Sei Investments Co. Sells 75,388 Shares of Cellebrite DI Ltd. $CLBT

Sei Investments Co. decreased its position in Cellebrite DI Ltd. (NASDAQ:CLBT) by 70.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 31,144 shares of the company’s stock after selling 75,388 shares during the period. Sei Investments Co.’s holdings in Cellebrite DI were worth $429,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in shares of Cellebrite DI by 81.0% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 1,900 shares of the company’s stock worth $34,000 after buying an additional 850 shares in the last quarter. Advisory Services Network LLC bought a new stake in Cellebrite DI in the 3rd quarter valued at approximately $40,000. CWM LLC lifted its stake in Cellebrite DI by 57.0% in the 4th quarter. CWM LLC now owns 2,449 shares of the company’s stock valued at $44,000 after acquiring an additional 889 shares in the last quarter. First Horizon Corp boosted its position in Cellebrite DI by 421.8% during the 4th quarter. First Horizon Corp now owns 2,891 shares of the company’s stock worth $52,000 after acquiring an additional 2,337 shares during the last quarter. Finally, Vestcor Inc bought a new position in shares of Cellebrite DI during the 3rd quarter worth approximately $70,000. 45.88% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently commented on CLBT shares. JPMorgan Chase & Co. cut their price objective on shares of Cellebrite DI from $20.00 to $16.00 and set an “overweight” rating on the stock in a research report on Friday. Needham & Company LLC decreased their target price on shares of Cellebrite DI from $15.00 to $12.50 and set a “buy” rating for the company in a research report on Friday. DA Davidson lowered their price target on shares of Cellebrite DI from $22.00 to $15.00 and set a “buy” rating on the stock in a research note on Friday. Lake Street Capital reduced their price objective on shares of Cellebrite DI from $21.00 to $15.00 and set a “buy” rating for the company in a research note on Friday. Finally, Weiss Ratings cut Cellebrite DI from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday. Five investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Cellebrite DI presently has a consensus rating of “Moderate Buy” and a consensus target price of $16.70.

Cellebrite DI Price Performance

Shares of NASDAQ CLBT opened at $11.14 on Friday. The firm has a market cap of $2.78 billion, a price-to-earnings ratio of 50.64, a P/E/G ratio of 1.38 and a beta of 1.18. Cellebrite DI Ltd. has a one year low of $9.58 and a one year high of $19.98. The stock’s fifty day moving average price is $14.47 and its two-hundred day moving average price is $14.03.

Cellebrite DI (NASDAQ:CLBT) last released its earnings results on Thursday, August 13th. The company reported $0.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.06 by $0.05. Cellebrite DI had a return on equity of 16.04% and a net margin of 11.43%.The firm had revenue of $131.14 million during the quarter, compared to the consensus estimate of $131.50 million. On average, equities analysts anticipate that Cellebrite DI Ltd. will post 0.41 earnings per share for the current fiscal year.

Insider Activity

In other Cellebrite DI news, CFO David Barter sold 41,734 shares of the business’s stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $16.38, for a total transaction of $683,602.92. Following the completion of the transaction, the chief financial officer directly owned 334,219 shares in the company, valued at $5,474,507.22. The trade was a 11.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CRO Marcus Jewell sold 12,658 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $12.77, for a total value of $161,642.66. Following the completion of the sale, the executive directly owned 440,101 shares in the company, valued at approximately $5,620,089.77. This represents a 2.80% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 297,934 shares of company stock worth $4,631,972. 5.70% of the stock is currently owned by corporate insiders.

Cellebrite DI News Summary

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

• Positive Sentiment: Second-quarter adjusted EPS was $0.11, above the $0.05 consensus estimate cited by MarketBeat. Management also raised its adjusted EBITDA target, while subscription revenue continued to grow. Cellebrite second-quarter earnings report
• Positive Sentiment: Lake Street, JPMorgan, D.A. Davidson and Needham lowered their price targets but retained positive ratings: Buy or Overweight. Their revised targets range from $12.50 to $16, implying roughly 12% to 44% upside based on the provided reference price. Analyst price-target updates
• Positive Sentiment: Unusual options activity included nearly 20,000 call contracts, far above average volume, indicating speculative positioning for a potential rebound.
• Neutral Sentiment: Cellebrite completed a planned CEO transition, with Shiven Ramji succeeding Thomas E. Hogan effective August 13. The change may support a strategic reset, but investors face uncertainty during the leadership handoff. CEO succession announcement
• Negative Sentiment: The key catalyst for the selloff was lowered guidance. Third-quarter revenue is expected at $145 million-$148 million, below the $150.3 million consensus, while full-year revenue guidance of $555 million-$561 million trails the $568.1 million estimate. The company also reduced its 2026 ARR outlook. Cellebrite outlook announcement
• Negative Sentiment: Quarterly revenue of $131.14 million was slightly below the $131.87 million estimate. The earnings beat was therefore overshadowed by weaker growth indicators and the reset to management’s outlook.
• Negative Sentiment: Several law firms announced investigations into potential securities-law violations and whether prior projections and disclosures were accurate. The investigations are allegations, not findings, but add legal and reputational risk. Cellebrite investigation notice
• Negative Sentiment: Former CEO Thomas Hogan sold 139,713 shares worth approximately $2.15 million, reducing his holdings by about 15%. Although the sale may reflect the transition or personal financial planning, its timing weighs on investor sentiment. SEC insider trading filing

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.