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

Shareholders of Cellebrite DI Ltd. (NASDAQ:CLBT) will be pleased this week, given that the stock price is up 15% to US$15.60 following its latest quarterly results. Revenues were US$113m, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of US$0.08 were also better than expected, beating analyst predictions by 16%. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Cellebrite DI after the latest results.

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Taking into account the latest results, the current consensus from Cellebrite DI's eight analysts is for revenues of US$469.8m in 2025. This would reflect a reasonable 7.6% increase on its revenue over the past 12 months. Cellebrite DI is also expected to turn profitable, with statutory earnings of US$0.34 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$474.5m and earnings per share (EPS) of US$0.32 in 2025. So the consensus seems to have become somewhat more optimistic on Cellebrite DI's earnings potential following these results.

See our latest analysis for Cellebrite DI

The consensus price target fell 7.1% to US$22.57, suggesting the increase in earnings forecasts was not enough to offset other the analysts concerns. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Cellebrite DI, with the most bullish analyst valuing it at US$28.00 and the most bearish at US$18.00 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Cellebrite DI shareholders.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Cellebrite DI'shistorical trends, as the 16% annualised revenue growth to the end of 2025 is roughly in line with the 19% annual growth over the past three years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 13% annually. So although Cellebrite DI is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Cellebrite DI's earnings potential next year. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Cellebrite DI's future valuation.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Cellebrite DI going out to 2027, and you can see them free on our platform here..

You should always think about risks though. Case in point, we've spotted 1 warning sign for Cellebrite DI you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.