Cognyte Software Ltd. (CGNT)
NASDAQ:CGNT
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CGNT Stock Chart & Stats
$9.98
-$0.10(-1.14%)
At close: 4:00 PM EST
$9.98
-$0.10(-1.14%)
Day’s Range― - ―
52-Week Range$6.29 - $12.31
Previous CloseN/A
Volume51.77K
Average Volume (3M)621.01K
Market Cap
$849.17M
Enterprise Value$772.02M
Total Cash (Recent Filing)$116.88M
Total Debt (Recent Filing)$43.38M
Price to Earnings (P/E)―
Beta0.53
Next Earnings
Sep 15, 2026EPS Estimate
0.09Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding73,078,380
10 Day Avg. Volume575,547
30 Day Avg. Volume621,015
Financial Highlights & Ratios
PEG Ratio10.88
Price to Book (P/B)3.19
Price to Sales (P/S)1.65
P/FCF Ratio21.99
Enterprise Value/Market Cap0.91
Enterprise Value/Revenue1.93
Enterprise Value/Gross Profit2.67
Enterprise Value/Ebitda33.44
Forecast
1Y Price Target
$13.50Price Target Upside35.27% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)0.46
Revenue Forecast (FY)$445.38M
Bulls Say, Bears Say
Bulls Say
Cash GenerationCognyte’s material recovery in operating and free cash flow through 2024–2026 provides durable financial flexibility. Sustained cash generation funds R&D, targeted M&A, capex and buybacks, reduces reliance on external financing, and supports multi‑year reinvestment even if GAAP earnings lag temporarily.
Margin Expansion & ProfitabilityConsistently high and improving gross margins reflect scalable software economics and successful cost leverage. Elevated gross margins (>70%) enhance operating leverage as recurring revenue grows, enabling the company to convert additional revenue into EBITDA and support management’s multi‑year margin targets.
Backlog And Customer WinsLarge RPO and a deep short‑term backlog provide durable revenue visibility, especially given sizable government contracts and multi‑year conversions. Strong new‑logo wins and renewals demonstrate market fit and reduce execution risk for revenue growth over the next several quarters.
Bears Say
Subscription Mix & Timing RiskA gradual move from perpetual licenses to subscriptions creates durable timing and recognition shifts: subscription deals can extend cash collection and smooth revenue but compress near‑term cash inflows and alter margin/cash metrics. For a government‑focused vendor, protracted transition increases variability in reported results for several quarters.
Geopolitical And Budget SensitivityHeavy exposure to national security and law‑enforcement budgets means revenues depend on government appropriations and crisis cycles. This structural dependence can make multi‑quarter planning and conversion timing lumpy, and changes in defense/budget priorities materially affect deal flow and renewal pacing.
Mixed Earnings QualityAlthough revenue and cash flow improved, GAAP profitability remains only marginally positive/near breakeven, with prior years of losses and muted ROE. Until consistent, multi‑year GAAP profitability and returns emerge, the company’s ability to compound shareholder value remains contingent on sustaining current margin and cash trends.
Cognyte Software News
CGNT FAQ
What was Cognyte Software Ltd.’s price range in the past 12 months?
Cognyte Software Ltd. lowest stock price was $6.29 and its highest was $12.31 in the past 12 months.
What is Cognyte Software Ltd.’s market cap?
Cognyte Software Ltd.’s market cap is $849.17M.
When is Cognyte Software Ltd.’s upcoming earnings report date?
Cognyte Software Ltd.’s upcoming earnings report date is Sep 15, 2026 which is in 103 days.
How were Cognyte Software Ltd.’s earnings last quarter?
Cognyte Software Ltd. released its earnings results on Jun 03, 2026. The company reported $0.03 earnings per share for the quarter, missing the consensus estimate of $0.085 by -$0.055.
Is Cognyte Software Ltd. overvalued?
According to Wall Street analysts Cognyte Software Ltd.’s price is currently Undervalued.
Does Cognyte Software Ltd. pay dividends?
Cognyte Software Ltd. does not currently pay dividends.
What is Cognyte Software Ltd.’s EPS estimate?
Cognyte Software Ltd.’s EPS estimate is 0.09.
How many shares outstanding does Cognyte Software Ltd. have?
Cognyte Software Ltd. has 73,078,380 shares outstanding.
What happened to Cognyte Software Ltd.’s price movement after its last earnings report?
Cognyte Software Ltd. reported an EPS of $0.03 in its last earnings report, missing expectations of $0.085. Following the earnings report the stock price went down -20.568%.
Which hedge fund is a major shareholder of Cognyte Software Ltd.?
Currently, no hedge funds are holding shares in CGNT
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Cognyte Software Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$13.50 (35.27% Upside)
$13.50 (35.27% Upside)
Blogger Sentiment
Bullish
CGNT Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 1.4M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▼ 1.3%
Last 30 Days ▲ 20.4%
Last 30 Days ▲ 20.4%
News Sentiment
Bullish
Bullish news 75%
Bearish news 25%
Bearish news 25%
Technicals
SMA
Positive
20 days / 200 days
Momentum
4.68%
12-Months-Change
Fundamentals
Return on Equity
-0.32%
Trailing 12-Months
Asset Growth
4.67%
Trailing 12-Months
Company Description
Cognyte Software Ltd.
Cognyte Software Ltd. provides an investigative analytics software to governments and enterprises worldwide. Its Actionable Intelligence for a Safer World, an open software designed to help governments and enterprises accelerate and enhance the effectiveness of investigations. The company also offers network intelligence analytics, open source and threat intelligence analytics, and operational intelligence analytics solutions. Its solutions are designed to support various use cases and support a range of users, including data analysts, investigation managers, and security operations center operators, as well as operational field teams. In addition, the company provides customer support, professional, and integration services. Its government customers include national, regional, and local government agencies; and enterprise customers consist of commercial and physical security customers. The company was incorporated in 2020 and is headquartered in Herzliya, Israel.
CGNT Company Deck
CGNT Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call presents a strongly positive operational and financial picture: double-digit revenue growth, record-high non-GAAP gross margins, significant EBITDA expansion, positive GAAP net income, a healthy RPO/backlog and a strong balance sheet with active share repurchases. Management provided constructive FY'27 guidance and reiterated FY'28 targets, while acknowledging near-term cash collection timing, FX headwinds, some uncertainty from a gradual shift to subscription models and seasonality. On balance the call emphasizes durable demand, margin leverage and profitable scaling with manageable execution risks.View all CGNT earnings summariesCGNT Stock 12 Month Forecast
Average Price Target
$13.50
▲(35.27% Upside)
Technical Analysis
Ownership Overview
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Insiders
5.78% Mutual Funds
45.46% Other Institutional Investors
47.55% Public Companies and
Individual Investors