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Cellebrite Posts Strong Q1 2026 Growth, Expands AI and Drone Forensics Portfolio

Story Highlights
  • Cellebrite delivered double-digit Q1 2026 revenue and ARR growth with strong profitability and cash generation.
  • The company expanded AI, cloud and drone forensics capabilities, positioning for faster ARR growth in 2026.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Cellebrite Posts Strong Q1 2026 Growth, Expands AI and Drone Forensics Portfolio

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Cellebrite DI ( (CLBT) ) just unveiled an update.

On May 14, 2026, Cellebrite reported first-quarter 2026 results showing revenue of $128.3 million, up 19% year over year, with subscription revenue rising 23% to $117.9 million and annual recurring revenue climbing 21% to $493 million. The company posted GAAP net income of $10.9 million, non-GAAP net income of $30.6 million and a trailing twelve-month free cash flow margin of 32%, underscoring strong profitability and cash generation.

Management highlighted robust customer uptake of new offerings including Guardian Investigate, Genesis, advanced unlock tools and drone forensics capabilities, positioning the firm for accelerated ARR growth in the second quarter of 2026. Cellebrite also closed its March 1, 2026 acquisition of SCG Canada Inc. to deepen drone forensics, launched beta testing of its agentic AI product Genesis, secured FedRAMP High authorization for its government cloud and set full-year 2026 guidance that implies high-teens ARR and revenue growth with adjusted EBITDA margins in the mid-20s.

From April 13 to April 17, 2026, the company hosted its C2C User Summit, drawing attendees from 30 countries and nearly 500 organizations across law enforcement, defense, intelligence and the private sector, which reinforced community engagement and product adoption. Taken together, the quarter’s financial performance, strategic acquisition, AI product rollout and federal cloud certification suggest Cellebrite is consolidating its leadership in digital investigations while targeting faster recurring revenue expansion and sustained margin strength in 2026.

The most recent analyst rating on (CLBT) stock is a Buy with a $23.00 price target. To see the full list of analyst forecasts on Cellebrite DI stock, see the CLBT Stock Forecast page.

Spark’s Take on CLBT Stock

According to Spark, TipRanks’ AI Analyst, CLBT is a Neutral.

The score is driven primarily by strong fundamentals—especially robust free cash flow and a low-leverage balance sheet—supported by positive 2026 guidance and outlook from the earnings call. Offsetting these strengths are weak technicals (clear downtrend with oversold momentum) and a relatively expensive valuation (high P/E), which raise near-term risk and reduce upside certainty.

To see Spark’s full report on CLBT stock, click here.

More about Cellebrite DI

Cellebrite DI Ltd., listed on Nasdaq under ticker CLBT, is a global provider of AI-powered digital investigative and intelligence solutions serving public-sector agencies and private enterprises. Its portfolio includes mobile device forensics, advanced unlock tools, drone forensics, investigative management platforms and cloud-based offerings tailored to law enforcement, defense, intelligence and commercial customers.

The company has also expanded into virtualized testing for automotive and industrial systems via its Corellium technology, and operates the Cellebrite Government Cloud, which recently achieved high-level U.S. federal security authorization. Through user summits and training programs, Cellebrite cultivates a global ecosystem of digital investigation professionals, reinforcing its position as a leading vendor in digital evidence and investigative workflows.

Average Trading Volume: 1,829,525

Technical Sentiment Signal: Hold

Current Market Cap: $3.18B

See more insights into CLBT stock on TipRanks’ Stock Analysis page.

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