Overview
Digital investigative solutions provider's Q4 revenue grew 18%, beating analyst expectations
Adjusted EBITDA for Q4 beat analyst expectations
Company announced acquisition of SCG Canada to enhance drone forensics capabilities
Outlook
Cellebrite expects full-year 2026 ARR between $567 mln and $573 mln
Company anticipates first-quarter 2026 revenue of $126 mln to $128 mln
Cellebrite sees 2026 adjusted EBITDA margin at 26% to 27%
Result Drivers
SAAS AND CLOUD ADOPTION - Strong adoption of SaaS and cloud-based offerings drove revenue growth
CORELLIUM ACQUISITION - ARR growth includes contribution from Corellium acquisition
SUBSCRIPTION REVENUE GROWTH - Subscription revenue increased by 21% year-over-year
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $128.82 mln | $126.56 mln (7 Analysts) |
Q4 Net Income | Miss | $21.26 mln | $33.95 mln (4 Analysts) |
Q4 Adjusted EBITDA | Beat | $38.33 mln | $37.06 mln (6 Analysts) |
Q4 Gross Margin | 84.70% | ||
Q4 Cash Flow from Operating Activities | $86.81 mln | ||
Q4 Operating Income | $20.81 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Cellebrite DI Ltd is $24.00, about 60.6% above its February 10 closing price of $14.94
The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 33 three months ago
Press Release: ID:nPreYwSXna
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)