Cellebrite Announces Participation in the Morgan Stanley Technology, Media & Telecom Conference
Rhea-AI Summary
Cellebrite (NASDAQ: CLBT) will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026. The company will appear in a 10:45 a.m. ET fireside chat featuring CFO David Barter and VP of Investor Relations Andrew Kramer. Details and a webcast link are available.
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News Market Reaction – CLBT
On the day this news was published, CLBT gained 5.78%, reflecting a notable positive market reaction. Our momentum scanner triggered 11 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $170M to the company's valuation, bringing the market cap to $3.11B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
CLBT fell 9.27% while key software peers like AVPT (-4.33%), BOX (-3.88%), CALX (-2.27%), PAY (-4.13%) and QLYS (-6.09%) were also down, but only one peer appeared in momentum scans, suggesting a largely stock-specific move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 11 | Earnings results | Positive | -4.5% | Record Q4 and FY 2025 results with strong ARR, revenue and guidance. |
| Feb 05 | Industry report | Positive | -2.6% | 2026 trends report showing smartphones and AI as key investigation drivers. |
| Jan 21 | Earnings date set | Neutral | -3.9% | Announcement of timing and access details for Q4 and FY 2025 results. |
| Dec 02 | Acquisition close | Positive | +3.9% | Closing of $170M Corellium deal to enhance AI-powered investigation platform. |
| Nov 12 | Earnings results | Positive | +1.7% | Q3 2025 beat with strong ARR, subscription growth and reiterated guidance. |
Multiple fundamentally positive updates in recent months often saw negative next-day price reactions.
Over the last few months, Cellebrite reported record Q4/FY 2025 results with strong ARR and revenue growth, completed the $170M Corellium acquisition, and delivered solid Q3 2025 metrics with reiterated guidance. It also issued an industry trends report highlighting growing reliance on smartphone evidence and AI-driven investigations. Despite generally positive fundamentals, several of these announcements were followed by near-term share price declines, indicating a pattern of the stock trading cautiously around good news. Today’s conference-participation notice fits into this active investor-relations cadence.
Market Pulse Summary
The stock moved +5.8% in the session following this news. A strong positive reaction aligns with Cellebrite’s ongoing effort to increase visibility through conferences and investor events. Past fundamentally solid updates, such as record 2025 results and the Corellium acquisition, sometimes produced mixed short-term trading. Investors could weigh whether a move of 5%+ reflects renewed confidence in growth and profitability or shorter-term positioning. Event-driven pops can fade if expectations around execution, valuation, or subsequent news flow are not sustained.
AI-generated analysis. Not financial advice.
Date: | March 3, 2026 |
Conference: | Morgan Stanley Technology, Media & Telecom Conference |
Presentation Time: | 10:45 a.m. ET |
Format | Fireside Chat |
Event URL: | |
Cellebrite Executives:
| David Barter, chief financial officer Andrew Kramer, vice president, investor relations |
About Cellebrite
Cellebrite's (Nasdaq: CLBT) mission is to protect communities, nations and businesses as a global leader in digital investigative and intelligence solutions. More than 7,000 global law enforcement agencies, defense and intelligence organizations and enterprises trust Cellebrite's AI-powered software portfolio to make forensically sound digital data more accessible and actionable. Cellebrite technology allows customers to accelerate more than 1.5 million legally sanctioned investigations annually, enhance sovereign security, elevate operational efficacy and efficiency and enable advanced mobile research and application security. Available via cloud, on-premises and hybrid deployments, Cellebrite's technology enables its customers around the globe to advance their missions, elevate public safety and safeguard data privacy. To learn more, visit us at www.cellebrite.com.
Investor Relations
Andrew Kramer
Vice President, Investor Relations
investors@cellebrite.com
+1 973.206.7760
Media
Victor Cooper
Sr. Director of Corporate Communications + Content Operations
Victor.cooper@cellebrite.com
+1 404.804.5910
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SOURCE Cellebrite