Added to YB: 2026-01-05
Pitch date: 2026-01-02
CLBT [bullish]
Cellebrite DI Ltd.
-24.93%
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
$17.85
Price Target
23.70 (+76%)
Dividend
N/A
EV/EBITDA
33.22
P/E
43.06
EV/Sales
5.92
Sector
Software
Category
growth
Our Highest Conviction Tech & AI Idea For 2026
CLBT (new position): Digital investigations software w/ 67% recurring rev, ARR +19% to $440M, Guardian ARR +>100% for 5th straight quarter. 85% gross margin, 27% EBITDA margin 2025E, FCF runs above EBITDA on working capital. Added Corellium acquisition ($170M EV) expands TAM into mobile security & private sector. Mgmt guides high-teens rev growth 2026E. PT $23.7 on 27x NTM FCF, 29% upside. Risks: gov budget timing, device/cloud evolution, dilution (SBC 10.7% of rev).
Read full article (17 min)