0.059% $ 2.0m | |
| Chief People Officer | 3.3yrs | geen gegevens | 0.052% $ 1.7m | |
| President of Products & Technology | no data | geen gegevens | geen gegevens |
1.4yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van CLBT wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.4 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 2.8yrs | US$10.80m | 0.28% $ 9.3m | |
| Lead Independent Director | 1.3yrs | geen gegevens | 0.0071% $ 238.7k | |
| Independent External Director | 4.8yrs | geen gegevens | 0.011% $ 374.0k | |
| Independent Chairman | 4.8yrs | geen gegevens | 0.33% $ 10.9m | |
| Independent Director | 1.8yrs | geen gegevens | 0.0084% $ 281.1k | |
| Independent Director | 3yrs | geen gegevens | 0.014% $ 476.3k | |
| Independent External Director | 4.8yrs | geen gegevens | 0.014% $ 476.3k | |
| Independent Director | 6.1yrs | geen gegevens | 0.024% $ 814.6k | |
| Independent Director | 6.1yrs | geen gegevens | 0.016% $ 546.5k | |
| Advisory Board Member | no data | geen gegevens | geen gegevens |
4.8yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van CLBT wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 06:23 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cellebrite DI Ltd. wordt gevolgd door 9 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tyler Radke | Citigroup Inc |
| Jeffrey Van Rhee | Craig-Hallum Capital Group LLC |
| Bhavin Shah | Deutsche Bank |