Added to YB: 2025-11-18
Pitch date: 2025-11-15
CLBT [neutral]
Cellebrite DI Ltd.
+2.67%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$18.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.78
P/E
53.68
EV/Sales
7.75
Sector
Software
Category
growth
Show full summary:
Cellebrite: Guardian Growth Shines, but Weak Q4 Guide Signals Tougher 2025
CLBT (trimmed position): Q3 beat w/ 29.9% EBITDA margins, Guardian +100% growth. However, US Federal contract delays drag ARR to 17-19% w/ weaker NRR, weak Q4 guidance. Sun Corp reducing 40% stake adds uncertainty. At 25x 2025 FCF, cheap if fed contracts land but trimmed expecting drop to $15-16.
Read full article (1 min)