Added to YB: 2026-05-13
Pitch date: 2026-02-17
CLBT [bullish]
Cellebrite DI Ltd.
-8.74%
current return
Author Info
No bio for this author
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
$14.30
Price Target
29.50 (+117%)
Dividend
N/A
EV/EBITDA
32.33
P/E
42.10
EV/Sales
5.77
Sector
Software
Category
growth
CLBT 4Q25 Earnings Review
CLBT (earnings): Q4 missed core ARR guidance at $464.7M vs $467.5M midpoint on EU defense/intel delays. Corellium ARR only $16.1M vs expected $25M-$30M despite 8-figure pipeline. 2026 guide: Inseyets $298M (+41% YoY), P&G $77M (+45%), Corellium $33M (+104%). Author estimates ~20% total ARR growth vs mgmt's ~18.5%. New unlock solution in 6wks key catalyst. FedRamp cert + lower churn from multi-year contracts = upside. $200M FCF ($0.80/share) = 25% organic value growth. 12x ARR multiple = +100% upside. Risk: Inseyets churn unclear.
Read full article (6 min)