Cognyte Software

CGNT

Market cap $646M

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte Software Ltd. (NASDAQ: CGNT) (“Cognyte”), a global leader in software-driven technology for investigative analytics, today announced a ~$5 million agreement with a Tier-1 national security agency in a NATO member nation. The contract establishes Cognyte's foundation with a new customer in the Europe/Middle East/Africa (EMEA) region, creating the opportunity for broader platform adoption over time. The agency selected Cognyte's most advanced tactical SI.

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte Software Ltd. (NASDAQ: CGNT) ("Cognyte"), a global leader in software-driven technology for investigative analytics, today announced a ~$5 million agreement with a strategic, long-standing national security customer in the Asia-Pacific (APAC) region. About the Agreement 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.

CGNT posts double-digit revenue growth and expands profitability, while cost discipline helps offset FX and hardware pressures.

PLTR's faster growth and stronger margins contrast with Cognyte's rising recurring revenues and subscription-transition pressures.

CGNT's shift to recurring revenues boosts visibility, but subscription transition pressures cash flow and near-term financial performance.

CGNT posts mixed Q1 as earnings miss, sending shares lower and raising questions on whether growth momentum can offset near-term pressures.

Cognyte Software (CGNT) delivered Q1'27 revenue of $105.5M, up 10% Y/Y, driven by robust AI-driven analytics demand and new customer wins. CGNT achieved positive adjusted EBITDA and solid remaining performance obligations signaling strong forward demand for its AI analytics services. Shares trade at a forward FY 2027 P/E of 12.0X, materially below Palantir, offering investors exposure to AI analytics growth at a discounted valuation.

CGNT's fiscal Q1 2027 revenues rise 10% to $105.5M as demand grows for investigative analytics and new financial crime solutions.

Cognyte Software (CGNT) 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 current valuation. Management maintained FY27 guidance despite a revenue beat, signaling caution amid professional services volatility and heavy back-half EBITDA weighting.

Cognyte Software Ltd. (CGNT) Q1 2027 Earnings Call Transcript