Cellebrite DI Ltd.

NasdaqGS:CLBT Stok Raporu

Piyasa değeri: US$3.3b

Cellebrite DI Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 3/6

Cellebrite DI şirketinin kazançları yıllık ortalama -39.1% oranında azalırken, Software sektörünün kazançları yıllık 21.9% oranında artan oldu. Gelirler yıllık ortalama 17.1% oranında artan oldu. Cellebrite DI şirketinin öz sermaye getirisi 16.2% olup, net marjı 16.4% dir.

Anahtar bilgiler

-39.06%

Kazanç büyüme oranı

-39.95%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı17.06%
Özkaynak getirisi16.17%
Net Marj16.36%
Sonraki Kazanç Güncellemesi14 May 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Seeking Alpha Apr 06

Cellebrite: A Rare SaaS Play Where AI Is A Tailwind, Not A Threat

Summary Cellebrite DI operates in a niche with strong regulatory moats, high switching costs, and robust customer entrenchment. CLBT’s financials are solid: subscription revenue is up 21%, ARR is at $481M, the Rule of 40 is above 55, and FCF margin is at 34%. AI integration enhances CLBT’s value proposition, accelerating evidence discovery and reinforcing its competitive positioning and growth prospects. I initiate coverage with a buy rating, citing recurring revenue, low disruption risk, and reasonable valuation (forward non-GAAP P/E 26x, forward GAAP P/E ~40x). Read the full article on Seeking Alpha
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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).
Analiz Güncellemesi 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).
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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).
Analiz Güncellemesi 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).
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Güncellemesi 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
Yeni Analiz 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
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

Cellebrite DI nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:CLBT Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Dec 2547678220114
30 Sep 2545676212110
30 Jun 25437-151197107
31 Mar 25419-194190102
31 Dec 24401-28318398
30 Sep 24385-31717595
30 Jun 24362-10316689
31 Mar 24343-11216186
31 Dec 23325-8115484
30 Sep 23306-6414582
30 Jun 23294-4214584
31 Mar 232802014282
31 Dec 2227111613881
30 Sep 2226516513880
30 Jun 2225915214275
31 Mar 2225512213270
31 Dec 212467012466
30 Sep 21236711861
30 Jun 2122379858
31 Mar 2120929656
31 Dec 20195-99254
31 Dec 19172-109147

Kaliteli Kazançlar: CLBT yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: CLBT geçmişte karlı hale geldi.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: CLBT son 5 yılda karlı hale geldi ve kazançlarını yıllık -39.1% oranında artırdı.

Büyüme Hızlandırma: CLBT son bir yılda karlı hale geldi, bu da kazanç büyüme oranının 5 yıllık ortalamayla karşılaştırılmasını zorlaştırıyor.

Kazançlar vs. Sektör: CLBT son bir yılda karlı hale geldi ve bu durum, geçmiş yıl kazanç büyümesinin Software sektörüyle ( 13% ) karşılaştırılmasını zorlaştırıyor.


Özkaynak Getirisi

Yüksek ROE: CLBT 'nin Özsermaye Getirisi ( 16.2% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 15:55
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Cellebrite DI Ltd. 9 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Tyler RadkeCitigroup Inc
Jeffrey Van RheeCraig-Hallum Capital Group LLC
Bhavin ShahDeutsche Bank