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CLBT · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) stock moving?
The only news item in the window is a routine executive appointment (Rogerio Rizzi as EVP of Corporate Strategy and Development, Nov 5), which carries no results, guidance or deal figures. The market data shows a steady upward drift: the stock closed at 12.64 on Nov 10, up about 7% from 11.79 on Oct 22, after trading in a 11.43 to 12.87 range over the last 30 days. Recent dips have held near 12.1, and the Nov 9 to Nov 10 session reached a high of 12.87. Volume on Nov 10 was about 3.07M shares, nearly double the roughly 1.67M daily average, while the stock closed below its intraday high, so the spike has no identified news driver. Overall the evidence is a modest positive price trend with a volume spike and no concrete catalyst, so confidence stays low.
News behind the analysis
- Cellebrite Appoints Rogerio Rizzi as Executive Vice President of Corporate Strategy and DevelopmentCellebrite named Rogerio Rizzi as Executive Vice President of Corporate Strategy and Development to lead its strategic growth initiatives. The appointment is a leadership change with no financial figures attached.
About Cellebrite DI Ltd. Class A Ordinary Shares
Cellebrite is an Israel-based company whose software and tools help police, defense and intelligence agencies, and businesses pull out and analyze data from phones, computers and cloud accounts for investigations. It is best known for its UFED phone-extraction products, and it has added AI-powered analytics, a Federal Solutions unit and the Corellium virtualization platform. In August 2026 it named Shiven Ramji CEO, succeeding Thomas E. Hogan.
How it makes money
Most of its revenue comes from subscriptions: about 91% of Q2 2026 revenue, which was roughly $131M. Customers pay recurring license fees for its collection, review and analytics software. The rest comes from one-time sales of hardware and licenses and from services such as training. Government agencies are its main customers. Annual recurring revenue was about $508M as of mid-2026, and the company's full-year 2026 revenue guidance is about $555–561M.
What usually moves CLBT
- Government and law-enforcement budgets and procurement timing (US federal, Europe)
- Growth in annual recurring revenue and quarterly guidance changes
- Upgrades to its cloud and AI products and adoption by customers
- Privacy, export-control and ethics debates over phone hacking
- Management changes and shareholder securities investigations