Added to YB: 2026-05-06
Pitch date: 2026-05-01
CLBT [bullish]
Cellebrite DI Ltd.
+1.94%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. 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
$3.3B
Pitch Price
$13.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.22
P/E
43.06
EV/Sales
5.92
Sector
Software
Category
growth
SaaS Primer: The New Industrial Order - Cellebrite DI Ltd.
CLBT: Digital forensics software for law enforcement & enterprises. ARR growth accelerating into 2026 after DOGE cuts. Launched Genesis agentic AI platform - benefits from AI vs threatened by it. Rev $401M '24→$665M est '27 (high-teens growth). Adj EBITDA margin 17%→27% '25-26. FCF $160M→$214M. Trades ~20x EV/FCF vs 30x peers despite 20%+ EBITDA growth. Undervalued vs growth profile.
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