Cognyte Software Ltd.

Report azionario NasdaqGS:CGNT

Capitalizzazione di mercato: US$722.0m

Cognyte Software Crescita futura

Criteri Future verificati 0/6

Si prevede che Cognyte Software aumenterà i ricavi a una percentuale pari a 10.4% all'anno. Si prevede che l'EPS crescerà a una percentuale pari a 110% all'anno.

Informazioni chiave

n/a

Tasso di crescita degli utili

109.99%

Tasso di crescita dell'EPS

Software crescita degli utili19.0%
Tasso di crescita dei ricavi10.4%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento16 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Nuova analisi • Apr 15

Cognyte Software Ltd. (CGNT): The "Investigative Turnaround" and the FY2027 Breakout Guidance

Cognyte Software Ltd. (CGNT) is commanding significant attention in the security analytics space, with its stock trading at approximately $9.76 USD as of Wednesday, April 15, 2026 , following a session that saw the company’s market capitalization stabilize near $699 million.
Nuova analisi • 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.
Articolo di analisi • 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...
Seeking Alpha • Dec 10

Cognyte Software: Inflecting Profits On Operating Leverage And Mix

Summary Cognyte Software is delivering strong, sustainable growth driven by high-margin software sales. Operating leverage is also helping profit growth. US market expansion is in early stages, with local-level land-and-expand strategies offering significant room for further growth if all goes well. Strong execution across markets confirmed guidance was nicely ahead of previously established midpoints. Despite FCFY lagging peers, CGNT's accelerating profit inflection and relative price stagnation make it an increasingly attractive pick. Read the full article on Seeking Alpha
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Articolo di analisi • 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 Alpha
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Seeking 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 Alpha
Articolo di analisi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Articolo di analisi • 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...
Articolo di analisi • 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...
Seeking Alpha • Oct 19

Cognyte agrees to divest a portion of threat intelligence analytics offering for $47.5M plus a performance based earn-out

Cognyte Software (NASDAQ:CGNT) to sell its Situational Intelligence solutions, which are part of Cognyte’s Threat Intelligence Analytics offering, to the Volaris Group for $47.5M plus a performance based earn-out, if and to the extent earned. The divested assets include products and intellectual property, customer contracts and employees. Upon closure, Cognyte will receive $47.5M in cash with a customary holdback to secure customary post-closing price adjustments and indemnification claims subject to release following the later of 180 days after the closing and settlement of the customary price adjustments. In addition, Cognyte may receive earn-out payments in cash of up to ~$35.0M, net of certain earn-out related expenses, subject to the achievement by the divested assets of certain performance metrics over three years after the closing. With the move, other than some transition services for a limited period of time, Cognyte will not be involved in operating the assets and the achievement of the earn-out is not in Cognyte’s control. The deal is expected to close in Cognyte’s Q4. Shares of CGNT are up 6.4% premarket.
Seeking Alpha • Sep 28

Cognyte Software Non-GAAP EPS of -$0.04 beats by $0.13, revenue of $81.34M misses by $11.13M

Cognyte Software press release (NASDAQ:CGNT): Q2 Non-GAAP EPS of -$0.04 beats by $0.13. Revenue of $81.34M (-29.9% Y/Y) misses by $11.13M. “Security threats are pervasive, and customers need innovative security solutions to address evolving threats. However, the global economic slowdown is affecting our near-term performance. In the second quarter, our revenue was disappointing, but we are encouraged with bookings coming in higher than revenue and contributing to a substantial increase in backlog,” said Elad Sharon, Cognyte’s Chief Executive Officer. Shares +0.91% PM.
Seeking Alpha • Aug 06

Cognyte Software Contends With Customer Delays

Cognyte Software recently reported its FQ1 2023 financial results. The firm provides investigative analytics software worldwide. CGNT has recently seen a sharp revenue drop due to customer deployment delays and slow sales conversions. I'm on Hold for CGNT for the near term. A Quick Take On Cognyte Software Ltd. Cognyte Software Ltd. (CGNT) recently reported its FQ1 2023 financial results on June 28, 2022, missing revenue and earnings estimates. The company provides investigative analytics software for security threat environments. While management appears to be focusing on what it can control, namely costs and removing internal sales conversion slowdowns, I fear the company may be in for an extended period of sluggish customer deployments. For the near term, I’m on Hold for CGNT. Cognyte Software Overview Herzliya, Israel-based Cognyte was founded to develop an open software platform to assist governments and enterprises in conducting security investigations. The firm is headed by Chief Executive Officer Elad Sharon, who was previously president at Verint Systems. The company’s primary offerings include an analytics platform covering networks, blockchains, the internet, cyber threats and situation intelligence environments. The firm acquires customers through its direct sales and marketing efforts, as well as through partner relationships. Cognyte also counts a number of national level agencies as significant customers, such as the U.S. NSA and various law enforcement agencies. Cognyte’s Market & Competition According to a 2021 market research report by MarketsAndMarkets, the global market for security analytics was an estimated $12 billion in 2021 and is forecast to exceed $25 billion by 2026. This represents a forecast CAGR of a very strong 16.2% from 2022 to 2026. The main drivers for this expected growth are an increasing threat environment in terms of the number of attacks and the complexity and sophistication of security breaches. Also, companies have a greater need for modern systems to assist them in prevention of repeat attacks as well as maintaining regulatory compliance. The rise in machine learning/artificial intelligence-enhanced systems will also continue due to demand for greater automation in monitoring and response activities. Major competitive or other industry participants include: IBM Cisco Broadcom Splunk RSA Security FireEye LogRhythm Securonix Hillstone Networks Exabeam Rapid7 Alert Logic Snowflake Others Cognyte’s Recent Financial Performance Total revenue by quarter has risen until the most recent quarter: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has followed approximately the same trajectory as total revenue: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have trended significantly higher in recent quarters: 5 Quarter Selling, G&A % Of Revenue (Seeking Alpha) Operating income by quarter has turned substantially negative in the past 2 quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have become extremely negative in the most recent reporting period: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, CGNT’s stock price has fallen 82.2% vs. the U.S. S&P 500 index’s drop of around 5.6%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For Cognyte Software Below is a table of relevant capitalization and valuation figures for the company: Measure Amount Enterprise Value $300,840,000 Market Capitalization $327,280,000 Enterprise Value / Sales [TTM] 0.67 Revenue Growth Rate [TTM] -2.41% Operating Cash Flow [TTM] -$19,310,000 Earnings Per Share (Fully Diluted) -$0.61 (Source - Seeking Alpha) The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. CGNT’s most recent GAAP Rule of 40 calculation was negative (5%) as of FQ1 2023, so the firm needs significant improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % -2% GAAP EBITDA % -2% Total -5% (Source - Seeking Alpha) Commentary On Cognyte In its last earnings call (Source - Seeking Alpha), covering FQ1 2023’s results, management highlighted delays in delivery of software orders due to both external hardware supply chain slowdowns and clients impacted by the ‘overall macroeconomic and geopolitical environment’, including agency budget reductions.
Articolo di analisi • Jun 24

Cognyte Software (NASDAQ:CGNT) Hasn't Managed To Accelerate Its Returns

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:CGNT - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
1/31/2028493N/A67813
1/31/2027446N/A34454
1/31/2026400-13040N/A
10/31/2025388-62639N/A
7/31/2025377-51126N/A
4/30/2025363-81227N/A
1/31/2025351-123447N/A
10/31/2024340-132638N/A
7/31/2024330-41725N/A
4/30/2024323-122837N/A
1/31/2024313-162535N/A
10/31/2023303-402534N/A
7/31/2023295-73616N/A
4/30/2023299-93-20-9N/A
1/31/2023312-114-49-37N/A
10/31/2022364-99-67-53N/A
7/31/2022411-69-41-25N/A
4/30/2022446-41-35-19N/A
1/31/2022474-15-153N/A
10/31/202147323554N/A
7/31/202146883956N/A
4/30/2021457124462N/A
1/31/2021443145271N/A
10/31/2020437152849N/A
7/31/2020443123558N/A
4/30/2020448135477N/A
1/31/2020457204667N/A
1/31/20194339N/A54N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Dati insufficienti per determinare se la crescita degli utili prevista CGNT è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Dati insufficienti per determinare se si prevede che gli utili di CGNT cresceranno più velocemente del mercato US

Guadagni ad alta crescita: Dati insufficienti per determinare se si prevede che gli utili di CGNT cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di CGNT ( 10.4% all'anno) crescerà più lentamente rispetto al mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CGNT ( 10.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di CGNT è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 18:56
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2026/01/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Cognyte Software Ltd. è coperta da 7 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Peter LevineEvercore ISI
Eric MartinuzziLake Street Capital Markets, LLC
Matthew CalitriNeedham & Company