Latest news with #CLBT
Yahoo
2 days ago
- Business
- Yahoo
Cellebrite (CLBT) Cheers on 3rd Day After Swing to Profit
We recently published . Cellebrite DI Ltd. (NASDAQ:CLBT) is one of the top performers on Thursday. Cellebrite rallied for a third consecutive day on Thursday, jumping 9.29 percent to end at $15.29 apiece after swinging to profitability in the second quarter of the year. In its updated report, Cellebrite DI Ltd. (NASDAQ:CLBT) climbed to a net income of $19.48 million from a $23.8 million net loss in the same period last year. Revenues increased by 18 percent to $113.28 million from $95.7 million. In the first half, the company posted a net profit of $36.88 million, reversing a $95.18 million net loss in the same comparable period. Revenues were higher by 19 percent to $220.8 million versus $185.3 million year-on-year. Copyright: aijohn784 / 123RF Stock Photo Despite strong figures, Cellebrite DI Ltd. (NASDAQ:CLBT) lowered its outlook on key metrics for the full-year period, with revenues now pegged at $465 million to $475 million, versus the $470 million to $485 million targeted previously. The new outlook represents a 16 to 18 percent annual growth, versus the 17 to 21 percent expected prior. For the third quarter alone, revenues were targeted at $121 million to $126 million, or a 13 to 18 percent growth year-on-year. Following the performance, investment firm Needham lowered its price target for Cellebrite DI Ltd. (NASDAQ:CLBT) to $18 from $24 previously, but maintained a 'buy' recommendation on the stock. While we acknowledge the potential of CLBT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the .
Yahoo
3 days ago
- Business
- Yahoo
Cellebrite Begins Its Next Chapter
Key Points Cellebrite continued to see solid growth in the second quarter of 2025, led by a big jump in free cash flow. The company named interim CEO Tom Hogan to take on the role permanently and also announced a new chief financial officer. Cellebrite is cautiously optimistic about recent acquisition activity and the prospect for further business. 10 stocks we like better than Cellebrite › Here's our initial take on Cellebrite DI's (NASDAQ: CLBT) financial report. Key Metrics Metric Q2 2024 Q2 2025 Change vs. Expectations Total revenue $95.7 million $113.3 million +18% Beat Adjusted earnings per share $0.10 $0.12 +20% Beat Annualized recurring revenue $345.9 million $418.9 million +21% n/a Free cash flow $12.4 million $29.0 million +133% n/a Cellebrite Moves Forward on Multiple Fronts Cellebrite has enjoyed high demand for its digital investigative software, with both government entities and private-sector corporate clients adopting Cellebrite's platform extensively. Revenue for the second quarter was up 18% year over year, and annualized recurring revenue from the software-as-a-service platform climbed at a faster 21% rate. Earnings per share came in a penny better than expected as Cellebrite celebrated rising margins from its effectiveness in controlling costs and making the most of sales growth. A dollar-based net retention rate of 120% signaled that existing clients are making greater use of Cellebrite's services. CEO Tom Hogan pointed to Cellebrite's plans to acquire virtualization technology specialist Corellium and its collaboration with the U.S. Department of Justice as important factors that could expand the scope of its business. The Corellium deal hasn't yet gotten final approval, though, so Cellebrite hasn't incorporated its potential impact into guidance. As for Hogan, the once-interim CEO has formally been named to fill the role permanently. Cellebrite's board chair had kind words to say about Hogan's experience and leadership. Joining Hogan will be David Barter, who will take over the CFO role from the retiring Dana Gerner. Immediate Market Reaction Investors were generally pleased with Cellebrite's news. The stock moved higher by almost 5% in premarket trading during the first 45 minutes after the release of its financial report. Both sales and earnings were higher than most of those following Cellebrite had anticipated, which was likely the biggest contributor to the upward move. Even so, it's important to put the modest move into context. Cellebrite's stock soared during late 2024 and into the beginning of 2025, but since their February peak, the shares had lost roughly half their value at their worst levels. Signs of a rebound are encouraging, though, and Cellebrite hopes that future results will validate investors' confidence. What to Watch Cellebrite's guidance for the third quarter and for the full 2025 year doesn't show a huge acceleration of sales growth. Annualized recurring revenue is likely to rise to between $435 million and $445 million next quarter and to between $460 million and $475 million by year-end. Third-quarter revenue of $121 million to $126 million would be 13% to 18% higher than in the year-ago period. Full-year 2025 sales of $465 million to $475 million would represent growth of 16% to 18%. Those are all solid numbers. However, in some investors' eyes, they don't represent the full potential of Cellebrite's business. We look forward to seeing whether Hogan, in his permanent CEO role, can light a fire under Cellebrite and build further momentum toward a full recovery in the stock. Helpful Resources Full earnings report Investor relations page Should you invest $1,000 in Cellebrite right now? Before you buy stock in Cellebrite, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Cellebrite wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,113,059!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Dan Caplinger has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cellebrite. The Motley Fool has a disclosure policy. Cellebrite Begins Its Next Chapter was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-08-2025
- Business
- Yahoo
Cellebrite DI Ltd. (CLBT): A Bull Case Theory
We came across a bullish thesis on Cellebrite DI Ltd. on topsecretstocks's Substack. In this article, we will summarize the bulls' thesis on CLBT. Cellebrite DI Ltd.'s share was trading at $13.98 as of July 31st. CLBT's trailing P/E was 10.08 according to Yahoo Finance. A female engineer in a datacenter, wearing a headset, monitoring digital data. Cellebrite DI Ltd. (CLBT) is a global leader in digital intelligence solutions, providing law enforcement, government, and enterprise clients with mission-critical tools for collecting, reviewing, analyzing, and managing digital evidence. The company's core Collect & Review (C&R) segment, which enables field and lab personnel to extract digital data from mobile devices and cloud platforms, accounts for over 70% of revenue and drives 25%+ operating margins. CLBT's differentiated offering—anchored by proprietary UFED and Premium tools—is used by over 6,700 public sector agencies across 140+ countries, creating a sticky customer base with high recurring revenue. The company is undergoing a platform shift from perpetual licenses to SaaS subscriptions, with 48% of ARR now tied to subscription contracts and overall ARR growing 27% year-over-year. This transition enhances visibility and margin profile, pushing toward a 20%+ FCF margin and strong operating leverage. CLBT's industry-wide leadership is expanding into end-to-end investigative workflows with its Review and Investigate segments, supported by product bundling and growing customer demand for integrated, cloud-based solutions. While short-term growth is constrained by public sector budget cycles and a normalization post-COVID surge, CLBT's robust pipeline, rising penetration in developed markets, and expansion into emerging markets support durable mid-teens ARR growth. Its clean balance sheet and improving cash conversion position it for capital returns and/or strategic acquisitions. Trading at under 4x EV/2026 EBITDA, CLBT remains undervalued relative to high-growth SaaS peers. With improving mix, recurring revenue momentum, and mission-critical positioning, CLBT offers investors a compelling asymmetric opportunity in the government-focused software landscape. Previously, we covered a bullish thesis on DLocal Limited (DLO) by Oliver | MMMT Wealth in March 2025, which highlighted the company's unique positioning in emerging market payments, stabilizing take rates, and improving transaction diversification. The company's stock price has appreciated by approximately 5.33% since our coverage. This is because the thesis played out with signs of operational recovery. The thesis still stands as emerging markets continue to digitize. Topsecretstocks shares a similar view on Cellebrite but emphasizes recurring revenue visibility and SaaS transition benefits. Cellebrite DI Ltd. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held CLBT at the end of the first quarter which was 34 in the previous quarter. While we acknowledge the potential of CLBT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Yahoo
02-08-2025
- Business
- Yahoo
US Department of Justice to Sponsor Cellebrite DI (CLBT) for FedRAMP High Authorization for its Government Cloud platform
Cellebrite DI Ltd. (NASDAQ:CLBT) is one of the Best Tech Stocks to Buy Under $20. On July 23, Cellebrite DI Ltd. (NASDAQ:CLBT) announced a major development in its venture to offer secure cloud services to the US federal agencies. The company announced that the US Department of Justice will act as an official sponsor as it seeks the FedRAMP High authorization for its Government Cloud platform. Earlier this year, Cellebrite DI Ltd. (NASDAQ:CLBT) underwent an independent review and received a FedRAMP High Ready status. Now, with the US Department of Justice as its sponsor, the company moves to the next phase, bringing it closer to getting complete authorization. The company's government cloud services will provide new digital tools for federal agencies, offering them secure access to the company's key solutions, including Inseyets for advanced digital forensics, and Guardian for digital evidence review, sharing, and storage. A female engineer in a datacenter, wearing a headset, monitoring digital data. Cellebrite DI Ltd. (NASDAQ:CLBT) is a software company that provides a Digital Intelligence platform for legally authorized investigations. While we acknowledge the potential of CLBT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
15-06-2025
- Business
- Yahoo
Down 36%, is this US growth stock about to surge again?
US growth stocks have largely been on a stellar run since the start of 2023. That certainly has been the case with Cellebrite DI (NASDAQ:CLBT), climbing by over 480% and reaching an all-time high in February. Yet since then, its performance has slipped a bit. Its 2024 fourth-quarter earnings missed the mark, as did its subsequent 2025 first-quarter results. And while the miss was small, growth inventors tend to be quite unforgiving towards businesses trading at lofty valuations. So seeing a 36% pullback from its February highs isn't a major surprise. However, with the stock now trading at a cheaper price, could this be a buying opportunity? As a quick crash course, Cellebrite specialises in digital forensics. In the corporate world, this technology can be handy when investigating cybersecurity breaches. But for the most part, demand for Cellebrite's technology actually comes from law enforcement agencies. An estimated 90% of crime today has some sort of digital element. As such, requests to decrypt mobile phones and other electronic devices used to commit crimes are creating a significant backlog for investigators and prosecutors – a migraine-level problem that Cellebrite is helping solve. Digging into the latest results, revenue growth continues to be explosive at 20% year-on-year, with annual recurring revenues climbing by 23% to $408m. And with a net retention rate of 121%, customers are clearly finding value in Cellebrite's technology as they're seemingly happy to ramp up spending each year. Sadly, that just wasn't enough to sate the appetite of growth investors who expected a little more top-line growth. And with management forecasting that sales might only grow by 17% for the full year of 2025, the stock endured a bit of a tumble. Even after its recent valuation hit, at a price-to-sales ratio of 8.8, Cellebrite shares can hardly be described as cheap. Yet projections from some analysts suggest that the premium might be worth paying. For example, JPMorgan currently has a share price target of $28 – around 70% higher than today's price. Such large 12-month projections should always be taken with a grain of salt. But Cellebrite's target market is expected to grow at a near-15% annualised rate over the next five years. And given the company's already the top dog in the sector, we might still be in the early days of Cellebrite's growth story – even more so now that profits have started to materialise. Having said that, there's no denying the high risk here. Cellebrite's technology is a powerful tool that can be easily abused if it gets into the wrong hands. This reputational risk is already being put to the test with reports of authoritarian regimes using the technology in human rights violations. Management's already tackling these issues with much stricter customer screening, disabling access when misuse is detected, as well as proactively suspending sales in over 60 countries. Nevertheless, ethical concerns will undoubtedly persist. Despite this risk, I remain an optimist. The valuation's still on the pricey side. But I think the premium might be worth paying, considering the opportunity that Cellebrite's seeking to capitalise on. That's why I've already used the recent stock price weakness to build a small position in my growth portfolio. The post Down 36%, is this US growth stock about to surge again? appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Zaven Boyrazian has positions in Cellebrite. The Motley Fool UK has recommended Cellebrite. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
