Cellebrite DI (NASDAQ:CLBT) Given New $18.00 Price Target at Needham & Company LLC

Cellebrite DI (NASDAQ:CLBT) had its target price cut by equities research analysts at Needham & Company LLC from $24.00 to $18.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Needham & Company LLC’s target price would indicate a potential upside of 26.23% from the stock’s previous close.

Other equities research analysts also recently issued reports about the stock. JPMorgan Chase & Co. upped their target price on shares of Cellebrite DI from $23.00 to $24.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Wall Street Zen downgraded shares of Cellebrite DI from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Lake Street Capital raised their price objective on shares of Cellebrite DI from $22.00 to $23.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Bank of America upped their target price on shares of Cellebrite DI from $24.00 to $25.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Cellebrite DI in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $22.50.

Cellebrite DI Price Performance

Shares of Cellebrite DI stock opened at $14.26 on Thursday. The stock’s 50 day simple moving average is $17.21 and its 200-day simple moving average is $17.00. The stock has a market cap of $3.41 billion, a P/E ratio of 46.00, a P/E/G ratio of 2.08 and a beta of 1.28. Cellebrite DI has a 1-year low of $13.10 and a 1-year high of $25.03.

Cellebrite DI (NASDAQ:CLBT) last issued its earnings results on Wednesday, November 12th. The company reported $0.08 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.13 by ($0.05). Cellebrite DI had a return on equity of 20.81% and a net margin of 16.74%.The company had revenue of $126.03 million during the quarter, compared to analyst estimates of $122.98 million. During the same period last year, the business earned $0.14 earnings per share. The firm’s revenue was up 17.9% compared to the same quarter last year. As a group, research analysts expect that Cellebrite DI will post 0.3 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of CLBT. Venturi Wealth Management LLC lifted its stake in shares of Cellebrite DI by 5.0% during the third quarter. Venturi Wealth Management LLC now owns 14,700 shares of the company’s stock worth $272,000 after purchasing an additional 700 shares in the last quarter. CWM LLC boosted its holdings in Cellebrite DI by 85.7% in the 3rd quarter. CWM LLC now owns 1,560 shares of the company’s stock worth $29,000 after acquiring an additional 720 shares during the period. Blue Trust Inc. grew its position in Cellebrite DI by 4.0% in the third quarter. Blue Trust Inc. now owns 23,121 shares of the company’s stock valued at $428,000 after acquiring an additional 898 shares in the last quarter. SkyView Investment Advisors LLC raised its stake in shares of Cellebrite DI by 2.6% during the second quarter. SkyView Investment Advisors LLC now owns 37,708 shares of the company’s stock valued at $597,000 after purchasing an additional 970 shares during the period. Finally, Fox Run Management L.L.C. increased its position in shares of Cellebrite DI by 3.9% during the second quarter. Fox Run Management L.L.C. now owns 30,359 shares of the company’s stock worth $486,000 after acquiring an additional 1,127 shares during the last quarter. Hedge funds and other institutional investors own 45.88% of the company’s stock.

Key Stories Impacting Cellebrite DI

Here are the key news stories impacting Cellebrite DI this week:

• Positive Sentiment: Record Q4 and FY results — Total ARR grew 21% to $480.8M, revenue rose ~18% to $128.8M, with positive net income and adjusted EBITDA margin near 29.8%, showing improving profitability. This underpins confidence in recurring revenue and cash flow. PR Newswire Release
• Positive Sentiment: Raised FY revenue outlook — Management issued FY-2026 revenue guidance of $565M–$571M, above Wall Street’s prior consensus (~$556M), and Q1 revenue guidance roughly in line with estimates, supporting upward revisions to revenue forecasts. Company Report / Slides
• Positive Sentiment: Quarterly results: revenue beat and EPS in line — Q4 revenue of $128.8M topped estimates (~$126M) while GAAP/adjusted EPS came in around $0.14, matching consensus; top-line strength is the primary catalyst. MarketBeat Earnings Summary
• Positive Sentiment: Management commentary and strategy — Earnings call emphasized momentum in AI-powered investigative products and ARR expansion, which supports durable subscription growth and higher margin potential. Earnings Call Transcript (Seeking Alpha)
• Positive Sentiment: Analyst sentiment remains constructive — Brokerages give a consensus “Moderate Buy,” reflecting continued analyst support following results and guidance. Analyst Note
• Neutral Sentiment: Short interest trends mixed / reporting glitches — January short interest fell (~4.93M shares, ~2.2% of float), which can reduce downward pressure; subsequent February reports showing “0” shorted shares appear to be reporting errors and should be treated cautiously. (No clean source link available.)
• Neutral Sentiment: Earnings beat vs. model nuance — Some outlets emphasize EPS in line with estimates while others flagged prior-quarter misses; the takeaway is revenue-driven strength rather than a clear EPS surprise. Zacks Note

About Cellebrite DI

Cellebrite DI is a global provider of digital intelligence and forensics solutions that enable law enforcement agencies, government bodies and enterprises to extract, analyze and act on data from mobile devices, cloud services and digital sources. The company’s technology is designed to accelerate investigations, support evidence-based decision-making and enhance security operations by delivering actionable intelligence in a secure, scalable platform.

The company’s flagship offerings include the Universal Forensic Extraction Device (UFED) series for data acquisition and decoding, Physical Analyzer for advanced data parsing and visualization, and Pathfinder for case-driven investigation workflows.