Cellebrite DI (NASDAQ:CLBT) Posts Quarterly Earnings Results, Beats Estimates By $0.01 EPS

Cellebrite DI (NASDAQ:CLBT) issued its earnings results on Friday. The company reported $0.12 earnings per share for the quarter, topping the consensus estimate of $0.11 by $0.01, FiscalAI reports. The business had revenue of $128.30 million for the quarter, compared to analyst estimates of $127.01 million. Cellebrite DI had a return on equity of 19.03% and a net margin of 14.48%.The business’s quarterly revenue was up 19.3% on a year-over-year basis. During the same period last year, the company posted $0.10 EPS.

Cellebrite DI Stock Down 1.1%

Shares of NASDAQ CLBT traded down $0.14 on Friday, hitting $12.98. The company had a trading volume of 3,483,994 shares, compared to its average volume of 2,072,118. Cellebrite DI has a 12-month low of $11.02 and a 12-month high of $19.98. The firm has a market capitalization of $3.24 billion, a P/E ratio of 41.00, a PEG ratio of 2.01 and a beta of 1.15. The business has a 50 day moving average of $13.54 and a two-hundred day moving average of $15.53.

Analysts Set New Price Targets

Several research analysts recently weighed in on CLBT shares. Needham & Company LLC cut 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. Wall Street Zen upgraded shares of Cellebrite DI from a “sell” rating to a “hold” rating in a report on Sunday, March 15th. Four research analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Cellebrite DI currently has a consensus rating of “Moderate Buy” and a consensus target price of $21.75.

Institutional Investors Weigh In On Cellebrite DI

A number of large investors have recently modified their holdings of the stock. Pertento Partners LLP grew its stake in shares of Cellebrite DI by 28.2% in the fourth quarter. Pertento Partners LLP now owns 5,959,324 shares of the company’s stock valued at $107,447,000 after buying an additional 1,311,109 shares in the last quarter. Invesco Ltd. grew its stake in shares of Cellebrite DI by 0.8% in the fourth quarter. Invesco Ltd. now owns 5,603,237 shares of the company’s stock valued at $101,026,000 after buying an additional 43,041 shares in the last quarter. Cooper Creek Partners Management LLC acquired a new stake in shares of Cellebrite DI in the third quarter valued at about $55,999,000. Nine Ten Capital Management LLC grew its stake in shares of Cellebrite DI by 16.9% in the third quarter. Nine Ten Capital Management LLC now owns 2,479,727 shares of the company’s stock valued at $45,949,000 after buying an additional 358,193 shares in the last quarter. Finally, Nuveen LLC grew its stake in shares of Cellebrite DI by 6.0% in the fourth quarter. Nuveen LLC now owns 2,279,640 shares of the company’s stock valued at $41,102,000 after buying an additional 130,013 shares in the last quarter. Institutional investors and hedge funds own 45.88% of the company’s stock.

Key Cellebrite DI News

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

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.