Added to YB: 2026-04-24
Pitch date: 2026-02-22
CLBT [bullish]
Cellebrite DI Ltd.
-2.45%
current return
Author Info
No bio for this author
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
$13.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.92
P/E
42.74
EV/Sales
5.87
Sector
Software
Category
growth
Cellebrite DI Ltd. - $CLBT
CLBT: Mission-critical digital forensics software for law enforcement/defense with 7k+ customers. FY25: ARR $481M (+21% reported, +17% organic), rev $476M (+19%), FCF $160M (34% margin). FY26 guide: ARR $567-573M (+18-19%), rev $565-571M (+19-20%), EBITDA margin 26-27%. Growth drivers: Inseyets bundle conversions (55% of base), Guardian SaaS (100%+ growth), Pathfinder analytics (5% penetration), Corellium acquisition ($170M, mobile virtualization). US federal rebound expected 2026 after timing headwinds. Rule of 50+: 17% organic ARR growth + 34% FCF margin = 51. Risks: federal procurement delays, device security hardening, competitive intensity (Magnet/GrayShift), SAAS-pocalypse. Trading 21x FY25 FCF, 17x est FY26 FCF vs 15-20% IRR potential; ~37% below 52-wk high creates attractive entry.
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