A Look At Cellebrite DI (CLBT) Valuation After The Corellium Acquisition And SaaS Transition

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Feb 05

Cellebrite DI (CLBT) drew fresh attention after its Corellium acquisition, which adds AI and virtualization capabilities, and ties into its subscription SaaS model and debt-free balance sheet for ...

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See our latest analysis for Cellebrite DI. Despite the Corellium news and its subscription SaaS shift, Cellebrite DI’s share price has recently come under pressure, with a 30 day share price return of a 19.96% decline and a 1 year total shareholder return of a 43.91% decline. This suggests momentum has faded after a much stronger 3 year total shareholder return of about 2.7x. If Cellebrite’s AI and security focus has your attention, it may be worth scanning high growth tech and AI stocks to see how other tech and AI names are trading right now. With revenue at about US$455.9m, net income of roughly US$76.3m and a debt free balance sheet, but a share price that has dropped sharply over the past year, is Cellebrite now mispriced value, or is the market already factoring in its future growth? AdvertisementMost Popular Narrative: 42.2% Undervalued Against the last close at $14.28, the most followed narrative points to a fair value of about $24.71, built on detailed growth and profitability assumptions.  The continued transition to a recurring, subscription-based revenue model, with over 90% of revenues now from subscriptions and growing SaaS/cloud penetration, improves revenue visibility, predictability, and operating leverage. This is already translating into higher EBITDA and free cash flow margins and is likely underappreciated in current valuations.  Read the complete narrative. Want to see what is behind that confidence in recurring revenue and margins? The narrative leans on ambitious revenue growth, rising profitability, and a richer earnings multiple. Curious which assumptions really move that $24.71 fair value? Result: Fair Value of $24.71 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still meaningful watchpoints, including reliance on US federal contracts and the risk that rising privacy rules and device security could curb Cellebrite’s addressable market. Find out about the key risks to this Cellebrite DI narrative. Another View: Earnings Multiple Sends A Different Signal The narrative suggests Cellebrite DI is 42.2% undervalued with a fair value of $24.71, but the P/E picture is less forgiving. At 45.7x, the stock trades above the US Software industry on 27.7x and above its fair ratio of 30.3x. This points to valuation risk rather than a clear discount. With peers on 60.8x, this raises the question of whether it is a quality name at a full price or a premium that leaves little room for error. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:CLBT P/E Ratio as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Cellebrite DI for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 866 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Cellebrite DI Narrative If you are not fully aligned with this view, or prefer to rely on your own research and assumptions, you can build a personalized thesis in minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Cellebrite DI. Looking for more investment ideas? If Cellebrite is on your radar, do not stop there. Use the Simply Wall Street Screener to surface other focused ideas that might suit your style.  Hunt for potential deep value opportunities by scanning these 866 undervalued stocks based on cash flows that currently trade below their estimated cash flow value. Ride the AI wave more broadly by checking these 26 AI penny stocks that are tied to artificial intelligence themes across different parts of the market. Add a different angle to your watchlist by reviewing these 13 dividend stocks with yields > 3% that combine income potential with dividend yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}