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CGNTCognyte Software Ltd.
$9.10$671M
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CGNT logoCognyte Software Ltd.(CGNT)Earnings, Financials & Key Ratios

CGNT•NASDAQ
$9.10
Price updated Jul 7, 2026
SectorTechnologyIndustryInfrastructure SoftwareSub-IndustryData platforms, integration and analytics
AboutCognyte 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.Show more
  • Revenue$400M+14.1%
  • EBITDA$14M+65.3%
  • Net Income-$638K+94.7%
  • EPS (Diluted)-0.01+94.9%
  • Gross Margin72.32%+2.7%
  • EBITDA Margin3.52%+44.9%
  • Operating Margin0.53%+136.2%
  • Net Margin-0.16%+95.4%
  • ROE-0.29%+94.9%

CGNT Price & Volume

Cognyte Software Ltd. (CGNT) stock price & volume — 10-year historical chart

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Revenue Growth Struggles Against Persistent Margin Constraints

Investment Thesis • Updated 2027Q1

VerdictNeutral
Growth:Expanding
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Geopolitical R&D disruption

Key Thesis Takeaways

  • Cognyte is navigating a complex transition toward a recurring software-led model, evidenced by a 10.4% year-over-year revenue increase to $105.5M in 2027Q1.
  • However, the firm faces significant headwinds as operating margins remain thin at 4.2%, and cash flow generation remains highly erratic due to the lumpy nature of government contract milestones.
  • Investors should monitor the sustainability of the $126.7M goodwill balance and the impact of geopolitical risks on the company's R&D-heavy cost structure.

Verdict Logic

while the company maintains a healthy current ratio of 1.32, the persistent disconnect between net income and operating cash flow, alongside a negative TTM P/E of -957.47, suggests that the transition to a scalable software model remains unproven.

CGNT Growth Metrics

Cognyte Software Ltd. (CGNT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years37.05%
5 Years-2.04%
3 Years8.63%
TTM12.8%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM65.94%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM64.7%

Return on Capital

10 Years227.14%
5 Years-7.88%
3 Years-2.63%
Last Year0.74%

CGNT Recent Earnings

Cognyte Software Ltd. (CGNT) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 6/12 qtrs (50%)
Q3 2026Latest
Jun 3, 2026
Metric
Actual
Est
EPS
$0.03-70.0%
$0.10
Rev
$105M+0.4%
$105M
Q2 2026
Mar 25, 2026
Metric
Actual
Est
EPS
$0.10+900.0%
$0.01
Rev
$106M-0.0%
$106M
Q4 2025
Dec 9, 2025
Metric
Actual
Est
EPS
$0.03+250.0%
$0.02
Rev
$101M-5.2%
$106M
Q4 2025
Sep 9, 2025
Metric
Actual
Est
EPS
$0.08+220.0%
$0.03
Rev
$98M-2.1%
$100M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026LatestJun 3, 2026
$0.03vs $0.10-70.0%
$105Mvs $105M+0.4%
Q2 2026Mar 25, 2026
$0.10vs $0.01+900.0%
$106Mvs $106M-0.0%
Q4 2025Dec 9, 2025
$0.03vs $0.02+250.0%
$101Mvs $106M-5.2%
Q4 2025Sep 9, 2025
$0.08vs $0.03+220.0%
$98Mvs $100M-2.1%
Based on last 12 quarters of dataView full earnings history →

Latest CGNT News

Recent stock market news and headlines for Cognyte Software Ltd. (CGNT)

Business Wire·Jun 24, 2026
Cognyte Secures ~$5 Million Agreement with National Security Agency in APAC

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.

Zacks Investment Research·Jun 19, 2026
Are Cost Headwinds Limiting Cognyte's Profit Potential?

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

Zacks Investment Research·Jun 17, 2026
Cognyte vs Palantir: Which AI Intelligence Stock Is the Better Buy?

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

Peers Comparison

Key metrics vs top competitors for Cognyte Software Ltd. (CGNT)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
CGNT logoCGNTCognyte Software Ltd.Current
$9.10$670.72M-1045.9814.09%-0.16%-0.29%—
NICE logoNICENICE Ltd.
$98.63$5.98B10.207.68%17.58%13.98%—
VRNS logoVRNSVaronis Systems, Inc.
$45.84$5.38B-40.5713.17%-20.71%-27.37%—
SAIL logoSAILSailPoint, Inc.
$16.19$9.18B-31.1324.35%-14.04%-2.3%—
SPOK logoSPOKSpok Holdings, Inc.
$10.48$217.25M13.971.49%10.33%7.28%—
PANW logoPANWPalo Alto Networks, Inc.
$337.04$229.7B210.6514.87%7.95%6.3%—

Compare CGNT vs Peers

Cognyte Software Ltd. (CGNT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs NICE

Most directly comparable listed peer for CGNT.

Scale Benchmark

vs GOOGL

Larger-name benchmark to compare CGNT against a more recognizable public peer.

Peer Set

Compare Top 5

vs NICE, VRNS, SAIL, SPOK

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CGNT Frequently Asked Questions

Cognyte Software Ltd. (CGNT) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Cognyte Software Ltd.'s revenue?

Cognyte Software Ltd. (CGNT) reported $410.0M in revenue for fiscal year 2026. This represents a 5225% increase from $7.7M in 1995.

How fast is Cognyte Software Ltd. growing?

Cognyte Software Ltd. (CGNT) grew revenue by 14.1% over the past year. This is steady growth.

Is CGNT profitable?

Cognyte Software Ltd. (CGNT) reported a net loss of $2.7M for fiscal year 2026.

Dividend & Returns
What is CGNT's return on equity?

Cognyte Software Ltd. (CGNT) has a return on equity (ROE) of -0.3%. Negative ROE indicates the company is unprofitable.

What is Cognyte Software Ltd.'s free cash flow?

Cognyte Software Ltd. (CGNT) generated $27.0M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in CGNT back in 1995?

Total return calculator · dividends reinvested · 31+ years of data

See returns →