Professional
Added to YB: 2025-05-21
Pitch date: 2025-04-29
CLBT [neutral]
Cellebrite DI Ltd.
-5.19%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Visit their website.
Company Info
Cellebrite DI Ltd. develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
$4.1B
Pitch Price
$19.85
Price Target
30.00 (+59%)
Dividend
N/A
EV/EBITDA
44.78
P/E
53.68
EV/Sales
7.75
Sector
Software
Category
N/A
Greenhaven Road Capital Main Fund Portfolio Holding: Cellebrite DI Ltd.
CLBT (holding update): Law enforcement software provider immune to tariffs/DOGE cuts—tools critical for border/legal investigations. CEO speculation: True Wind Capital needs $30 stock by Aug 2026 for 1.5M share/$45M windfall; interim CEO Hogan (ex-Vista Equity) likely to become permanent with options ~$30 or company sold at that price.
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