Professional
Added to YB: 2025-11-28
Pitch date: 2025-11-25
CLBT [neutral]
Cellebrite DI Ltd.
+0.3%
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
$4.1B
Pitch Price
$16.81
Price Target
33.00 (+96%)
Dividend
N/A
EV/EBITDA
44.78
P/E
53.68
EV/Sales
7.75
Sector
Software
Category
growth
Voss Capital Portfolio Holding: Long CLBT
CLBT (holding update): Duopolistic 'Rule of 40+' software co trading 16x 2027 FCF vs higher peer multiples. Transitioning to full 'case to closure' platform w/ Guardian cloud (>100% growth) & Pathfinder AI (25% growth). 2026 reacceleration expected from fed spending + Inseyets upgrade cycle. Activists at majority holder increase sale odds. Bull case: $33 target (~90% upside) if 25% growth resumes.
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