Israel's Cellebrite Q2 revenue slightly misses estimates

Cellebrite DI

13/08/2026 12:14

Overview
Israel digital intelligence firm's Q2 revenue rose 16% yr/yr, slightly missing analyst expectations
Adjusted EPS for Q2 was $0.11

Outlook
Cellebrite expects full-year 2026 ARR outlook to $550 mln–$560 mln 
Company expects full-year 2026 revenue forecast to $555 mln–$561 mln
Cellebrite expects full-year 2026 adjusted EBITDA target to $153 mln–$159 mln

Result Drivers
LONGER SALES CYCLES - Co said elongated sales cycles contributed to ARR coming in below expectations
INSEYETS CONVERSIONS - Co said expansion from Inseyets conversions was less than anticipated, impacting ARR
NEW PRODUCT ADOPTION - Co said newer products are making tangible progress, but near-term contribution is limited by elongated sales cycles and timing of additional launches

Company press release: ID:nPn29nkkla

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Slight Miss*
$131.10 mln
$131.87 mln (8 Analysts)
Q2 Adjusted EPS
 
$0.11
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Cellebrite DI Ltd is $21.00, about 37.7% above its August 12 closing price of $15.25
The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 23 three months ago

Reuters Recommended Reads
Aug 12 - Israel's Allot Q2 revenue tops estimates, raises 2026 outlook
Aug 12 - Israel's Radcom Q2 revenue falls 33% on deployment delays
Aug 11 - Cybersecurity firm Intrusion's Q2 revenue falls 22% yr/yr on government contract delays

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)