View Future GrowthCognyte Software 過去の業績過去 基準チェック /06Cognyte Softwareは19.7%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで28.6%毎年増加している。売上は減少しており、年平均4.4%の割合である。主要情報19.73%収益成長率20.19%EPS成長率Software 業界の成長17.33%収益成長率-4.43%株主資本利益率1.13%ネット・マージン-0.66%前回の決算情報30 Apr 2026最近の業績更新Reported Earnings • Jun 04First quarter 2027 earnings: EPS misses analyst expectationsFirst quarter 2027 results: US$0.042 loss per share (further deteriorated from US$0.014 loss in 1Q 2026). Revenue: US$105.5m (up 10% from 1Q 2026). Net loss: US$3.04m (loss widened 210% from 1Q 2026). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 26Cognyte Software Ltd. to Report Q1, 2027 Results on Jun 03, 2026Cognyte Software Ltd. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026Reported Earnings • Mar 27Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: US$0.009 loss per share (improved from US$0.17 loss in FY 2025). Revenue: US$400.0m (up 14% from FY 2025). Net loss: US$638.0k (loss narrowed 95% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 89%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12Cognyte Software Ltd. to Report Q4, 2026 Results on Mar 25, 2026Cognyte Software Ltd. announced that they will report Q4, 2026 results Pre-Market on Mar 25, 2026Reported Earnings • Dec 10Third quarter 2026 earnings released: US$0.067 loss per share (vs US$0.052 loss in 3Q 2025)Third quarter 2026 results: US$0.067 loss per share (further deteriorated from US$0.052 loss in 3Q 2025). Revenue: US$100.7m (up 13% from 3Q 2025). Net loss: US$4.89m (loss widened 30% from 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 25Cognyte Software Ltd. to Report Q3, 2026 Results on Dec 09, 2025Cognyte Software Ltd. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Dec 09, 2025すべての更新を表示Recent updatesお知らせ • Aug 12Cognyte Software Ltd Showcases Financial Crimes Investigation Technology At IAFCI International ConferenceCognyte Software Ltd. announced the company will feature its latest technology innovations at the 2026 International Association of Financial Crimes Investigators (IAFCI) International Conference. Cognyte is a Gold Sponsor of the event. Speak with Cognyte experts and view demonstrations of Cognyte’s latest technology for financial crimes investigations, including NEXYTE, Cognyte's AI-powered decision intelligence platform. NEXYTE helps investigators fuse data from across the financial ecosystem, automate complex investigative workflows, uncover hidden relationships and turn fragmented information into actionable intelligence faster than ever before. Financial crime investigations are becoming increasingly complex and data intensive. Traditional investigative approaches create information silos that limit visibility, slow decision-making and make it more difficult to identify sophisticated criminal networks. Domain-specific AI and financial open-source intelligence (OSINT) are reshaping financial crime investigations, making it easy to seamlessly combine corporate records, beneficial ownership data, sanction and watchlist data, blockchain intelligence and more into a single investigative environment. This capability reveals hidden networks, accelerates investigations and enables faster, more informed decisions. Cognyte Financial Crime Consultant, Daniel Kurz will deliver a presentation at the event, showing how traditional investigations are hindered by siloed data and the blind spots this creates. Modern policy and improved OSINT sharing are driving a shift towards a single, unified intelligence system. The presentation details how an international FIU organization leveraged AI-driven decision intelligence to fuse multiple data sources into a unified environment to accelerate an international money laundering investigation and case resolution. Attendees will gain insights into how decision intelligence enhances collaboration, improves intelligence sharing and enables investigators to identify illicit financial activity with greater speed, accuracy, and confidence. This session is ideal for law enforcement, financial crime investigators, intelligence professionals and compliance leaders seeking to modernize investigative capabilities.お知らせ • Jul 31Cognyte Software Ltd., Annual General Meeting, Sep 03, 2026Cognyte Software Ltd., Annual General Meeting, Sep 03, 2026. Location: 33 maskit street, 4673333, israel, herzliya pituach Israelお知らせ • Jun 25Cognyte Software Secures Agreement to Expand Network Intelligence Capabilities and Advance Infrastructure for National Security Agency in APACCognyte Software Ltd. announced a ~$5 million agreement with a strategic, long-standing national security customer in the Asia-Pacific (APAC) region. The agency relies on Cognyte for broad coverage across the full range of its national security activities, where Cognyte serves as a mission critical part of its operations. Following a review of its evolving requirements, the agency selected Cognyte to support two priorities: expanding its network intelligence capabilities to keep pace with evolving intelligence requirements and advancing its underlying infrastructure for the future. The capability expansion enables the agency's teams to expand their comprehensive visibility as operational environments grow more complex. In parallel, the infrastructure upgrade moves the agency to a more advanced, future-ready foundation, strengthening performance, scalability and resilience, and preparing it to adopt Cognyte's latest AI-powered capabilities and analytics as the agency’s mission evolves.お知らせ • Jun 06Cognyte Software Ltd. Reiterates Earnings Guidance for the Fiscal Year Ending January 31, 2027Cognyte Software Ltd. Reiterated earnings guidance for the fiscal year ending January 31, 2027. For the year, the company is maintained revenue:$448 million, with a range of +/- 3%, which represents approximately 12% year-over-year growth at the midpoint of the range.ライブニュース • Jun 05Cognyte Software Sees Record Growth Yet Stock Falls on Earnings Miss and Guidance ReaffirmationCognyte reported Q4 2026 results with double-digit revenue growth, record non-GAAP gross margins, and strong cash generation, supported by higher software and software services sales and expanding subscription models. Management issued optimistic fiscal 2027 guidance, pointing to expected continued double-digit growth, margin expansion, and broader penetration in North America and international markets, backed by strong remaining performance obligations. In Q1 fiscal 2027, revenue reached $105.49 million, about 10.4% higher year over year and slightly ahead of expectations, but adjusted EPS of $0.03 fell short of the $0.08 to $0.10 range and the stock dropped roughly 21 to 26 percent; the company reiterated full-year guidance including about $448 million in revenue and adjusted EBITDA of $68 million. The key tension here is that the business is showing solid top-line momentum and recurring revenue visibility, while profitability and earnings consistency are drawing more scrutiny from the market. If you are following Cognyte, it is worth weighing the appeal of subscription-driven and AI-focused growth against execution risk around margins and the sensitivity of the stock to any future earnings misses.Reported Earnings • Jun 04First quarter 2027 earnings: EPS misses analyst expectationsFirst quarter 2027 results: US$0.042 loss per share (further deteriorated from US$0.014 loss in 1Q 2026). Revenue: US$105.5m (up 10% from 1Q 2026). Net loss: US$3.04m (loss widened 210% from 1Q 2026). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Jun 04Cognyte Software: The Cash Flow Story Still Needs ProofSummary 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お知らせ • May 26Cognyte Software Ltd. to Report Q1, 2027 Results on Jun 03, 2026Cognyte Software Ltd. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026Recent Insider Transactions Derivative • Apr 08Chief People Officer notifies of intention to sell stockRini Karlin intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of April. If the sale is conducted around the recent share price of US$8.40, it would amount to US$332k. Rini currently holds less than 1% of total shares outstanding. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Mar 27Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: US$0.009 loss per share (improved from US$0.17 loss in FY 2025). Revenue: US$400.0m (up 14% from FY 2025). Net loss: US$638.0k (loss narrowed 95% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 89%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 25Cognyte Software Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2027Cognyte Software Ltd. provided earnings guidance for the fiscal year ending January 31, 2027. For the year, the company expects Revenue of $448 million, with a range of +/- 3%, which represents approximately 12% year-over-year growth at the midpoint of the range. company expects another year of double-digit revenue growth, with operating leverage driving profitability at a significantly faster pace.お知らせ • Mar 12Cognyte Software Ltd. to Report Q4, 2026 Results on Mar 25, 2026Cognyte Software Ltd. announced that they will report Q4, 2026 results Pre-Market on Mar 25, 2026新しいナラティブ • Feb 14This isn’t speculation — this is confirmation.A Schedule 13G was filed, not a 13D, meaning this is passive institutional capital, not actiThe 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 12Cognyte Software Ltd.'s (NASDAQ:CGNT) 26% Dip In Price Shows Sentiment Is Matching RevenuesCognyte Software Ltd. ( NASDAQ:CGNT ) shareholders won't be pleased to see that the share price has had a very rough...Reported Earnings • Dec 10Third quarter 2026 earnings released: US$0.067 loss per share (vs US$0.052 loss in 3Q 2025)Third quarter 2026 results: US$0.067 loss per share (further deteriorated from US$0.052 loss in 3Q 2025). Revenue: US$100.7m (up 13% from 3Q 2025). Net loss: US$4.89m (loss widened 30% from 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 09Cognyte Software Ltd. Increases Earnings Guidance for the Fiscal Year Ending January 31, 2026Cognyte Software Ltd. increased earnings guidance for the fiscal year ending January 31, 2026. For the year, the company expects revenue: $400 million, with a range of +/- 1%, which represents approximately 14% year over year growth at the midpoint of the range.お知らせ • Nov 25Cognyte Software Ltd. to Report Q3, 2026 Results on Dec 09, 2025Cognyte Software Ltd. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Dec 09, 2025お知らせ • Nov 07Cognyte Software Ltd. Announces Latest Homeland Security Innovations At Milipol Paris 2025Cognyte Software Ltd. announced the company will showcase its latest intelligence solutions for homeland security at Milipol Paris 2025. Experience the Cognyte solutions helping security, defense and law enforcement agencies turn fragmented data into actionable intelligence to stay one step ahead of continuously evolving security threats. WHO: Speak with Cognyte experts and view demonstrations of Cognyte's latest intelligence technology, including border intelligence, mission planning, financial crime and counter terror funding and the next generation of tactical SIGINT solutions.お知らせ • Sep 26Cognyte Software Ltd. to Showcase Investigative Analytics Solutions for Law Enforcement At Iacp 2025Cognyte Software Ltd. announced the company will showcase its investigative analytics solutions for law enforcement agencies at IACP 2025. Experience the future of law enforcement technology with Cognyte's newest advancements in AI-driven data analysis, blockchain de-an anonymization, and operational intelligence solutions.Reported Earnings • Sep 10Second quarter 2026 earnings released: EPS: US$0.02 (vs US$0.027 loss in 2Q 2025)Second quarter 2026 results: EPS: US$0.02 (up from US$0.027 loss in 2Q 2025). Revenue: US$97.5m (up 16% from 2Q 2025). Net income: US$1.47m (up US$3.40m from 2Q 2025). Profit margin: 1.5% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 09Cognyte Software Ltd. Increases Earnings Guidance for the Year Ending January 31, 2026Cognyte Software Ltd. increased earnings guidance for the year ending January 31, 2026. For the period, the company expects Revenue of $397 million at the midpoint with a range of +/-2%, representing approximately 13% growth from previous year revenue.分析記事 • Aug 28It Looks Like Shareholders Would Probably Approve Cognyte Software Ltd.'s (NASDAQ:CGNT) CEO Compensation PackageKey Insights Cognyte Software will host its Annual General Meeting on 4th of September Total pay for CEO Elad Sharon...お知らせ • Aug 28Cognyte Software Ltd. to Report Q2, 2026 Results on Sep 09, 2025Cognyte Software Ltd. announced that they will report Q2, 2026 results Pre-Market on Sep 09, 2025お知らせ • Aug 01Cognyte Software Ltd., Annual General Meeting, Sep 04, 2025Cognyte Software Ltd., Annual General Meeting, Sep 04, 2025. Location: 33 maskit street, herzliya pituach, Israelお知らせ • Jul 15+ 1 more updateCognyte Software Ltd. Advances AI Leadership with New Intelligence Co-Pilot to Accelerate InvestigationsCognyte Software Ltd. announced the release of its advanced intelligence co-pilot, a generative AI (GenAI) assistant designed to drive investigative workflows through intuitive natural language querying and automated data analysis. Built on more than three decades of domain expertise, the co-pilot helps streamline intelligence operations, accelerating access to actionable data, improving precision and significantly reducing time to resolution. This launch reinforces Cognyte's AI leadership and advances its strategy to deliver greater value to customers, driving sustainable, profitable growth. The launch comes amid a global surge in AI investment across enterprises and governments. 2025 marks a clearlection point, as organizations shift from experimentation to real-world AI deployment. With the release of the intelligence co-pilot, Cognyte is positioned at the intersection of two mega-trends: artificial intelligence and national security, unlocking new market opportunities while delivering real-world impact. Analysts face growing data volumes, tool fragmentation and urgent operational demands. Yet many still struggle to translate their investigative instincts and methodologies into interactions with sophisticated solutions, slowing insight generation and delaying action. GenAI is no longer an added feature; it is an operational imperative. Cognyte's intelligence co-pilot addresses these operational bottlenecks by empowering investigators to act smarter and faster - when every second matters. Reflecting the company's deep understanding of investigative workflows and real-world operational needs, Cognyte's intelligence co - purpose-built for law enforcement, national security and both national and military intelligence agencies. With flexible, secure deployments across cloud, on-prem or hybrid deployments, it scales to mission demands handlinghigh-volume, multi-source data environments with resilience and speed. Unlike generic chatbots, the co-pilot is embedded directly into the investigative workplace, enabling users to explore and understand intelligence data through contextual, visual interfaces. With step-by-step logic and transparent reasoning, analysts can navigate complex investigations faster and with greater precision, leading to more confident decision-making and better threat resolution.Reported Earnings • Jun 12First quarter 2026 earnings released: US$0.014 loss per share (vs US$0.072 loss in 1Q 2025)First quarter 2026 results: US$0.014 loss per share (improved from US$0.072 loss in 1Q 2025). Revenue: US$95.5m (up 16% from 1Q 2025). Net loss: US$981.0k (loss narrowed 81% from 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 12Is 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...お知らせ • Jun 11Cognyte Software Ltd. Updates Earnings Guidance for the Year Ending January 31, 2026Cognyte Software Ltd. updated earnings guidance for the year ending January 31, 2026. The company expects revenue to be $395 million at the midpoint with a range of +/-2%, representing approximately 13% growth from previous year revenue. The company is updating the company's outlook for the year ending January 31, 2026 mainly to reflect the May 2025 acquisition of GroupSense.お知らせ • May 29Cognyte Software Ltd. to Report Q1, 2026 Results on Jun 11, 2025Cognyte Software Ltd. announced that they will report Q1, 2026 results on Jun 11, 2025お知らせ • May 21Cognyte Software Ltd. (NasdaqGS:CGNT) acquired GroupSense, Inc. for $9 million.Cognyte Software Ltd. (NasdaqGS:CGNT) acquired GroupSense, Inc. for $9 million on May 21, 2025. Cognyte has acquired GroupSense for approximately $4 million plus an earnout of up to approximately $5 million subject to GroupSense meeting defined targets post-closing. Cognyte Software Ltd. (NasdaqGS:CGNT) completed the acquisition of GroupSense, Inc. on May 21, 2025.分析記事 • May 01There's No Escaping Cognyte Software Ltd.'s (NASDAQ:CGNT) Muted Revenues Despite A 26% Share Price RiseCognyte Software Ltd. ( NASDAQ:CGNT ) shares have had a really impressive month, gaining 26% after a shaky period...Buy Or Sell Opportunity • Apr 04Now 23% undervaluedOver the last 90 days, the stock has risen 3.6% to US$9.20. The fair value is estimated to be US$12.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 45%.Reported Earnings • Apr 02Full year 2025 earnings released: US$0.17 loss per share (vs US$0.22 loss in FY 2024)Full year 2025 results: US$0.17 loss per share (improved from US$0.22 loss in FY 2024). Revenue: US$350.6m (up 12% from FY 2024). Net loss: US$12.1m (loss narrowed 23% from FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 02Cognyte Software Ltd. Provides Earnings Guidance for the Year Ending January 31, 2026Cognyte Software Ltd. provided earnings guidance for the year ending January 31, 2026. For the year, the company expects Revenue: $392 million at the midpoint with a range of +/-2%, representing approximately 12% growth from previous year revenue.Seeking Alpha • Mar 30Cognyte Software's Quiet AI TurnaroundSummary 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お知らせ • Mar 24Cognyte Software Ltd. to Report Q4, 2025 Results on Apr 02, 2025Cognyte Software Ltd. announced that they will report Q4, 2025 results on Apr 02, 2025お知らせ • Mar 18Cognyte Software Ltd. Appoints Ronny Lempel as Chief Technology OfficerCognyte Software Ltd. announced the appointment of Dr. Ronny Lempel as Chief Technology Officer (CTO). In this role, Lempel will apply over 25 years of proven, cross-discipline technology expertise to extend the company’s innovation leadership and bring unparalleled vision and value to the company’s customers. Among his previous leadership roles, Lempel led research and technology initiatives at Google Ads, Microsoft Azure Machine Learning, Outbrain and Yahoo, developing vast and varied expertise in Artificial Intelligence (AI), search engines, recommendation systems and ad tech. Lempel’s distinguished expertise in these fields combined with his military experience in an intelligence unit come together to drive AI innovation and bring added value for customers. Lempel’s appointment as CTO reflects the company’s commitment to continued technology foresight, future-proofing its product portfolio to deliver long-term innovative solutions that customers in law enforcement, national security, national intelligence and military intelligence agencies rely on to successfully safeguard their societies, assets and interests. Lempel’s leadership experience developing and deploying machine learning (ML) models and advanced algorithms is a natural complement to the company’s platform architecture, robust R&D, and strong focus on AI, Large Language Models (LLMs) and more. Lempel holds a Ph.D. in computer science from the Technion - Israel Institute of Technology, where he has taught advanced courses on search engine and big data technologies. He has published over 45 research papers and holds 23 U.S. patents.お知らせ • Feb 18Cognyte Software Ltd. Announces Board ChangesCognyte Software Ltd. announced the appointment of two new members to its Board of Directors. Matthew O’Neill and Nurit Benjamini will join the board on March 1, 2025, and March 31, 2025, respectively, reflecting the company’s commitment to add independent directors from the government and software sectors. Richard Nottenburg will be stepping down from his board position effective March 31, 2025. Having served with the United States Secret Service for over two decades, Mr. O’Neill brings significant law enforcement, government, financial crimes and security experience, along with established relationships within these communities. Ms. Benjamini has more than 20 years of experience as CFO in leading software companies, overseeing financial reporting for a diverse group of U.S.-listed technology firms. Together, these two directors are well-aligned with Cognyte’s strategic goals of growing its business and expanding its North American presence. Mr. O'Neill served until December 2023 as the Deputy Special Agent in Charge of Cyber Operations at the United States Secret Service, where he directed the agency's global cyber investigative strategies and oversaw efforts to dismantle transnational criminal networks. During his tenure, he served as the Director of the Asset Forfeiture Branch and as the Director of the Global Investigative Operations Center, where he established the Secret Service's first agencywide criminal investigative fusion center. Mr. O'Neill holds certifications from Carnegie Mellon University and American University and earned his Bachelor of Science degree from James Madison University. He currently serves as Co-Founder and Partner at 5OH Consulting LLC. Ms. Benjamini is a Partner and CFO at F2 Venture Capital, bringing over 20 years of experience as a CFO for leading software companies, including CrazyLabs Ltd., Wix, CopperGate Communications Ltd. and Compugen. Throughout her career, Ms. Benjamini has played a pivotal role in leading technology companies through fundraising, M&A and IPO processes. Currently, she serves as an external director at Caesarstone Ltd., having previously served as a board member of BioLineRx and Allot Ltd. Ms. Benjamini holds a Bachelor of Arts degree in economics and business and a Master of Business Administration degree in finance, both from Bar Ilan University, Israel.分析記事 • Feb 13There's No Escaping Cognyte Software Ltd.'s (NASDAQ:CGNT) Muted Revenues Despite A 27% Share Price RiseCognyte Software Ltd. ( NASDAQ:CGNT ) shares have continued their recent momentum with a 27% gain in the last month...Buy Or Sell Opportunity • Jan 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to US$9.35. The fair value is estimated to be US$7.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making.Seeking Alpha • Jan 27Cognyte Software: Can Get Israeli Picks For CheaperSummary 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 AlphaPrice Target Changed • Jan 21Price target decreased by 15% to US$7.50Down from US$8.83, the current price target is provided by 1 analyst. New target price is 22% below last closing price of US$9.66. Stock is up 52% over the past year. The company posted a net loss per share of US$0.22 last year.Recent Insider Transactions Derivative • Jan 19Chief Legal Officer notifies of intention to sell stockIlan Rotem intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of January. If the sale is conducted around the recent share price of US$9.59, it would amount to US$96k. Since March 2024, Ilan has owned 39.14k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.分析記事 • Jan 16Is 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...Buy Or Sell Opportunity • Jan 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to US$9.59. The fair value is estimated to be US$7.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 7.8% in a year. Earnings are forecast to decline by 119% in the next year.Buy Or Sell Opportunity • Dec 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to US$9.50. The fair value is estimated to be US$7.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 7.8% in a year. Earnings are forecast to decline by 119% in the next year.お知らせ • Dec 12Cognyte Software Ltd. Provides Earnings Guidance for Year Ending January 31, 2025Cognyte Software Ltd. provided earnings guidance for the year ending January 31, 2025. For the period, the company expects Revenue of $349 million at the midpoint with a range of +/-1%, representing approximately 11% growth from previous year revenue.Reported Earnings • Dec 11Third quarter 2025 earnings released: US$0.052 loss per share (vs US$0.074 profit in 3Q 2024)Third quarter 2025 results: US$0.052 loss per share (down from US$0.074 profit in 3Q 2024). Revenue: US$89.0m (up 12% from 3Q 2024). Net loss: US$3.77m (down 172% from profit in 3Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.分析記事 • Dec 07Cognyte Software Ltd. (NASDAQ:CGNT) Stock Catapults 27% Though Its Price And Business Still Lag The IndustryCognyte Software Ltd. ( NASDAQ:CGNT ) shares have had a really impressive month, gaining 27% after a shaky period...お知らせ • Dec 03Cognyte Software Ltd. to Report Q3, 2025 Results on Dec 11, 2024Cognyte Software Ltd. announced that they will report Q3, 2025 results on Dec 11, 2024お知らせ • Nov 13Cognyte Software Ltd. (NasdaqGS:CGNT) announces an Equity Buyback for $20 million worth of its shares.Cognyte Software Ltd. (NasdaqGS:CGNT) announces a share repurchase program. Under the program, the company will repurchase up to $20 million worth of its shares. The repurchases will be made from available cash on its balance sheet and ongoing cash flow generation. The repurchased shares will be available for general corporate purposes. The program will be valid through June 12, 2026.分析記事 • Nov 13Are 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 10Cognyte Software: Challenges RemainSummary 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 24Cognyte Software: A Stock For Value InvestorsSummary 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 AlphaRecent Insider Transactions Derivative • Sep 18Chief Product Officer notifies of intention to sell stockGil Cohen intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of September. If the sale is conducted around the recent share price of US$6.31, it would amount to US$95k. As of today, Gil currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Sep 11Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: US$0.027 loss per share (improved from US$0.13 loss in 2Q 2024). Revenue: US$84.4m (up 9.6% from 2Q 2024). Net loss: US$1.93m (loss narrowed 80% from 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 57%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.分析記事 • Sep 11Investors Aren't Buying Cognyte Software Ltd.'s (NASDAQ:CGNT) RevenuesCognyte Software Ltd.'s ( NASDAQ:CGNT ) price-to-sales (or "P/S") ratio of 1.4x might make it look like a strong buy...お知らせ • Aug 29Cognyte Software Ltd. to Report Q2, 2025 Results on Sep 10, 2024Cognyte Software Ltd. announced that they will report Q2, 2025 results on Sep 10, 2024お知らせ • Aug 28Value Base Group Issues Investor Presentation with Shareholders of Cognyte SoftwareOn August 27, 2024, Value Base Ltd announced that it has issued an investor presentation with shareholders of Cognyte Software Ltd, stating that the Company represents attractive investment opportunity driven by its great technology, global presence and good reputation amongst its customers. Value Base estimated that the reasons for such undervaluation as boards misalignment with shareholders interest and poor governance practices, insufficient growth and week financial performance, lack of transparency, lack of communication with shareholders and potential investors, lack of medium- and long-term vision. Value Base stated that During Shanks tenure as a board member and Chairperson, the Company’s share price plummeted, and while he is holding his position, he failed to attend to concerns raised by the Company’s shareholders, amend the Company’s flawed corporate governance practices, adopt transparent, effective and incentivized compensation package to the CEO, improve the transparency of communications and disclosures provided by the Company, create long term, ambitious strategic plan, coherently and effectively communicated to the market. In addition, Value Base recommended the shareholders of the Company to vote against the reelection of Earl Shanks, and vote against the Company proposal regarding compensation structure of the CEO, and vote for the appointment of Tal Yaacobi, at the annual meeting of shareholders.お知らせ • Aug 21Value Base Issues a Public Response to Cognyte Software’s LetterOn August 21, 2024, Value Base Ltd announced that it has issued a response to Cognyte Software Ltd.’s letter dated August 12, 2024, urging the Company’s shareholders to vote for its director candidate Tal Yaacobi, and vote against the reelection of the Company’s current chairman of the board, Earl Shanks, and vote against the Company’s proposed CEO compensation plan, at the annual meeting of shareholders.New Risk • Aug 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 58% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$24m net loss next year). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).お知らせ • Aug 08Value Base Sends a Letter to Cognyte SoftwareOn August 6, 2024, Value Base Ltd sent a letter to the Board of Directors of Cognyte Software Ltd requesting that the Board of Directors revise the proxy statement issued on July 30, 2024, to add the following two items to the agenda for the Company’s 2024 Annual General Meeting scheduled to be held on September September 4, 2024, (i) the election of Tal Yaacobi as a Class III director and (ii) the approval of entry into indemnification and exculpation agreements, providing liability insurance coverage, and compensation to the Director Nominee, each as provided to the current directors of the Company.お知らせ • Jul 31Cognyte Software Ltd., Annual General Meeting, Sep 04, 2024Cognyte Software Ltd., Annual General Meeting, Sep 04, 2024. Location: 33 maskit street, herzliya pituach, 4673333, Israelお知らせ • Jul 26Value Base Provides Information to Shareholders of Cognyte SoftwareOn July 25, 2024, Value Base Ltd announced that Earl Shanks, chairman of the board of directors of Cognyte Software Ltd informed it of the Board’s decision to decline the proposal to nominate Tal Yaacobi as a director. In addition, Value Base stated that it intends to engage in discussions with management, the Board, other security holders of the Company and other relevant parties to encourage, cause or seek to cause the Company or other persons to consider or explore extraordinary corporate and strategic transactions, or any other material changes to the Company’s business, corporate structure or corporate governance, including changes in management and/or the composition of the Board.Seeking Alpha • Jul 22Cognyte's Turnaround: Costs Cut, Revenue Grows ModeratelySummary 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 AlphaMajor Estimate Revision • Jun 25Consensus estimates of losses per share improve by 45%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$339.0m to US$343.4m. EPS estimate increased from -US$0.55 per share to -US$0.30 per share. Software industry in the US expected to see average net income growth of 20% next year. Consensus price target up from US$8.83 to US$9.17. Share price was steady at US$7.57 over the past week.Recent Insider Transactions Derivative • Jun 23Independent Director notifies of intention to sell stockRichard Nottenburg intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of June. If the sale is conducted around the recent share price of US$8.13, it would amount to US$166k. Since March 2024, Richard has owned 33.66k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Price Target Changed • Jun 20Price target increased by 7.8% to US$9.17Up from US$8.50, the current price target is an average from 3 analysts. New target price is 23% above last closing price of US$7.43. Stock is up 29% over the past year. The company is forecast to post a net loss per share of US$0.30 next year compared to a net loss per share of US$0.22 last year.Reported Earnings • Jun 19First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: US$0.072 loss per share (improved from US$0.13 loss in 1Q 2024). Revenue: US$82.7m (up 13% from 1Q 2024). Net loss: US$5.12m (loss narrowed 42% from 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 59%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 36% per year whereas the company’s share price has fallen by 31% per year.お知らせ • Jun 13Cognyte Software Ltd. to Report Q1, 2025 Results on Jun 18, 2024Cognyte Software Ltd. announced that they will report Q1, 2025 results on Jun 18, 2024Board Change • May 05Less than half of directors are independentFollowing Director Sarit Sagiv's arrival on 01 May 2024, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Dafna Sharir was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Seeking Alpha • Apr 30Cognyte: Appears Fully Valued, Hold For NowSummary 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 AlphaPrice Target Changed • Apr 11Price target increased by 31% to US$8.50Up from US$6.50, the current price target is an average from 3 analysts. New target price is 21% above last closing price of US$7.02. Stock is up 63% over the past year. The company is forecast to post a net loss per share of US$0.55 next year compared to a net loss per share of US$0.22 last year.Reported Earnings • Apr 09Full year 2024 earnings released: US$0.22 loss per share (vs US$1.68 loss in FY 2023)Full year 2024 results: US$0.22 loss per share (improved from US$1.68 loss in FY 2023). Revenue: US$313.4m (flat on FY 2023). Net loss: US$15.6m (loss narrowed 86% from FY 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.お知らせ • Apr 09Cognyte Software Ltd Announces Board of Directors Appointments, Effective as of May 1, 2024Cognyte Software Ltd. announced that two new members will join its Board of Directors effective as of May 1, 2024. Cognyte believes that Ron Shvili and Sarit Sagiv will bring additional expertise to the Board. They will replace Karmit Shilo and Zvika Naggan, who will be stepping down after three years as directors effective as of May 1, 2024. Ron Shvili brings extensive experience as a C-level executive in the telecommunications and financial sectors and serves as a board member, investor, advisor and mentor for promising startups in the insurtech, fintech, cyber and AI industries. Ron was previously Executive Vice President and Chief Technology, IT and Innovation Officer at Phoenix Holdings, and Chief Technology Officer of Cellcom. He is also a retired Colonel from the Israeli Defense Force, where he was head of a research division in the DDR&D (MAFAT) specializing in the fields of advanced communications, cyber and AI, and head of the technology center of an elite unit. Sarit Sagiv is an experienced board member and a seasoned executive. She currently serves as a member of the Investments Committee of Phoenix Insurance and as a member of the Board of Directors of Nova Ltd. (Nasdaq and TASE: NVMI) and of OPC Energy Ltd. (TASE: OPCE). Sarit served as General Manager of the Global Business Division at Amdocs. Prior to this role, she served as the Chief Financial Officer of Nice Ltd. and of Retalix Ltd. (acquired by NCR). Sarit also held various other Chief Financial Officer and senior financial positions.お知らせ • Mar 29Cognyte Software Ltd. to Report Q4, 2024 Results on Apr 09, 2024Cognyte Software Ltd. announced that they will report Q4, 2024 results on Apr 09, 2024Seeking Alpha • Feb 15Cognyte Software: Still On Perpetual LicensesSummary 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お知らせ • Jan 23Cognyte Software Ltd. Announces New Release of Luminar Cyber Threat Intelligence Offering with Genai Capabilities to Bring Added Value to CustomersCognyte Software Ltd. announced the release of a significant update to its LUMINAR external threat intelligence solution to incorporate generative artificial intelligence (GenAI) capabilities, including a new AI-driven dashboard. LUMINAR is already integrated with Cognyte's investigative analytics software and other leading solutions, and this release brings additional value to current and new customers. threat intelligence analysts race to accelerate the speed of risk assessments while security operations center (SOC) teams struggle to keep up with a deluge of security alerts. LUMINAR's new GenAI capabilities bring significant added value to Cognyte customers by tackling and making quick work of resource-intensive tasks like aggregation, analysis and prioritization of alerts, investigation leads, indicators of malicious campaigns, and other cybersecurity inputs. To assist organizations with these resource-intensive tasks, Cognyte has integrated an AI-driven dashboard into its LUMINAR offering, LUMINAR AI Insights. The new AI dashboard is built on Cognyte's proprietary threat intelligence repository that includes evidence-based threat data regarding global cybersecurity incidents, aggregated over the last 10 years. This feed is now fully automated, structured and auto-enriched through GenAI capabilities, incorporating both proprietary historical data and a daily feed that is automatically customized to the needs of each customer. Utilizing evidence-based data, this new LUMINAR AI Ins Insights dashboard provides threat-visibility segmentation, such as by industry or region, to extract immediate intelligence insights regarding potential security threats and risks to organizations, and to enable quicker responses. Through LUMINAR AI Ins insights, security and risk management leaders will gain visibility into different insights, including industry benchmarks, active attack groups (filtered by type, origin, targeted location), exploited Common Vulnerabilities and Exposures (CVEs), targeted systems, prominent tactics, Techniques and Procedures (TTPs), automatically mapped according to MITRE ATT&CK, and more.Recent Insider Transactions Derivative • Dec 20CEO & Director notifies of intention to sell stockElad Sharon intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of December. If the sale is conducted around the recent share price of US$6.31, it would amount to US$631k. For the year to January 2023, Elad's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Elad has owned 248.67k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Dec 14Third quarter 2024 earnings released: EPS: US$0.074 (vs US$0.41 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.074 (up from US$0.41 loss in 3Q 2023). Revenue: US$79.4m (up 11% from 3Q 2023). Net income: US$5.22m (up US$33.0m from 3Q 2023). Profit margin: 6.6% (up from net loss in 3Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.お知らせ • Dec 07Cognyte Software Ltd. to Report Q3, 2024 Results on Dec 13, 2023Cognyte Software Ltd. announced that they will report Q3, 2024 results on Dec 13, 2023Recent Insider Transactions Derivative • Sep 17Independent Director notifies of intention to sell stockRichard Nottenburg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of September. If the sale is conducted around the recent share price of US$5.32, it would amount to US$82k. Since March 2023, Richard has owned 34.65k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Sep 12Second quarter 2024 earnings released: US$0.13 loss per share (vs US$0.43 loss in 2Q 2023)Second quarter 2024 results: US$0.13 loss per share (improved from US$0.43 loss in 2Q 2023). Revenue: US$77.1m (down 5.0% from 2Q 2023). Net loss: US$9.43m (loss narrowed 67% from 2Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.お知らせ • Sep 06Cognyte Software Ltd. to Report Q2, 2024 Results on Sep 12, 2023Cognyte Software Ltd. announced that they will report Q2, 2024 results on Sep 12, 2023お知らせ • Aug 03Cognyte Software Ltd., Annual General Meeting, Sep 06, 2023Cognyte Software Ltd., Annual General Meeting, Sep 06, 2023, at 16:30 Israel Standard Time. Location: 33 Maskit Street, Herzliya Pituach Israel Agenda: To re-elect each of Ms. dafna sharir and Mr. avi cohen as class ii directors, to hold office until the close of the company’s annual general meeting of shareholders for the year ending january 31, 2027, and until their respective successors are duly elected and qualified; to approve amendments to the terms of employment of mr. elad sharon, the company’s chief executive officer; and to approve the re-appointment of brightman almagor zohar & co., registered public accounting firm, and a member of the deloitte global network, as the company’s independent registered public accounting firm for the year ending january 31, 2024 and until the next annual general meeting of shareholders, and to authorize the company’s board of directors (with power of delegation to its audit committee) to set the fees to be paid to such auditors.お知らせ • Jul 12Cognyte Announces Changes to Its Board of DirectorsCognyte Software Ltd. announced that Dan Bodner, the chairman of Board of Directors, has decided not to stand for reelection to the Company’s Board of Directors at the upcoming 2023 annual shareholder meeting. The Board of Directors resolved to name Earl Shanks as its new chairman and to reduce its size to seven members, all effective immediately after the 2023 annual shareholders meeting. Earl Shanks has been a director of Cognyte since the spin-off from Verint, and previously served as a director of Verint at the time that Cognyte was a business unit within Verint.分析記事 • Jul 06Cognyte Software Ltd.'s (NASDAQ:CGNT) Shares Lagging The Industry But So Is The BusinessWith a price-to-sales (or "P/S") ratio of 1.2x Cognyte Software Ltd. ( NASDAQ:CGNT ) may be sending very bullish...Reported Earnings • Jun 16First quarter 2024 earnings released: US$0.13 loss per share (vs US$0.45 loss in 1Q 2023)First quarter 2024 results: US$0.13 loss per share (improved from US$0.45 loss in 1Q 2023). Revenue: US$73.3m (down 15% from 1Q 2023). Net loss: US$8.75m (loss narrowed 71% from 1Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US.お知らせ • Jun 14Cognyte Software Ltd. to Report Q1, 2024 Results on Jun 15, 2023Cognyte Software Ltd. announced that they will report Q1, 2024 results on Jun 15, 2023分析記事 • May 31We Think Cognyte Software (NASDAQ:CGNT) Needs To Drive Business Growth CarefullyJust because a business does not make any money, does not mean that the stock will go down. For example, although...お知らせ • May 10Cognyte Software Ltd. Appoints Avi Cohen to its Board of Directors, Effective June 4, 2023Cognyte Software Ltd. announced the appointment of Avi Cohen to the Board of Directors, effective June 4, 2023. Mr. Cohen currently serves on a variety of boards, including Cortica, CGS Tower Networks, and Nova Measuring Instruments. Previously, Mr. Cohen held executive roles leading a variety of technology companies. Among others, he served as chief executive officer of RR Media Ltd. and president and chief executive officer of Orbit Technologies Ltd.Reported Earnings • Apr 12Full year 2023 earnings released: US$1.68 loss per share (vs US$0.22 loss in FY 2022)Full year 2023 results: US$1.68 loss per share (further deteriorated from US$0.22 loss in FY 2022). Revenue: US$312.1m (down 34% from FY 2022). Net loss: US$114.1m (loss widened US$99.2m from FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 12% growth forecast for the Software industry in the US.Reported Earnings • Dec 20Third quarter 2023 earnings released: US$0.41 loss per share (vs US$0.033 profit in 3Q 2022)Third quarter 2023 results: US$0.41 loss per share (down from US$0.033 profit in 3Q 2022). Revenue: US$71.3m (down 40% from 3Q 2022). Net loss: US$27.8m (down US$30.0m from profit in 3Q 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.Price Target Changed • Nov 16Price target decreased to US$6.50Down from US$7.00, the current price target is an average from 4 analysts. New target price is 89% above last closing price of US$3.44. Stock is down 84% over the past year. The company is forecast to post a net loss per share of US$0.94 next year compared to a net loss per share of US$0.22 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Earl Shanks is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Seeking Alpha • Oct 19Cognyte agrees to divest a portion of threat intelligence analytics offering for $47.5M plus a performance based earn-outCognyte 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.Major Estimate Revision • Oct 05Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from US$380.7m to US$331.1m. EPS estimate unchanged from -US$0.94 per share at last update. Software industry in the US expected to see average net income growth of 9.1% next year. Consensus price target down from US$7.00 to US$6.50. Share price fell 10% to US$3.94 over the past week.Seeking Alpha • Sep 28Cognyte Software Non-GAAP EPS of -$0.04 beats by $0.13, revenue of $81.34M misses by $11.13MCognyte 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.収支内訳Cognyte Software の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:CGNT 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費30 Apr 26410-315712531 Jan 26400-115412231 Oct 25388-615111831 Jul 25377-515011430 Apr 25363-814711131 Jan 25351-1214410831 Oct 24340-1314010731 Jul 24330-413510530 Apr 24323-1213010631 Jan 24313-1612610731 Oct 23303-4013011131 Jul 23295-7313311930 Apr 23299-9314313031 Jan 23312-11415414031 Oct 22364-9917614731 Jul 22411-6918115030 Apr 22446-4118614831 Jan 22474-1518614331 Oct 21473219014231 Jul 21468818313830 Apr 214571217013131 Jan 214431416612931 Oct 204371514612031 Jul 204431215111730 Apr 204481315911531 Jan 204572015911131 Jan 194339141100質の高い収益: CGNTは現在利益が出ていません。利益率の向上: CGNTは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: CGNTは利益を出していないが、過去 5 年間で年間19.7%の割合で損失を削減してきた。成長の加速: CGNTの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: CGNTは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 22.1% ) と比較することは困難です。株主資本利益率高いROE: CGNTは現在利益が出ていないため、自己資本利益率 ( 1.13% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/08/13 08:58終値2026/08/13 00:00収益2026/04/30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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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・構築した世界トップクラスのチームについてご紹介します。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 LevineEvercore ISIEric MartinuzziLake Street Capital Markets, LLCMatthew CalitriNeedham & Company4 その他のアナリストを表示
Reported Earnings • Jun 04First quarter 2027 earnings: EPS misses analyst expectationsFirst quarter 2027 results: US$0.042 loss per share (further deteriorated from US$0.014 loss in 1Q 2026). Revenue: US$105.5m (up 10% from 1Q 2026). Net loss: US$3.04m (loss widened 210% from 1Q 2026). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 26Cognyte Software Ltd. to Report Q1, 2027 Results on Jun 03, 2026Cognyte Software Ltd. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026
Reported Earnings • Mar 27Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: US$0.009 loss per share (improved from US$0.17 loss in FY 2025). Revenue: US$400.0m (up 14% from FY 2025). Net loss: US$638.0k (loss narrowed 95% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 89%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12Cognyte Software Ltd. to Report Q4, 2026 Results on Mar 25, 2026Cognyte Software Ltd. announced that they will report Q4, 2026 results Pre-Market on Mar 25, 2026
Reported Earnings • Dec 10Third quarter 2026 earnings released: US$0.067 loss per share (vs US$0.052 loss in 3Q 2025)Third quarter 2026 results: US$0.067 loss per share (further deteriorated from US$0.052 loss in 3Q 2025). Revenue: US$100.7m (up 13% from 3Q 2025). Net loss: US$4.89m (loss widened 30% from 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 25Cognyte Software Ltd. to Report Q3, 2026 Results on Dec 09, 2025Cognyte Software Ltd. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Dec 09, 2025
お知らせ • Aug 12Cognyte Software Ltd Showcases Financial Crimes Investigation Technology At IAFCI International ConferenceCognyte Software Ltd. announced the company will feature its latest technology innovations at the 2026 International Association of Financial Crimes Investigators (IAFCI) International Conference. Cognyte is a Gold Sponsor of the event. Speak with Cognyte experts and view demonstrations of Cognyte’s latest technology for financial crimes investigations, including NEXYTE, Cognyte's AI-powered decision intelligence platform. NEXYTE helps investigators fuse data from across the financial ecosystem, automate complex investigative workflows, uncover hidden relationships and turn fragmented information into actionable intelligence faster than ever before. Financial crime investigations are becoming increasingly complex and data intensive. Traditional investigative approaches create information silos that limit visibility, slow decision-making and make it more difficult to identify sophisticated criminal networks. Domain-specific AI and financial open-source intelligence (OSINT) are reshaping financial crime investigations, making it easy to seamlessly combine corporate records, beneficial ownership data, sanction and watchlist data, blockchain intelligence and more into a single investigative environment. This capability reveals hidden networks, accelerates investigations and enables faster, more informed decisions. Cognyte Financial Crime Consultant, Daniel Kurz will deliver a presentation at the event, showing how traditional investigations are hindered by siloed data and the blind spots this creates. Modern policy and improved OSINT sharing are driving a shift towards a single, unified intelligence system. The presentation details how an international FIU organization leveraged AI-driven decision intelligence to fuse multiple data sources into a unified environment to accelerate an international money laundering investigation and case resolution. Attendees will gain insights into how decision intelligence enhances collaboration, improves intelligence sharing and enables investigators to identify illicit financial activity with greater speed, accuracy, and confidence. This session is ideal for law enforcement, financial crime investigators, intelligence professionals and compliance leaders seeking to modernize investigative capabilities.
お知らせ • Jul 31Cognyte Software Ltd., Annual General Meeting, Sep 03, 2026Cognyte Software Ltd., Annual General Meeting, Sep 03, 2026. Location: 33 maskit street, 4673333, israel, herzliya pituach Israel
お知らせ • Jun 25Cognyte Software Secures Agreement to Expand Network Intelligence Capabilities and Advance Infrastructure for National Security Agency in APACCognyte Software Ltd. announced a ~$5 million agreement with a strategic, long-standing national security customer in the Asia-Pacific (APAC) region. The agency relies on Cognyte for broad coverage across the full range of its national security activities, where Cognyte serves as a mission critical part of its operations. Following a review of its evolving requirements, the agency selected Cognyte to support two priorities: expanding its network intelligence capabilities to keep pace with evolving intelligence requirements and advancing its underlying infrastructure for the future. The capability expansion enables the agency's teams to expand their comprehensive visibility as operational environments grow more complex. In parallel, the infrastructure upgrade moves the agency to a more advanced, future-ready foundation, strengthening performance, scalability and resilience, and preparing it to adopt Cognyte's latest AI-powered capabilities and analytics as the agency’s mission evolves.
お知らせ • Jun 06Cognyte Software Ltd. Reiterates Earnings Guidance for the Fiscal Year Ending January 31, 2027Cognyte Software Ltd. Reiterated earnings guidance for the fiscal year ending January 31, 2027. For the year, the company is maintained revenue:$448 million, with a range of +/- 3%, which represents approximately 12% year-over-year growth at the midpoint of the range.
ライブニュース • Jun 05Cognyte Software Sees Record Growth Yet Stock Falls on Earnings Miss and Guidance ReaffirmationCognyte reported Q4 2026 results with double-digit revenue growth, record non-GAAP gross margins, and strong cash generation, supported by higher software and software services sales and expanding subscription models. Management issued optimistic fiscal 2027 guidance, pointing to expected continued double-digit growth, margin expansion, and broader penetration in North America and international markets, backed by strong remaining performance obligations. In Q1 fiscal 2027, revenue reached $105.49 million, about 10.4% higher year over year and slightly ahead of expectations, but adjusted EPS of $0.03 fell short of the $0.08 to $0.10 range and the stock dropped roughly 21 to 26 percent; the company reiterated full-year guidance including about $448 million in revenue and adjusted EBITDA of $68 million. The key tension here is that the business is showing solid top-line momentum and recurring revenue visibility, while profitability and earnings consistency are drawing more scrutiny from the market. If you are following Cognyte, it is worth weighing the appeal of subscription-driven and AI-focused growth against execution risk around margins and the sensitivity of the stock to any future earnings misses.
Reported Earnings • Jun 04First quarter 2027 earnings: EPS misses analyst expectationsFirst quarter 2027 results: US$0.042 loss per share (further deteriorated from US$0.014 loss in 1Q 2026). Revenue: US$105.5m (up 10% from 1Q 2026). Net loss: US$3.04m (loss widened 210% from 1Q 2026). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Jun 04Cognyte Software: The Cash Flow Story Still Needs ProofSummary 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
お知らせ • May 26Cognyte Software Ltd. to Report Q1, 2027 Results on Jun 03, 2026Cognyte Software Ltd. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026
Recent Insider Transactions Derivative • Apr 08Chief People Officer notifies of intention to sell stockRini Karlin intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of April. If the sale is conducted around the recent share price of US$8.40, it would amount to US$332k. Rini currently holds less than 1% of total shares outstanding. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Mar 27Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: US$0.009 loss per share (improved from US$0.17 loss in FY 2025). Revenue: US$400.0m (up 14% from FY 2025). Net loss: US$638.0k (loss narrowed 95% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 89%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 25Cognyte Software Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2027Cognyte Software Ltd. provided earnings guidance for the fiscal year ending January 31, 2027. For the year, the company expects Revenue of $448 million, with a range of +/- 3%, which represents approximately 12% year-over-year growth at the midpoint of the range. company expects another year of double-digit revenue growth, with operating leverage driving profitability at a significantly faster pace.
お知らせ • Mar 12Cognyte Software Ltd. to Report Q4, 2026 Results on Mar 25, 2026Cognyte Software Ltd. announced that they will report Q4, 2026 results Pre-Market on Mar 25, 2026
新しいナラティブ • Feb 14This isn’t speculation — this is confirmation.A Schedule 13G was filed, not a 13D, meaning this is passive institutional capital, not actiThe 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 12Cognyte Software Ltd.'s (NASDAQ:CGNT) 26% Dip In Price Shows Sentiment Is Matching RevenuesCognyte Software Ltd. ( NASDAQ:CGNT ) shareholders won't be pleased to see that the share price has had a very rough...
Reported Earnings • Dec 10Third quarter 2026 earnings released: US$0.067 loss per share (vs US$0.052 loss in 3Q 2025)Third quarter 2026 results: US$0.067 loss per share (further deteriorated from US$0.052 loss in 3Q 2025). Revenue: US$100.7m (up 13% from 3Q 2025). Net loss: US$4.89m (loss widened 30% from 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 09Cognyte Software Ltd. Increases Earnings Guidance for the Fiscal Year Ending January 31, 2026Cognyte Software Ltd. increased earnings guidance for the fiscal year ending January 31, 2026. For the year, the company expects revenue: $400 million, with a range of +/- 1%, which represents approximately 14% year over year growth at the midpoint of the range.
お知らせ • Nov 25Cognyte Software Ltd. to Report Q3, 2026 Results on Dec 09, 2025Cognyte Software Ltd. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Dec 09, 2025
お知らせ • Nov 07Cognyte Software Ltd. Announces Latest Homeland Security Innovations At Milipol Paris 2025Cognyte Software Ltd. announced the company will showcase its latest intelligence solutions for homeland security at Milipol Paris 2025. Experience the Cognyte solutions helping security, defense and law enforcement agencies turn fragmented data into actionable intelligence to stay one step ahead of continuously evolving security threats. WHO: Speak with Cognyte experts and view demonstrations of Cognyte's latest intelligence technology, including border intelligence, mission planning, financial crime and counter terror funding and the next generation of tactical SIGINT solutions.
お知らせ • Sep 26Cognyte Software Ltd. to Showcase Investigative Analytics Solutions for Law Enforcement At Iacp 2025Cognyte Software Ltd. announced the company will showcase its investigative analytics solutions for law enforcement agencies at IACP 2025. Experience the future of law enforcement technology with Cognyte's newest advancements in AI-driven data analysis, blockchain de-an anonymization, and operational intelligence solutions.
Reported Earnings • Sep 10Second quarter 2026 earnings released: EPS: US$0.02 (vs US$0.027 loss in 2Q 2025)Second quarter 2026 results: EPS: US$0.02 (up from US$0.027 loss in 2Q 2025). Revenue: US$97.5m (up 16% from 2Q 2025). Net income: US$1.47m (up US$3.40m from 2Q 2025). Profit margin: 1.5% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 09Cognyte Software Ltd. Increases Earnings Guidance for the Year Ending January 31, 2026Cognyte Software Ltd. increased earnings guidance for the year ending January 31, 2026. For the period, the company expects Revenue of $397 million at the midpoint with a range of +/-2%, representing approximately 13% growth from previous year revenue.
分析記事 • Aug 28It Looks Like Shareholders Would Probably Approve Cognyte Software Ltd.'s (NASDAQ:CGNT) CEO Compensation PackageKey Insights Cognyte Software will host its Annual General Meeting on 4th of September Total pay for CEO Elad Sharon...
お知らせ • Aug 28Cognyte Software Ltd. to Report Q2, 2026 Results on Sep 09, 2025Cognyte Software Ltd. announced that they will report Q2, 2026 results Pre-Market on Sep 09, 2025
お知らせ • Aug 01Cognyte Software Ltd., Annual General Meeting, Sep 04, 2025Cognyte Software Ltd., Annual General Meeting, Sep 04, 2025. Location: 33 maskit street, herzliya pituach, Israel
お知らせ • Jul 15+ 1 more updateCognyte Software Ltd. Advances AI Leadership with New Intelligence Co-Pilot to Accelerate InvestigationsCognyte Software Ltd. announced the release of its advanced intelligence co-pilot, a generative AI (GenAI) assistant designed to drive investigative workflows through intuitive natural language querying and automated data analysis. Built on more than three decades of domain expertise, the co-pilot helps streamline intelligence operations, accelerating access to actionable data, improving precision and significantly reducing time to resolution. This launch reinforces Cognyte's AI leadership and advances its strategy to deliver greater value to customers, driving sustainable, profitable growth. The launch comes amid a global surge in AI investment across enterprises and governments. 2025 marks a clearlection point, as organizations shift from experimentation to real-world AI deployment. With the release of the intelligence co-pilot, Cognyte is positioned at the intersection of two mega-trends: artificial intelligence and national security, unlocking new market opportunities while delivering real-world impact. Analysts face growing data volumes, tool fragmentation and urgent operational demands. Yet many still struggle to translate their investigative instincts and methodologies into interactions with sophisticated solutions, slowing insight generation and delaying action. GenAI is no longer an added feature; it is an operational imperative. Cognyte's intelligence co-pilot addresses these operational bottlenecks by empowering investigators to act smarter and faster - when every second matters. Reflecting the company's deep understanding of investigative workflows and real-world operational needs, Cognyte's intelligence co - purpose-built for law enforcement, national security and both national and military intelligence agencies. With flexible, secure deployments across cloud, on-prem or hybrid deployments, it scales to mission demands handlinghigh-volume, multi-source data environments with resilience and speed. Unlike generic chatbots, the co-pilot is embedded directly into the investigative workplace, enabling users to explore and understand intelligence data through contextual, visual interfaces. With step-by-step logic and transparent reasoning, analysts can navigate complex investigations faster and with greater precision, leading to more confident decision-making and better threat resolution.
Reported Earnings • Jun 12First quarter 2026 earnings released: US$0.014 loss per share (vs US$0.072 loss in 1Q 2025)First quarter 2026 results: US$0.014 loss per share (improved from US$0.072 loss in 1Q 2025). Revenue: US$95.5m (up 16% from 1Q 2025). Net loss: US$981.0k (loss narrowed 81% from 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 12Is 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...
お知らせ • Jun 11Cognyte Software Ltd. Updates Earnings Guidance for the Year Ending January 31, 2026Cognyte Software Ltd. updated earnings guidance for the year ending January 31, 2026. The company expects revenue to be $395 million at the midpoint with a range of +/-2%, representing approximately 13% growth from previous year revenue. The company is updating the company's outlook for the year ending January 31, 2026 mainly to reflect the May 2025 acquisition of GroupSense.
お知らせ • May 29Cognyte Software Ltd. to Report Q1, 2026 Results on Jun 11, 2025Cognyte Software Ltd. announced that they will report Q1, 2026 results on Jun 11, 2025
お知らせ • May 21Cognyte Software Ltd. (NasdaqGS:CGNT) acquired GroupSense, Inc. for $9 million.Cognyte Software Ltd. (NasdaqGS:CGNT) acquired GroupSense, Inc. for $9 million on May 21, 2025. Cognyte has acquired GroupSense for approximately $4 million plus an earnout of up to approximately $5 million subject to GroupSense meeting defined targets post-closing. Cognyte Software Ltd. (NasdaqGS:CGNT) completed the acquisition of GroupSense, Inc. on May 21, 2025.
分析記事 • May 01There's No Escaping Cognyte Software Ltd.'s (NASDAQ:CGNT) Muted Revenues Despite A 26% Share Price RiseCognyte Software Ltd. ( NASDAQ:CGNT ) shares have had a really impressive month, gaining 26% after a shaky period...
Buy Or Sell Opportunity • Apr 04Now 23% undervaluedOver the last 90 days, the stock has risen 3.6% to US$9.20. The fair value is estimated to be US$12.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 45%.
Reported Earnings • Apr 02Full year 2025 earnings released: US$0.17 loss per share (vs US$0.22 loss in FY 2024)Full year 2025 results: US$0.17 loss per share (improved from US$0.22 loss in FY 2024). Revenue: US$350.6m (up 12% from FY 2024). Net loss: US$12.1m (loss narrowed 23% from FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 02Cognyte Software Ltd. Provides Earnings Guidance for the Year Ending January 31, 2026Cognyte Software Ltd. provided earnings guidance for the year ending January 31, 2026. For the year, the company expects Revenue: $392 million at the midpoint with a range of +/-2%, representing approximately 12% growth from previous year revenue.
Seeking Alpha • Mar 30Cognyte Software's Quiet AI TurnaroundSummary 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
お知らせ • Mar 24Cognyte Software Ltd. to Report Q4, 2025 Results on Apr 02, 2025Cognyte Software Ltd. announced that they will report Q4, 2025 results on Apr 02, 2025
お知らせ • Mar 18Cognyte Software Ltd. Appoints Ronny Lempel as Chief Technology OfficerCognyte Software Ltd. announced the appointment of Dr. Ronny Lempel as Chief Technology Officer (CTO). In this role, Lempel will apply over 25 years of proven, cross-discipline technology expertise to extend the company’s innovation leadership and bring unparalleled vision and value to the company’s customers. Among his previous leadership roles, Lempel led research and technology initiatives at Google Ads, Microsoft Azure Machine Learning, Outbrain and Yahoo, developing vast and varied expertise in Artificial Intelligence (AI), search engines, recommendation systems and ad tech. Lempel’s distinguished expertise in these fields combined with his military experience in an intelligence unit come together to drive AI innovation and bring added value for customers. Lempel’s appointment as CTO reflects the company’s commitment to continued technology foresight, future-proofing its product portfolio to deliver long-term innovative solutions that customers in law enforcement, national security, national intelligence and military intelligence agencies rely on to successfully safeguard their societies, assets and interests. Lempel’s leadership experience developing and deploying machine learning (ML) models and advanced algorithms is a natural complement to the company’s platform architecture, robust R&D, and strong focus on AI, Large Language Models (LLMs) and more. Lempel holds a Ph.D. in computer science from the Technion - Israel Institute of Technology, where he has taught advanced courses on search engine and big data technologies. He has published over 45 research papers and holds 23 U.S. patents.
お知らせ • Feb 18Cognyte Software Ltd. Announces Board ChangesCognyte Software Ltd. announced the appointment of two new members to its Board of Directors. Matthew O’Neill and Nurit Benjamini will join the board on March 1, 2025, and March 31, 2025, respectively, reflecting the company’s commitment to add independent directors from the government and software sectors. Richard Nottenburg will be stepping down from his board position effective March 31, 2025. Having served with the United States Secret Service for over two decades, Mr. O’Neill brings significant law enforcement, government, financial crimes and security experience, along with established relationships within these communities. Ms. Benjamini has more than 20 years of experience as CFO in leading software companies, overseeing financial reporting for a diverse group of U.S.-listed technology firms. Together, these two directors are well-aligned with Cognyte’s strategic goals of growing its business and expanding its North American presence. Mr. O'Neill served until December 2023 as the Deputy Special Agent in Charge of Cyber Operations at the United States Secret Service, where he directed the agency's global cyber investigative strategies and oversaw efforts to dismantle transnational criminal networks. During his tenure, he served as the Director of the Asset Forfeiture Branch and as the Director of the Global Investigative Operations Center, where he established the Secret Service's first agencywide criminal investigative fusion center. Mr. O'Neill holds certifications from Carnegie Mellon University and American University and earned his Bachelor of Science degree from James Madison University. He currently serves as Co-Founder and Partner at 5OH Consulting LLC. Ms. Benjamini is a Partner and CFO at F2 Venture Capital, bringing over 20 years of experience as a CFO for leading software companies, including CrazyLabs Ltd., Wix, CopperGate Communications Ltd. and Compugen. Throughout her career, Ms. Benjamini has played a pivotal role in leading technology companies through fundraising, M&A and IPO processes. Currently, she serves as an external director at Caesarstone Ltd., having previously served as a board member of BioLineRx and Allot Ltd. Ms. Benjamini holds a Bachelor of Arts degree in economics and business and a Master of Business Administration degree in finance, both from Bar Ilan University, Israel.
分析記事 • Feb 13There's No Escaping Cognyte Software Ltd.'s (NASDAQ:CGNT) Muted Revenues Despite A 27% Share Price RiseCognyte Software Ltd. ( NASDAQ:CGNT ) shares have continued their recent momentum with a 27% gain in the last month...
Buy Or Sell Opportunity • Jan 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to US$9.35. The fair value is estimated to be US$7.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making.
Seeking Alpha • Jan 27Cognyte Software: Can Get Israeli Picks For CheaperSummary 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
Price Target Changed • Jan 21Price target decreased by 15% to US$7.50Down from US$8.83, the current price target is provided by 1 analyst. New target price is 22% below last closing price of US$9.66. Stock is up 52% over the past year. The company posted a net loss per share of US$0.22 last year.
Recent Insider Transactions Derivative • Jan 19Chief Legal Officer notifies of intention to sell stockIlan Rotem intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of January. If the sale is conducted around the recent share price of US$9.59, it would amount to US$96k. Since March 2024, Ilan has owned 39.14k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
分析記事 • Jan 16Is 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...
Buy Or Sell Opportunity • Jan 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to US$9.59. The fair value is estimated to be US$7.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 7.8% in a year. Earnings are forecast to decline by 119% in the next year.
Buy Or Sell Opportunity • Dec 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to US$9.50. The fair value is estimated to be US$7.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 7.8% in a year. Earnings are forecast to decline by 119% in the next year.
お知らせ • Dec 12Cognyte Software Ltd. Provides Earnings Guidance for Year Ending January 31, 2025Cognyte Software Ltd. provided earnings guidance for the year ending January 31, 2025. For the period, the company expects Revenue of $349 million at the midpoint with a range of +/-1%, representing approximately 11% growth from previous year revenue.
Reported Earnings • Dec 11Third quarter 2025 earnings released: US$0.052 loss per share (vs US$0.074 profit in 3Q 2024)Third quarter 2025 results: US$0.052 loss per share (down from US$0.074 profit in 3Q 2024). Revenue: US$89.0m (up 12% from 3Q 2024). Net loss: US$3.77m (down 172% from profit in 3Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
分析記事 • Dec 07Cognyte Software Ltd. (NASDAQ:CGNT) Stock Catapults 27% Though Its Price And Business Still Lag The IndustryCognyte Software Ltd. ( NASDAQ:CGNT ) shares have had a really impressive month, gaining 27% after a shaky period...
お知らせ • Dec 03Cognyte Software Ltd. to Report Q3, 2025 Results on Dec 11, 2024Cognyte Software Ltd. announced that they will report Q3, 2025 results on Dec 11, 2024
お知らせ • Nov 13Cognyte Software Ltd. (NasdaqGS:CGNT) announces an Equity Buyback for $20 million worth of its shares.Cognyte Software Ltd. (NasdaqGS:CGNT) announces a share repurchase program. Under the program, the company will repurchase up to $20 million worth of its shares. The repurchases will be made from available cash on its balance sheet and ongoing cash flow generation. The repurchased shares will be available for general corporate purposes. The program will be valid through June 12, 2026.
分析記事 • Nov 13Are 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 10Cognyte Software: Challenges RemainSummary 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 24Cognyte Software: A Stock For Value InvestorsSummary 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
Recent Insider Transactions Derivative • Sep 18Chief Product Officer notifies of intention to sell stockGil Cohen intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of September. If the sale is conducted around the recent share price of US$6.31, it would amount to US$95k. As of today, Gil currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Sep 11Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: US$0.027 loss per share (improved from US$0.13 loss in 2Q 2024). Revenue: US$84.4m (up 9.6% from 2Q 2024). Net loss: US$1.93m (loss narrowed 80% from 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 57%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
分析記事 • Sep 11Investors Aren't Buying Cognyte Software Ltd.'s (NASDAQ:CGNT) RevenuesCognyte Software Ltd.'s ( NASDAQ:CGNT ) price-to-sales (or "P/S") ratio of 1.4x might make it look like a strong buy...
お知らせ • Aug 29Cognyte Software Ltd. to Report Q2, 2025 Results on Sep 10, 2024Cognyte Software Ltd. announced that they will report Q2, 2025 results on Sep 10, 2024
お知らせ • Aug 28Value Base Group Issues Investor Presentation with Shareholders of Cognyte SoftwareOn August 27, 2024, Value Base Ltd announced that it has issued an investor presentation with shareholders of Cognyte Software Ltd, stating that the Company represents attractive investment opportunity driven by its great technology, global presence and good reputation amongst its customers. Value Base estimated that the reasons for such undervaluation as boards misalignment with shareholders interest and poor governance practices, insufficient growth and week financial performance, lack of transparency, lack of communication with shareholders and potential investors, lack of medium- and long-term vision. Value Base stated that During Shanks tenure as a board member and Chairperson, the Company’s share price plummeted, and while he is holding his position, he failed to attend to concerns raised by the Company’s shareholders, amend the Company’s flawed corporate governance practices, adopt transparent, effective and incentivized compensation package to the CEO, improve the transparency of communications and disclosures provided by the Company, create long term, ambitious strategic plan, coherently and effectively communicated to the market. In addition, Value Base recommended the shareholders of the Company to vote against the reelection of Earl Shanks, and vote against the Company proposal regarding compensation structure of the CEO, and vote for the appointment of Tal Yaacobi, at the annual meeting of shareholders.
お知らせ • Aug 21Value Base Issues a Public Response to Cognyte Software’s LetterOn August 21, 2024, Value Base Ltd announced that it has issued a response to Cognyte Software Ltd.’s letter dated August 12, 2024, urging the Company’s shareholders to vote for its director candidate Tal Yaacobi, and vote against the reelection of the Company’s current chairman of the board, Earl Shanks, and vote against the Company’s proposed CEO compensation plan, at the annual meeting of shareholders.
New Risk • Aug 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 58% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$24m net loss next year). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
お知らせ • Aug 08Value Base Sends a Letter to Cognyte SoftwareOn August 6, 2024, Value Base Ltd sent a letter to the Board of Directors of Cognyte Software Ltd requesting that the Board of Directors revise the proxy statement issued on July 30, 2024, to add the following two items to the agenda for the Company’s 2024 Annual General Meeting scheduled to be held on September September 4, 2024, (i) the election of Tal Yaacobi as a Class III director and (ii) the approval of entry into indemnification and exculpation agreements, providing liability insurance coverage, and compensation to the Director Nominee, each as provided to the current directors of the Company.
お知らせ • Jul 31Cognyte Software Ltd., Annual General Meeting, Sep 04, 2024Cognyte Software Ltd., Annual General Meeting, Sep 04, 2024. Location: 33 maskit street, herzliya pituach, 4673333, Israel
お知らせ • Jul 26Value Base Provides Information to Shareholders of Cognyte SoftwareOn July 25, 2024, Value Base Ltd announced that Earl Shanks, chairman of the board of directors of Cognyte Software Ltd informed it of the Board’s decision to decline the proposal to nominate Tal Yaacobi as a director. In addition, Value Base stated that it intends to engage in discussions with management, the Board, other security holders of the Company and other relevant parties to encourage, cause or seek to cause the Company or other persons to consider or explore extraordinary corporate and strategic transactions, or any other material changes to the Company’s business, corporate structure or corporate governance, including changes in management and/or the composition of the Board.
Seeking Alpha • Jul 22Cognyte's Turnaround: Costs Cut, Revenue Grows ModeratelySummary 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
Major Estimate Revision • Jun 25Consensus estimates of losses per share improve by 45%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$339.0m to US$343.4m. EPS estimate increased from -US$0.55 per share to -US$0.30 per share. Software industry in the US expected to see average net income growth of 20% next year. Consensus price target up from US$8.83 to US$9.17. Share price was steady at US$7.57 over the past week.
Recent Insider Transactions Derivative • Jun 23Independent Director notifies of intention to sell stockRichard Nottenburg intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of June. If the sale is conducted around the recent share price of US$8.13, it would amount to US$166k. Since March 2024, Richard has owned 33.66k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Price Target Changed • Jun 20Price target increased by 7.8% to US$9.17Up from US$8.50, the current price target is an average from 3 analysts. New target price is 23% above last closing price of US$7.43. Stock is up 29% over the past year. The company is forecast to post a net loss per share of US$0.30 next year compared to a net loss per share of US$0.22 last year.
Reported Earnings • Jun 19First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: US$0.072 loss per share (improved from US$0.13 loss in 1Q 2024). Revenue: US$82.7m (up 13% from 1Q 2024). Net loss: US$5.12m (loss narrowed 42% from 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 59%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 36% per year whereas the company’s share price has fallen by 31% per year.
お知らせ • Jun 13Cognyte Software Ltd. to Report Q1, 2025 Results on Jun 18, 2024Cognyte Software Ltd. announced that they will report Q1, 2025 results on Jun 18, 2024
Board Change • May 05Less than half of directors are independentFollowing Director Sarit Sagiv's arrival on 01 May 2024, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Dafna Sharir was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Seeking Alpha • Apr 30Cognyte: Appears Fully Valued, Hold For NowSummary 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
Price Target Changed • Apr 11Price target increased by 31% to US$8.50Up from US$6.50, the current price target is an average from 3 analysts. New target price is 21% above last closing price of US$7.02. Stock is up 63% over the past year. The company is forecast to post a net loss per share of US$0.55 next year compared to a net loss per share of US$0.22 last year.
Reported Earnings • Apr 09Full year 2024 earnings released: US$0.22 loss per share (vs US$1.68 loss in FY 2023)Full year 2024 results: US$0.22 loss per share (improved from US$1.68 loss in FY 2023). Revenue: US$313.4m (flat on FY 2023). Net loss: US$15.6m (loss narrowed 86% from FY 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 09Cognyte Software Ltd Announces Board of Directors Appointments, Effective as of May 1, 2024Cognyte Software Ltd. announced that two new members will join its Board of Directors effective as of May 1, 2024. Cognyte believes that Ron Shvili and Sarit Sagiv will bring additional expertise to the Board. They will replace Karmit Shilo and Zvika Naggan, who will be stepping down after three years as directors effective as of May 1, 2024. Ron Shvili brings extensive experience as a C-level executive in the telecommunications and financial sectors and serves as a board member, investor, advisor and mentor for promising startups in the insurtech, fintech, cyber and AI industries. Ron was previously Executive Vice President and Chief Technology, IT and Innovation Officer at Phoenix Holdings, and Chief Technology Officer of Cellcom. He is also a retired Colonel from the Israeli Defense Force, where he was head of a research division in the DDR&D (MAFAT) specializing in the fields of advanced communications, cyber and AI, and head of the technology center of an elite unit. Sarit Sagiv is an experienced board member and a seasoned executive. She currently serves as a member of the Investments Committee of Phoenix Insurance and as a member of the Board of Directors of Nova Ltd. (Nasdaq and TASE: NVMI) and of OPC Energy Ltd. (TASE: OPCE). Sarit served as General Manager of the Global Business Division at Amdocs. Prior to this role, she served as the Chief Financial Officer of Nice Ltd. and of Retalix Ltd. (acquired by NCR). Sarit also held various other Chief Financial Officer and senior financial positions.
お知らせ • Mar 29Cognyte Software Ltd. to Report Q4, 2024 Results on Apr 09, 2024Cognyte Software Ltd. announced that they will report Q4, 2024 results on Apr 09, 2024
Seeking Alpha • Feb 15Cognyte Software: Still On Perpetual LicensesSummary 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
お知らせ • Jan 23Cognyte Software Ltd. Announces New Release of Luminar Cyber Threat Intelligence Offering with Genai Capabilities to Bring Added Value to CustomersCognyte Software Ltd. announced the release of a significant update to its LUMINAR external threat intelligence solution to incorporate generative artificial intelligence (GenAI) capabilities, including a new AI-driven dashboard. LUMINAR is already integrated with Cognyte's investigative analytics software and other leading solutions, and this release brings additional value to current and new customers. threat intelligence analysts race to accelerate the speed of risk assessments while security operations center (SOC) teams struggle to keep up with a deluge of security alerts. LUMINAR's new GenAI capabilities bring significant added value to Cognyte customers by tackling and making quick work of resource-intensive tasks like aggregation, analysis and prioritization of alerts, investigation leads, indicators of malicious campaigns, and other cybersecurity inputs. To assist organizations with these resource-intensive tasks, Cognyte has integrated an AI-driven dashboard into its LUMINAR offering, LUMINAR AI Insights. The new AI dashboard is built on Cognyte's proprietary threat intelligence repository that includes evidence-based threat data regarding global cybersecurity incidents, aggregated over the last 10 years. This feed is now fully automated, structured and auto-enriched through GenAI capabilities, incorporating both proprietary historical data and a daily feed that is automatically customized to the needs of each customer. Utilizing evidence-based data, this new LUMINAR AI Ins Insights dashboard provides threat-visibility segmentation, such as by industry or region, to extract immediate intelligence insights regarding potential security threats and risks to organizations, and to enable quicker responses. Through LUMINAR AI Ins insights, security and risk management leaders will gain visibility into different insights, including industry benchmarks, active attack groups (filtered by type, origin, targeted location), exploited Common Vulnerabilities and Exposures (CVEs), targeted systems, prominent tactics, Techniques and Procedures (TTPs), automatically mapped according to MITRE ATT&CK, and more.
Recent Insider Transactions Derivative • Dec 20CEO & Director notifies of intention to sell stockElad Sharon intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of December. If the sale is conducted around the recent share price of US$6.31, it would amount to US$631k. For the year to January 2023, Elad's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Elad has owned 248.67k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Dec 14Third quarter 2024 earnings released: EPS: US$0.074 (vs US$0.41 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.074 (up from US$0.41 loss in 3Q 2023). Revenue: US$79.4m (up 11% from 3Q 2023). Net income: US$5.22m (up US$33.0m from 3Q 2023). Profit margin: 6.6% (up from net loss in 3Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
お知らせ • Dec 07Cognyte Software Ltd. to Report Q3, 2024 Results on Dec 13, 2023Cognyte Software Ltd. announced that they will report Q3, 2024 results on Dec 13, 2023
Recent Insider Transactions Derivative • Sep 17Independent Director notifies of intention to sell stockRichard Nottenburg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of September. If the sale is conducted around the recent share price of US$5.32, it would amount to US$82k. Since March 2023, Richard has owned 34.65k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Sep 12Second quarter 2024 earnings released: US$0.13 loss per share (vs US$0.43 loss in 2Q 2023)Second quarter 2024 results: US$0.13 loss per share (improved from US$0.43 loss in 2Q 2023). Revenue: US$77.1m (down 5.0% from 2Q 2023). Net loss: US$9.43m (loss narrowed 67% from 2Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
お知らせ • Sep 06Cognyte Software Ltd. to Report Q2, 2024 Results on Sep 12, 2023Cognyte Software Ltd. announced that they will report Q2, 2024 results on Sep 12, 2023
お知らせ • Aug 03Cognyte Software Ltd., Annual General Meeting, Sep 06, 2023Cognyte Software Ltd., Annual General Meeting, Sep 06, 2023, at 16:30 Israel Standard Time. Location: 33 Maskit Street, Herzliya Pituach Israel Agenda: To re-elect each of Ms. dafna sharir and Mr. avi cohen as class ii directors, to hold office until the close of the company’s annual general meeting of shareholders for the year ending january 31, 2027, and until their respective successors are duly elected and qualified; to approve amendments to the terms of employment of mr. elad sharon, the company’s chief executive officer; and to approve the re-appointment of brightman almagor zohar & co., registered public accounting firm, and a member of the deloitte global network, as the company’s independent registered public accounting firm for the year ending january 31, 2024 and until the next annual general meeting of shareholders, and to authorize the company’s board of directors (with power of delegation to its audit committee) to set the fees to be paid to such auditors.
お知らせ • Jul 12Cognyte Announces Changes to Its Board of DirectorsCognyte Software Ltd. announced that Dan Bodner, the chairman of Board of Directors, has decided not to stand for reelection to the Company’s Board of Directors at the upcoming 2023 annual shareholder meeting. The Board of Directors resolved to name Earl Shanks as its new chairman and to reduce its size to seven members, all effective immediately after the 2023 annual shareholders meeting. Earl Shanks has been a director of Cognyte since the spin-off from Verint, and previously served as a director of Verint at the time that Cognyte was a business unit within Verint.
分析記事 • Jul 06Cognyte Software Ltd.'s (NASDAQ:CGNT) Shares Lagging The Industry But So Is The BusinessWith a price-to-sales (or "P/S") ratio of 1.2x Cognyte Software Ltd. ( NASDAQ:CGNT ) may be sending very bullish...
Reported Earnings • Jun 16First quarter 2024 earnings released: US$0.13 loss per share (vs US$0.45 loss in 1Q 2023)First quarter 2024 results: US$0.13 loss per share (improved from US$0.45 loss in 1Q 2023). Revenue: US$73.3m (down 15% from 1Q 2023). Net loss: US$8.75m (loss narrowed 71% from 1Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US.
お知らせ • Jun 14Cognyte Software Ltd. to Report Q1, 2024 Results on Jun 15, 2023Cognyte Software Ltd. announced that they will report Q1, 2024 results on Jun 15, 2023
分析記事 • May 31We Think Cognyte Software (NASDAQ:CGNT) Needs To Drive Business Growth CarefullyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • May 10Cognyte Software Ltd. Appoints Avi Cohen to its Board of Directors, Effective June 4, 2023Cognyte Software Ltd. announced the appointment of Avi Cohen to the Board of Directors, effective June 4, 2023. Mr. Cohen currently serves on a variety of boards, including Cortica, CGS Tower Networks, and Nova Measuring Instruments. Previously, Mr. Cohen held executive roles leading a variety of technology companies. Among others, he served as chief executive officer of RR Media Ltd. and president and chief executive officer of Orbit Technologies Ltd.
Reported Earnings • Apr 12Full year 2023 earnings released: US$1.68 loss per share (vs US$0.22 loss in FY 2022)Full year 2023 results: US$1.68 loss per share (further deteriorated from US$0.22 loss in FY 2022). Revenue: US$312.1m (down 34% from FY 2022). Net loss: US$114.1m (loss widened US$99.2m from FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 12% growth forecast for the Software industry in the US.
Reported Earnings • Dec 20Third quarter 2023 earnings released: US$0.41 loss per share (vs US$0.033 profit in 3Q 2022)Third quarter 2023 results: US$0.41 loss per share (down from US$0.033 profit in 3Q 2022). Revenue: US$71.3m (down 40% from 3Q 2022). Net loss: US$27.8m (down US$30.0m from profit in 3Q 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.
Price Target Changed • Nov 16Price target decreased to US$6.50Down from US$7.00, the current price target is an average from 4 analysts. New target price is 89% above last closing price of US$3.44. Stock is down 84% over the past year. The company is forecast to post a net loss per share of US$0.94 next year compared to a net loss per share of US$0.22 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Earl Shanks is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Seeking Alpha • Oct 19Cognyte agrees to divest a portion of threat intelligence analytics offering for $47.5M plus a performance based earn-outCognyte 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.
Major Estimate Revision • Oct 05Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from US$380.7m to US$331.1m. EPS estimate unchanged from -US$0.94 per share at last update. Software industry in the US expected to see average net income growth of 9.1% next year. Consensus price target down from US$7.00 to US$6.50. Share price fell 10% to US$3.94 over the past week.
Seeking Alpha • Sep 28Cognyte Software Non-GAAP EPS of -$0.04 beats by $0.13, revenue of $81.34M misses by $11.13MCognyte 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.
