Why Is CELLEBRITE DI LTD A (CLBT) Stock Down Today?

Cellebrite DI Ltd (CLBT) shares fell 13.11% to $11.04 following the release of third-quarter results. The primary driver for the decline was a reduction in full-year revenue guidance, which overshadowed the company's beat on quarterly earnings.

What Happened

Cellebrite reported third-quarter revenue of $149.02 million, exceeding estimates by $3.13 million. GAAP EPS came in at $0.10, a $0.02 beat, while adjusted EPS of $0.17 surpassed the $0.16 consensus. Despite these positive quarterly figures, the company lowered its fiscal 2026 revenue outlook to $553 million to $558 million from the previous range of $555 million to $561 million. The new guidance sits below the $556.733 million estimate. For the fourth quarter, management projects revenue between $145 million and $150 million, which is below the $151.44 million consensus. The company also reported third-quarter ARR growth of 20% and a trailing twelve-month free cash flow margin of 31%.

What The Data Shows

The stock opened at $12.90, a 1.6% gap up from the prior close of $12.70. It reached a session high of $13.73 at 7:45 AM ET before sliding to a session low of $11.02 at 3:15 PM ET. Volume reached 4.0 million shares, which is 1.6 times the three-month daily average. The company has a market capitalization of $3.2 billion and a P/E ratio of 55.3. Trailing twelve-month revenue growth stands at 17.8% with a net margin of 11.4%. The stock printed 48 fresh 52-week lows on November 12, 2026, within a 52-week range of $9.58 to $19.98. Recent insider activity includes five sells totaling $637,000 over the last 90 days, with no buys recorded.

What To Watch

Investors will monitor how the stock reacts to the lowered guidance relative to the 52-week low. The next scheduled earnings date is not provided in the current data.