Cellebrite expands digital community as DA Davidson targets Cellebrite stock at USD 15.00
Published on 10/13/2026 at 03:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSKey points in brief
- Cellebrite expanded The 101 digital forensics community to 62,000 users on September 17, 2026.
- Q2 2026 revenue reached USD 131.14 million, up 16.00 percent year over year, while ARR rose 21.00 percent to USD 508.00 million.
- DA Davidson maintained a Buy rating and a USD 15.00 target on September 15, 2026.
- Cellebrite had a USD 2.9 billion market capitalization and a USD 9.58 to USD 19.98 52-week range as of October 12, 2026.
Cellebrite (ISIN IL0011794802) expanded its The 101 digital forensics community to 62,000 users on September 17, 2026, while DA Davidson maintained a USD 15.00 target for Cellebrite stock on September 15, 2026. The two developments frame a company balancing broader customer engagement against the execution reset announced with its second-quarter results.
Three dated operating signals
On August 13, 2026, Cellebrite reported second-quarter revenue of USD 131.14 million, up 16.00 percent year over year, and annual recurring revenue of USD 508.00 million, up 21.00 percent year over year, according to Yahoo Finance.
On September 17, 2026, the company said The 101 community was growing from a base of 62,000 users, according to StockTitan. On September 23, 2026, Cellebrite called for 2027 JUSTYS nominees, in an event promoted to an audience of 7.7 million YouTube subscribers, also reported by StockTitan.
What does the reset mean?
The Q2 figures show the tension clearly. Revenue grew 16.00 percent year over year, but management lowered full-year 2026 ARR guidance to USD 550 million to USD 560 million and revenue guidance to USD 555 million to USD 561 million, according to Yahoo Finance. The company attributed the change to slower Inseyets conversion expansion and longer procurement processes for cloud and artificial intelligence deals.
Management simultaneously raised adjusted EBITDA guidance to USD 153 million to USD 159 million for fiscal 2026, equal to a 28.00 percent margin. Third-quarter guidance called for ARR of USD 524 million to USD 528 million and revenue of USD 145 million to USD 148 million, giving the next report a concrete test of whether the revised operating assumptions are holding.
Analyst target stays at USD 15
DA Davidson reiterated a Buy rating and a USD 15.00 price target after a virtual fireside chat with management on September 15, 2026, according to Investing.com. The firm cited execution priorities under CEO Shiven Ramji, new artificial intelligence products and the planned United States redomicile as part of its assessment.
Next reporting date
Cellebrite's next scheduled report is November 11, 2026, according to EarningsToday. That report will put the USD 145 million to USD 148 million third-quarter revenue outlook against actual execution.
Market value and trading frame
Cellebrite had a market capitalization of USD 2.9 billion and a 52-week range of USD 9.58 to USD 19.98 as of October 12, 2026. The company is listed on Nasdaq under ticker CLBT, and its software supports legally sanctioned digital investigations for law enforcement, defense, intelligence organizations and enterprises.
The further course of trading is shown by the continuously updated real-time quote of Cellebrite stock.
Cellebrite stock facts
- Company: Cellebrite DI Ltd.
- ISIN: IL0011794802
- Ticker: CLBT
- Primary exchange: Nasdaq
- Market capitalization: USD 2.9 billion (as of October 12, 2026)
- 52-week range: USD 9.58-19.98 (as of October 12, 2026)
- Sector / Industry: Technology / Software - Infrastructure
- Next earnings date: November 11, 2026
Market context: Market report S&P 500.
