Added to YB: 2026-05-13
Pitch date: 2026-05-08
CLBT [neutral]
Cellebrite DI Ltd.
-5.63%
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
$13.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.33
P/E
42.10
EV/Sales
5.77
Sector
Software
Category
growth
Cellebrite 1Q26 earnings preview - I expect an upward revision on FY26 ARR growth
CLBT (earnings): FedRAMP cert (Apr 29) unlocks fed SaaS/AI sales (~20% of rev). 9-petabyte fed cloud deal could add $2.27M ARR (+0.5% to FY26 guide, likely conservative). US Fed ARR ~$61M may jump 35%+ to ~$85M as clients migrate to Inseyets Cloud (+20% pricing) + Guardian (triple-digit growth, zero fed penetration yet). USSS renewal (~$8M vs $4M prior) adds further upside. Total incremental ARR oppty ~$32M (6-7% boost). Risks: Genesis AI/Pathfinder cert scope unclear; usage-based pricing may delay ARR recognition.
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