Assessing Cellebrite DI (CLBT) Valuation After Strong 2025 Results And Growth Outlook - Yahoo Finance

Assessing Cellebrite DI (CLBT) Valuation After Strong 2025 Results And Growth Outlook Simply Wall St February 12, 2026 3 min read CLBT -3.84% Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Cellebrite DI (CLBT) shares are in focus after the company reported full year 2025 results showing revenue of US$475.68 million and net income of US$78.33 million, compared with a net loss a year earlier. See our latest analysis for Cellebrite DI. Despite the strong 2025 results and recent acquisitions, Cellebrite DI’s 1 month share price return of a 21.0% decline and 1 year total shareholder return of a 42.8% decline point to fading near term momentum, even after a very large 3 year total shareholder return. If this has you reassessing growth software names, it could be worth scanning 58 profitable AI stocks that aren't just burning cash as a starting point for other cash generative opportunities in the sector. So with Cellebrite DI posting US$78.33 million in net income, yet seeing a 42.8% 1 year total shareholder return decline and trading below some analyst price targets, are you looking at a mispriced growth story, or a market already baking in future gains? Most Popular Narrative: 42.3% Undervalued With Cellebrite DI last closing at $14.26 against a narrative fair value of $24.71, the current share price sits well below that storyline of future cash flows and earnings power. 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 kind of revenue trajectory and margin profile sit behind that confidence? The narrative leans heavily on recurring revenue, richer profitability and a punchy future earnings multiple. Curious which assumptions have to hold together for that $24.71 fair value to stack up? Result: Fair Value of $24.71 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, heavy reliance on US federal contracts, as well as rising privacy and competition pressures, could easily derail the margin and recurring revenue assumptions you are weighing. Find out about the key risks to this Cellebrite DI narrative. Another View: High P/E Puts The Brakes On If you step away from cash flow stories and just look at the P/E, Cellebrite DI trades on 45.7x, which sits above the US Software industry at 28.7x, the peer average at 44.3x, and a fair ratio of 32x. That gap points to valuation risk rather than a clear bargain, so which signal do you trust? Story Continues View Comments Terms and Privacy Policy Privacy Dashboard