Cellebrite DI (CLBT) News Today

Cellebrite DI Ltd. (NASDAQ: CLBT) shares were higher, supported by solid third-quarter results and positive analyst actions. However, fourth-quarter revenue guidance came in below analysts’ expectations, tempering the outlook.

• Positive Sentiment: Cellebrite reported Q3 revenue of $149.0 million, above the cited consensus estimate of $145.8 million, and EPS of $0.17. The company also reported 20% ARR growth, a 31% trailing-twelve-month free-cash-flow margin, and $26.7 million in net income. Cellebrite Q3 results
• Positive Sentiment: Needham raised its price target from $12.50 to $14.00 and maintained a Buy rating, signaling confidence in further upside. Needham analyst ratings
• Positive Sentiment: JPMorgan lowered its target from $16 to $15 but kept its Overweight rating, indicating continued optimism despite a more cautious valuation. JPMorgan analyst ratings
• Neutral Sentiment: Two executives disclosed small share sales—234 shares by the CMO and 393 by the CRO—while retaining substantial holdings, limiting the apparent significance of the transactions. CMO SEC filing CRO SEC filing
• Negative Sentiment: Q4 2026 revenue guidance of $145 million–$150 million fell short of the $151.6 million consensus estimate, raising a near-term concern. Full-year revenue guidance of $553 million–$558 million was broadly in line with the $556.8 million estimate.