Added to YB: 2026-08-17
Pitch date: 2026-08-13
CLBT [neutral]
Cellebrite DI Ltd.
+2.86%
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
$2.8B
Pitch Price
$10.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.74
P/E
48.52
EV/Sales
4.42
Sector
Software
Category
turnaround
Quick Morning Flag- CLBT Sell-off
CLBT (overview): Israeli forensics SaaS tanking on CEO swap, ARR guide cut, longer gov't lead times, weak AI product (Inseyets/Genesis) adoption & Israel-tie pushback. ~12x EV/FCF. Bull mitigants: possible kitchen-sinking, moat via evidentiary chain-of-custody/UFED hardware, fair for double-digit grower. 8M shares short into ER.
Read full article (2 min)