B+
Bull case
15%
Probability
Target price
$16.50
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
CLBT
Cellebrite DIDNasdaq / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
45%
Probability
Target price
$11.50
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
B-
Bear case
40%
Probability
Target price
$8.00
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-14
Recent news sentiment (30D)
-0.8
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+57.3
Score
AI commentary
Primary-source tone is negative on forward growth but balanced by solid Q2 revenue, adjusted EBITDA, free cash flow and early product traction. The finance snapshot shows CLBT at $10.80, down 29.1% versus the prior close after the earnings release. Analyst revisions, consensus surprise data and options or short-interest evidence are unavailable, so this remains a cautious monitoring view. [#IR-2026-08-13]
RankAlpha Sentiment Codex - 2026-08-14
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-13eventImmediate CEO successionMedium impact
Shiven Ramji replaced Thomas Hogan as CEO effective August 13, creating near-term execution and transition uncertainty while shifting the company toward a product-led strategy. [#IR-2026-08-13]
2026-08-14catalystQ2 ARR miss and FY26 outlook resetHigh impact
Q2 ARR was $507.8 million versus the prior company target of $510–513 million. Management reduced FY26 ARR guidance to $550–560 million from $567–573 million and revenue guidance to $555–561 million from $565–571 million, citing longer sales cycles and weaker Inseyets expansion. [#IR-2026-08-13][#IR-Q1-2026-05-14]
2027-08-14catalystGenesis, FedRAMP and newer-product monetizationHigh impact
The company reported early Genesis monetization, a first significant FedRAMP Guardian deal, and growing adoption of Guardian Investigate, CFID for drone forensics and Advanced Unlocks. Management cautioned that near-term contribution may be measured because of elongated sales cycles and later-year product introductions. [#IR-2026-08-13]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-14 • Updated nightlySource: Internal modelMethodology