Cellebrite remains a "Buy" as federal demand rebounds and platform adoption accelerates, supporting a strong long-term growth outlook. The federal segment returned to year-over-year growth in Q3, removing the primary bear case and confirming demand was delayed, not lost. Inseyets migration and rapid cloud/SaaS ARR growth—Guardian cloud ARR up >100% for five quarters—position CLBT for outsized A...
Artificial intelligence (AI) will reshape industries for decades, making early positioning in focused AI players critical. Smaller AI companies often offer more upside than megacaps that have already priced in the boom.
TYSONS CORNER, Va. and PETAH TIKVA, Israel, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in AI-powered Digital Investigative and Intelligence solutions for the public and private sectors, today announced it has substantially expanded its capabilities through the acquisition of Corellium, a leader in Arm-based virtualization software.
Cellebrite DI remains a long-term growth story, despite recent volatility and a modest stock decline since November 2024. CLBT's Q3 2025 earnings beat analyst expectations, with revenue up 18% year-over-year to $126 million and EPS of $0.14. Valuation and technical concerns persist, which could lead to further selling or an underperformance for the stock.
Portolan Capital increased its Cellebrite position by 1,407,818 shares, worth an estimated $28.65 million. The transaction equates to approximately 1.20% of 13F reportable assets under management (AUM).
Delaware-based Ashford Capital Management increased its position Cellebrite by 434,615 shares during the third quarter, adding an estimated $11.3 million in value to its stake. At quarter-end, Ashford reported holding 1.7 million shares of Cellebrite valued at $31.5 million as of September 30.
Cellebrite topped Wall Street's sales and earnings expectations for the third quarter. The company also raised its full-year guidance.
Kostenlos registrieren
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.