Added to YB: 2026-09-25
Pitch date: 2026-09-23
CLBT [bullish]
Cellebrite DI Ltd.
-0.52%
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
$2.9B
Pitch Price
$11.43
Price Target
17.80 (+57%)
Dividend
N/A
EV/EBITDA
28.28
P/E
50.78
EV/Sales
4.67
Sector
Software
Category
growth
Cellebrite (CLBT) Management Meeting: The Road Ahead
CLBT (hold): Cellebrite has disappointed since entry, but the position is being retained because the shares now trade at 12.5x free cash flow, with conversion above 110% of EBITDA, and management said several Q2 deal delays were timing-related and have since closed. A more conservative 18x FCF valuation supports a $17.80 year-end 2027 target, while revised-guidance execution, slower Inseyets expansion and weak recent FCF growth remain key risks.
Read full article (7 min)