Professional
Added to YB: 2025-03-07
Pitch date: 2025-01-30
CLBT [neutral]
Cellebrite DI Ltd.
-22.17%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Visit their website.
Company Info
Cellebrite DI Ltd. develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
$4.1B
Pitch Price
$24.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.78
P/E
53.68
EV/Sales
7.75
Sector
Software
Category
growth
Greenhaven Road Capital Main Fund Portfolio Holding: Cellebrite DI Ltd.
CLBT (update): Rule of 50 co, 26% recurring rev growth, 24% EBITDA margin. Upgrade cycle, FedRamp cert 2025 to boost federal sales (30% of rev). AI integration to increase productivity. CEO change: Yossi Carmil out, Tom Hogan interim. Potential sale to Axon (5% shareholder) speculated.
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