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Opinions Peter Hodson
CellebriteCLBTTOP PICKNov 18, 2024
Peter HodsonStock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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We continue to like CLBT. The company reports Nov. 12 so in the least, we would prefer to wait for earnings and make a decision thereafter with more up to date info.
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We continue to like CLBT. The company reports Nov. 12 so in the least, we would prefer to wait for earnings and make a decision thereafter with more up to date info.
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We continue to like CLBT. The company reports Nov. 12 so in the least, we would prefer to wait for earnings and make a decision thereafter with more up to date info.
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Its performance has been disappointing, and we do look at momentum of stocks (negative here). But we still think it is worth holding for mid-cap growth investors. It has $500M cash, and good earnings growth is expected still, and the sector outlook overall remains robust.
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They use AI to investigate things like cell phone records for police forces. They do data analysis for police, a sticky business. Good margins and growth. Enjoys a moderate moat. Could be a takeover target.
Peter Hodson
It is very good at tracing data for the police, military and other agencies. One of the best use cases for AI is looking at data. This is so good for the overwhelming amount of info that police have to look at. CLBT scrubs the info to find clues and patterns and can find information quickly. It has $400 million in cash along with very good growth. With a market cap of less than $4 billion it is much smaller than other companies in the same field. The customer base gives confidence in the company. Buy 8 Hold 0 Sell 0
(Analysts’ price target is $22.43)