Professional
Added to YB: 2025-11-28
Pitch date: 2025-11-25
CLBT [neutral]
Cellebrite DI Ltd.
-24.39%
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
$3.5B
Pitch Price
$16.81
Price Target
33.00 (+160%)
Dividend
N/A
EV/EBITDA
35.42
P/E
45.48
EV/Sales
6.32
Sector
Software
Category
growth
Voss Capital Portfolio Holding: Long CLBT
CLBT (holding update): Duopolistic 'Rule of 40+' software co trading 16x 2027 FCF vs higher peer multiples. Transitioning to full 'case to closure' platform w/ Guardian cloud (>100% growth) & Pathfinder AI (25% growth). 2026 reacceleration expected from fed spending + Inseyets upgrade cycle. Activists at majority holder increase sale odds. Bull case: $33 target (~90% upside) if 25% growth resumes.
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