Professional
Added to YB: 2025-08-28
Pitch date: 2025-08-22
CLBT [neutral]
Cellebrite DI Ltd.
-18.25%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
Cellebrite DI Ltd. develops software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
$3.3B
Pitch Price
$16.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.22
P/E
43.06
EV/Sales
5.92
Sector
Software
Category
growth
Voss Value Fund Portfolio Holding: Cellebrite DI Ltd.
CLBT (holding update): Digital forensics software leader cut revenue guide 1%, raised EBITDA 2%, ARR trimmed 4% on fed budget timing. 90%+ subscription margins, 25% billings growth, FCF exceeds EBITDA 30%+. New CFO prudently reset expectations; positioned for beats as fed contracts normalize. High-quality duopoly.
Read full article (1 min)