CLBT Cellebrite DI

Cellebrite DI Ltd. (NASDAQ:CLBT) has received a "Moderate Buy" rating from analysts, with four buy ratings and one sell rating, and an average 12-month price target of $24.00. The company recently beat revenue estimates but missed on EPS for its most recent quarter, though analysts anticipate higher EPS for the current year. Institutional ownership stands at approximately 45.9%, with several funds increasing their positions.

Moody National Bank Trust Division has initiated a new position in Cellebrite DI Ltd. (NASDAQ:CLBT), purchasing 144,100 shares valued at $2.67 million. This move aligns with increased institutional interest in Cellebrite, as other major institutions have also raised their holdings. The stock currently trades near $18.23, with analysts maintaining a "Moderate Buy" rating and an average target price of $24.00, despite a recent EPS miss.

Cellebrite DI Ltd. (NASDAQ:CLBT) has delivered a massive 330% return to its investors over the last three years, largely driven by the company achieving profitability. While the stock has seen a recent dip of 2.9% in the last seven days and is down 12% for the year, its long-term performance remains strong. The article suggests that if long-term sustainable growth continues, the current sell-off could present an opportunity.

Norwood Investment Partners, LP has established a new equity position in Cellebrite DI Ltd. (NASDAQ:CLBT), purchasing 230,671 shares valued at $4.27 million. This new investment represents 3.7% of the fund's total reportable assets under management, which now stand at $116.27 million across 15 positions. The transaction was disclosed in a recent SEC filing.

Cellebrite (CLBT) exceeded Q3 2025 earnings expectations with an EPS of $0.14 and revenue of $126 million, leading to a 22.8% surge in after-hours trading. The company's strong performance was driven by 21% growth in subscription revenue and a robust gross margin of 84.5%, with strategic focus on cloud solutions and U.S. federal sector expansion. Cellebrite anticipates continued ARR growth in Q4 and 2025, with an optimistic outlook for accelerated top-line growth in 2026 driven by new product launches and market expansion.

Jump Financial LLC significantly increased its stake in Cellebrite DI Ltd. by 158.5% in Q2, acquiring 328,094 additional shares. Despite missing EPS estimates, Cellebrite reported robust revenue growth, and analysts maintain a "Moderate Buy" rating with target prices around $24-25. Other institutional investors also adjusted their positions in the company.