Equity Profile

CLBT

Cellebrite DI Ltd.

Information TechnologyApplication Software$3.7B

Aug20Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Cellebrite DI Ltd. is a technology company specializing in digital intelligence solutions, particularly for law enforcement and security agencies....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help investors gauge the company's financial health this quarter.

N/A

Revenue Growth

Understanding revenue trends is essential to assess the company's market performance and demand for its products.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

CLBT Q2-2026 Earnings Preview

Context

Company Snapshot

Cellebrite DI Ltd. is a technology company specializing in digital intelligence solutions, particularly for law enforcement and security agencies. With a market cap of $4 billion, it plays a crucial role in the growing demand for data extraction and analysis in the information technology sector.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+50.17%

Avg Stock Reaction

-0.31%

Last Quarter Recap

In Q1 2026, Cellebrite reported an EPS of $0.12, surpassing expectations by 60%. The stock reacted positively, gaining 8.43% the following day.

Management Promises & Guidance

Continued focus on expanding product offerings.
Commitment to enhancing customer support.
Plans to invest in research and development.

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given the company's strong track record of beating EPS estimates. However, there are concerns about revenue growth and market competition.

Bull Case

If Cellebrite continues its trend of exceeding EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

On the other hand, if revenue growth does not meet expectations or if competition intensifies, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's history of beating EPS estimates, this figure will be crucial in determining market sentiment.

How is revenue growth tracking compared to previous quarters?

Investors will be closely watching revenue figures to assess the company's ability to maintain growth in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Cellebrite's ability to leverage its recent product innovations, which could drive unexpected revenue growth.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing in a larger move than historical averages, suggesting potential for a surprise.

Recent trends in law enforcement technology adoption may not be fully reflected in current market expectations.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The upcoming earnings report is pivotal as it will reveal whether the company can sustain its growth trajectory amid competitive pressures.

Bull Confirmed If

An EPS of $0.15 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $0.10 could indicate weakening profitability and market challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±28.68%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings announcement.

Options are pricing ±28.7% while CLBT has averaged ±7.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

56.6%

Calls (46K)P/C Ratio: 0.03Puts (15K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cellebrite beats expectations, history suggests the stock could rise by an average of 7% in the following days, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 0.5%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into customer acquisition and retention strategies.
3Comments on competitive pressures and how the company plans to address them.
4Guidance on future earnings and revenue expectations.
5Details on market trends affecting demand for digital intelligence solutions.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Cellebrite DI Ltd. is a technology company specializing in digital intelligence solutions, particularly for law enforcement and security agencies....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help investors gauge the company's financial health this quarter.

N/A

Revenue Growth

Understanding revenue trends is essential to assess the company's market performance and demand for its products.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

CLBT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+50.17%

Avg Stock Reaction

-0.31%

Last Quarter Recap

In Q1 2026, Cellebrite reported an EPS of $0.12, surpassing expectations by 60%. The stock reacted positively, gaining 8.43% the following day.

Management Promises & Guidance

Continued focus on expanding product offerings.
Commitment to enhancing customer support.
Plans to invest in research and development.

Expectations

Wall Street Expectations

Bull Case

If Cellebrite continues its trend of exceeding EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

On the other hand, if revenue growth does not meet expectations or if competition intensifies, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's history of beating EPS estimates, this figure will be crucial in determining market sentiment.

How is revenue growth tracking compared to previous quarters?

Investors will be closely watching revenue figures to assess the company's ability to maintain growth in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Cellebrite's ability to leverage its recent product innovations, which could drive unexpected revenue growth.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing in a larger move than historical averages, suggesting potential for a surprise.

Recent trends in law enforcement technology adoption may not be fully reflected in current market expectations.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The upcoming earnings report is pivotal as it will reveal whether the company can sustain its growth trajectory amid competitive pressures.

Bull Confirmed If

An EPS of $0.15 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $0.10 could indicate weakening profitability and market challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±28.68%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings announcement.

Options are pricing ±28.7% while CLBT has averaged ±7.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

56.6%

Calls (46K)P/C Ratio: 0.03Puts (15K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cellebrite beats expectations, history suggests the stock could rise by an average of 7% in the following days, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 0.5%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into customer acquisition and retention strategies.
3Comments on competitive pressures and how the company plans to address them.
4Guidance on future earnings and revenue expectations.
5Details on market trends affecting demand for digital intelligence solutions.