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Cellebrite DI Ltd.NasdaqGS:CLBT Aktierapport

Marknadsvärde US$3.4b
Aktiekurs
US$13.43
US$21
36.0% undervärderad intrinsisk rabatt
1Y-19.2%
7D-15.4%
1D
Portföljens värde
Utsikt

Cellebrite DI Ltd.

NasdaqGS:CLBT Aktierapport

Börsvärde: US$3.4b

Cellebrite DI (CLBT) Aktievy

Cellebrite DI Ltd. utvecklar programvara och tjänster för lagligt sanktionerade utredningar i Europa, Mellanöstern, Afrika, Nord- och Sydamerika samt Asien och Stillahavsområdet. Mer information

CLBT fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt4/6
Tidigare resultat3/6
Finansiell hälsa6/6
Utdelningar0/6

Belöningar

Riskanalys

Inga risker upptäckta för CLBT från våra riskkontroller.

CLBT Community Fair Values

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See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Cellebrite DI Ltd. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Cellebrite DI
Historiska aktiekurser
Aktuell aktiekursUS$13.43
52 veckors högstaUS$19.98
52 veckors lägstaUS$11.02
Beta1.17
1 månads förändring-1.40%
3 månaders förändring-8.64%
1 års förändring-19.19%
3 års förändring116.61%
5 års förändring35.38%
Förändring sedan börsintroduktionenn/a

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.
Uppdatering av berättelse 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

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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
Ny berättelse 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
Analysartikel 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
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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...

Aktieägarnas avkastning

CLBTUS SoftwareUS Marknad
7D-15.4%-9.5%-2.5%
1Y-19.2%-9.7%22.7%

Avkastning vs industri: CLBT presterade sämre än US Software branschen som gav -9.7 % under det senaste året.

Avkastning vs Marknaden: CLBT presterade sämre än US marknaden som gav 22.7 % under det senaste året.

Prisvolatilitet

Is CLBT's price volatile compared to industry and market?
CLBT volatility
CLBT Average Weekly Movement8.8%
Software Industry Average Movement9.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: CLBT har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: CLBT s veckovolatilitet ( 9% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
n/a1,285Tom Hoganwww.cellebrite.com

Cellebrite DI Ltd. utvecklar programvara och tjänster för rättsligt sanktionerade utredningar i Europa, Mellanöstern, Afrika, Nord- och Sydamerika samt Asien och Stillahavsområdet. Företaget tillhandahåller en plattform med mjukvarulösningar som används för att få tillgång till, samla in, granska, extrahera, avkoda, dekryptera, analysera, dela och hantera digitala bevis under hela utredningslivscykeln för en rad utredningar, såsom exploatering av barn, mord, anti-terror, gränskontroll, sexualbrott, organiserad brottslighet, människohandel, företagssäkerhet och stöld av immateriella rättigheter, samt ekonomiska brott, inklusive sådana som involverar kryptovaluta. Företaget erbjuder också Inseyets, en programvara för digital kriminalteknik som samlar in och granskar digitala bevis från olika digitala källor vid rättsligt sanktionerade utredningar; Guardian Forensics, en bevishanteringslösning som gör det möjligt för kunder att hantera sina arbetsflöden för digital kriminalteknik och att lagra, dela och granska digitala bevis; Guardian Collaborate, ett verktyg för delning av digitala bevis; och Guardian Investigate, en lösning för ärendehantering och AI-driven analys.

Cellebrite DI Ltd. Sammanfattning av grunderna

Hur förhåller sig Cellebrite DI:s resultat och omsättning till dess börsvärde?
CLBT grundläggande statistik
BörsvärdeUS$3.44b
Vinst(TTM)US$71.35m
Intäkter(TTM)US$496.43m
47.0x
P/E-förhållande
6.7x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
CLBT resultaträkning (TTM)
IntäkterUS$496.43m
Kostnad för intäkterUS$80.10m
BruttovinstUS$416.33m
Övriga kostnaderUS$344.97m
IntäkterUS$71.35m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.29
Bruttomarginal83.86%
Nettovinstmarginal14.37%
Skuld/egenkapitalförhållande0%

Hur har CLBT utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/08 22:11
Aktiekurs vid dagens slut2026/06/08 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Cellebrite DI Ltd. bevakas av 10 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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