Added to YB: 2026-08-25
Pitch date: 2026-08-20
CLBT [neutral]
Cellebrite DI Ltd.
+1.68%
current return
Author Info
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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
$2.8B
Pitch Price
$11.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.48
P/E
48.12
EV/Sales
4.37
Sector
Software
Category
turnaround
Notes on the 30% Cellebrite earnings crash
CLBT (holding update): Smallest position (1.3%) crashed 30% on earnings. ARR missed on delayed deals/FEP & EU legal issues; FY26 guide disappointing (ARR +14-16%, rev +17-18%, 28% EBITDA margin) despite FedRAMP hopes. Rushed CEO transition, doubling SBC. Positives: EBITDA raise, strong BS, growth products +83%, Genesis AI launch. 'Execution reset year' red flag; recurring delayed-rev excuses pattern.
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