Verint Systems Inc.

NasdaqGS:VRNT Rapport sur les actions

Capitalisation boursière : US$1.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Verint Systems Gestion

Gestion contrôle des critères 3/4

Le PDG Verint Systems est Dan Bodner, nommé en Feb1994, a un mandat de 31.75 ans. La rémunération annuelle totale est $ 10.83M, composée du salaire de 7.5% et des bonus 92.5%, y compris les actions et options de la société. détient directement 0.83% des actions de la société, d'une valeur de $ 10.32M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.3 ans et 5.9 ans.

Informations clés

Dan Bodner

Directeur général

US$10.8m

Rémunération totale

Pourcentage du salaire du PDG7.46%
Durée du mandat du directeur général31.8yrs
Propriété du PDG0.8%
Durée moyenne d'occupation des postes de direction4.3yrs
Durée moyenne du mandat des membres du conseil d'administration5.9yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha Sep 23

Verint Systems Getting Taken Private, As AI-Driven CX Automation Proves Valuable

Summary Verint Systems gets a hold rating, which agrees with today's consensus, as there is limited further upside pending the private equity takeover offer which is awaiting shareholder/regulatory approval. Aside from the takeover, upside is driven by a successful recurring-revenue model and value driven by automated CX solutions. Some downside does exist with key peers in this tech niche having a better profile in terms of profit margins and debt/equity, and S&PGlobal recently put Verint on a "creditwatch". The risk of the merger being delayed or cancelled is also discussed, and what it could mean for shareholders. Read the full article on Seeking Alpha
Mise à jour du récit Aug 26

AI Adoption And Hybrid Cloud Integration Will Open New Horizons

The consensus analyst price target for Verint Systems was revised downward to $25.57 from $29.71 after all analysts updated their targets to reflect the company's pending acquisition by Thoma Bravo for $20.50 per share in cash, despite prior optimism around its AI-driven transformation and recent earnings beat. Analyst Commentary All analysts updated their ratings and price targets to reflect Verint's agreement to be acquired by Thoma Bravo for $20.50 per share in cash.
Article d’analyse Aug 02

At US$20.22, Is It Time To Put Verint Systems Inc. (NASDAQ:VRNT) On Your Watch List?

Verint Systems Inc. ( NASDAQ:VRNT ), might not be a large cap stock, but it saw a significant share price rise of 23...
Article d’analyse Jul 15

Why We're Not Concerned About Verint Systems Inc.'s (NASDAQ:VRNT) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Article d’analyse Apr 24

At US$16.85, Is Verint Systems Inc. (NASDAQ:VRNT) Worth Looking At Closely?

Verint Systems Inc. ( NASDAQ:VRNT ), is not the largest company out there, but it saw a double-digit share price rise...
Article d’analyse Apr 04

Verint Systems Inc.'s (NASDAQ:VRNT) Popularity With Investors Under Threat As Stock Sinks 28%

Unfortunately for some shareholders, the Verint Systems Inc. ( NASDAQ:VRNT ) share price has dived 28% in the last...
Seeking Alpha Mar 27

Verint Systems: Downgrading To Hold As Revenue Growth Disappoints

Summary Verint Systems' disappointing revenue growth and increased debt load have led me to downgrade my rating from bullish to neutral. Despite a cheap valuation at 7x forward non-GAAP EPS, the financial outlook remains shaky, with management shifting focus to annual recurring revenue. Verint's AI tools and "land-and-expand" strategy show potential, but near-term financial strength is insufficient to maintain a bullish stance. Market optimism and AI adoption could benefit Verint, but current conditions do not justify a buy recommendation. Read the full article on Seeking Alpha
Article d’analyse Feb 21

Verint Systems (NASDAQ:VRNT) Has A Rock Solid Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Jan 08

When Should You Buy Verint Systems Inc. (NASDAQ:VRNT)?

Verint Systems Inc. ( NASDAQ:VRNT ), is not the largest company out there, but it saw a double-digit share price rise...
Seeking Alpha Jan 07

Verint Systems: AI Tailwinds Remain Underappreciated

Summary Verint Systems' shares were initially up more than 30% following Q3 results, but have since given up most of this gain. While overall revenue growth remains modest for VRNT, Bundled SaaS revenue is growing at close to 20%, with this momentum expected to continue in the coming quarters. Concerns regarding AI and increased competition have led to the market assigning a low valuation multiple of 8.7 times FCF. I analyze the risks and conclude that the current valuation presents an attractive opportunity, leading me to assign a Buy rating. Read the full article on Seeking Alpha
Article d’analyse Dec 10

Improved Revenues Required Before Verint Systems Inc. (NASDAQ:VRNT) Stock's 26% Jump Looks Justified

Verint Systems Inc. ( NASDAQ:VRNT ) shares have had a really impressive month, gaining 26% after a shaky period...
Seeking Alpha Dec 05

Verint Systems Earnings: 10x Free Cash Flow Opportunity

Summary Verint Systems' strong earnings and SaaS growth, despite a modest full-year outlook, justify a buy rating at 10x free cash flow. The hybrid cloud model and AI innovations are driving significant client value, high-profile contracts, and renewed partnerships. Verint's fiscal Q4 free cash flow is expected to rise significantly, with potential for over 30% growth this year. At 10x forward free cash flow, Verint offers a substantial margin of safety and growth potential, making it an attractive investment. Read the full article on Seeking Alpha
Article d’analyse Nov 16

Verint Systems (NASDAQ:VRNT) Has A Rock Solid Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Oct 04

Is Verint Systems Inc. (NASDAQ:VRNT) Potentially Undervalued?

While Verint Systems Inc. ( NASDAQ:VRNT ) might not have the largest market cap around , it saw significant share price...
User avatar
Nouveau récit Sep 12

AI-Driven SaaS Innovation Sets Stage For Market Dominance And Earnings Surge

Verint Systems' strong AI momentum and unique competitive differentiation through measurable AI business outcomes are expected to drive revenue growth and market share.
Article d’analyse Sep 06

Verint Systems Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a mediocre week for Verint Systems Inc. ( NASDAQ:VRNT ) shareholders, with the stock dropping 16% to US$26.54...
Seeking Alpha Sep 05

Verint Systems: Not Worth The Risk

Summary Verint Systems' Q2 '25 results show flat revenues and reliance on adjusted numbers, leading to a hold rating due to investment risks. AI bookings grew 40% y/y, but non-recurring revenue decline and flat top-line performance are concerning despite gross margin improvements. The company's financials reveal low revenue growth, heavy reliance on stock-based compensation, and poor ROA and ROE. Valuation suggests VRNT is slightly expensive; I recommend holding off on investment until revenue acceleration and reduced stock-based compensation are evident. Read the full article on Seeking Alpha
Article d’analyse Aug 19

Verint Systems Inc. (NASDAQ:VRNT) Looks Inexpensive But Perhaps Not Attractive Enough

Verint Systems Inc.'s ( NASDAQ:VRNT ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a strong buy...
Article d’analyse Jul 03

Shareholders Will Probably Hold Off On Increasing Verint Systems Inc.'s (NASDAQ:VRNT) CEO Compensation For The Time Being

Key Insights Verint Systems to hold its Annual General Meeting on 10th of July Salary of US$790.0k is part of CEO Dan...
Seeking Alpha Jun 20

Verint Systems: Buy Rating On Strong Secular Tailwinds And Growth Inflection

Summary Buy rating for Verint Systems with growth expected to inflect to mid-teens as SaaS revenue increases. VRNT positioned to benefit from AI solutions in contact center automation with strong growth potential. Strong execution in SaaS transition and near-term demand momentum support bullish outlook for VRNT's valuation and growth prospects. Read the full article on Seeking Alpha
Article d’analyse May 22

Here's Why Verint Systems (NASDAQ:VRNT) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Feb 26

Lacklustre Performance Is Driving Verint Systems Inc.'s (NASDAQ:VRNT) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 2.2x Verint Systems Inc. ( NASDAQ:VRNT ) is a stock worth...

Analyse de la rémunération des PDG

Comment la rémunération de Dan Bodner a-t-elle évolué par rapport aux bénéfices de Verint Systems?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jul 31 2025n/an/a

US$45m

Apr 30 2025n/an/a

US$53m

Jan 31 2025US$11mUS$808k

US$65m

Oct 31 2024n/an/a

US$60m

Jul 31 2024n/an/a

US$42m

Apr 30 2024n/an/a

US$30m

Jan 31 2024US$9mUS$790k

US$18m

Oct 31 2023n/an/a

US$2m

Jul 31 2023n/an/a

-US$6m

Apr 30 2023n/an/a

-US$3m

Jan 31 2023US$12mUS$784k

-US$6m

Oct 31 2022n/an/a

-US$23m

Jul 31 2022n/an/a

-US$14m

Apr 30 2022n/an/a

-US$7m

Jan 31 2022US$10mUS$764k

-US$5m

Oct 31 2021n/an/a

-US$20m

Jul 31 2021n/an/a

-US$33m

Apr 30 2021n/an/a

-US$45m

Jan 31 2021US$9mUS$717k

-US$57m

Oct 31 2020n/an/a

-US$27m

Jul 31 2020n/an/a

-US$10m

Apr 30 2020n/an/a

US$12m

Jan 31 2020US$12mUS$755k

-US$47m

Oct 31 2019n/an/a

US$51m

Jul 31 2019n/an/a

US$58m

Apr 30 2019n/an/a

US$70m

Jan 31 2019US$9mUS$755k

US$66m

Rémunération vs marché: La rémunération totale de Dan ($USD 10.83M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.37M ).

Rémunération et revenus: La rémunération de Dan a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Dan Bodner (66 yo)

31.8yrs
Titularisation
US$10,825,132
Compensation

Mr. Dan Bodner served as Chairman of the Board at Cognyte Software Ltd., since February 01, 2021 until 2023. Mr. Bodner has been Chief Executive Officer of Verint Systems Inc. a subsidiary of Comverse Tech...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Dan Bodner
Chairman of the Board & CEO31.8yrsUS$10.83m0.83%
$ 10.3m
Elan Moriah
President4.8yrsUS$4.11m0.10%
$ 1.3m
Grant Highlander
Chief Financial Officer2.9yrsUS$3.79m0.12%
$ 1.5m
Peter Fante
Chief Administrative Officer9.2yrsUS$3.88m0.047%
$ 583.3k
Robert Scudiere
Chief Technology Officer3.8yrspas de donnéespas de données
Matthew Frankel
Director of Investor Relations & Corporate Developmentno datapas de donnéespas de données
Jonathan Kohl
Senior VPno datapas de donnéespas de données
Alan Roden
Chief Corporate Development Officer23.8yrspas de donnéespas de données
Anna Convery-Pelletier
Chief Marketing Officerless than a yearpas de donnéespas de données
Jaime Meritt
Chief Product Officer3.8yrspas de donnéespas de données
Ady Meretz
President of Asia Pacific3.8yrspas de donnéespas de données
Nick Nonini
Managing Director of EMEA10.8yrspas de donnéespas de données
4.3yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Gestion expérimentée: L'équipe de direction de VRNT est considérée comme expérimentée (ancienneté moyenne 4.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Dan Bodner
Chairman of the Board & CEO31.8yrsUS$10.83m0.83%
$ 10.3m
William Kurtz
Lead Independent Director9.2yrsUS$299.50k0.033%
$ 414.1k
Jason Wright
Independent Director5.5yrspas de donnéespas de données
Richard Nottenburg
Independent Director12.8yrsUS$273.36k0.011%
$ 140.6k
Stephen Gold
Independent Director7.3yrsUS$275.45k0.047%
$ 584.0k
Andrew Miller
Independent Director5.9yrsUS$284.83k0.045%
$ 551.7k
Kristen Robinson
Independent Director3.8yrsUS$286.30k0.026%
$ 322.8k
Linda Crawford
Independent Director4.4yrsUS$260.25k0.031%
$ 380.5k
Yvette Smith
Independent Director2.6yrsUS$283.26k0.018%
$ 226.4k
5.9yrs
Durée moyenne de l'emploi
65yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de VRNT sont considérés comme expérimentés (ancienneté moyenne 5.9 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/11/27 18:59
Cours de l'action en fin de journée2025/11/25 00:00
Les revenus2025/07/31
Revenus annuels2025/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Verint Systems Inc. est couverte par 11 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Nandan AmladiDeutsche Bank
Peter LevineEvercore ISI
Stewart MaterneEvercore ISI