Professional
Added to YB: 2026-03-06
Pitch date: 2026-03-04
CLBT [neutral]
Cellebrite DI Ltd.
-7.18%
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 software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
$3.5B
Pitch Price
$14.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.42
P/E
45.48
EV/Sales
6.32
Sector
Software
Category
value
Voss Capital Portfolio Holding: Cellebrite DI Ltd.
CLBT (holding update): Digital forensics leader w/ defensible moat via exploit library, hardware interposers, chip-off capabilities across thousands of device models. High barriers: court-tested tech, slow gov procurement, decades of trust. New AI products (Guardian Investigate for case mgmt, agentic AI for queries) expanding TAM. 13.1x '27E EV/FCF ex-SBC (~60% market discount), net cash, ~20% growth, 34% FCF margins vs levered cyclical industrials.
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