Equity Profile

CLBT

Cellebrite DI Ltd.

Information TechnologyApplication Software$4.0B

May14Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:00 AM EDT

Cellebrite DI Ltd. Beats on EPS, Stock Up 0.0%

Metric	Actual	Expected	Surprise
EPS	$0.12	$0.09	+60.00%
Revenue	—	$127M	—

management commentary, guidance changes, and full analysis available with Pro.

Cellebrite DI Ltd. Beats on EPS, Stock Up 0.0%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.12	$0.09	+60.00%
Revenue	—	$127M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Cellebrite DI Ltd. reported better-than-expected earnings per share, indicating stronger profitability than analysts anticipated. However, the stock did not react with any movement, remaining unchanged. The lack of revenue data and guidance may leave investors uncertain about future performance.

Company Snapshot

Cellebrite DI Ltd. (CLBT) operates in the Information Technology sector, specifically in application software....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and investor returns.

$0.09

Revenue

Revenue growth is crucial for assessing the company's performance and market demand.

$127M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Cellebrite DI Ltd. (CLBT) operates in the Information Technology sector, specifically in application software. The company specializes in digital intelligence solutions that help law enforcement and enterprises manage and analyze data from mobile devices, which is increasingly important in today's digital age.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+50.17%

Avg Stock Reaction

-0.31%

Last Quarter Recap

In Q4-2025, Cellebrite reported an EPS of $0.14, exceeding estimates by 33.33%. However, the stock fell 4.55% the following day, indicating market skepticism despite the earnings beat.

Management Promises & Guidance

Continued focus on expanding digital intelligence solutions.
Commitment to enhancing customer support and service offerings.
Plans to invest in research and development for new technologies.

Expectations

Wall Street Expectations

Analysts expect Cellebrite to report solid earnings, with a consensus EPS of $0.09 and revenue of $127M. The company has consistently beaten EPS estimates in the past, which could set a positive tone.

Bull Case

If Cellebrite continues its streak of beating EPS estimates, it could signal strong operational performance and investor confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides cautious guidance, it could lead to a decline in stock price, particularly given the recent history of post-earnings sell-offs.

Key Metrics to Watch

EPS

$0.09

Earnings per share is a key indicator of profitability and investor returns.

Revenue

$127M

Revenue growth is crucial for assessing the company's performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.09?

A beat on EPS would reinforce the company's strong performance trend and could positively influence investor sentiment.

What guidance will management provide for future revenue growth?

Future revenue guidance is critical for assessing the company's growth trajectory and could impact stock performance significantly.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Cellebrite to exceed revenue expectations due to increased demand for digital intelligence solutions.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent trends in law enforcement and enterprise data management indicate growing market demand.

Key Risk

If revenue growth significantly exceeds $128M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether the company can maintain its growth momentum amid competitive pressures and economic conditions.

Bull Confirmed If

An EPS of $0.10 or higher with revenue exceeding $128M would confirm the bullish case.

Bear Confirmed If

An EPS below $0.08 or revenue below $126M would support the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±11.58%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±11.6% while CLBT has averaged ±7.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.6%

30d HV

61.4%

Calls (29K)P/C Ratio: 0.71Puts (16K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cellebrite beats expectations, history suggests the stock could rise by an average of 1.5%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience moderate volatility as investors reassess growth prospects.

Miss

Should the company miss expectations, the average reaction has been a decline of around 11.48%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Insights into customer acquisition and retention strategies.
3Comments on market trends affecting digital intelligence solutions.
4Guidance on expected revenue growth for the next quarter.
5Management's perspective on competitive pressures in the industry.

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Company Snapshot

Cellebrite DI Ltd. (CLBT) operates in the Information Technology sector, specifically in application software....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and investor returns.

$0.09

Revenue

Revenue growth is crucial for assessing the company's performance and market demand.

$127M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+50.17%

Avg Stock Reaction

-0.31%

Last Quarter Recap

In Q4-2025, Cellebrite reported an EPS of $0.14, exceeding estimates by 33.33%. However, the stock fell 4.55% the following day, indicating market skepticism despite the earnings beat.

Management Promises & Guidance

Continued focus on expanding digital intelligence solutions.
Commitment to enhancing customer support and service offerings.
Plans to invest in research and development for new technologies.

Expectations

Wall Street Expectations

Bull Case

If Cellebrite continues its streak of beating EPS estimates, it could signal strong operational performance and investor confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides cautious guidance, it could lead to a decline in stock price, particularly given the recent history of post-earnings sell-offs.

Key Metrics to Watch

EPS

$0.09

Earnings per share is a key indicator of profitability and investor returns.

Revenue

$127M

Revenue growth is crucial for assessing the company's performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.09?

A beat on EPS would reinforce the company's strong performance trend and could positively influence investor sentiment.

What guidance will management provide for future revenue growth?

Future revenue guidance is critical for assessing the company's growth trajectory and could impact stock performance significantly.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Cellebrite to exceed revenue expectations due to increased demand for digital intelligence solutions.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent trends in law enforcement and enterprise data management indicate growing market demand.

Key Risk

If revenue growth significantly exceeds $128M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether the company can maintain its growth momentum amid competitive pressures and economic conditions.

Bull Confirmed If

An EPS of $0.10 or higher with revenue exceeding $128M would confirm the bullish case.

Bear Confirmed If

An EPS below $0.08 or revenue below $126M would support the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±11.58%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±11.6% while CLBT has averaged ±7.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.6%

30d HV

61.4%

Calls (29K)P/C Ratio: 0.71Puts (16K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cellebrite beats expectations, history suggests the stock could rise by an average of 1.5%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience moderate volatility as investors reassess growth prospects.

Miss

Should the company miss expectations, the average reaction has been a decline of around 11.48%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Insights into customer acquisition and retention strategies.
3Comments on market trends affecting digital intelligence solutions.
4Guidance on expected revenue growth for the next quarter.
5Management's perspective on competitive pressures in the industry.