Cellebrite (CLBT)

• Market cap: $4.36B
• 1 day: -3.76%
• 5 days: -7.24%
• 1 month: -5.41%
• 3 months: -21.39%
• 6 months: 0.22%
• Year to date: -16.02%
• 1 year: 73.73%
• 5 years: 77.46%
• 10 years: 77.46%
• Sector: Technology
• Industry: Software - Infrastructure

About: Cellebrite DI Ltd is an Israeli digital intelligence company that provides tools for federal, state, and local law enforcement as well as enterprise companies and service providers to collect, review, analyze, and manage digital data. Some of its products include Cellebrite UFED, Cellebrite Physical Analyzer, Cellebrite UFED Cloud, Cellebrite Frontliner, Cellebrite Responder, Cellebrite Premium, and Cellebrite Seeker.

Employees: 1,167

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

98% more call options, than puts

Call options by funds: $6.22M | Put options by funds: $3.14M

56% more capital invested

Capital invested by funds: $1.55B [Q3] → $2.41B (+$862M) [Q4]

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

20% more funds holding in top 10

Funds holding in top 10: 10 [Q3] → 12 (+2) [Q4]

15% more funds holding

Funds holding: 163 [Q3] → 187 (+24) [Q4]

8.4% more ownership

Funds ownership: 44.23% [Q3] → 52.63% (+8.4%) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $26 43% upside
• Avg. target: $27 50% upside
• High target: $28 54% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Needham Mike Cikos 22% 1-year accuracy 23 / 103 met price target	54% upside $28	Buy Reiterated	2 Apr 2025
Lake Street Frank Takkinen 10% 1-year accuracy 2 / 21 met price target	43% upside $26	Buy Maintained	14 Feb 2025
JP Morgan Brian Essex 50% 1-year accuracy 16 / 32 met price target	54% upside $28	Overweight Maintained	11 Feb 2025