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CLBT.NASDAQ
Cellebrite
Information Technology · Application Software

Digital intelligence company providing investigative analytics, device extraction, and evidence management tools for public and private sectors.

HQ: ILListed: United States

Historical AI Forecasts

Audit every published iPulse AI forecast batch and immutable historical research document for Cellebrite.

Historical AI ConsensusHistorical AI Forecasts

Cellebrite DI Ltd (CLBT.NASDAQ) AI FORECASTS & ADVISOR ANALYSIS

Read and compare the 12 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 5 July 2026Deep analysis 5 July 2026

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts
Machiavelli AI advisor icon

Niccolo Machiavelli AI

The Insider FrameworkAI Researcher

Model rating

Buy

5-Year Return Est.

+153.7%

CLBT.NASDAQ does not currently pay dividends

1. Investment Thesis — Base Case

The Base Case indicates CLBT will systematically close the as its U.S. Federal contracts and Genesis AI override the Israel-domicile risk premium. The market is currently distracted by surface-level geopolitical noise and insider selling, ignoring the profound granted by DOJ FedRAMP High Authorization. As global cyber threats escalate, digital forensics transitions from a discretionary investigative tool to mandatory national security infrastructure. The implied expansion is highly realistic given their monopolistic position and the vast amounts of capital flowing into defense and cybersecurity.

  • CLBT's 32% provides an absolute floor against rate-driven .
  • The transition to the Genesis platform permanently elevates and net dollar retention.
  • is achieved not through traditional lobbying, but through indispensability to the U.S. national security apparatus.
  • creates a temporary pricing discount, allowing institutional smart money to accumulate ahead of the inevitable realization of their US Federal monopoly.
  • Implied multiples will normalize as Top-line compounding dwarfs short-term macroeconomic volatility.

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.0.4211.1321.8432.5643.27Jun 2021Dec 2023Jul 2026Dec 2028Jul 2031Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.
View chart values
Historical prices and published forecast — published chart values
SeriesDateValue (USD)
Observed price2021-06-309.93
Observed price2021-07-209.95
Observed price2021-08-019.93
Observed price2021-08-139.97
Observed price2021-08-219.98
Observed price2021-09-0211.24
Observed price2021-09-1811.15
Observed price2021-09-309.26
Observed price2021-10-048.99
Observed price2021-10-2410.98
Observed price2021-11-0111.24
Observed price2021-11-179.61
Observed price2021-11-219.11
Observed price2021-12-038.04
Observed price2021-12-198.71
Observed price2022-01-047.65
Observed price2022-01-127.02
Observed price2022-01-285.38
Observed price2022-02-056.14
Observed price2022-02-177.45
Observed price2022-02-257.49
Observed price2022-03-136.00
Observed price2022-03-217.21
Observed price2022-04-105.89
Observed price2022-04-145.69
Observed price2022-04-265.06
Observed price2022-05-085.01
Observed price2022-05-204.54
Observed price2022-06-134.64
Observed price2022-06-175.22
Observed price2022-06-295.07
Observed price2022-07-075.69
Observed price2022-07-315.10
Observed price2022-08-045.61
Observed price2022-08-125.34
Observed price2022-08-204.85
Observed price2022-09-054.81
Observed price2022-09-254.15
Observed price2022-10-033.99
Observed price2022-10-194.41
Observed price2022-11-084.66
Observed price2022-11-124.86
Observed price2022-11-164.91
Observed price2022-12-064.35
Observed price2022-12-264.05
Observed price2022-12-304.36
Observed price2023-01-154.42
Observed price2023-01-234.95
Observed price2023-02-125.00
Observed price2023-02-165.95
Observed price2023-02-245.77
Observed price2023-02-286.15
Observed price2023-04-016.04
Observed price2023-04-055.60
Observed price2023-04-135.82
Observed price2023-04-295.44
Observed price2023-05-035.42
Observed price2023-05-115.61
Observed price2023-06-045.67
Observed price2023-06-166.43
Observed price2023-06-206.22
Observed price2023-07-027.20
Observed price2023-07-146.98
Observed price2023-07-307.74
Observed price2023-08-077.37
Observed price2023-08-237.76
Observed price2023-09-048.12
Observed price2023-09-167.37
Observed price2023-10-067.58
Observed price2023-10-147.08
Observed price2023-10-306.65
Observed price2023-11-037.28
Observed price2023-11-117.42
Observed price2023-11-238.48
Observed price2023-12-178.24
Observed price2023-12-258.75
Observed price2023-12-298.66
Observed price2024-01-148.11
Observed price2024-01-228.93
Observed price2024-01-309.36
Observed price2024-02-1510.74
Observed price2024-03-0212.24
Observed price2024-03-2611.87
Observed price2024-03-3011.04
Observed price2024-04-0711.24
Observed price2024-04-1510.38
Observed price2024-05-0110.75
Observed price2024-05-1711.53
Observed price2024-05-2111.83
Observed price2024-06-0210.51
Observed price2024-06-2611.80
Observed price2024-07-0412.13
Observed price2024-07-1211.73
Observed price2024-07-2813.74
Observed price2024-08-0512.40
Observed price2024-08-2116.62
Observed price2024-09-0616.34
Observed price2024-09-1417.51
Observed price2024-09-3016.84
Observed price2024-10-0818.14
Observed price2024-10-2417.94
Observed price2024-11-0118.53
Observed price2024-11-1717.55
Observed price2024-11-2120.2
Observed price2024-12-1520.2
Observed price2024-12-1921.3
Observed price2024-12-2722.2
Observed price2025-01-1221.7
Observed price2025-01-1623.0
Observed price2025-02-0526.0
Observed price2025-02-0925.4
Observed price2025-02-2518.32
Observed price2025-03-0917.04
Observed price2025-03-2520.6
Observed price2025-04-0219.83
Observed price2025-04-0617.86
Observed price2025-04-2218.39
Observed price2025-05-0419.85
Observed price2025-05-1617.41
Observed price2025-06-0116.46
Observed price2025-06-0916.62
Observed price2025-06-2115.69
Observed price2025-07-0315.45
Observed price2025-07-1514.25
Observed price2025-08-0813.57
Observed price2025-08-1615.79
Observed price2025-08-2015.48
Observed price2025-09-0917.27
Observed price2025-09-1317.01
Observed price2025-09-2918.97
Observed price2025-10-1519.30
Observed price2025-10-1918.09
Observed price2025-11-0815.47
Observed price2025-11-1618.26
Observed price2025-11-2816.86
Observed price2025-12-1018.50
Observed price2025-12-2219.24
Observed price2026-01-0317.91
Observed price2026-01-1118.19
Observed price2026-01-3114.77
Observed price2026-02-0814.49
Observed price2026-02-2412.63
Observed price2026-02-2813.39
Observed price2026-03-0815.05
Observed price2026-03-2414.21
Observed price2026-04-1311.79
Observed price2026-04-2512.69
Observed price2026-05-0713.81
Observed price2026-05-2712.70
Observed price2026-05-3115.49
Observed price2026-06-0414.29
Observed price2026-06-2012.63
Observed price2026-06-2814.04
Observed price2026-07-0616.61
Observed price2026-07-2214.18
Observed price2026-08-1116.03
Observed price2026-08-1510.91
Observed price2026-08-2712.29
Observed price2026-09-1511.25
Observed price2026-09-1711.82
Observed price2026-09-1811.62
Published advisor forecast2026-07-0215.65
Published advisor forecast2026-10-0216.90
Published advisor forecast2027-01-0218.09
Published advisor forecast2027-04-0218.99
Published advisor forecast2027-07-0220.1
Published advisor forecast2027-10-0221.1
Published advisor forecast2028-01-0222.8
Published advisor forecast2028-04-0222.1
Published advisor forecast2028-07-0223.5
Published advisor forecast2028-10-0224.6
Published advisor forecast2029-01-0226.4
Published advisor forecast2029-04-0229.0
Published advisor forecast2029-07-0230.2
Published advisor forecast2029-10-0231.7
Published advisor forecast2030-01-0232.9
Published advisor forecast2030-04-0233.3
Published advisor forecast2030-07-0234.6
Published advisor forecast2030-10-0236.3
Published advisor forecast2031-01-0237.4
Published advisor forecast2031-04-0238.5
Published advisor forecast2031-07-0239.7

2. Scenarios & Signals

Bull case

The Bull Case materializes if the base federal expansion is supercharged by a US acquisition or a sweeping DHS grant mandate. In this scenario, CLBT's moat is recognized as impenetrable.

  • A U.S. buyout entirely removes the Israeli , triggering immediate .
  • Genesis AI fundamentally alters police manpower constraints globally, embedding CLBT as the central operating system for law enforcement.
  • expands rapidly toward $8B-$10B as the company is re-rated from a forensic niche to an apex AI intelligence platform.

Bear case

The Bear Case unfolds if severe geopolitical blowback, a catastrophic cyber breach, or structural OS changes materialize. The core is tested beyond its breaking point.

  • A targeted cyber-attack leaks CLBT's proprietary zero-day exploits, instantly neutralizing their primary competitive advantage.
  • The U.S. government applies draconian on Israeli-developed AI, severing CLBT's European and Asian revenue streams.
  • Big Tech successfully alters hardware cryptography, forcing CLBT into a protracted, cash-burning R&D cycle.

Current crowd narrative

The crowd currently views Cellebrite as a niche, slow-growth Israeli software firm heavily discounted by the ongoing Middle East conflict. The prevailing media narrative fixates on the 28% YTD stock decline, assuming the company is struggling with executive turnover and the PR nightmare of human rights organizations scrutinizing its international sales. The anchoring bias is tied to the 'Israel conflict discount' and the assumption that Apple's rising security protocols will eventually render their extraction technology obsolete, treating CLBT as a legacy hardware tool rather than an expanding AI intelligence platform.

Alpha-gap assessment

The is that state political power and federal mandates trump NGO optics and regional conflicts. The market is ignoring the profound implications of the DOJ's FedRAMP High Authorization and the explosive launch of the Genesis platform. While retail sees a controversial Israeli company under geopolitical duress, the Insider sees the US Federal Government systematically adopting CLBT as its core sovereign digital intelligence architecture. The massive acceleration in and is being mispriced due to surface-level geopolitical fear, creating a classic information asymmetry where the underlying government moat is expanding while the contracts.

Convergence catalyst

The convergence will be forced by consecutive blowout quarters in US Federal revenue growth and Genesis AI adoption metrics in Q3 and Q4 2026. Once the market sees that federal cyber retaliation budgets are heavily flowing into CLBT's regardless of the Middle East conflict, the Israel-domicile discount will evaporate.

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