Added to YB: 2026-04-09
Pitch date: 2026-04-06
CLBT [neutral]
Cellebrite DI Ltd.
-4.07%
current return
Author Info
The Fond Investor is a full-time buyside investor who is focused on identifying, researching, and discussing unique and differentiated investment opportunities, with a focus on smaller and underfollowed companies. 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
$14.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.42
P/E
45.48
EV/Sales
6.32
Sector
Software
Category
growth
Chefs Special: Software Stocks - Cellebrite DI Ltd.
CLBT (overview): Digital forensics leader for 7K+ law enforcement agencies. ARR +21% in '25 (17% organic), guiding 18-19% '26 but likely low-mid 20s. Federal div (20% ARR) flat '25 due to admin turnover, reaccelerating '26 on FedRAMP cert unlocking Guardian cloud storage (9 petabyte deal pending). Guardian 6 qtrs of 100%+ growth. Corellium M&A added $16M ARR. AI moat via unique device-cracking tech + proprietary data. 6.5x EV/S, 5.3% FCF yield, 12% cash/mcap. Risks: Apple encryption, headline risk from misuse.
Read full article (7 min)