Professional
Added to YB: 2025-08-28
Pitch date: 2025-08-22
CLBT [neutral]
Cellebrite DI Ltd.
-14.46%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
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
$16.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.23
P/E
47.23
EV/Sales
6.45
Sector
Software
Category
growth
Voss Value Fund Portfolio Holding: Cellebrite DI Ltd.
CLBT (holding update): Digital forensics software leader cut revenue guide 1%, raised EBITDA 2%, ARR trimmed 4% on fed budget timing. 90%+ subscription margins, 25% billings growth, FCF exceeds EBITDA 30%+. New CFO prudently reset expectations; positioned for beats as fed contracts normalize. High-quality duopoly.
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