TheValueDetector's Discussions - Simply Wall St

TH

TheValueDetector

Community Contributor

Member since 2022

Views

5.7k

Fair Values Set

54

Comments

1

Followers

3

No bio added yet

No link added

CGNT·6 months agoThis isn’t speculation — this is confirmation.A Schedule 13G was filed, not a 13D, meaning this is passive institutional capital, not acti

CEO comp looks high on the surface, but context matters. Cognyte is approaching profitability — losses narrowed 23% YoY and they’re now guiding positive adjusted EBITDA of $47M for FY26. Revenue is growing 12-14% annually with a debt-free balance sheet. The board is compensating for execution on a turnaround, not rewarding stagnation. If they hit their $500M revenue / 20%+ EBITDA margin target by FY28, today’s comp will look like a bargain in hindsight. Imagine if everyone that has invested in Tesla 10 years ago had the same mentality...

0

|

0