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
Full-year 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
Quarterly results
Israel digital intelligence firm's Q2 revenue rose 16% yr/yr, slightly missing analyst expectations
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
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