Cognyte Software（CGNT）株式概要
Cognyte Software Ltd.は、ソフトウェア主導のテクノロジー企業であり、世界中で調査分析ソリューションに注力している。 詳細
報酬
リスク分析
リスクチェックの結果、CGNT 、リスクは検出されなかった。
CGNT Community Fair Values
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Cognyte Software Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$8.08 |
| 52週高値 | US$12.31 |
| 52週安値 | US$6.29 |
| ベータ | 1.66 |
| 1ヶ月の変化 | -13.77% |
| 3ヶ月変化 | -8.80% |
| 1年変化 | -7.34% |
| 3年間の変化 | 52.17% |
| 5年間の変化 | -71.09% |
| IPOからの変化 | -73.07% |
最新ニュース
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
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...株主還元
| CGNT | US Software | US 市場 | |
|---|---|---|---|
| 7D | -4.7% | -0.7% | -0.2% |
| 1Y | -7.3% | -9.0% | 14.8% |
業界別リターン: CGNT過去 1 年間で-9 % の収益を上げたUS Software業界を上回りました。
リターン対市場: CGNTは、過去 1 年間で14.8 % のリターンを上げたUS市場を下回りました。
価格変動
| CGNT volatility | |
|---|---|
| CGNT Average Weekly Movement | 5.0% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: CGNT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CGNTの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2020 | 1,710 | Elad Sharon | www.cognyte.com |
Cognyte Software Ltd.はソフトウェア主導のテクノロジー企業で、調査分析ソリューションに世界的に注力している。同社は、ネットワーク・インテリジェンス分析、脅威インテリジェンス分析、意思決定インテリジェンス分析、オペレーション・インテリジェンス分析ソリューションを提供している。また、サブスクリプションまたは永久ライセンス、製品の機能に不可欠なソフトウェアを含むアプライアンスなどのソフトウェア製品、サポートやクラウドベースのSaaSサブスクリプションなどのソフトウェアサービス、インストールおよび統合サービス、顧客固有の開発作業、サードパーティ製ハードウェアの再販、コンサルティングおよびトレーニングサービスなどのプロフェッショナルサービスなども提供している。さらに、カスタマーサポート、プロフェッショナルサービス、インテグレーションサービスも提供している。国、地方自治体、地方公共団体などの政府機関にサービスを提供している。Cognyte Software Ltd.は2020年に設立され、イスラエルのヘルズリヤに本社を置いている。
Cognyte Software Ltd. 基礎のまとめ
| CGNT 基礎統計学 | |
|---|---|
| 時価総額 | US$600.70m |
| 収益（TTM） | -US$59.00k |
| 売上高(TTM) | US$421.71m |
1.4x
P/Sレシオ9,999x
PER（株価収益率CGNT は割高か？
公正価値と評価分析を参照収益と収入
| CGNT 損益計算書（TTM） | |
|---|---|
| 収益 | US$421.71m |
| 売上原価 | US$114.01m |
| 売上総利益 | US$307.70m |
| その他の費用 | US$307.76m |
| 収益 | -US$59.00k |
直近の収益報告
Jul 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.0008 |
| グロス・マージン | 72.96% |
| 純利益率 | -0.014% |
| 有利子負債／自己資本比率 | 0% |
CGNT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 00:06 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/07/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cognyte Software Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Peter Levine | Evercore ISI |
| Eric Martinuzzi | Lake Street Capital Markets, LLC |
| Matthew Calitri | Needham & Company |