Sei Investments Co. Has $429,000 Stake in Cellebrite DI Ltd. $CLBT

Sei Investments Co. decreased its stake in shares of Cellebrite DI Ltd. (NASDAQ:CLBT) by 70.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 31,144 shares of the company’s stock after selling 75,388 shares during the quarter. Sei Investments Co.’s holdings in Cellebrite DI were worth $429,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in CLBT. Towarzystwo Funduszy Inwestycyjnych PZU SA raised its holdings in Cellebrite DI by 81.0% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 1,900 shares of the company’s stock valued at $34,000 after acquiring an additional 850 shares in the last quarter. Advisory Services Network LLC acquired a new stake in shares of Cellebrite DI during the 3rd quarter worth approximately $40,000. CWM LLC grew its holdings in shares of Cellebrite DI by 57.0% during the 4th quarter. CWM LLC now owns 2,449 shares of the company’s stock worth $44,000 after purchasing an additional 889 shares in the last quarter. First Horizon Corp increased its position in shares of Cellebrite DI by 421.8% during the fourth quarter. First Horizon Corp now owns 2,891 shares of the company’s stock valued at $52,000 after purchasing an additional 2,337 shares during the period. Finally, Vestcor Inc bought a new stake in shares of Cellebrite DI during the third quarter valued at approximately $70,000. Institutional investors own 45.88% of the company’s stock.

Cellebrite DI Price Performance

CLBT opened at $11.14 on Friday. The stock has a market capitalization of $2.78 billion, a P/E ratio of 50.64, a price-to-earnings-growth ratio of 1.38 and a beta of 1.18. Cellebrite DI Ltd. has a one year low of $9.58 and a one year high of $19.98. The company’s 50 day simple moving average is $14.47 and its 200-day simple moving average is $14.03.

Cellebrite DI (NASDAQ:CLBT) last posted its quarterly earnings results on Thursday, August 13th. The company reported $0.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.06 by $0.05. Cellebrite DI had a return on equity of 16.04% and a net margin of 11.43%.The business had revenue of $131.14 million for the quarter, compared to analysts’ expectations of $131.50 million. As a group, analysts anticipate that Cellebrite DI Ltd. will post 0.41 EPS for the current year.

Insiders Place Their Bets

In other Cellebrite DI news, CFO David Barter sold 41,734 shares of Cellebrite DI stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $16.38, for a total transaction of $683,602.92. Following the transaction, the chief financial officer directly owned 334,219 shares in the company, valued at approximately $5,474,507.22. The trade was a 11.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CRO Marcus Jewell sold 12,658 shares of the stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $12.77, for a total value of $161,642.66. Following the completion of the sale, the executive owned 440,101 shares of the company’s stock, valued at $5,620,089.77. This trade represents a 2.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 297,934 shares of company stock worth $4,631,972. Company insiders own 5.70% of the company’s stock.

Trending Headlines about Cellebrite DI

Here are the key news stories impacting Cellebrite DI this week:

• Positive Sentiment: Second-quarter adjusted EPS was $0.11, above the $0.05 consensus estimate cited by MarketBeat. Management also raised its adjusted EBITDA target, while subscription revenue continued to grow. Cellebrite second-quarter earnings report
• Positive Sentiment: Lake Street, JPMorgan, D.A. Davidson and Needham lowered their price targets but retained positive ratings: Buy or Overweight. Their revised targets range from $12.50 to $16, implying roughly 12% to 44% upside based on the provided reference price. Analyst price-target updates
• Positive Sentiment: Unusual options activity included nearly 20,000 call contracts, far above average volume, indicating speculative positioning for a potential rebound.
• Neutral Sentiment: Cellebrite completed a planned CEO transition, with Shiven Ramji succeeding Thomas E. Hogan effective August 13. The change may support a strategic reset, but investors face uncertainty during the leadership handoff. CEO succession announcement
• Negative Sentiment: The key catalyst for the selloff was lowered guidance. Third-quarter revenue is expected at $145 million-$148 million, below the $150.3 million consensus, while full-year revenue guidance of $555 million-$561 million trails the $568.1 million estimate. The company also reduced its 2026 ARR outlook. Cellebrite outlook announcement
• Negative Sentiment: Quarterly revenue of $131.14 million was slightly below the $131.87 million estimate. The earnings beat was therefore overshadowed by weaker growth indicators and the reset to management’s outlook.
• Negative Sentiment: Several law firms announced investigations into potential securities-law violations and whether prior projections and disclosures were accurate. The investigations are allegations, not findings, but add legal and reputational risk. Cellebrite investigation notice
• Negative Sentiment: Former CEO Thomas Hogan sold 139,713 shares worth approximately $2.15 million, reducing his holdings by about 15%. Although the sale may reflect the transition or personal financial planning, its timing weighs on investor sentiment. SEC insider trading filing

Analysts Set New Price Targets

CLBT has been the topic of a number of recent research reports. Weiss Ratings downgraded shares of Cellebrite DI from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday. Needham & Company LLC lowered their target price on shares of Cellebrite DI from $15.00 to $12.50 and set a “buy” rating on the stock in a research note on Friday. JPMorgan Chase & Co. cut their price target on shares of Cellebrite DI from $20.00 to $16.00 and set an “overweight” rating for the company in a research note on Friday. DA Davidson decreased their price target on Cellebrite DI from $22.00 to $15.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Lake Street Capital dropped their price objective on Cellebrite DI from $21.00 to $15.00 and set a “buy” rating for the company in a research note on Friday. Five analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Cellebrite DI currently has an average rating of “Moderate Buy” and an average target price of $16.70.

About Cellebrite DI

Cellebrite DI is a global provider of digital intelligence and forensics solutions that enable law enforcement agencies, government bodies and enterprises to extract, analyze and act on data from mobile devices, cloud services and digital sources. The company’s technology is designed to accelerate investigations, support evidence-based decision-making and enhance security operations by delivering actionable intelligence in a secure, scalable platform.

The company’s flagship offerings include the Universal Forensic Extraction Device (UFED) series for data acquisition and decoding, Physical Analyzer for advanced data parsing and visualization, and Pathfinder for case-driven investigation workflows.