Cellebrite plans US redomicile. Cellebrite stock sits 44.54 percent below its high

Published on 10/02/2026 at 20:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Cellebrite seeks a US parent company pending approvals. Cellebrite stock costs EUR 9.86 on October 2, 2026 versus EUR 9.90, a 0.40 percent decline.

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Cellebrite announced a plan to establish a United States corporation as its ultimate parent company on September 14, 2026, subject to shareholder and regulatory approvals, according to Cellebrite. Cellebrite stock was 44.54 percent below its Nasdaq 52-week high of USD 19.98, with the primary-exchange quote at USD 11.08 at 2:48 p.m. EDT on October 2, 2026.

US move meets an execution reset

The proposed redomiciliation is designed to support growth in the United States and potentially broaden future index access, but it remains dependent on approvals. The corporate change therefore arrives while management is rebuilding confidence after a difficult second quarter.

In the second quarter of 2026, Cellebrite reported revenue of USD 131.1 million, up 16 percent from the second quarter of 2025, according to Yahoo Finance. Subscription revenue accounted for USD 119.5 million, or 91 percent of total revenue, while adjusted EBITDA reached USD 31.8 million, equal to a 24 percent margin.

Guidance shows the key risk

Annual recurring revenue increased 21 percent to USD 508 million in the second quarter of 2026, but the figure fell below the lower end of the previous USD 510 million-USD 513 million range. Management lowered full-year 2026 ARR guidance to USD 550 million-USD 560 million and revenue guidance to USD 555 million-USD 561 million, representing 17 percent-18 percent growth.

The same outlook places adjusted EBITDA at USD 153 million-USD 159 million, or a 28 percent margin. That contrast matters: the revenue outlook was reduced while the profitability target was raised, leaving deal timing, cloud procurement and conversion pricing as the central operating tests for the second half of 2026.

After-hours price stays near its low

At Lang & Schwarz, Cellebrite stock was trading at EUR 9.86 on October 2, 2026 at 8:44 p.m. CEST, down 0.40 percent versus the prior close of EUR 9.90 on October 1, 2026. The Lang & Schwarz quote places the stock below its prior close while the Nasdaq reference remains above the 52-week low of USD 9.58.