GET DAILY SIGNALSCellebrite (CLBT) Delivers Q3 2026 Profit Beats and ARR Growth Despite Revenue Trim
Key Takeaways
- Cellebrite DI Ltd. (CLBT) reported third quarter 2026 revenue of $149.0 million, up 18% year over year and above the high end of its guidance range.
- Annual recurring revenue (ARR) rose 20% year over year to $528.5 million, also finishing above the top of management's guided range.
- Non-GAAP (adjusted) net income reached $45.6 million, while adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) climbed 42% to $53.6 million, a 36.0% margin.
- Management reaffirmed its full-year ARR outlook but trimmed its revenue target, while raising its adjusted EBITDA forecast to $163 million–$166 million.
- The company's new Genesis AI product reached $2 million of ARR in its first full quarter, which management called the strongest product launch in company history.
- For more detail on CLBT's Major News, Today's Price Move, Price Targets, and Forecast, visit the dedicated ticker pages.
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Earnings Context and Why It Matters
Cellebrite's third quarter 2026 results carry added weight following a difficult second quarter, when the company cut guidance and announced a CEO transition. This report was widely seen as an early test of whether the digital forensics leader could restore investor confidence and stabilize its growth narrative. Cellebrite supplies AI-powered digital investigative and intelligence software to public-sector agencies and private enterprises worldwide, so its results also offer a read on government technology spending and the pace of adoption for agentic AI tools. With the company pursuing a planned redomiciliation to the United States and its Corellium acquisition still under CFIUS review, the quarter's execution and guidance clarity mattered as much as the headline numbers. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Reported Results
Cellebrite reported third quarter 2026 revenue of $149.0 million, an 18% increase from $126.0 million a year earlier and ahead of consensus estimates. ARR rose 20% to $528.5 million, and subscription revenue of $134.9 million represented 91% of total revenue. GAAP (Generally Accepted Accounting Principles) net income was $26.7 million, while non-GAAP net income was $45.6 million, or $0.17 per diluted share. GAAP diluted earnings per share (EPS) was $0.10.
Adjusted EBITDA increased 42% to $53.6 million, a 36.0% margin, and free cash flow for the quarter was $51.8 million. The company ended the period with $593 million in cash equivalents and investments. On guidance, Cellebrite reaffirmed its full-year ARR range of $550 million–$560 million but trimmed its full-year revenue outlook to $553 million–$558 million, reflecting more ratable cloud and AI revenue and less hardware revenue. It raised its full-year adjusted EBITDA target to $163 million–$166 million. For the fourth quarter, the company guided to revenue of $145 million–$150 million.
Market Reaction and Investor Sentiment
The market's response to Cellebrite's third quarter reflected a mixed message: profitability beat expectations and guidance was raised on the bottom line, but the top-line outlook was trimmed again. Shares initially moved lower as investors weighed the revenue revision against stronger margins. The central tension was that this quarter represented a profitability and execution recovery rather than a re-acceleration of revenue growth. Positive signals included re-accelerating U.S. federal demand, with U.S. federal ARR growing 18%, and international strength in EMEA and Asia-Pacific. However, softer elements such as hardware-related deal timing, a lighter uplift from remaining product conversions, and Corellium's weaker performance kept sentiment measured.
Forward Outlook and Key Factors to Monitor
Looking ahead, investors should watch how Cellebrite balances its profitability momentum against a more conservative revenue trajectory. Management expressed higher confidence in the lower end of its ARR range, citing typical fourth-quarter seasonality, the volume of expiring agreements, and the uncertain timing of larger cloud and AI deals. The fourth quarter revenue guide of $145 million–$150 million implies a roughly flat-to-lower sequential quarter.
A key catalyst is the Genesis platform. The product reached $2 million of ARR in its first full quarter, and the company plans to launch an on-premise version before year-end, which could broaden its appeal to customers that cannot use cloud services. In 2027, Cellebrite intends to evolve Genesis into an AI-native platform, a transition that could reshape its business model toward tiered, consumption-based pricing.
Investors should also monitor the status of the Corellium acquisition, which remained under CFIUS review without a final binding decision, and any updates on the company's planned U.S. redomiciliation. Margin trends, free cash flow conversion, and the durability of U.S. federal spending will be important signposts as the company works toward its 2027 growth ambitions.
Using Tickeron Tools in My Research
In my analysis of names like CLBT, I often turn to Tickeron’s AI Screener to quickly filter opportunities based on technical patterns, fundamentals, and AI-driven signals. It helps surface comparable ideas without spending hours on manual screens, which keeps my process efficient when evaluating sectors tied to government tech spending and AI adoption.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
CLBT in upward trend: price rose above 50-day moving average on October 21, 2026
CLBT moved above its 50-day moving average on October 21, 2026 date and that indicates a change from a downward trend to an upward trend. In 29 of 34 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 85%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 20, 2026. You may want to consider a long position or call options on CLBT as a result. In 71 of 90 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 79%.
The 10-day moving average for CLBT crossed bullishly above the 50-day moving average on October 23, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 79%.
Following a +2.58% 3-day Advance, the price is estimated to grow further. Considering data from situations where CLBT advanced for three days, in 221 of 287 cases, the price rose further within the following month. The odds of a continued upward trend are 77%.
The Aroon Indicator entered an Uptrend today. In 169 of 214 cases where CLBT Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 79%.
Bearish Trend Analysis
The 10-day RSI Indicator for CLBT moved out of overbought territory on November 10, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 43 similar instances where the indicator moved out of overbought territory. In 31 of the 43 cases, the stock moved lower in the following days. This puts the odds of a move lower at 72%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 15 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CLBT declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 82%.
CLBT broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 18 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. CLBT’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 63 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 71 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.815) is normal, around the industry mean (16.272). P/E Ratio (51.875) is within average values for comparable stocks, (52.956). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (3.648). Dividend Yield (0.000) settles around the average of (0.430) among similar stocks. P/S Ratio (5.583) is also within normal values, averaging (103.889).
The Tickeron Profit vs. Risk Rating rating for this company is 87 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CLBT’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock better than average.
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