Equity Profile

CLBT

Cellebrite DI Ltd.

Information TechnologyApplication Software$2.7B

Aug20Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Cellebrite DI Ltd. (CLBT) operates in the Information Technology sector, focusing on application software that aids law enforcement and enterprises in digital intelligence....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

$0.16

Revenue

Revenue figures provide insight into the company's sales performance and overall growth trajectory.

$146M

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

CLBT Q2-2026 Earnings Preview

Context

Company Snapshot

Cellebrite DI Ltd. (CLBT) operates in the Information Technology sector, focusing on application software that aids law enforcement and enterprises in digital intelligence. As digital data becomes increasingly critical for security and investigations, Cellebrite's solutions are positioned to play a vital role in managing and analyzing this information.

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, significantly beating expectations of $0.07, resulting in an 8.43% stock increase the following day. The strong performance continued a trend of exceeding earnings estimates.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Cellebrite to continue its trend of strong earnings, with a consensus EPS of $0.16 and revenue of $146M. The market is keen to see if the company can maintain its growth momentum.

Bull Case

If Cellebrite exceeds the EPS and revenue estimates, it could signal robust demand for its products, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about its growth prospects, leading to a decline in stock value.

Key Metrics to Watch

EPS

$0.16

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$146M

Revenue figures provide insight into the company's sales performance and overall growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.16?

A higher EPS could reinforce investor confidence in the company's growth trajectory and ability to generate profits.

What are the revenue expectations for the upcoming quarter?

Revenue figures will provide insight into the demand for Cellebrite's products and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Cellebrite to exceed its revenue targets due to increased demand for digital intelligence solutions in law enforcement.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates, suggesting a trend of stronger-than-expected performance.

Options pricing indicates a high level of expected volatility, which may reflect underlying market confidence in the company's growth potential.

Key Risk

If revenue growth significantly outpaces expectations, it could lead to a reassessment of the company's market position.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will determine whether Cellebrite can sustain its growth momentum amid increasing competition.

Bull Confirmed If

An EPS of $0.17 or higher, coupled with revenue exceeding $148M, would confirm the bull case.

Bear Confirmed If

An EPS below $0.14 or revenue below $144M would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±28.68%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings report.

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%, confirming strong demand for its solutions.

In-Line / Cautious

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

Miss

A miss could lead to a decline in stock value, with historical data suggesting an average drop of around 7%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Insights into customer demand trends in law enforcement and enterprise sectors.
3Management's outlook on competitive pressures and market share.
4Details on operational efficiencies and cost management strategies.
5Any commentary on future guidance or strategic initiatives.

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. (CLBT) operates in the Information Technology sector, focusing on application software that aids law enforcement and enterprises in digital intelligence....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

$0.16

Revenue

Revenue figures provide insight into the company's sales performance and overall growth trajectory.

$146M

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

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Cellebrite to continue its trend of strong earnings, with a consensus EPS of $0.16 and revenue of $146M. The market is keen to see if the company can maintain its growth momentum.

Bull Case

If Cellebrite exceeds the EPS and revenue estimates, it could signal robust demand for its products, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about its growth prospects, leading to a decline in stock value.

Key Metrics to Watch

EPS

$0.16

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$146M

Revenue figures provide insight into the company's sales performance and overall growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.16?

A higher EPS could reinforce investor confidence in the company's growth trajectory and ability to generate profits.

What are the revenue expectations for the upcoming quarter?

Revenue figures will provide insight into the demand for Cellebrite's products and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Cellebrite to exceed its revenue targets due to increased demand for digital intelligence solutions in law enforcement.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates, suggesting a trend of stronger-than-expected performance.

Options pricing indicates a high level of expected volatility, which may reflect underlying market confidence in the company's growth potential.

Key Risk

If revenue growth significantly outpaces expectations, it could lead to a reassessment of the company's market position.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will determine whether Cellebrite can sustain its growth momentum amid increasing competition.

Bull Confirmed If

An EPS of $0.17 or higher, coupled with revenue exceeding $148M, would confirm the bull case.

Bear Confirmed If

An EPS below $0.14 or revenue below $144M would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±28.68%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings report.

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%, confirming strong demand for its solutions.

In-Line / Cautious

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

Miss

A miss could lead to a decline in stock value, with historical data suggesting an average drop of around 7%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Insights into customer demand trends in law enforcement and enterprise sectors.
3Management's outlook on competitive pressures and market share.
4Details on operational efficiencies and cost management strategies.
5Any commentary on future guidance or strategic initiatives.