Cellebrite Reports Strong Q1 2026 Growth and Positive Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 30 2026
0mins
Source: seekingalpha
Cellebrite DI Ltd. saw its stock rise by 7.36% as it crossed above the 5-day SMA, reflecting strong investor confidence.
The company reported a 19.2% year-over-year revenue increase for Q1 2026, amounting to $128.3 million, driven by robust demand for its digital investigative solutions. Additionally, its annual recurring revenue (ARR) grew by 22% to 23%, reaching between $510 million and $513 million, indicating sustained customer interest following new product launches. The positive outlook for Q2 2026, with expected revenue between $130 million and $133 million, further supports this growth narrative.
This strong financial performance not only reinforces Cellebrite's market leadership but also positions the company favorably for future strategic investments, enhancing its appeal to investors.
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Analyst Views on CLBT
Wall Street analysts forecast CLBT stock price to rise
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 13.200
Low
23.00
Averages
24.83
High
28.00
Current: 13.200
Low
23.00
Averages
24.83
High
28.00
About CLBT
Cellebrite DI Ltd is an Israel-based company engaged primarily in the software sector. The Company is committed to providing a Digital Intelligence (DI) platform for managing DI in legally sanctioned investigations. The Company provides solutions for the public and private sectors, enabling organizations in mastering the complexities of legally sanctioned digital investigations by streamlining intelligence processes. The Company's platform and solutions transform how customers collect, review, analyze and manage data in legally sanctioned investigations. The Company aims to enable its customers to protect and save lives, accelerate justice, and preserve privacy in communities around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant EBITDA Improvement: The adjusted EBITDA for Q1 reached $30.6 million, a 29% increase from the previous year, reflecting the company's success in cost control and operational efficiency, which further boosts investor confidence.
- Market Potential of AI Solution Genesis: Following the launch of the next-gen AI solution Genesis, Cellebrite registered over 500 users within eight weeks, which is expected to drive future revenue growth and could tap into a $12.5 billion market opportunity over the next four years.
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- Openlane Upgrade: JPMorgan upgraded Openlane from neutral to overweight and raised its December 2026 price target to $38, indicating that the online used car marketplace is experiencing robust growth and has potential for sustainable expansion over the coming years.
- Dollar General Downgrade: Deutsche Bank downgraded Dollar General from buy to hold, citing challenges in its customer base and the widening gap in the K-shaped economy, which may limit same-store sales upside, reflecting a cautious outlook on the company.
- Ecolab Upgrade: UBS upgraded Ecolab from neutral to buy and raised its price target to $325, demonstrating strong demand and positive performance expectations for the chemicals company amid a favorable market environment.
- FedEx Upgrade: JPMorgan upgraded FedEx from neutral to overweight, expressing optimism ahead of its upcoming earnings report, particularly regarding the separation of its freight business, which is seen as an attractive risk-reward opportunity.
See More
Cellebrite Exceeds Q1 2026 Earnings Expectations
- Annual Recurring Revenue Growth: Cellebrite's annual recurring revenue (ARR) increased by 21% year-over-year to $493 million, exceeding expectations and demonstrating the company's strong market performance and sustained customer demand.
- Significant EBITDA Improvement: The adjusted EBITDA for Q1 reached $30.6 million, a 29% increase from the previous year, reflecting the company's success in cost control and operational efficiency, which further boosts investor confidence.
- Market Potential of AI Solution Genesis: Following the launch of the next-gen AI solution Genesis, Cellebrite registered over 500 users within eight weeks, which is expected to drive future revenue growth and could tap into a $12.5 billion market opportunity over the next four years.
- New Opportunities from Federal Authorization: Cellebrite announced on May 6 that it received FedRAMP high authorization, which is expected to provide a unique advantage for the company's expansion into the U.S. federal market, supporting revenue growth in the coming quarters.
See More
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- Earnings Surge: Cisco (CSCO) saw a 20% pre-market jump, driven by a positive outlook from its business restructuring, with CFO Mark Patterson indicating an expansion of its silicon portfolio to meet data center demands, thereby enhancing its competitive edge in the AI market.
- Job Cuts and Investments: CEO Chuck Robbins announced nearly 4,000 job cuts; however, the company plans to increase investments in AI, aiming to shift resources towards areas with the strongest demand and long-term value creation, ensuring sustainable growth in the future.
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- AI-Driven Growth: Cellebrite DI (CLBT) is expected to report an 18% year-over-year revenue growth, primarily driven by strong demand for AI-driven investigative tools, showcasing the company's robust execution and adaptability in the AI sector.
See More
Cellebrite Reports 21% ARR Growth in Q1 2026
- Strong Financial Performance: Cellebrite reported Q1 2026 revenue of $128.3 million, a 19.2% year-over-year increase, reflecting robust demand for its digital investigative solutions and reinforcing its market leadership.
- Accelerated ARR Growth: The company achieved an annual recurring revenue (ARR) of $510 million to $513 million in Q1, with a year-over-year growth rate of 22% to 23%, indicating a sustained increase in customer demand following the launch of new products.
- Free Cash Flow Performance: The first quarter saw a free cash flow of $16.8 million, with a free cash flow margin of 13.1%, demonstrating the company's ability to generate cash from operations, despite a decline from the previous year, supporting future strategic investments.
- Positive Future Outlook: Cellebrite anticipates Q2 2026 revenue between $130 million and $133 million, with a growth rate of 15% to 17%, suggesting optimism regarding market response to new products and a commitment to driving future growth through continuous innovation.
See More
Cellebrite Q1 Earnings Exceed Expectations
- Strong Earnings Report: Cellebrite's Q1 non-GAAP EPS of $0.12 surpassed expectations by $0.03, indicating a sustained enhancement in profitability that reinforces market confidence in future growth.
- Significant Revenue Growth: The company reported Q1 revenue of $128.3 million, a 19.3% year-over-year increase, exceeding market expectations by $1.27 million, reflecting a robust demand in the digital forensics sector that drives overall performance.
- Robust Subscription Revenue: Subscription revenue reached $117.9 million, up 23% year-over-year, showcasing significant progress in establishing a stable revenue stream, which enhances long-term financial stability.
- Optimistic Future Outlook: The company anticipates Q2 2026 annual recurring revenue to be between $510 million and $513 million, with an annual growth rate of 22% to 23%, demonstrating management's confidence in future performance, potentially attracting more investor interest.
See More
Cellebrite to Announce Q1 Earnings on May 14
- Earnings Announcement: Cellebrite (CLBT) is set to announce its Q1 2023 earnings on May 14 before the market opens, with a consensus EPS estimate of $0.09, reflecting a 10% year-over-year decline, which may impact investor sentiment.
- Revenue Expectations: Analysts forecast revenue of $127.03 million, representing an 18.2% year-over-year increase, indicating the company's growth potential in the market despite the decline in EPS expectations.
- Performance Track Record: Over the past two years, Cellebrite has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing the company's financial stability and reliability, which could bolster investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and three downward revisions, while revenue estimates experienced two upward and two downward revisions, reflecting a cautious market outlook on the company's future performance.
See More
