Professional
Added to YB: 2026-03-06
Pitch date: 2026-03-04
CLBT [neutral]
Cellebrite DI Ltd.
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
$3.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.38
P/E
44.34
EV/Sales
6.13
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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