I'd be happy to take that! Doubling my position 😬😬

Is the market reaction overblown? Yes!

Should we see this as an opportunity? Yes!

Should we buy? Definitely 🫡

Here's the hot stuff from the Cellebrite DI $CLBT (-1,37 %)
(NASDAQ: CLBT) Q2 2026 Earnings Release, fresh off the press:

🚀 Top-line Growth & ARR Dip

Cellebrite posted gains in revenue and profitability in the second quarter but fell slightly short of its own ARR target:

Revenue (Topline): Climbed by +16% to $131.1 million (within the guidance range of $130–133 million).

Annual Recurring Revenue (ARR): Rise to $507.8 million (+21% YoY). This put ARR just below the company’s own guidance range of $510–513 million.

Reason for the shortfall: Management cites longer sales cycles (longer sales cycles) as well as a slightly slower conversion rate for the new Inseyetsmigration.

🔮 Profitability beats estimates & margins are strong

Despite the slight slowdown in recurring revenue, operating leverage continues to improve margins:

Non-GAAP EPS: Stood at $0.11 per share , exceeding the analyst consensus ($0.07) by +$0.04.

Adjusted EBITDA: Reached $31.8 million (a solid margin of 24.2% vs. expected 22–23%).

GAAP Net Income: Amounted to $6.4 million (Non-GAAP net income: $29.7 million).

🤖 Leadership Change & Adjustment to Full-Year Forecast

High-Profile CEO Change:
Shiven Ramji (formerly President of Products & Technology) takes over as CEO from Thomas E. Hogan!

2026 Forecast Adjustment:
ARR adjustment: Annual target slightly lowered to $550 million to $560 million (previously $567–573 million, corresponding to approximately +14% to +16% growth).

Revenue Adjustment: Slightly adjusted to $555 million to $561 million (previously $565–571 million).

EBITDA increase: The full-year adjusted EBITDA target, however, was raised to $153 million to $159 million (previously $149–155 million)!

⚡ 💡 Jack’s take

A double-edged sword that could cause share price volatility in the short term: Operationally, Cellebrite is earning more money than Wall Street expected (an EPS beat of +4 cents) thanks to rock-solid EBITDA margins (24.2%). The downside lies in the ARR falling slightly short of expectations and the reduced annual revenue guidance due to longer deal cycles. However, the fact that Shiven Ramji—the former head of products—is stepping up to the top spot and that the EBITDA target for 2026 has been raised shows that the profitability machine is rock-solid!

Good morning,

I added the first tranche to my portfolio yesterday evening. $CLBT (-1,37 %) into the portfolio last night. Target size 250 shares.

LG and have a nice weekend

John

After only a few days of holding the shares, we had to $CLBT (-1,37 %) had to leave the depot yesterday.

May was a good month with a return of +6.24%.

The YTD is with +6% finally back in the green. 📈

The winners in May are:

$RKLB (-1,75 %) with a plus of almost 83% 📈

$IREN (+0,27 %) with a plus of over 46% 📈

$ONDS (-1,03 %) with an increase of over 40% 📈

Losers in May are:

$PNG (-0,13 %) with a minus of over 2% 📉

$MDB (-0,53 %) with a minus of almost 2% 📉

$ASML (+0,15 %) with a minus of almost 2% 📉

New stocks found their way into the portfolio:

$MDB (-0,53 %) , $ASML (+0,15 %) , $SU (+0,39 %) , $VSTM (-0,56 %)
$CLBT (-1,37 %)

Other values had to give way:

$LMND (-0,44 %) , $OHB (-2,58 %) , $ZTS (-0,06 %) , $TEM (-0,04 %) , $DR0 (+2,98 %) , $MSFT (-0,71 %)

A realignment of my strategy is planned from next month. The aim is to build up a core. This is currently still at a portfolio size of just under 54%. $4GLD (+0,14 %) . This is to be left behind, instead the $ (-0,05 %)VWRL (-0,05 %) is to be saved with €20 per day.

In addition, I started my small AI project Velocity. More details on this in the last post.

... The foundation stone for wealth has been laid

Thank you @Get_Rich_or_Die_Tryin & @Aktienhauptmeister for presenting this pearl to us 🙏🏽

FOMO has definitely hooked me, that's why I decided to join here 😁

let's see where the journey goes 👀🚀

The money freed up by the triggered SL of $OHB (-2,58 %) has now been partly invested in a new security that I did not know about until yesterday.

Thank you @Get_Rich_or_Die_Tryin for the great presentation!

$CLBT (-1,37 %)