Cellebrite DI Ltd. delivers specialized digital intelligence solutions crafted for legally authorized investigations. Their comprehensive DI platform enables users to efficiently gather, scrutinize, interpret, and oversee digital information throughout the investigative process. These essential tools are utilized in a wide array of scenarios, including cases involving child exploitation, homicides, counter-terrorism operations, border control, sexual offenses, human trafficking, corporate security incidents, intellectual property theft, and civil litigation. A key offering, the Universal Forensic Extraction Device (UFED), is engineered to surmount significant hurdles in accessing digital evidence, such as intricate device locks, encryption barriers, deleted data, and obscure content that might otherwise conceal crucial information. The company also provides Seeker, designed for analyzing video footage; OSINT Analyze, a real-time deep-dive tool for examining open-source information across the surface, deep, and dark web; and Crypto Tracer, which deciphers blockchain transactions alongside related data from numerous sources to identify and categorize digital wallets and activities. Cellebrite's clientele includes federal, state, and local government bodies, as well as various enterprise companies and service providers. Established in 1999 and headquartered in Petah Tikva, Israel, the firm operates internationally with a footprint in countries such as the United States, Germany, Singapore, Australia, Brazil, the United Kingdom, France, Canada, Japan, and India. Additionally, Cellebrite Mobile Synchronization Ltd. functions as a subsidiary of Sun Corporation.
Imminent Q3 2026 earnings release is the dominant near-term catalyst, with ARR trajectory and Genesis AI traction likely to drive a sharp directional move; unusual call-option activity suggests elevated expectations into the print.
Cellebrite reports Q3 2026 results before the U.S. open on November 12, with consensus at $0.10 EPS on ~$150.3M revenue (~19% YoY growth). The key focus is whether ARR is stabilizing after August's shortfall and lowered full-year ARR guidance ($550M-$560M), plus traction for the Genesis AI suite; a beat/raise or further guidance cut would move shares sharply.
Investing.comInvestors bought 20,138 CLBT call options on Tuesday, roughly 2,374% above the average daily volume of 814, indicating elevated positioning and expectations into the earnings print. This raises the potential for amplified volatility around the release as positions are unwound or validated.
MarketBeatMultiple firms trimmed targets after the August guidance cut (JPMorgan to $16, Lake Street to $15, Needham to $12.50, DA Davidson $15), leaving a consensus Moderate Buy and ~$16.70 average target. Continued target revisions around the earnings print could influence near-term direction.
MarketBeatInsiders sold 196,870 shares worth about $2.8 million over the past 90 days, including CMO David Gee and CRO Marcus Jewell under pre-arranged 10b5-1 plans. While routine, the selling may weigh modestly on sentiment into earnings.
MarketBeatCellebrite named former Okta and SAP strategy leader Rogerio Rizzi as EVP of Corporate Strategy and Development, bringing AI, platform and M&A expertise. The appointment signals strategic focus but is unlikely to be a major standalone price driver near term.
Cellebrite News Releases