Street Calls of the Week
TYSONS CORNER, Va. and PETAH TIKVA, Israel - Digital investigation solutions provider Cellebrite (NASDAQ:CLBT), a $4.75 billion market cap company with impressive gross profit margins of 84%, announced its Autumn 2025 Release on Wednesday, featuring new capabilities and the integration of Corellium technology through a reseller agreement while the acquisition process advances. According to InvestingPro data, the company maintains strong financial health with more cash than debt on its balance sheet.
The release includes an expanded Guardian suite with new Software-as-a-Service offerings for digital forensics and investigations. A key addition is Guardian Investigate, which uses AI to analyze multiple evidence types including mobile data, call records, and open-source intelligence. This solution is currently in limited production with select partners and scheduled for general availability in early 2026. While currently unprofitable, InvestingPro analysts forecast the company to achieve profitability this year, with eight additional exclusive insights available to subscribers.
Cellebrite has also launched Guardian for enterprises to support internal investigations and added a new European Union region to meet data residency requirements.
The company introduced an AWS GovCloud deployment option for its Pathfinder analytics solution, providing users with various configurations in a virtual private cloud environment.
The integration of Corellium technology brings Arm-based mobile virtualization capabilities that allow for security research, penetration testing, and malware analysis. Cellebrite reports that multiple defense and intelligence customers in EMEA and Asia Pacific have already subscribed to these solutions.
"The Autumn 2025 Release demonstrates our innovation engine at full throttle," said Ronnen Armon, Cellebrite’s chief product and technologies officer.
According to the company’s press release statement, Cellebrite’s technology is used in more than 1.5 million investigations globally each year and serves over 7,000 customers worldwide in various fields including child exploitation cases, homicide, terrorism, and financial crimes. The company has demonstrated strong revenue growth of 20.5% over the last twelve months. For detailed analysis and comprehensive insights about Cellebrite’s performance and outlook, access the full Pro Research Report available exclusively on InvestingPro.
In other recent news, Cellebrite reported its Q2 2025 earnings, surpassing analyst expectations with an earnings per share (EPS) of $0.08, which is 3.76% higher than the forecast of $0.0771. Despite this positive earnings performance, the company experienced a slight revenue shortfall. In related developments, TD Cowen has maintained its Buy rating for Cellebrite, setting a price target of $25.00. This decision follows a series of meetings with Cellebrite’s management team, including CEO Thomas Hogan and CFO David Barter, where growth initiatives and business momentum were discussed. These recent developments reflect ongoing interest and confidence in Cellebrite’s strategic direction.
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