$CLBT: Revenue Miss; Q3 Outlook Soft

Cellebrite reported a $0.11 EPS beat but revenue fell short; Q3 guidance signals near-term headwinds despite strong cash generation.

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Key Points

Q2 EPS of $0.11 beat consensus of $0.09
Revenue missed estimates, signaling demand softness
Q3 guidance remains cautious with no clear inflection point
Shares dropped ~4.9% post-earnings on revenue concerns

What To Watch

Q3 revenue trend and net new bookings
Adoption rate of cloud-based AI analytics platform
Government contract award announcements
Technical support levels at $100-$102

Market Analysis

How the tape may move from the last update’s mark — not from the open, and not the session % already printed.

The stock is likely to trade lower in the near term as the revenue miss and soft Q3 outlook outweigh the EPS beat. Investors are prioritizing growth visibility, which is currently lacking. The premium valuation is under pressure until revenue growth re-accelerates.

Expected Move From Here -3.5% to +1.0% From last update, not from the open

Certainty 65%

Why

The immediate sentiment is negative due to the revenue miss and cautious guidance. The EPS beat provides a floor, preventing a deeper crash, but the lack of growth visibility limits upside. The range reflects a continued digestion of the earnings report with a bias toward the downside.

Related Sources

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