Key Highlights

  • CLBT was trading up 7.94% at USD 11.76 on Friday, November 13, 2026, in market data, the day after the company filed third-quarter results dated November 12, 2026.
  • Third-quarter Revenue was USD 149.0 million, up 18%, and annual Recurring Revenue reached USD 528.5 million, up 20%, with net revenue retention at 116%.
  • GAAP Net Income was USD 26.7 million and non-GAAP Diluted Earnings per Share were USD 0.17; adjusted EBITDA Margin was 36.0% and quarterly free Cash Flow USD 51.8 million.
  • Full-year adjusted EBITDA guidance was raised to USD 163 to 166 million, while annual recurring revenue guidance was reaffirmed at USD 550 to 560 million.

Raised EBITDA Outlook Anchors the Third-Quarter Report

Cellebrite (NASDAQ:CLBT) filed third-quarter results on November 12, 2026 for the period ended September 30. The investigations software company said revenue, annual recurring revenue and adjusted EBITDA all finished above target, helped by strong international performance and another acceleration in US federal business. Genesis, its newer platform, gained traction in its first full quarter and is the base for a next-generation investigations platform. Net income was USD 26.7 million on a GAAP basis and USD 45.6 million non-GAAP. Product milestones included the C-TEK field kit launch, an IRAP PROTECTED assessment for Guardian in Australia and CMMC Level 2 certification for Federal Solutions. No news dated Friday beyond the filing was found.

Guidance Math: Revenue Fine-Tuned, Recurring Growth Slows

Revenue guidance was fine-tuned to USD 553 to 558 million, which the company tied to more ratable cloud and AI revenue and less hardware revenue; the prior range was not stated in the filing reviewed. Annual recurring revenue guidance of USD 550 to 560 million implies 14% to 16% growth, below the 20% reported for the quarter. From USD 528.5 million that implies USD 21.5 to 31.5 million of additions in the final quarter (calculated). Nine-month non-GAAP diluted earnings per share were USD 0.40. Free cash flow margin is expected near 30%, and trailing twelve-month free cash flow was USD 166.0 million.

CFIUS Review of Corellium and a Planned US Redomicile

The Corellium Acquisition remains under review by the Committee on Foreign Investment in the United States, and the company is trying to address concerns in lieu of divestment; no final decision has been made. Cellebrite also plans to redomicile in the US under a new parent, subject to Shareholder and regulatory approvals. Rogerio Rizzi joined as executive vice president of corporate strategy and development. Cash and cash equivalents were USD 223.1 million, or about USD 593.3 million including deposits and securities. A one-day gain can reverse, and the next catalysts are the regulatory outcome, any hardware-to-cloud mix shift and fourth-quarter results.

Where Things Stand

Possibly, though nothing confirms the cause. The 7.94% gain in Cellebrite (NASDAQ:CLBT) follows a report with 18% revenue growth, a raised adjusted EBITDA outlook and strong cash generation, including USD 166.0 million of trailing twelve-month free cash flow. Against that, recurring revenue growth is guided to slow to 14% to 16%, the Corellium review is unresolved, and the move is only a live reading. Next markers are the CFIUS outcome, redomicile approvals, the shift toward ratable cloud revenue and the fourth-quarter report.