Cellebrite (CLBT)

• Market cap: $3.78B
• 1 day: -2.83%
• 5 days: -6.02%
• 1 month: -21.57%
• 3 months: -8.68%
• 6 months: -20.62%
• Year to date: -27.15%
• 1 year: 28.82%
• 5 years: 53.95%
• 10 years: 53.95%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

209% more call options, than puts

Call options by funds: $6.34M | Put options by funds: $2.05M

38% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 32

17% more funds holding in top 10

Funds holding in top 10: 12 [Q4 2024] → 14 (+2) [Q1 2025]

3% more funds holding

Funds holding: 190 [Q4 2024] → 195 (+5) [Q1 2025]

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

6.3% less ownership

Funds ownership: 52.68% [Q4 2024] → 46.37% (-6.3%) [Q1 2025]

11% less capital invested

Capital invested by funds: $2.41B [Q4 2024] → $2.16B (-$257M) [Q1 2025]

Research analyst outlook

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

• Low target: $24 52% upside
• Avg. target: $25 55% upside
• High target: $25 58% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Needham Mike Cikos	52% upside $24	Buy Reiterated	6 Jun 2025
JP Morgan Brian Essex	58% upside $25	Overweight Maintained	12 May 2025