Cognyte Software

CGNT

Market cap $544M

Cognyte Software has produced moderate revenue growth, low ROIC, amid general software selloff concerns. CGNT's forward revenue growth is expected to slow to 12.3%, with recent trends showing declining topline momentum and negative EPS. Despite fears, CGNT's vulnerability to generative AI disruption is likely low, given mission-critical, regulated environments and its ongoing AI integration results.

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte announced a second follow-on order with a Tier-1 military organization in the EMEA region, valued at approximately $5 million.

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte announced a customer in the EMEA region was recognized with an innovation award for operational excellence in countering terror financing.

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte Software Ltd. (NASDAQ: CGNT) (“Cognyte”), a global leader in software-driven technology for investigative analytics, today announced that a national security agency in the Asia-Pacific (APAC) region has signed a five-year subscription agreement initially valued at ~$1.5 million annually. The agreement allows the customer to scale adoption of new innovations and capabilities over time, potentially growing its investment to $20+ million over the contract.

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte Software Ltd. (NASDAQ: CGNT) (“Cognyte”), a global leader in software-driven technology for investigative analytics, today announced that Elad Sharon, Cognyte's Chief Executive Officer, and David Abadi, Cognyte's Chief Financial Officer, will hold a fireside chat at the 28th Annual Needham Growth Conference on Wednesday, January 14, 2026, at 1:30pm ET. An online, real-time webcast and replay of the discussion will be available on our website at https:/.

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte announced the availability of a new threat trends report, “Crime Goes Digital Native: The Impact of Gen Z & Alpha on Law Enforcement.”.

Cognyte Software offers a compelling AI-driven public sector platform, underappreciated relative to peers and trading at modest multiples despite robust growth catalysts. CGNT delivered a Q3 beat-and-raise, demonstrating resilience amid macro headwinds, and is generating meaningful profit with a clean, debt-free balance sheet. The company targets $400 million FY26 revenue (+14% y/y) and $47 million adjusted EBITDA (12% margin), with a three-year plan for $500 million revenue and >20% EBITDA margin by FY28.

Cognyte Software is delivering strong, sustainable growth driven by high-margin software sales. Operating leverage is also helping profit growth. US market expansion is in early stages, with local-level land-and-expand strategies offering significant room for further growth if all goes well. Strong execution across markets confirmed guidance was nicely ahead of previously established midpoints.

Cognyte Software Ltd. ( CGNT ) Q3 2026 Earnings Call December 9, 2025 8:30 AM EST Company Participants Dean Ridlon - Head of Investor Relations Elad Sharon - CEO & Director David Abadi - Chief Financial Officer Conference Call Participants Matthew Calitri - Needham & Company, LLC, Research Division Imtiaz Koujalgi - ROTH Capital Partners, LLC, Research Division Charlie Zhou Presentation Operator Good day, ladies and gentlemen.

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte reported third quarter fiscal 2026 financial results, with strong results in Q3 driven by market momentum and focused execution.