Cellebrite DI Ltd (CLBT) Fair Value & Analysis
Technology · US · Market cap $3.9B
Cellebrite DI Ltd
CLBT · US
Fair value as of: Jul 16, 2026
From 24 valuation models · updated 24 days ago
Share price −3.0% over the past month.
A solid business, but screening 72% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($6.04). The favourable scenario is already priced in.
- Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $3.92 – $26.00 · fair‑value band $3.40 – $6.04 · the $16.01 price screens above the $4.43 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Cellebrite DI Ltd (CLBT) currently trades at $16.01, while our model-based Fair Value estimate is $4.43, implying the stock looks roughly 72.3% overvalued today. The Quality Score stands at 57/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Cellebrite DI Ltd generated revenue of $496M at a net margin of 14.5%. Revenue grew 19.3% year over year. It earns a return on equity of 16.4%. The balance sheet holds a net cash position of $102M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $3.40 (bear case) to $6.04 (bull case); at $16.01, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 20% below its 52-week high and 45% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -50% fair-value upside, at -72%, CLBT screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: DCF Models ($10.40) versus Asset-Based ($1.30). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 50
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Cellebrite DI Ltd. develops software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Full company description
Cellebrite DI Ltd. develops software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific. The company provides a platform of software solutions used to access, collect, review, extract, decode, decrypt, analyze, share and manage digital evidence across the investigative lifecycle for a range of investigations, such as child exploitation, homicide, anti-terror, border control, sexual crimes, organized crime, human trafficking, corporate security, and intellectual property theft, as well as financial crimes, including those involving cryptocurrency. It also offers Inseyets, digital forensics software that collects and reviews digital evidence from various digital sources when conducting legally sanctioned investigations; Guardian Forensics, an evidence management solution which enables customers to manage their digital forensics workflows, and to store, share and review digital evidence; Guardian Collaborate, a digital evidence sharing tool; and Guardian Investigate, a case management and AI-powered analytics solution. In addition, it provides Cellebrite Pathfinder, which reduces the time spent manually reviewing digital evidence and enables actionable insights into a range of crime types; Corellium Falcon for conducting mobile vulnerability research, exploit introspection, and malware analysis; and Corellium Viper for mobile application penetration testing capabilities. Further, the company offers professional services, such as training and certification services, and advanced services. It serves federal, state, and local agencies, as well as corporations and service providers. The company is headquartered in Petah Tikva, Israel.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Cellebrite DI Ltd reported revenue of $476M in FY2025 versus $246M in FY2021, a compound +17.9%/yr. Reported net income was $78.3M in FY2025, compounding +2.3%/yr from FY2021.
CLBT screens 72% overvalued. Compare with Microsoft Corporation →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Cellebrite to Report Second-Quarter 2026 Financial Results on August 13, 2026
- Cellebrite CEO Thomas Hogan Sells 103,000 Shares for $1.6 Million: Is This a Concern for Investors?
- Cellebrite Expands Exclusive SkySafe Partnership to Deliver Immediate Drone Detection and Airspace Intelligence for Digital Investigations a
- Cellebrite (CLBT)’s Total Addressable Market Is Large, Growing, And Likely Understated, According To DA Davidson
Peer Group
Software - Infrastructure · 368 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Software - Infrastructure median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Software - Infrastructure stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Microsoft Corporation MSFT | $384.00 | $274.17 | -29% |
| Oracle Corporation ORAC | C$9.08 | C$2.94 | -68% |
| Fortinet, Inc FTNT | $160.78 | $44.96 | -72% |
| Synopsys, Inc 1SNPS | €354.50 | €93.61 | -74% |
| Block, Inc XYZ | A$114.53 | A$70.69 | -38% |
| CoreWeave, Inc CRWV | $79.94 | $44.89 | -44% |
| Range Intelligent Computing Technology Group 300442 | ¥71.60 | ¥34.00 | -53% |
| Oracle Financial Services Software Limited OFSS | ₹11,651 | ₹5,821 | -50% |
| 360 Security Technology Inc 601360 | ¥9.64 | ¥5.05 | -48% |
| One97 Communications Limited PAYTM | ₹1,342 | ₹181.50 | -86% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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