Professional
Added to YB: 2025-07-22
Pitch date: 2025-05-09
CLBT [bullish]
Cellebrite DI Ltd.
-31.1%
current return
Author Info
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
$3.6B
Pitch Price
$20.00
Price Target
43.00 (+212%)
Dividend
N/A
EV/EBITDA
36.23
P/E
47.23
EV/Sales
6.45
Sector
Software
Category
growth
5x5x5 Russo Student Investment Fund: CELLEBRITE (Nasdaq: CLBT)
CLBT: Dominant digital forensics player with 117% upside. Industry standard tool for law enforcement with court-mandated moat. 25% ARR growth (92% retention), 85% margins. Growth drivers: FedRAMP cert unlocking $50M sales, cloud transition, expanding into investigative units. Trading at 8x FY25 rev vs 10x PE exits. Arbitrage via Sun Corp at 70% discount.
Read full article (12 min)