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CLCLBT

Cellebrite DI Ltd.

$CLBT·$2.8B·Software - Infrastructure·Technology
$11.38-0.5%YTD-36.9%1Y-41.8%
Price updated 12h ago·X counts updated 2d ago
CLCLBT
$CLBTCellebrite DI Ltd.
$11.38-0.52%69 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CLBT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

69X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $CLBT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 78% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-21

Sentiment on Cellebrite is split. On the positive side Q2 delivered revenue of $131M (+16%), ARR +21% to $508M, adj EBITDA margin 24%, robust FCF, and the bull note frames the guidance cut as 'kitchen-sinking' expectations for the new CEO with 4-5 major deals only slipped a quarter and Federal tailwinds ahead. Bears counter that the ARR shortfall and full-year cut are real, the stock is down 30% in a week, and the valuation still isn't screaming cheap. Chartists want the 0.786 fib to hold before adding.

Read what X is saying about $CLBT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CLBT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Cellebrite is down 38% YTD on a kitchen-sinked guide — bulls read it as a new-CEO reset and bears say the ARR cut is real.

Cellebrite is the digital-forensics software leader — law-enforcement and government customers extracting data from devices in investigations. The business just reset expectations hard.

  • The Q2 was mixed: revenue of $131M (+16% YoY), ARR +21% to $508M, adjusted EBITDA margin 24%, robust FCF — the business is still growing fast and profitable, which is why PE 37x stays supportable.
  • The guidance cut is the tension: bulls frame it as 'kitchen-sinking' for the new CEO with 4-5 major deals only slipped a quarter and Federal tailwinds ahead; bears flag the ARR shortfall and full-year cut as structural.
  • 52-week range position is 15% at $11.14 with volume at 57% of average — near 52-week floor on light volume, which is capitulation territory for a profitable SaaS at 5.4x sales.

Nov 11 Q3 is the gate — any ARR reacceleration plus Federal-contract traction extends the stock off the floor. Another ARR miss or a continued CEO-transition noise and the stock stays range-bound at the floor.

What to watch: Nov 11 Q3 — ARR growth rate, Federal-contract bookings, operating-margin direction, and new-CEO strategic commentary. Another ARR miss is the clear invalidator.

On the calendar: 2026-11-11 — Q3 earnings

Read the AI verdict on $CLBT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Digital intelligence platform enabling law enforcement to collect, analyze, and manage evidence from mobile devices and digital sources.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $CLBT.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $CLBT

Partial — Digital intelligence platform enabling law enforcement to collect, analyze, and manage evidence from mobile devices and digital sources.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
83.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.03$0.06-56.7%
Q1 2026May 14, 2026$0.04$0.05-25.6%
Q4 2025Feb 11, 2026$0.09$0.14-38.1%
Q3 2025Nov 12, 2025$0.08$0.09-15.3%
Next earningsWed, Nov 11·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$128.3M+19.3%82.5%7.1%$0.04$16.8M
Q4 FY25$128.8M+18.1%84.7%16.2%$0.09$78.3M
Q3 FY25$126.0M+17.9%83.9%15.1%$0.08$29.9M
Q2 FY25$113.3M+18.3%84.4%12.7%$0.08$29.0M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$556.6M$554.5M – $559.9M$0.28$0.27 – $0.296
FY27$640.9M$626.2M – $649.9M$0.37$0.35 – $0.406
FY28$738.2M$731.7M – $744.6M$0.44$0.43 – $0.442
FY29$864.7M$853.5M – $873.5M$0.91$0.89 – $0.921

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 123.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Thomas E. HoganAdvisor25.3K sh$286KSellAug 24Gee David NicholasChief Marketing Officer4.3K sh$49KSellAug 21Gee David NicholasChief Marketing Officer2.2K sh$25KSellAug 21Marcus JewellGlobal Chief Revenue Officer12.6K sh$141KSellAug 12Thomas E. HoganCEO139.7K sh$2.1MSellAug 12Marcus JewellGlobal Chief Revenue Officer411 sh$7KSellAug 12Gee David NicholasChief Marketing Officer230 sh$4KSellJul 8David BarterCFO41.7K sh$683KSellJul 2Thomas E. HoganCEO103.2K sh$1.6MSellMay 21Gee David NicholasChief Marketing Officer5.7K sh$74K
1–10 of 13
+ 10 other (10 awards) in window

See when $CLBT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 73
+ 9 other (7 6-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cellebrite DI Ltd. – CLBTglobenewswire.com·17h agoKaplan Fox Shareholder Alert: Cellebrite DI Ltd. (CLBT) is Under Investigation for Possible Securities Law Violationsnewsfilecorp.com·6d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cellebrite DI Ltd. - CLBTprnewswire.com·6d agoKaplan Fox is Investigating Cellebrite DI Ltd. (CLBT) for Investors Who Suffered Lossesnewsfilecorp.com·8d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cellebrite DI Ltd. – CLBTglobenewswire.com·8d ago

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Voices on X · last 7 days

No standout posts about $CLBT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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