Cellebrite DI Ltd. (CLBT) AI Stock Analysis

NASDAQ: CLBTAI research summary: business, growth, valuation, analysts, bull and bear case.

CLBT AI stock analysis summary

AI Research

Cellebrite DI Ltd. (CLBT) provides digital intelligence and investigation software platforms to law enforcement agencies and corporate enterprises. The company generated $475.7M in FY2025 revenue with a 5-year revenue CAGR of 19.5% and held $419.3M in net cash as of June 30, 2026. However, its stock has declined 39.1% over the past year while trading at a trailing P/E of 48.0x.

Market cap
$2.77B
Revenue (TTM)
$514.3M
P/E
48.0x
fwd 35.7x
1Y return
-39.1%
S&P 500 16.8%
Avg. target
$15.36
39.2% vs last close

Bull case

  • Cellebrite generated free cash flow of $155.7M and operating cash flow of $169.0M in FY2025.
  • The balance sheet is well-capitalized with $419.3M in net cash and total debt of only $23.2M as of June 30, 2026.
  • Analysts forecast next fiscal year revenue to grow 15.1% to $640.9M with EPS increasing 19.1% to $0.65.

Bear case

  • In the latest quarter ended June 30, 2026, quarterly earnings fell 67.9% year-over-year.
  • The stock trades at a trailing P/E of 48.0x, above the US-listed Technology peer median of 28.1x.
  • Shares have fallen 39.1% over the past year and sit 19.6% below their 200-day average.

What Cellebrite DI does

Cellebrite DI Ltd. specializes in developing advanced solutions tailored for legally sanctioned investigations. Its flagship DI platform enables law enforcement agencies and enterprises to collect, review, analyze, and manage digital data throughout the investigative process. Central to its offerings is the Universal Forensic Extraction Device (UFED) solution, which overcomes complex device locks, encryption barriers, and unknown data formats to recover critical evidence. Cellebrite also provides Seeker for video footage analysis, OSINT Analyze for open-source intelligence across the surface, deep, and dark web, and Crypto Tracer for blockchain transaction tracking across a global clientele.

Growth and profitability

Annual revenue increased from $246.2M in FY2021 to $475.7M in FY2025, achieving a 5-year CAGR of 19.5%. Gross margin remained strong, reaching 84.2% in FY2025 alongside an operating margin of 14.0%. Net income recovered to $78.3M in FY2025 after net losses of -$81.1M in FY2023 and -$283.0M in FY2024. For the trailing twelve months, revenue reached $514.3M with a profit margin of 11.4%. In the latest quarter ended June 30, 2026, quarterly revenue grew 15.8% year-over-year, while quarterly earnings declined 67.9%.

CLBT income statement →

Balance sheet and cash flow

As of June 30, 2026, Cellebrite held $442.5M in cash and short-term investments against $23.2M in total debt, yielding net cash of $419.3M. The company reported a current ratio of 1.60 and a debt-to-equity ratio of 0.04 on shareholders' equity of $538.1M. In FY2025, operating cash flow reached $169.0M and free cash flow was $155.7M, supporting capital expenditures of $13.2M. Over five years, the company's share count increased 27.0%.

CLBT balance sheet →

Valuation and performance

At a last close of $11.03, Cellebrite has a market capitalization of $2.77B and an enterprise value of $2.47B. The stock trades at a trailing P/E of 48.0x, a forward P/E of 35.7x, and an EV-to-EBITDA of 24.0x, compared to the median of its US-listed Technology peers of 28.1x, 18.8x, and 16.6x, respectively. Cellebrite's price-to-sales multiple is 5.4x versus the peer median of 2.8x. Over the past year, the stock fell 39.1%, while the S&P 500 returned 16.8%.

CLBT key metrics →

What analysts expect

Wall Street analysts maintain 6 Strong Buy ratings, 2 Buy ratings, and zero Hold, Sell, or Strong Sell ratings. The mean price target of $15.36 implies an upside of 39.2% over the last close of $11.03. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $556.7M and EPS of $0.55. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 11, 2026.

CLBT forecast and price target →

Key risks and what to watch

  • The company experienced historical profitability swings, including net losses of -$81.1M in FY2023 and -$283.0M in FY2024.
  • Shareholder dilution has been notable, with share count expanding 27.0% over the last 5 years.
  • Earnings execution has been mixed, with the company beating EPS estimates in only 2 of the last 4 quarters.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this CLBT AI stock analysis

This page is an AI-written research summary of Cellebrite DI Ltd. (CLBT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CLBT income statement, CLBT balance sheet, CLBT key metrics, CLBT analyst forecast, CLBT chart. See the CLBT stock overview for the latest quote and news.

CLBT AI stock analysis FAQ

What does Cellebrite DI Ltd. do?

Cellebrite DI Ltd. provides digital intelligence software solutions, including its UFED tool, enabling law enforcement and enterprises to access, review, and analyze investigative digital evidence.

Does Cellebrite pay a dividend?

No, Cellebrite does not currently pay a dividend.

What is the consensus analyst target for CLBT stock?

Analysts maintain a mean price target of $15.36, representing a 39.2% premium over the last close of $11.03, backed by 8 Buy or Strong Buy recommendations.

What is Cellebrite's debt and cash position?

As of June 30, 2026, Cellebrite held $442.5M in cash and short-term investments against $23.2M in total debt, giving it a net cash position of $419.3M.

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