Cellebrite

CLBT

Market cap $4.26B

Norwood initiated Cellebrite position and now holds 230,671 shares, worth an estimated $4.27 million. The stake represents 3.68% of 13F reportable assets under management.

Cellebrite remains a "Buy" as federal demand rebounds and platform adoption accelerates, supporting a strong long-term growth outlook. The federal segment returned to year-over-year growth in Q3, removing the primary bear case and confirming demand was delayed, not lost. Inseyets migration and rapid cloud/SaaS ARR growth—Guardian cloud ARR up >100% for five quarters—position CLBT for outsized ARR acceleration into 2026.

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Cellebrite DI Ltd. (CLBT) Presents at UBS Global Technology and AI Conference 2025 Transcript

TYSONS CORNER, Va. and PETAH TIKVA, Israel, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in AI-powered Digital Investigative and Intelligence solutions for the public and private sectors, today announced it has substantially expanded its capabilities through the acquisition of Corellium, a leader in Arm-based virtualization software.

Cellebrite DI remains a long-term growth story, despite recent volatility and a modest stock decline since November 2024. CLBT's Q3 2025 earnings beat analyst expectations, with revenue up 18% year-over-year to $126 million and EPS of $0.14. Valuation and technical concerns persist, which could lead to further selling or an underperformance for the stock.

Portolan Capital increased its Cellebrite position by 1,407,818 shares, worth an estimated $28.65 million. The transaction equates to approximately 1.20% of 13F reportable assets under management (AUM).

Delaware-based Ashford Capital Management increased its position Cellebrite by 434,615 shares during the third quarter, adding an estimated $11.3 million in value to its stake. At quarter-end, Ashford reported holding 1.7 million shares of Cellebrite valued at $31.5 million as of September 30.

Cellebrite topped Wall Street's sales and earnings expectations for the third quarter. The company also raised its full-year guidance.

Cellebrite DI Ltd. ( CLBT ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Andrew Kramer - Vice President of Investor Relations Thomas Hogan - CEO & Director David Barter - Chief Financial Officer Marcus Jewell - Global Chief Revenue Officer Conference Call Participants Jeff Van Rhee - Craig-Hallum Capital Group LLC, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Tomer Zilberman - BofA Securities, Research Division Louie Dipalma - William Blair & Company L.L.C.