Cellebrite DI Ltd.

NasdaqGS:CLBT Stock Report

Market Cap: US$4.0b

Cellebrite DI Future Growth

Future criteria checks 4/6

Cellebrite DI is forecast to grow earnings and revenue by 20.8% and 14.9% per annum respectively. EPS is expected to grow by 17.9% per annum. Return on equity is forecast to be 18.8% in 3 years.

Key information

20.8%

Earnings growth rate

17.86%

EPS growth rate

Software earnings growth20.2%
Revenue growth rate14.9%
Future return on equity18.84%
Analyst coverage

Good

Last updated27 May 2026

Recent future growth updates

Analysis Article • 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...

Recent updates

Narrative Update • 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
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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).
Narrative Update • 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).
Analysis Article • 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...
Narrative Update • 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.
Narrative Update • 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).
Narrative Update • 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).
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Narrative Update • 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.
User avatar
New Narrative • 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
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...

Earnings and Revenue Growth Forecasts

NasdaqGS:CLBT - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20287831272592703
12/31/20276671002092288
12/31/2026568731731888
3/31/202649671152173N/A
12/31/202547678160174N/A
9/30/202545676139153N/A
6/30/2025437-151149161N/A
3/31/2025419-194132143N/A
12/31/2024401-283122132N/A
9/30/2024385-31799110N/A
6/30/2024362-1038798N/A
3/31/2024343-11291100N/A
12/31/2023325-8194102N/A
9/30/2023306-648894N/A
6/30/2023294-425764N/A
3/31/2023280203644N/A
12/31/20222711161121N/A
9/30/2022265165815N/A
6/30/202225915217N/A
3/31/20222551221726N/A
12/31/2021246702836N/A
9/30/202123673038N/A
6/30/202122375563N/A
3/31/202120926672N/A
12/31/2020195-96067N/A
12/31/2019172-10N/A16N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CLBT's forecast earnings growth (20.8% per year) is above the savings rate (3.5%).

Earnings vs Market: CLBT's earnings (20.8% per year) are forecast to grow faster than the US market (17% per year).

High Growth Earnings: CLBT's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CLBT's revenue (14.9% per year) is forecast to grow faster than the US market (11.9% per year).

High Growth Revenue: CLBT's revenue (14.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: CLBT's Return on Equity is forecast to be low in 3 years time (18.8%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/02 04:45
End of Day Share Price 2026/06/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cellebrite DI Ltd. is covered by 10 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tyler RadkeCitigroup Inc
Jeffrey Van RheeCraig-Hallum Capital Group LLC
Rudy KessingerD.A. Davidson & Co.