Israel's Cellebrite Q4 revenue beats estimates, to acquire SCG Canada

Cellebrite DI

11/02/2026 12:09

Overview

Digital investigative solutions provider's Q4 revenue grew 18%, beating analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Company announced acquisition of SCG Canada to enhance drone forensics capabilities

Outlook

Cellebrite expects full-year 2026 ARR between $567 mln and $573 mln

Company anticipates first-quarter 2026 revenue of $126 mln to $128 mln

Cellebrite sees 2026 adjusted EBITDA margin at 26% to 27%

Result Drivers

SAAS AND CLOUD ADOPTION - Strong adoption of SaaS and cloud-based offerings drove revenue growth

CORELLIUM ACQUISITION - ARR growth includes contribution from Corellium acquisition

SUBSCRIPTION REVENUE GROWTH - Subscription revenue increased by 21% year-over-year

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$128.82 mln
$126.56 mln (7 Analysts)
Q4 Net Income
Miss
$21.26 mln
$33.95 mln (4 Analysts)
Q4 Adjusted EBITDA
Beat
$38.33 mln
$37.06 mln (6 Analysts)
Q4 Gross Margin
84.70%
Q4 Cash Flow from Operating Activities
$86.81 mln
Q4 Operating Income
$20.81 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "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 $24.00, about 60.6% above its February 10 closing price of $14.94

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 33 three months ago

Press Release: ID:nPreYwSXna

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(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.)