Austin, Dec. 13, 2025 (GLOBE NEWSWIRE) -- The Law Enforcement Software Market was valued at USD 18.86 billion in 2025E and is expected to reach USD 40.82 billion by 2033, growing at a CAGR of 10.13% over 2026-2033.  The expanding use of digital tools for public safety management, crime prevention, and investigation is driving growth in the law enforcement software market. Police and emergency services operate more efficiently as a result of the growing demand for sophisticated data analytics, real-time moni ...

Norwood Investment Partners initiated a new position in Cellebrite, despite the stock having already risen over 30% from its 52-week low.What happenedNorwood Investment Partners, LP established a new equity position in Cellebrite DI Ltd. (CLBT +1.60%), adding 230,671 shares valued at $4.27 million as of Sept. 30, 2025. The transaction, disclosed in a Nov. 12, 2025, SEC filing, brings the fund’s total reportable assets under management to $116.27 million across 15 positions.What else to knowThis is a new pos ...

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Core Thesis - Cellebrite DI Ltd. (CLBT) is experiencing a bullish sentiment due to impressive Q3 earnings, strong operational execution, and a promising outlook for future growth [2][5]. Financial Performance - CLBT's shares rose by 20% following the Q3 earnings report, reflecting strong execution and resilient operations [2]. - The company reported an EBITDA margin of 29.9%, indicating solid operating leverage despite significant investments in cloud infrastructure and FedRAMP compliance [2]. Product and Market Expansion - The Guardian platform has shown remarkable growth, increasing by 100% year-over-year, which enhances CLBT's presence in defense and intelligence sectors, with potential NATO contracts on the horizon [3]. - This growth represents a strategic shift from its traditional commercial base, positioning the company for long-term recurring revenue [3]. Challenges and Guidance - Structural delays in U.S. federal contracts have limited near-term growth, with the company projecting an annual recurring revenue (ARR) range of 17-19% and weaker net revenue retention [4]. - Q4 guidance is cautious due to ongoing federal contracting challenges, although 2026 is anticipated to be a year of more significant growth [4]. Valuation and Investment Outlook - The stock is valued at approximately 25 times the 2025 free cash flow, suggesting it is reasonably priced even with potential delays in federal contracts, with expected growth of 15-20% [5]. - The combination of strong private sector growth, strategic expansion of the Guardian platform, and eventual realization of federal contracts presents a compelling risk/reward scenario for investors [5].

Company Overview - Cellebrite is a digital investigations market leader with approximately 20 years of history and is publicly listed on NASDAQ [2] - The company originated in Israel, where its core research and development remains, and operates internationally with 55% of its business in the United States and 45% in other regions [2] Mission and Impact - Cellebrite's mission is to assist in exonerating innocent individuals and aiding law enforcement in apprehending criminals, including terrorists, murderers, and human traffickers [3] - The company collaborates with municipalities, police forces, private enterprises, and intelligence agencies in countries that uphold high standards for human rights and privacy, contributing to a safer world [3]

Cellebrite DI (NasdaqGS:CLBT) 2025 Conference December 02, 2025 04:15 PM ET Company ParticipantsSteve Pettigrew - Head of Software Investment BankingTom Hogan - CEODavid Barter - CFOSteve PettigrewGuys, thank you for joining today. My name's Steve Pettigrew. I lead the software investment banking business at UBS. Pleased to have with me today David Barter, Chief Financial Officer, and Tom Hogan, Chief Executive Officer of Cellebrite. For those of you who don't know Cellebrite, the digital investigations mar ...

The addition of Corellium’s leading virtualization technology to the Cellebrite platform delivers unmatched capabilities that transcend digital forensics, investigations, analytics and intelligenceTYSONS CORNER, Va. and PETAH TIKVA, Israel, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in AI-powered Digital Investigative and Intelligence solutions for the public and private sectors, today announced it has substantially expanded its capabilities through the acquisition of Corel ...

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Key Points Portolan Capital increased its Cellebrite position by 1,407,818 shares, worth an estimated $28.65 million. The transaction equates to approximately 1.20% of 13F reportable assets under management (AUM). Portolan's post-trade Cellebrite stake: 2,419,662 shares valued at $44.84 million. Cellebrite represents approximately 2.43% of AUM and is the fund's 10th-largest holding. These 10 stocks could mint the next wave of millionaires › Portolan Capital Management, LLC disclosed a significa ...

Core Insights - Cellebrite DI Ltd. (NASDAQ:CLBT) experienced a significant stock increase of 20.73% on Thursday, closing at $19.28, driven by strong earnings performance in Q3 [1][6] Financial Performance - The company reported a net income of $20.19 million, a turnaround from a net loss of $207 million in the same period last year [2] - Revenues reached $126 million, marking a 17.7% increase from $107 million year-on-year, hitting the higher end of previous guidance [2] - Adjusted EBITDA grew by 20% to $37.7 million from $31.3 million year-on-year [2] Management Commentary - CEO Thomas Hogan highlighted that the company exceeded the high end of its prior adjusted EBITDA guidance, with revenue at the high end of expectations, reflecting resilience and the importance of its solutions for public safety globally [3] - Hogan expressed optimism for renewed growth in the sector by 2026, citing factors such as government budget flows and full cloud authorization through a partnership with the Department of Justice [4] Future Outlook - For the full year, revenues are projected to grow between 17% to 18%, reaching $470 million to $475 million, while adjusted EBITDA is expected to increase by 26% to 27%, targeting $124 million to $127 million [5] - In Q4, revenues are estimated to be between $123 million to $128 million, implying a year-on-year growth of 13% to 17%, with adjusted EBITDA expected to be between $35 million to $38 million, reflecting a growth of 28% to 30% [6]