Professional
Added to YB: 2025-08-15
Pitch date: 2025-07-31
CLBT [neutral]
Cellebrite DI Ltd.
+35.98%
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
$13.84
Price Target
30.00 (+59%)
Dividend
N/A
EV/EBITDA
44.78
P/E
53.68
EV/Sales
7.75
Sector
Software
Category
turnaround
Greenhaven Road Capital Portfolio Holding: Cellebrite DI Ltd.
CLBT (holding update): Worst holding YTD due to US federal budget concerns potentially delaying purchases. ARR still +23% YoY at $408M. New CFO with M&A experience suggests potential sale. SPAC sponsor True Wind has 1.5M shares vesting at $30+ by Aug 2026. EV = $30 (2x current price) by 2026.
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