---
title: "Jonathan Ho Reiterates Buy on Cellebrite, Citing Strong Beat, Expanding Margins and AI-Driven Growth with 20%+ Upside Potential"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286478082.md"
description: "William Blair analyst Jonathan Ho has reiterated a Buy rating on Cellebrite (CLBT), citing strong financial performance, AI-driven product momentum, and expanding margins. The company exceeded revenue and adjusted EBITDA expectations, showing double-digit organic and subscription growth. Ho highlights the strategic potential of products like Genesis and Guardian, along with positive customer feedback and FedRAMP High authorization for federal opportunities. Despite soft near-term revenue guidance, management maintains strong long-term targets, with Ho projecting over 20% upside in the next year. Lake Street also issued a Buy rating with a $21.00 price target."
datetime: "2026-05-14T22:45:15.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286478082.md)
  - [en](https://longbridge.com/en/news/286478082.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286478082.md)
---

# Jonathan Ho Reiterates Buy on Cellebrite, Citing Strong Beat, Expanding Margins and AI-Driven Growth with 20%+ Upside Potential

William Blair analyst Jonathan Ho has maintained their bullish stance on CLBT stock, giving a Buy rating today.

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Jonathan Ho has given his Buy rating due to a combination of factors, including Cellebrite’s strong financial performance and new AI-driven product momentum. The company delivered revenue and adjusted EBITDA ahead of market expectations, with double-digit organic and subscription growth, and expanding margins that support confidence in its profitability trajectory.

Ho also points to the strategic potential of Genesis and Guardian, highlighting early positive customer feedback, meaningful AI-driven value in digital forensics, and FedRAMP High authorization that opens larger U.S. federal opportunities. Despite slightly soft near-term revenue guidance, management reaffirmed robust long-term ARR and EBITDA targets, and Ho sees room for more than 20% upside over the next year from continued growth and valuation multiple expansion.

In another report released today, Lake Street also reiterated a Buy rating on the stock with a $21.00 price target.

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- [CLBT.US](https://longbridge.com/en/quote/CLBT.US.md)

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