Cognyte Software: Margins Are Expanding As Backlog Builds
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: Inflecting Profits On Operating Leverage And Mix
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 Transcript
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.
Cognyte Software: Hard To Stand Out In Terms Of Value In Software
Cognyte delivered a solid, close-heavy quarter with rising RPOs and a move into operating profitability. A small, synergistic acquisition adds modest topline growth and operational efficiencies but doesn't materially change the investment case. Despite double-digit earnings growth and improving free cash flow, good value is everywhere in software and CGNT doesn't stand out much compared to peers that are also growing.
Cognyte Software Ltd. (CGNT) Q1 2026 Earnings Call Transcript
Cognyte Software Ltd. (NASDAQ:CGNT ) Q1 2026 Earnings Conference Call June 11, 2025 8:30 AM ET Company Participants David Abadi - Chief Financial Officer Dean M.
Cognyte Software Ltd. (CGNT) Q4 2025 Earnings Call Transcript
Cognyte Software Ltd. (NASDAQ:CGNT ) Q4 2025 Earnings Conference Call April 2, 2025 8:30 AM ET Company Participants Dean Ridlon - Head of IR Elad Sharon - CEO David Abadi - CFO Conference Call Participants Mike Cikos - Needham Peter Levine - Evercore Shaw Yale - TD Cowen Operator Good day, ladies and gentlemen.
Cognyte Software Ltd. (CGNT) Q3 2025 Earnings Call Transcript
Cognyte Software Ltd. (NASDAQ:CGNT ) Q3 2025 Earnings Conference Call December 11, 2024 8:30 AM ET Company Participants Dean Ridlon - Head of Investor Relations Elad Sharon - Chief Executive Officer David Abadi - Chief Financial Officer Conference Call Participants Mike Cikos - Needham and Company Peter Levine - Evercore ISI Operator Good day, ladies and gentlemen.
Cognyte Software Ltd. (CGNT) Surpasses Q3 Earnings and Revenue Estimates
Cognyte Software Ltd. (CGNT) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share.
Cognyte Software (CGNT) Surges 9.0%: Is This an Indication of Further Gains?
Cognyte Software (CGNT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Cognyte Software: A Stock For Value Investors
Cognyte is undervalued and poised for 40% annualized returns, with shares estimated to reach $36 in 5 years based on conservative valuation multiples. The company serves over 400 national security agencies globally, providing high-margin software that aids in crime prevention and intelligence gathering. Recent financial performance shows double-digit organic growth, improved revenue quality, and strong free cash flow, indicating a return to robust business health.
Cognyte Software (CGNT) Q2 2025 Earnings Call Transcript
Cognyte Software Inc. (NASDAQ:CGNT ) Q2 2025 Earnings Conference Call September 10, 2024 8:30 AM ET Company Participants Elad Sharon - Chief Executive Officer David Abadi - Chief Financial Officer Dean Ridlon - Head of Investor Relations Conference Call Participants Mike Cikos - Needham & Co. Operator Good day ladies and gentlemen. Thank you for standing by.
Cognyte Software Ltd. (CGNT) Q2 Earnings and Revenues Top Estimates
Cognyte Software Ltd. (CGNT) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of a loss of $0.02 per share.
