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Cognyte Software Ltd. CGNT AI

Technology · Software - Infrastructure · Israel
https://www.cognyte.com
Company Profile ↓
$8.94
+0.56% 1Y
Mkt Cap$658.93M
P/E-223.50
P/B3.42
52W High$12.24
52W Low$6.34
Book Value$2.65
EPS (TTM)$-0.04

Company Overview

Cognyte Software Ltd., a software-driven technology company, focuses on investigative analytics solutions worldwide. The company offers network intelligence analytics, threat intelligence analytics, decision intelligence analytics, and operational intelligence analytics solutions. It also offers software products, including subscription or perpetual licenses and appliances that include software that is essential to the product's functionality; software services, such as support and cloud-based SaaS subscriptions; and professional services and others comprising installation and integration services, customer specific development work, resale of third-party hardware, and consulting and training services. In addition, the company provides customer support, professional, and integration services. It serves governments agencies, including national, regional, and local government agencies. Cognyte Software Ltd. was incorporated in 2020 and is headquartered in Herzliya, Israel.

Why Investors Should Care

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.17.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Jan 2026 Revenue of $400.04M (+14.1% YoY); net profit $-638.00K.
  • Trailing 12 Months Year-on-year growth — revenue +10.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 8.6%.

Growth & Price Performance

Compounded Sales Growth

5 Years:8.63%
1 Year:10.40%

Stock Price Performance

1 Year:+0.56%
6 Months:-8.12%
3 Months:-6.58%
1 Month:+0.90%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI AI Software / Investigative Analytics

Cognyte provides AI-driven investigative-analytics software that helps governments and enterprises analyse data to counter threats.

Core Focus

Network, threat, decision and operational intelligence analytics for security and investigations.

Key Initiatives
  • AI investigative analytics Cognyte applies AI/ML to fuse and analyse large data sets for security investigations.
  • Threat & decision intelligence Analytics surface threats and support decision-making for agencies and enterprises.
  • SaaS transition A shift toward subscription/SaaS aims to improve revenue quality.
Why Investors Should Care
  • Niche AI-analytics vendor for security and investigations.
  • Returning to growth (~10%) with a SaaS transition underway.
  • Around break-even with government-driven lumpiness.
  • Export/regulatory and contract-timing risks are notable.
AI InvestmentInvestment targets AI analytics and the SaaS platform transition.
AI RevenueAI/analytics is embedded in the software; it is not a separate disclosed line.
ROI (Now)Agencies gain ROI via faster, AI-assisted investigations today.
ROI (Expected)Scaling SaaS analytics is the path to better growth and margins.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Trading 27.0% below its 52-week high.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
-223.50
Industry PE
34.66
Forward P/E
11.66
PEG Ratio
-
Book Value
$2.65
Price to Book
3.42
P/S
1.63
EV/EBITDA
24.90
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
8.63%
Profit 5Y
-
Revenue (YoY)
10.40%
Earnings (YoY)
-

Profitability & Returns

ROCE
4.46%
ROE
1.14%
ROA
1.91%
Profit Margin
-0.66%
Op Margin
4.18%
Gross Margin
72.64%
EPS (Latest Qtr)
$-0.04
EPS (TTM)
$-0.04

Balance Sheet & Liquidity

Debt/Equity
0.17
Quick Ratio
1.06
Current Ratio
1.32
Debt
$36.32M
Total Assets
$523.71M
Current Assets
$308.23M
Working Capital
$74.23M

Ownership

Promoter Holding
6.45%
Chg in Prom Hold
-
FII / Inst Holding
70.37%
Chg in FII Hold
0.00%

Financial Snapshot

Enterprise Value
$658.93M
Total Revenue (TTM)
$409.99M
EBITDA
$24.77M
Free Cash Flow
$37.91M
Operating Cash Flow
$33.93M
Shares Outstanding
73.71M
Gross Margin
72.64%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 CGNT Cognyte Software Ltd. AI 8.94 -223.50 $658.93M 0.00% 4.46% 1.14% 8.63% -
2 NVDA NVIDIA Corporation NDXSPXAI 212.50 32.59 $5.15T 0.47% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 327.50 39.60 $4.81T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 395.63 23.96 $2.94T 0.95% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 419.48 36.41 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 394.28 64.96 $1.88T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 904.28 20.44 $1.02T 0.05% 13.69% 66.64% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 529.14 172.36 $862.82B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,815.27 59.79 $699.64B 0.51% 42.97% 52.24% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026
Revenue 95.55M97.51M100.74M106.24M105.49M
Cost of Revenue 27.40M27.75M27.69M27.49M29.22M
Gross Profit 68.15M69.76M73.05M78.75M76.27M
Operating Expenses 65.99M67.02M69.84M73.59M71.87M
Operating Income 2.15M2.75M3.20M5.16M4.41M
EBITDA 7.12M4.48M4.86M7.05M5.66M
Interest Expense 53.00K61.00K29.00K51.00K48.00K
Pretax Income 4.28M1.39M1.68M3.99M2.58M
Tax Provision 4.14M-1.35M5.06M-1.12M4.58M
Net Income -981.00K1.47M-4.88M3.76M-3.04M
Diluted EPS -0.010.02-0.070.05-0.04

Profit & Loss (Annual)

Figures in USD.

Metric Jan 2022Jan 2023Jan 2024Jan 2025Jan 2026
Revenue -312.06M313.40M350.63M400.04M
Cost of Revenue -119.94M98.00M103.71M110.34M
Gross Profit -192.13M215.40M246.92M289.70M
Operating Expenses -295.45M233.46M252.05M276.44M
Operating Income --103.32M-18.05M-5.13M13.26M
EBITDA --77.35M573.00K9.38M23.51M
Interest Expense -1.60M16.00K100.00K194.00K
Pretax Income --97.00M-13.26M-4.37M11.34M
Tax Provision -12.96M-1.61M2.86M6.73M
Net Income --114.13M-15.57M-12.05M-638.00K
Diluted EPS --1.68-0.22-0.17-0.01

Balance Sheet (Annual)

Figures in USD.

Metric Jan 2022Jan 2023Jan 2024Jan 2025Jan 2026
Total Assets -443.08M472.08M497.82M521.07M
Current Assets -251.72M264.98M286.15M298.27M
Cash & Equivalents -34.58M74.48M112.72M116.88M
Inventory -25.26M24.58M18.99M16.41M
Receivables -113.20M113.26M109.37M122.55M
Total Liabilities -233.30M257.35M280.72M292.20M
Current Liabilities -193.86M190.47M219.36M224.04M
Long Term Debt -----
Total Debt -16.97M33.36M35.53M43.04M
Total Equity -194.13M197.88M198.19M206.54M
Shares Outstanding -68.84M71.00M72.64M75.92M

Cash Flows (Annual)

Figures in USD.

Metric Jan 2022Jan 2023Jan 2024Jan 2025Jan 2026
Operating Cash Flow --36.99M34.56M46.78M40.33M
Investing Cash Flow -20.13M9.36M-5.69M-14.09M
Financing Cash Flow --102.93M-2.45M-7.95M-24.85M
Capital Expenditure --11.68M-9.07M-13.19M-10.64M
Free Cash Flow --48.67M25.49M33.59M29.69M
Net Change in Cash --119.79M41.47M33.14M1.39M

Ratios (Annual)

Figures in %.

Metric Jan 2022Jan 2023Jan 2024Jan 2025Jan 2026
Gross Margin % -61.6%68.7%70.4%72.4%
Operating Margin % --33.1%-5.8%-1.5%3.3%
Net Margin % --36.6%-5.0%-3.4%-0.2%
ROE % --58.8%-7.9%-6.1%-0.3%
ROCE % --41.5%-6.4%-1.8%4.5%

Shareholding Pattern

Insiders
6.45%
Institutions
70.37%
Public Float
75.22%

Top Institutional Holders

#Holder% HeldSharesValue
1 Edenbrook Capital, LLC 9.58% 7.00M $63.47M
2 American Capital Management, Inc. 8.89% 6.50M $58.92M
3 Value Base Ltd. 8.54% 6.24M $56.59M
4 Neuberger Berman Group, LLC 7.27% 5.32M $48.22M
5 Topline Capital Management, LLC 6.72% 4.91M $44.55M
6 Acadian Asset Management. LLC 4.00% 2.92M $26.52M
7 Y.D. More Investments Ltd 2.54% 1.85M $16.82M
8 Westerly Capital Management, LLC 1.70% 1.24M $11.25M
9 Samjo Management, LLC 1.31% 958.83K $8.70M
10 Shaw D.E. & Co., Inc. 1.19% 871.67K $7.91M

Analyst View

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Latest News

Recent headlines for CGNT

Google News ue, 14 Jul 2026

Agency in NATO member nation selects Cognyte analytics software - Stock Titan

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Google News Mon, 01 Jun 2026

Cognyte to Report Q1 Earnings: How Should Investors Play the Stock? - Yahoo Finance

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CGNT — Frequently Asked Questions

What is the current share price of Cognyte Software Ltd. (CGNT)?

As of 2026-07-15 16:51 PDT, Cognyte Software Ltd. (CGNT) trades at $8.94 on NasdaqGS. Its 52-week range is $6.34 to $12.24.

What is the market capitalisation of CGNT?

Cognyte Software Ltd. (CGNT) has a market capitalisation of $658.93M on NasdaqGS.

What is the P/E ratio of CGNT?

CGNT trades at a trailing price-to-earnings (P/E) ratio of -223.50. The industry average P/E is 34.66. Its price-to-book (P/B) ratio is 3.42.

What is the return on equity (ROE) of CGNT?

CGNT has a return on equity (ROE) of 1.14%. Its return on capital employed (ROCE) is 4.46%.

Is CGNT a good stock to buy?

This page provides a data-driven analysis of Cognyte Software Ltd. (CGNT), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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