Cellebrite DI (NASDAQ:CLBT) Issues Quarterly Earnings Results, Beats Estimates By $0.08 EPS

Cellebrite DI (NASDAQ:CLBT) issued its quarterly earnings data on Thursday. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.09 by $0.08, FiscalAI reports. The company had revenue of $149.02 million during the quarter, compared to analyst estimates of $145.83 million. Cellebrite DI had a return on equity of 15.58% and a net margin of 11.43%.

Here are the key takeaways from Cellebrite DI’s conference call:

• Q3 results exceeded guidance, with ARR up 20% to $528.5 million and revenue up 18% to $149 million. Growth was broad-based: EMEA rose 22%, Asia Pacific 31%, and U.S. federal ARR growth accelerated to 18%.
• Strong execution and spending discipline lifted adjusted EBITDA 42% to $53.6 million; the company also generated $52 million in quarterly free cash flow. Cellebrite raised its full-year adjusted EBITDA outlook to $163 million–$166 million while reaffirming ARR guidance of $550 million–$560 million.
• Genesis reached $2 million in ARR in its first full quarter, with early customers using it to analyze diverse evidence and accelerate investigations. Cellebrite plans to introduce an on-premise version and develop Genesis into a broader AI-native platform in 2027, though executives said it is too early to know whether future purchases will be incremental or reallocated from existing budgets.
• Corellium faced higher-than-expected churn and limited new sales, and management expects its contribution to be near the low end of its prior range. Cellebrite also said the remaining Inseyets conversions are likely to deliver a smaller uplift and fewer expansions than in prior years.
• Management cited a shift toward cloud and AI subscriptions, which are recognized ratably, as a factor in revenue timing and forecast uncertainty; it has greater confidence in the lower end of its ARR outlook. The company expects U.S. redomiciliation, subject to approvals, to reduce customer sales friction and is targeting completion in the first half of 2027.

Cellebrite DI Stock Performance

Shares of CLBT traded up $0.70 during midday trading on Friday, hitting $11.59. The company had a trading volume of 1,658,031 shares, compared to its average volume of 2,264,716. The company’s 50-day simple moving average is $11.61 and its 200-day simple moving average is $13.24. The firm has a market capitalization of $2.89 billion, a P/E ratio of 52.71, a P/E/G ratio of 1.95 and a beta of 1.06. Cellebrite DI has a 1 year low of $9.58 and a 1 year high of $19.39.

Key Headlines Impacting Cellebrite DI

These are some of the CLBT headlines that stood out recently:

• Positive Sentiment: Q3 revenue of $149.02 million topped the cited $145.83 million estimate. EPS was $0.17, above the $0.09 estimate reported by MarketBeat, while another consensus report characterized EPS as in line. Cellebrite also reported 20% ARR growth and a 31% trailing-twelve-month free-cash-flow margin. Cellebrite Q3 results
• Neutral Sentiment: Full-year 2026 revenue guidance of $553 million–$558 million brackets the $556.8 million consensus estimate, broadly aligning with expectations. Cellebrite Q3 results
• Neutral Sentiment: CRO Marcus Jewell sold 393 shares—about 0.09% of his holdings—leaving him with 426,735 shares, making the transaction small relative to his remaining stake. SEC filing

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. DA Davidson reissued a “buy” rating and set a $15.00 price target on shares of Cellebrite DI in a research report on Tuesday, September 15th. Needham & Company LLC lifted their price objective on shares of Cellebrite DI from $12.50 to $14.00 and gave the company a “buy” rating in a report on Thursday. JPMorgan Chase & Co. dropped their price objective on shares of Cellebrite DI from $20.00 to $16.00 and set an “overweight” rating for the company in a report on Friday, August 14th. Weiss Ratings downgraded shares of Cellebrite DI from a “sell (d+)” rating to a “sell (d)” rating in a research note on Thursday, August 27th. Finally, Lake Street Capital reduced their target price on shares of Cellebrite DI from $21.00 to $15.00 and set a “buy” rating on the stock in a report on Friday, August 14th. Four investment analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Cellebrite DI has a consensus rating of “Moderate Buy” and a consensus target price of $15.00.

Insider Buying and Selling

In related news, CRO Marcus Jewell sold 12,562 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $11.24, for a total value of $141,196.88. Following the sale, the executive owned 427,128 shares of the company’s stock, valued at $4,800,918.72. This trade represents a 2.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Thomas E. Hogan sold 25,299 shares of Cellebrite DI stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $11.29, for a total transaction of $285,625.71. Following the completion of the transaction, the insider owned 765,249 shares of the company’s stock, valued at $8,639,661.21. This represents a 3.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 56,909 shares of company stock valued at $641,890. Corporate insiders own 5.70% of the company’s stock.

About Cellebrite DI

Cellebrite DI Ltd. develops digital intelligence software and services that help organizations access, collect, preserve and analyze digital evidence. Its tools are used to investigate information from mobile devices, computers, cloud sources and other digital systems. The company’s offerings include its UFED platform for extracting data from digital devices, Physical Analyzer for examining and interpreting evidence, and analytics and case-management tools such as Pathfinder and Guardian. Customers include law enforcement, public safety, intelligence and defense agencies, as well as organizations in the private sector.