Cellebrite DI (NASDAQ:CLBT) Issues Earnings Results, Beats Expectations By $0.01 EPS

by · The Cerbat Gem

Cellebrite DI (NASDAQ:CLBT – Get Free Report) released its earnings results on Friday. The company reported $0.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.11 by $0.01, FiscalAI reports. Cellebrite DI had a return on equity of 19.03% and a net margin of 14.48%.The business had revenue of $128.30 million for the quarter, compared to the consensus estimate of $127.01 million. During the same period last year, the business earned $0.10 earnings per share. The firm’s revenue for the quarter was up 19.3% compared to the same quarter last year.

Cellebrite DI Stock Performance

NASDAQ CLBT traded down $0.14 during trading on Friday, reaching $12.98. 3,483,994 shares of the company traded hands, compared to its average volume of 2,072,118. The stock’s 50 day moving average price is $13.54 and its two-hundred day moving average price is $15.53. The company has a market cap of $3.24 billion, a price-to-earnings ratio of 41.00, a P/E/G ratio of 2.01 and a beta of 1.15. Cellebrite DI has a 1-year low of $11.02 and a 1-year high of $19.98.

Institutional Investors Weigh In On Cellebrite DI

Institutional investors have recently added to or reduced their stakes in the stock. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its holdings in Cellebrite DI by 81.0% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 1,900 shares of the company’s stock valued at $34,000 after purchasing an additional 850 shares in the last quarter. Advisory Services Network LLC acquired a new stake in Cellebrite DI during the third quarter valued at approximately $40,000. Vestcor Inc acquired a new position in shares of Cellebrite DI in the 3rd quarter worth approximately $70,000. Pacer Advisors Inc. boosted its holdings in shares of Cellebrite DI by 45.1% in the 4th quarter. Pacer Advisors Inc. now owns 3,981 shares of the company’s stock worth $72,000 after acquiring an additional 1,238 shares in the last quarter. Finally, Barclays PLC boosted its holdings in shares of Cellebrite DI by 131.5% in the 4th quarter. Barclays PLC now owns 6,305 shares of the company’s stock worth $114,000 after acquiring an additional 3,582 shares in the last quarter. 45.88% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently weighed in on CLBT. Wall Street Zen raised Cellebrite DI from a “sell” rating to a “hold” rating in a research report on Sunday, March 15th. Needham & Company LLC decreased their target price on Cellebrite DI from $18.00 to $15.00 and set a “buy” rating on the stock in a research report on Friday. Four equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $21.75.

View Our Latest Stock Report on Cellebrite DI

Key Stories Impacting Cellebrite DI

Here are the key news stories impacting Cellebrite DI this week:

  • Positive Sentiment: Cellebrite reported Q1 EPS of $0.12 versus the $0.11 consensus and revenue of $128.3 million versus $127.0 million expected, with revenue up 19.3% year over year and return on equity at 20.43%. Earnings report and conference call
  • Positive Sentiment: The company said first-quarter ARR grew 21% and free cash flow margin reached 32%, reinforcing the strength of its subscription and cash-generation profile. Press release
  • Positive Sentiment: Cellebrite outlined Q2 ARR guidance of $510 million to $513 million and said early access to its Genesis product has already topped 500 users, suggesting continued product traction. ARR outlook and Genesis update
  • Neutral Sentiment: Needham cut its price target to $15 from $18, but maintained a buy rating, which still implies upside from current levels. Needham note
  • Neutral Sentiment: Two executives, CRO Marcus Jewell and CMO David Nicholas Gee, disclosed small share sales, which may have added to cautious sentiment but were minor relative to their holdings.
  • Negative Sentiment: Management’s Q2 revenue guidance of $130 million to $133 million came in below the consensus estimate of about $134.9 million, likely pressuring the shares.
  • Negative Sentiment: FY2026 revenue guidance of $565 million to $571 million was also slightly below the $568.4 million consensus midpoint, reinforcing concerns about near-term top-line growth.

About Cellebrite DI

(Get Free Report)

Cellebrite DI is a global provider of digital intelligence and forensics solutions that enable law enforcement agencies, government bodies and enterprises to extract, analyze and act on data from mobile devices, cloud services and digital sources. The company’s technology is designed to accelerate investigations, support evidence-based decision-making and enhance security operations by delivering actionable intelligence in a secure, scalable platform.

The company’s flagship offerings include the Universal Forensic Extraction Device (UFED) series for data acquisition and decoding, Physical Analyzer for advanced data parsing and visualization, and Pathfinder for case-driven investigation workflows.

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