Cognyte Software Dirección
Dirección controles de criterios 2/4
El CEO de Cognyte Software es Elad Sharon , nombrado en Feb 2021, tiene una permanencia de 5.58 años. compensación anual total es $5.83M, compuesta por 8.9% salario y 91.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.42% de las acciones de la empresa, por valor de $14.51M. La antigüedad media del equipo directivo y de la junta directiva es de 3.6 años y 3.3 años, respectivamente.
Información clave
Elad Sharon
Chief Executive Officer (CEO)
US$5.8m
Compensación total
| Porcentaje del salario del CEO | 8.88% |
| Permanencia del CEO | 5.6yrs |
| Participación del CEO | 2.4% |
| Permanencia media de la dirección | 3.6yrs |
| Promedio de permanencia en la Junta Directiva | 3.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jun 04
Cognyte Software: The Cash Flow Story Still Needs Proof
Summary Cognyte Software reported Q1 FY27 revenue growth of 10.4%, but EPS missed and free cash flow was negative, driving a 21% stock drop. Despite AI integration and high switching costs, CGNT's negative free cash flow and low-quality earnings undermine the investment case at the current valuation. Management maintained FY27 guidance despite a revenue beat, signaling caution amid professional services volatility and heavy back-half EBITDA weighting. I rate CGNT a 'hold' as the 11x EV/EBITDA multiple does not adequately compensate for near-term uncertainty and weak free cash flow conversion. Read the full article on Seeking Alpha
Nueva narrativa • Feb 14
This isn’t speculation — this is confirmation.A Schedule 13G was filed, not a 13D, meaning this is passive institutional capital, not acti
The Cognyte Story: The Most Undervalued Intelligence Company on Earth The Setup Imagine finding a company that does essentially what Palantir does — AI-powered investigative analytics for governments, military intelligence agencies, and national security organisations — but you’re paying 1.6x revenue instead of 130x. That’s not a typo.Artículo de análisis • Feb 12
Cognyte Software Ltd.'s (NASDAQ:CGNT) 26% Dip In Price Shows Sentiment Is Matching Revenues
Cognyte Software Ltd. ( NASDAQ:CGNT ) shareholders won't be pleased to see that the share price has had a very rough...Artículo de análisis • Aug 28
It Looks Like Shareholders Would Probably Approve Cognyte Software Ltd.'s (NASDAQ:CGNT) CEO Compensation Package
Key Insights Cognyte Software will host its Annual General Meeting on 4th of September Total pay for CEO Elad Sharon...Artículo de análisis • Jun 12
Is Now The Time To Look At Buying Cognyte Software Ltd. (NASDAQ:CGNT)?
While Cognyte Software Ltd. ( NASDAQ:CGNT ) might not have the largest market cap around , it saw a significant share...Artículo de análisis • May 01
There's No Escaping Cognyte Software Ltd.'s (NASDAQ:CGNT) Muted Revenues Despite A 26% Share Price Rise
Cognyte Software Ltd. ( NASDAQ:CGNT ) shares have had a really impressive month, gaining 26% after a shaky period...Seeking Alpha • Mar 30
Cognyte Software's Quiet AI Turnaround
Summary Cognyte reported 12.1% YoY revenue growth in Q3 FY25, reaching $89 million, driven by strong software momentum. Recurring revenue grew 11.8% YoY to $46.9 million, making up over half of total revenue in the quarter. RPO reached $567.6 million, with $325.9 million expected to convert into revenue over the next 12 months. Adjusted EBITDA rose 41.9% YoY to $6.6 million in Q3, while GAAP net loss narrowed to $2.6 million. Cognyte holds $107.3 million in cash, is debt-free, and generated $28.1 million in year-to-date operating cash flow. Read the full article on Seeking AlphaArtículo de análisis • Feb 13
There's No Escaping Cognyte Software Ltd.'s (NASDAQ:CGNT) Muted Revenues Despite A 27% Share Price Rise
Cognyte Software Ltd. ( NASDAQ:CGNT ) shares have continued their recent momentum with a 27% gain in the last month...Seeking Alpha • Jan 27
Cognyte Software: Can Get Israeli Picks For Cheaper
Summary Cognyte Software Ltd. relies on slow-moving government contracts, leading to fluctuating revenues on high margin streams. End markets are strong, but it looks like lumpy economics are playing against them in Q3. Backlog and billings are robust, with significant new deals indicating future revenue growth. They look to be riding into the end of the year with a consistent Q4 performance. We don't love the valuation. There are several IT/cybersec picks in Israel, as examples that trade at half the EV/Revenue multiples, with better current profitability and similar growth. Read the full article on Seeking AlphaArtículo de análisis • Jan 16
Is Now An Opportune Moment To Examine Cognyte Software Ltd. (NASDAQ:CGNT)?
While Cognyte Software Ltd. ( NASDAQ:CGNT ) might not have the largest market cap around , it received a lot of...Artículo de análisis • Dec 07
Cognyte Software Ltd. (NASDAQ:CGNT) Stock Catapults 27% Though Its Price And Business Still Lag The Industry
Cognyte Software Ltd. ( NASDAQ:CGNT ) shares have had a really impressive month, gaining 27% after a shaky period...Artículo de análisis • Nov 13
Are Investors Undervaluing Cognyte Software Ltd. (NASDAQ:CGNT) By 44%?
Key Insights The projected fair value for Cognyte Software is US$13.47 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Nov 10
Cognyte Software: Challenges Remain
Summary Cognyte Software Ltd. has fallen since quarterly results, despite better-than-expected earnings and revenue, as well as having FY25 estimates revised higher. The company primarily serves government agencies and currently faces challenges with limited U.S. market presence and significant revenue dependency on Israel. Despite cost-cutting measures and improved financials, Cognyte's growth outlook remains modest, with 7% revenue growth expected in FY26. An analysis of Cognyte Software follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
Cognyte Software: A Stock For Value Investors
Summary Cognyte is undervalued and poised for 40% annualized returns, with shares estimated to reach $36 in 5 years based on conservative valuation multiples. The company serves over 400 national security agencies globally, providing high-margin software that aids in crime prevention and intelligence gathering. Recent financial performance shows double-digit organic growth, improved revenue quality, and strong free cash flow, indicating a return to robust business health. Increased demand for AI-driven intelligence solutions and potential share buybacks are key catalysts for market revaluation and investor interest. Read the full article on Seeking AlphaArtículo de análisis • Sep 11
Investors Aren't Buying Cognyte Software Ltd.'s (NASDAQ:CGNT) Revenues
Cognyte Software Ltd.'s ( NASDAQ:CGNT ) price-to-sales (or "P/S") ratio of 1.4x might make it look like a strong buy...Seeking Alpha • Jul 22
Cognyte's Turnaround: Costs Cut, Revenue Grows Moderately
Summary Cognyte Software Ltd. provides analytics software and related services to law enforcement and security agencies. Cognyte Software operates in a growing security analytics market, with improved financial trends and a focus on profitability over rapid growth. Top-line revenue growth has returned, and operating expenses reduced, resulting in impressive stock price appreciation. But moderate revenue growth on slow North America sales cycles and completion of cost cuts may mean the stock's run is largely over. I'm Neutral (Hold) on Cognyte Software Ltd. stock for now. Read the full article on Seeking AlphaSeeking Alpha • Apr 30
Cognyte: Appears Fully Valued, Hold For Now
Summary Cognyte's share performance since going public in 2021 has been underwhelming, losing over 77% of its value. The company saw a decline in business in 2023 and faced challenges due to reduced funding and shifting spending priorities from clients. Cognyte has made strategic moves to invest further in R&D and the North American market, but it may take time to recover and demonstrate consistent growth. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
Cognyte Software: Still On Perpetual Licenses
Summary Cognyte Software is benefiting from sales growth, lower fixed and variable costs, and improved backlog conversion, leading to revenue growth. The company is making progress in the US market, with significant contract wins from national security and law enforcement entities. While the company's execution is strong, they need to keep up with new wins. If they don't, quite high expectations won't be met and the price risks falling. The economics are also lumpy due to their end markets, which could create frictions in contract wins. Read the full article on Seeking AlphaArtículo de análisis • Jul 06
Cognyte Software Ltd.'s (NASDAQ:CGNT) Shares Lagging The Industry But So Is The Business
With a price-to-sales (or "P/S") ratio of 1.2x Cognyte Software Ltd. ( NASDAQ:CGNT ) may be sending very bullish...Artículo de análisis • May 31
We Think Cognyte Software (NASDAQ:CGNT) Needs To Drive Business Growth Carefully
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | -US$59k |
| Apr 30 2026 | n/a | n/a | -US$3m |
| Jan 31 2026 | US$6m | US$518k | -US$638k |
| Oct 31 2025 | n/a | n/a | -US$6m |
| Jul 31 2025 | n/a | n/a | -US$5m |
| Apr 30 2025 | n/a | n/a | -US$8m |
| Jan 31 2025 | US$5m | US$416k | -US$12m |
| Oct 31 2024 | n/a | n/a | -US$13m |
| Jul 31 2024 | n/a | n/a | -US$4m |
| Apr 30 2024 | n/a | n/a | -US$12m |
| Jan 31 2024 | US$3m | US$371k | -US$16m |
| Oct 31 2023 | n/a | n/a | -US$40m |
| Jul 31 2023 | n/a | n/a | -US$73m |
| Apr 30 2023 | n/a | n/a | -US$93m |
| Jan 31 2023 | US$2m | US$384k | -US$114m |
Compensación vs. Mercado: La compensación total de Elad($USD5.83M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD3.51M).
Compensación vs. Ingresos: La compensación de Elad ha aumentado mientras la empresa no es rentable.
CEO
Elad Sharon (49 yo)
5.6yrs
Permanencia
US$5,832,000
Compensación
Mr. Elad Sharon serves as Chief Executive Officer and Director at Cognyte Software Ltd. since February 1, 2021. Mr. Sharon had been President, Cyber Intelligence Solutions at Verint Systems Inc. since Janu...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$5.83m | 2.42% $ 14.5m | |
| Chief Financial Officer | 5.6yrs | US$2.79m | 1.17% $ 7.0m | |
| Chief Operating Officer | less than a year | US$1.93m | 0.76% $ 4.6m | |
| Chief Product Officer | 3.6yrs | US$2.26m | 0.65% $ 3.9m | |
| Chief Technology Officer | 1.5yrs | sin datos | sin datos | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Chief Legal Officer | 3.8yrs | sin datos | sin datos | |
| Chief Marketing Officer | 1.7yrs | sin datos | sin datos | |
| Chief People Officer | 5.6yrs | US$1.97m | sin datos | |
| Chief Revenue Officer | less than a year | sin datos | 0.12% $ 729.3k |
3.6yrs
Permanencia media
54yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CGNT se considera experimentado (3.6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$5.83m | 2.42% $ 14.5m | |
| Independent Chairman of the Board | 5.7yrs | sin datos | 0.38% $ 2.3m | |
| Independent Director | 4.5yrs | sin datos | 0.16% $ 945.1k | |
| Independent Director | 1.5yrs | sin datos | 0.040% $ 240.7k | |
| Independent Director | 3.3yrs | sin datos | 0.13% $ 752.6k | |
| Independent Director | 2.3yrs | sin datos | 0.084% $ 503.1k | |
| Independent Director | 1.5yrs | sin datos | 0.040% $ 240.7k |
3.3yrs
Permanencia media
58yo
Promedio de edad
Junta con experiencia: La junta directiva de CGNT se considera experimentada (3.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 00:18 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/07/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Cognyte Software Ltd. está cubierta por 7 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Levine | Evercore ISI |
| Eric Martinuzzi | Lake Street Capital Markets, LLC |
| Matthew Calitri | Needham & Company |