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CGNT · NASDAQ · Software - Infrastructure

Cognyte Software (CGNT)

Turns complex data into actionable intelligence for public-safety and security users.

$8.50
Pre-market+0.10 (+1.19%)
At close$8.40(−0.47%)
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Cognyte Software Ltd.CGNTInformation Technology

Sells investigative-analytics software to public-safety and security organizations, helping them turn complex datasets into actionable intelligence. The global business also provides digital risk protection through GroupSense.

Builds investigative-analytics software that helps public-safety and security users turn large, complex datasets into actionable intelligence. Its customer base includes law-enforcement, national-security, national-intelligence and military-intelligence organizations.

The company operates globally, with a footprint across roughly 100 countries and hundreds of customers. Its software is used in threat environments where users need to navigate complex information across operational domains. These tools support complex investigations.

Digital risk protection was added through the 2025 acquisition of GroupSense. Cognyte became independent through Verint’s 2021 spin-off, and its former Situational Intelligence Solutions business was divested in 2022.

Company facts

CEOElad Sharon
ListedFeb 1, 2021
ExchangeNASDAQ
HeadquartersHerzliya, Israel
CountryIsrael
Employees1,700
CIK0001824814
ISINIL0011691438

Market cap$620.6M
EPS (ttm)−$0.0388
P/E (ttm)−217.01
ROE-1.3%
P/B3.14
P/S1.51
Dividend yieldDiv yield
Beta1.30vs XLK 0.22

Price target$10.75+27.7%Avg of 5 analysts
ConsensusHold4 of 5 analysts
Ratings

Target rangeAs of Sep 2, 2026

Latest analyst notes

DateFirmActionTarget
Oct 3, 2025Roth CapitalTarget$14

Next report
Sep 9, 2026
in 6 days
EPS estimate
$0.09
Revenue estimate
$108.5M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Dec '24Apr '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Reported$0.02$0.03$0.07$0.08$0.03$0.10$0.03Pending
Estimate−$0.03$0.01$0.01$0.03−$0.02$0.01$0.10$0.09
Surprise+166.7%+200.0%+600.0%+220.0%+250.0%+900.0%−70.0%

RevenueReportedEstimate

Dec '24Apr '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Reported$89.0M$94.5M$95.5M$97.5M$100.7M$106.2M$105.5MPending
Estimate$93.2M$94.2M$96.0M$99.6M$106.2M$106.3M$105.0M$108.5M
Surprise−4.5%+0.3%−0.5%−2.1%−5.2%0.0%+0.4%
Estimate$0.09
ReportedDue Sep 9, 2026
Estimate$108.5M
ReportedDue Sep 9, 2026
View details

Debt to equity18.60%
Current ratio131.70%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$84.4M$89.0M$94.5M$95.5M$97.5M$100.7M$106.2M$105.5M
Net income−$1.9M−$3.8M−$1.2M−$981.0K$1.5M−$4.9M$3.8M−$3.0M
Net margin0.0%0.0%0.0%0.0%1.5%0.0%3.5%0.0%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income−$1.4M−$2.2M$697.0K$2.2M$2.7M$3.2M$5.2M$4.4M
YoY growth+640.3%+104.6%

Balance sheet, Apr 30, 2026Cash & short-term investments $109.2M · Total debt $36.3M · Total assets $523.7M · Shareholders' equity $195.7M

Revenue
$105.5M
Operating income
$4.4M
Net income
−$3.0M
View details

No dividends on record.

Institutions144 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail≈ 69.50%50.79M ADS
Insiders12 holders · as of Aug 4, 20268.02%5.86M ADS
Strategic holders1 holder · as of Sep 12, 202412.34%9.02M ADS
Otherremainder≈ 10.14%7.40M ADS

73.08M ADS as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Topline Capital Partners, LPStrategic10 percent owner
12.34%9.02M ordinaryForm 4filed Sep 12, 2024
Edenbrook Capital, LLCInstitution
9.93%7.26M ADS13Fas of Jun 30, 2026
Value Base Ltd.Institution
8.83%6.45M ADS13Fas of Jun 30, 2026
American Capital Management IncInstitution
8.46%6.18M ADS13Fas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
7.54%5.51M ADS13Fas of Jun 30, 2026
See all 25

13F — a manager's quarterly holdings · Form 4 — an insider's transaction report

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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