Cellebrite DI Ltd.

AI-generated fair value estimate for this company.

Method: 10-year revenue-growth FCF DCF: TTM revenue $514.3M (+17.8% YoY), price $11.07, market cap $2.78B, 250.79M shares, net cash $522.5M (cash $442.5M, debt $23.2M) as of early Oct 2026; revenue growth modeled at 17% in 2026 (matching company guidance/consensus) decelerating roughly 2 points/yr to 4% by year 10 (reaching ~$1.17B); unlevered FCF margin rising from the current TTM level of ~28% ($144.2M FCF / $514.3M revenue) to 32% by year 5 and held flat thereafter; WACC 10%; terminal growth 3%; net cash of $522.5M added to PV of FCFs plus terminal value; divided by 250.79M shares.

Reasoning: Cellebrite is an asset-light, high-margin digital-forensics/investigative-software business with ARR-based recurring revenue, strong double-digit top-line growth, and ~28% FCF margins, so a decelerating-growth FCF DCF with a terminal value captures its software-like economics better than today's 48x trailing P/E (distorted by one-time items), and its large net-cash balance (~$522M, nearly 19% of market cap) is added back directly to equity value.