Cellebrite DI (CLBT) Just Gave Investors Something To Think About
Cellebrite DI earnings spark fresh interest
Cellebrite DI (CLBT) just put fresh numbers on the table, with third quarter revenue of US$149.02 million and net income of US$26.66 million catching investor attention after its latest earnings release.
The fresh Q3 release lands after a strong 90-day share price return of 17.6% and a 30-day move of 11.0%, even though Cellebrite DI’s year to date share price return is still down 28.8% and the 1-year total shareholder return has declined 20.5%. Recent momentum is therefore building off a weaker starting point.
Scan beyond Cellebrite DI to see how other software players with momentum and growing earnings stack up using our hand picked 19 high quality undiscovered gems.
Cellebrite DI has rallied hard in the last quarter, while longer-term returns still lag. Does that recent swing leave enough potential upside once you compare the current valuation with the risks on the table?
Most Popular Narrative: 17% Undervalued
Cellebrite DI’s fair value from the analyst consensus Narrative on Simply Wall St is set at $15.36, compared with a last close of $12.70. This suggests a stock priced below that model’s view of future cash flows and earnings power.
The numbers imply that Cellebrite DI’s share price embeds concern that softer ARR guidance, elongated sales cycles and securities investigations will outweigh the company’s high gross margins, raised 2026 EBITDA outlook and targeted free cash flow profile.
See why 21 investors see Cellebrite DI as 17% undervalued.
Result: Fair Value of $15.36 (UNDERVALUED)
Still, the reset ARR guidance after US$508 million in Q2 2026, along with ongoing securities investigations around that cut and the CEO transition, keeps the Cellebrite DI narrative fragile.
Find out about the key risks to this Cellebrite DI narrative.
Another View on Cellebrite DI’s Valuation
On price alone, Cellebrite DI screens very differently. The stock trades on a P/E of 54.7x, compared with 29.8x for the wider US Software group and a 43.6x peer average. The fair ratio sits at 34.3x, which points to meaningful downside risk if sentiment cools.
That kind of gap can close quickly if growth expectations are questioned. It is worth asking how much of your thesis relies on this premium multiple holding up or stretching even further from the fair ratio.
See what the numbers say about this price — find out in our valuation breakdown.
Next Steps
Mixed signals like these rarely last. Act quickly, review the full data set, and pressure test your own thesis using the 4 key rewards and 1 important warning sign.
Hunting for more ideas beyond Cellebrite DI?
If Cellebrite DI has sharpened your focus on quality and price, do not stop here. Use targeted screens to surface opportunities before the crowd spots them.
- Target potential mispriced leaders by zeroing in on companies that combine strong fundamentals with appealing valuations using our 32 high quality undervalued stocks.
- Strengthen your income stream by scanning for businesses with higher yielding payouts and resilient profiles through the 6 dividend fortresses.
- Control risk on your watchlist by focusing on companies with sturdier finances and cleaner balance sheets using the list of solid balance sheet and fundamentals (23 results).
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com