Cellebrite DI (NASDAQ:CLBT) Price Target Lowered to $15.00 at Needham & Company LLC

Cellebrite DI (NASDAQ:CLBT) had its target price trimmed by Needham & Company LLC from $18.00 to $15.00 in a research report sent to investors on Friday morning,Benzinga reports. The firm currently has a buy rating on the stock.

Separately, Wall Street Zen raised Cellebrite DI from a “sell” rating to a “hold” rating in a report on Sunday, March 15th. Four research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $21.75.

Cellebrite DI Stock Performance

Cellebrite DI stock opened at $12.98 on Friday. Cellebrite DI has a one year low of $11.02 and a one year high of $19.98. The business has a fifty day moving average of $13.54 and a two-hundred day moving average of $15.53. The company has a market cap of $3.24 billion, a P/E ratio of 46.36, a price-to-earnings-growth ratio of 2.01 and a beta of 1.15.

Cellebrite DI (NASDAQ:CLBT) last released its earnings results on Wednesday, February 11th. The company reported $0.14 EPS for the quarter, meeting analysts’ consensus estimates of $0.14. Cellebrite DI had a return on equity of 19.03% and a net margin of 14.48%.The company had revenue of $128.82 million during the quarter, compared to the consensus estimate of $126.07 million. During the same quarter last year, the company earned $0.10 earnings per share. Cellebrite DI’s quarterly revenue was up 28.8% compared to the same quarter last year. Sell-side analysts predict that Cellebrite DI will post 0.43 EPS for the current year.

Institutional Trading of Cellebrite DI

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Voss Capital LP increased its position in Cellebrite DI by 18.9% during the 4th quarter. Voss Capital LP now owns 8,050,000 shares of the company’s stock worth $145,142,000 after purchasing an additional 1,277,300 shares in the last quarter. Pertento Partners LLP increased its position in Cellebrite DI by 28.2% during the 4th quarter. Pertento Partners LLP now owns 5,959,324 shares of the company’s stock worth $107,447,000 after purchasing an additional 1,311,109 shares in the last quarter. Invesco Ltd. increased its position in Cellebrite DI by 0.8% during the 4th quarter. Invesco Ltd. now owns 5,603,237 shares of the company’s stock worth $101,026,000 after purchasing an additional 43,041 shares in the last quarter. Granahan Investment Management LLC increased its position in Cellebrite DI by 16.3% during the 4th quarter. Granahan Investment Management LLC now owns 3,057,018 shares of the company’s stock worth $55,118,000 after purchasing an additional 427,719 shares in the last quarter. Finally, Cooper Creek Partners Management LLC purchased a new stake in Cellebrite DI during the 3rd quarter worth about $55,999,000. 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: Cellebrite reported Q1 EPS of $0.12 versus the $0.11 consensus and revenue of $128.3 million versus $127.0 million expected, with revenue up 19.3% year over year and return on equity at 20.43%. Earnings report and conference call
• Positive Sentiment: The company said first-quarter ARR grew 21% and free cash flow margin reached 32%, reinforcing the strength of its subscription and cash-generation profile. Press release
• Positive Sentiment: Cellebrite outlined Q2 ARR guidance of $510 million to $513 million and said early access to its Genesis product has already topped 500 users, suggesting continued product traction. ARR outlook and Genesis update
• Neutral Sentiment: Needham cut its price target to $15 from $18, but maintained a buy rating, which still implies upside from current levels. Needham note
• Neutral Sentiment: Two executives, CRO Marcus Jewell and CMO David Nicholas Gee, disclosed small share sales, which may have added to cautious sentiment but were minor relative to their holdings.
• Negative Sentiment: Management’s Q2 revenue guidance of $130 million to $133 million came in below the consensus estimate of about $134.9 million, likely pressuring the shares.
• Negative Sentiment: FY2026 revenue guidance of $565 million to $571 million was also slightly below the $568.4 million consensus midpoint, reinforcing concerns about near-term top-line growth.

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.