Cognyte Software Ltd. CGNT

8.52 (0.18) (2.07%) as of 25 Sep
Market cap
$642.5M
P/E
0.0×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 18.18%

Capital & Financial Ratios

Market Cap 642.45
Revenue 421.71
Net Income 4.85
Free Cash Flow 33.43
Net Debt (102.17)
Current Ratio 1.34
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 1.49
P/B ratio 2.87
Past 5Y EPS Growth —
This Y EPS Growth 68.75%
Next Y EPS Growth 62.96%
Next 5Y EPS Growth 127.70%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 83 113 117 102
Receivables 113 109 123 123
Inventory 25 19 16 24
Other 9 7 3 6
265 286 298 292
2024 2025 2026 Q'26
Payables 21 25 27 35
ST’ Debt — — — —
Other 94 107 103 91
190 219 224 218
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — (2.04%) 8.63%
Cash Flow — (10.77%) 0.00%
Earnings — 0.00% 0.00%
Book Value — (3.28%) 2.95%

Revenue

Apr Jul Oct Jan Year
’26 105 109 — — —
’26 96 98 101 106 400
’25 83 84 89 95 351
’24 73 77 79 84 313
’23 86 81 71 73 312
’22 115 116 118 125 474
’21 101 105 319 124 443
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Apr Jul Oct Jan Year
’26 (5) 1 — — —
’26 2 (6) 25 20 40
’25 21 (6) 12 19 47
’24 19 6 0 10 35
’23 (9) (19) (19) 9 (37)
’22 13 (13) 9 (7) 3
’21 22 (7) 12 44 71
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Apr Jul Oct Jan Year
’26 (6) (1) — — —
’26 (2) (9) 23 18 30
’25 20 (8) 8 14 34
’24 17 4 (2) 7 25
’23 (12) (22) (22) 7 (49)
’22 9 (16) 4 (12) (15)
’21 17 (12) 9 38 52
in millions of $ · fiscal quarters ending in the months shown

EPS

Apr Jul Oct Jan Year
’26 (0.04) 0.06 — — —
’26 (0.01) 0.02 (0.07) 0.05 (0.01)
’25 (0.07) (0.03) (0.05) (0.02) (0.17)
’24 (0.13) (0.13) 0.07 (0.04) (0.22)
’23 (0.45) (0.43) (0.41) (0.40) (1.68)
’22 (0.07) 0.00 0.03 (0.19) (0.22)
’21 (0.01) 0.10 0.22 0.07 0.22
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
— — — — 14.68 2.31 2.95 5.44 7.64 6.29

Analyst estimates 2027–2029

Powerpack
Low Price
— — — — 38.00 15.93 6.94 9.59 11.66 12.31
High Price
— — — 2,100 2,000 2,002 1,650 1,613 1,623 1,710
Employees
— — 0 0 0 0 0 0 0 0
Revenue/Emp
— — 433 457 443 474 312 313 351 400
Revenue
— — 59.22% 64.12% 70.08% 72.07% 61.57% 68.73% 70.42% 72.42%
Gross Margin
— — 20 30 25 8 (97) (13) (4) 11
EBT
— — 4.60% 6.55% 5.58% 1.74% (31.08%) (4.23%) (1.25%) 2.84%
EBT Margin
— 0 12 27 20 (10) (110) (12) (7) 5
Net Income
— — 21 17 23 21 18 14 14 12
Depreciation
— — 6.59 6.95 6.74 7.12 4.59 4.47 4.88 5.49
Revenue/Sh
— — 0.19 0.42 0.22 (0.22) (1.68) (0.22) (0.17) (0.01)
Earnings/Sh
— — 0.82 1.02 1.08 0.04 (0.54) 0.49 0.65 0.55
Cash Flow/Sh
— — (0.19) (0.32) (0.29) (0.27) (0.17) (0.13) (0.18) (0.15)
Capex/Sh
— — 0.63 0.70 0.79 (0.23) (0.72) 0.36 0.47 0.41
Free CF/Sh
— — 7.23 6.92 4.11 4.49 3.09 3.06 3.02 3.14
Book Value/Sh
— — 66 66 66 67 68 70 72 73
Shares
— — 88.34 88.34 100.11 0.00 0.00 0.00 0.00 0.00
PE Ratio
— — 3.01 3.01 3.85 1.52 0.82 1.58 1.91 1.67
PS Ratio
— — 4.36 4.36 9.24 2.41 1.23 2.31 3.08 2.92
PB Ratio
— — 2.65 2.65 3.75 1.38 0.67 1.34 1.60 1.40
EV/Sales
— — 25.85 25.85 46.84 (43.24) (4.27) 16.46 16.73 18.83
EV/FCF
— — 54 67 71 3 (37) 35 47 40
Op' Cash Flow
— — (13) (21) (19) (18) (12) (9) (13) (11)
Capex
— — 41 46 52 (15) (49) 25 34 30
FCF
— — 301 232 51 100 58 75 67 74
Working Cap'
— — 13 13 46 100 7 — — —
Total Debt
— — (301) (239) (65) (67) (50) (83) (113) (117)
Net Debt
— — 475 455 270 299 210 215 217 229
Sh' Equity
— — 2.17% 2.51% 1.98% (2.30%) (20.61%) (3.40%) (2.48%) (0.13%)
ROA
— — 6.70% 7.89% 5.55% 2.95% (40.38%) (8.57%) (3.08%) 7.40%
ROIC
— — 1.88% 4.34% 3.92% (5.23%) (44.86%) (7.34%) (5.58%) (0.29%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Cognyte Software Ltd. peers in Software Infrastructure

All 173 Software Infrastructure stocks →

Cognyte Software Ltd. (CGNT) key facts

  • Cognyte Software Ltd. (CGNT) is a Software Infrastructure company in the Technology sector, listed on Nasdaq.
  • Cognyte Software Ltd.’s revenue for fiscal 2026 (year ended January 2026) was $400.0 million, up 14.1% from fiscal 2025.
  • As of September 25, 2026, CGNT traded at $8.52, a market capitalization of $642.5 million.
  • Return on equity was −0.29% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Cognyte Software Ltd. (CGNT) Latest News

News by impact score

Fine-tune

23 Sep

4

Cognyte Software (CGNT) closed at $8.63, up 3.1% over the last four weeks. Wall Street analysts’ mean price target is $12.33, about 42.9% upside, with targets ranging from $10.00 to $14.00 and a standard deviation of $2.08, indicating varying views but some consensus. While price targets can mislead, a smaller standard deviation suggests analysts agree on direction. The piece cautions against relying solely on targets, but notes rising EPS revision momentum—the current-year consensus has jumped about 75% in the last 30 days. CGNT holds Zacks Rank #1 (Strong Buy). The article frames upside as likely linked to earnings upgrades, while reminding targets are only one input among fundamentals. Strong near-term upside signals from a 42.9% avg target and rising EPS estimates, supported by a Zacks Rank #1.

22 Sep

4

Cognyte Software announced a roughly $20 million expansion with a long-standing national security customer in the Europe/Middle East/Africa region. The deal adds agentic decision flows to Cognyte's investigative analytics platform and expands infrastructure capacity to handle complex missions. The expansion aims to automate repetitive analysis across large, disparate data sets, delivering faster, explainable, auditable insights to support decision making in safeguarding national security and public safety. Cognyte CEO Elad Sharon says expanding with existing agencies is a growth pillar and notes the platform enables scale, automation, and governance. The release emphasizes demand for purpose-built AI that accelerates investigations while preserving speed and accuracy. The press release includes standard forward-looking statements caution and contact information. Cognyte positions its AI-powered analytics as essential for agencies facing growing data volumes and evolving threats. A $20 million expansion with a long-standing national security client expands revenue potential and adds scalable, automated analytics capabilities, potentially elevating Cognyte's growth trajectory.

16 Sep

3

Cognyte Software Ltd. reported 21% growth in total software revenue, but weak billings raise doubts about whether the revenue mix can sustain performance. Software revenue growth signals positive momentum while weak billings point to possible short-term pressure on cash flow and investor views.

15 Sep

3

Cognyte Software Ltd. secures a contract valued at approximately $10 million with a long-standing APAC national security customer. Contract win adds noticeable revenue and customer retention value but remains limited in scale relative to overall trajectory.

9 Sep

4 transcript

Cognyte Software Ltd reported a 21% surge in software revenue for Q2 2027. 21% software revenue growth indicates major positive momentum in core operations and investor outlook.

4

Cognyte Software Ltd. reported strong second quarter results featuring accelerating software growth and expanding profitability. Strong quarterly results with accelerating software growth and expanding profitability indicate major positive shifts in operational performance and market positioning.

3 transcript

Cognyte Software Ltd. held its Q2 2027 earnings call covering financial results, operational updates and forward guidance for the cybersecurity firm. Earnings call delivers quarterly metrics and outlook that moderately shift near-term investor expectations.

3

Cognyte Software Ltd. (CGNT) Q2 earnings call highlighted financial results, operational updates and forward guidance. Q2 earnings details and guidance can moderately shift near-term investor views and valuation.

3

Cognyte Software Ltd. shares rose 8.6% after the release of second-quarter results. Second-quarter results triggered an immediate 8.6% stock gain that may influence near-term sentiment without reshaping long-term trajectory.

3

Cognyte Software Ltd. (CGNT) reported Q2 earnings and revenues that surpassed analyst estimates. Beating quarterly estimates can lift short-term stock sentiment and valuation multiples.

28 Jul

3

Cognyte wins ~$15M contract expansion from APAC military intelligence customer. $15M contract adds revenue and deepens APAC defense ties.

22 Jul

3

Cognyte Software Ltd. appoints Adam Philpott as Chief Revenue Officer to lead global market expansion. Leadership hire for revenue growth supports expansion but delivers limited immediate shift to overall trajectory.

14 Jul

3

Cognyte Software Ltd. wins ~$5 million agreement with new Tier-1 national security agency in NATO member nation. New Tier-1 NATO agency contract adds government revenue and opens potential follow-on opportunities for Cognyte.

19 Jun

3

Cost headwinds may limit Cognyte Software Ltd.'s profit potential. Cost pressures could constrain Cognyte profitability and market performance.

12 Jun

3

Cognyte Software Ltd. is transitioning to a recurring revenue model, which may create short-term financial and operational strain. Revenue model shift can moderately affect near-term results and investor views without fundamentally redefining the company.

9 Jun

3

Cognyte Software reported Q1 earnings with specific revenue and profit figures. Stock reaction and forward outlook discussed, weighing hold versus exit decision based on results versus expectations. Q1 earnings release updates financials and may shift near-term sentiment without altering core strategy or competitive position.

4 Jun

4

Cognyte Software reports first quarter results alongside new government contract wins that prompt updated valuation analysis for CGNT shares. Government contract wins combined with quarterly results indicate material revenue growth potential and improved competitive positioning.

3

Cognyte Software Ltd. held its Q1 2027 earnings call, providing updates on financial results and business outlook. Quarterly earnings updates deliver performance data that can shift near-term investor sentiment and valuation but rarely trigger structural changes.

3 Jun

4

Cognyte Software Ltd (CGNT) reported strong revenue growth in its Q1 2027 earnings call. Strong revenue growth reported in earnings call signals major positive shift in financial performance and investor sentiment.

4

Cognyte Software Ltd. reports first quarter fiscal year 2027 financial results. Quarterly earnings releases deliver key financial metrics that can significantly shift investor sentiment and stock valuation.

3

Cognyte Software Ltd. stock is plummeting today on unspecified developments that triggered heavy selling and sharp price decline. Sharp stock drop signals negative market reaction that may pressure near-term valuation and sentiment but lacks detail on lasting operational changes.

3 transcript

Cognyte Software Ltd. held Q1 earnings call covering financial results, operational metrics, and forward guidance. Q1 earnings details and guidance can shift near-term investor sentiment and valuation.

3

Cognyte Software Ltd. shares declined after an earnings miss overshadowed a revenue beat. Earnings miss triggers share price drop and weighs on near-term investor sentiment.

3

Cognyte Software Ltd. (CGNT) missed Q1 earnings estimates. Missing quarterly earnings estimates directly pressures near-term stock price and investor perception of financial performance.

2 Jun

4

Cognyte Software Ltd. advances AI capabilities in APAC to strengthen national security solutions and competitive positioning. APAC AI upgrade directly supports national security contracts and expands Cognyte market reach.

1 Jun

3

Cognyte Software Ltd. (CGNT) is set to report Q1 earnings, with analysis on how investors should position ahead of the release. Upcoming earnings report may drive short-term stock moves and trading strategies for Cognyte.

19 May

3

Cognyte survey finds 69% of European law enforcement reporting stronger crime-terror ties. Survey release raises Cognyte visibility among European security agencies and may support future software contracts.

18 May

3

Cognyte Software Ltd. is seeing growth in its recurring revenue mix that improves future revenue visibility and predictability. Rising recurring revenue mix improves Cognyte's revenue predictability and supports more stable financial performance.

11 May

4

Cognyte Software (CGNT) lands EMEA deal signaling emergence of stickier AI revenue model. EMEA deal reveals potential for stickier AI revenues, marking major strategic shift in monetization.

9 May

4

Cognyte Software Ltd. (CGNT) secured a new US$20 million AI analytics contract, prompting a valuation reassessment with positive implications for growth in public safety and intelligence sectors. $20M AI analytics contract delivers significant revenue uplift and reinforces strategic AI positioning.

stockrow.com/CGNT · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com