Cellebrite (CLBT)

• Market cap: $4.7B
• 1 day: -1.70%
• 5 days: 4.25%
• 1 month: 6.00%
• 3 months: -11.67%
• 6 months: 16.38%
• Year to date: -9.46%
• 1 year: 71.27%
• 5 years: 91.32%
• 10 years: 91.32%
• Sector: Information Technology
• Industry: Prepackaged Software

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 filings 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

55% more capital invested

Capital invested by funds: $1.56B [Q3] → $2.41B (+$856M) [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]

8.21% more ownership

Funds ownership: 44.43% [Q3] → 52.64% (+8.21%) [Q4]

Research analyst outlook

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

• Low target: $26 33% upside
• Avg. target: $27 39% upside
• High target: $28 43% upside

3 analyst ratings

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

Needham Mike Cikos 41% 1-year accuracy 43 / 106 met price target	43% upside $28	Buy Reiterated	27 Mar 2025
Lake Street Frank Takkinen 50% 1-year accuracy 11 / 22 met price target	33% upside $26	Buy Maintained	14 Feb 2025
JP Morgan Brian Essex 69% 1-year accuracy 22 / 32 met price target	43% upside $28	Overweight Maintained	11 Feb 2025