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 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 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.
| Transportation Infrastructure Industry | Industrials Sector | Elad Sharon CEO | XMUN Exchange | IL0011691438 ISIN |
| IL Country | 1,623 Employees | - Last Dividend | - Last Split | - IPO Date |
Cognyte Software Ltd. stands out as a pioneering provider of investigative analytics software catered primarily for use by governments and enterprises around the globe. With its founding year marked in 2020 and based in Herzliya, Israel, Cognyte Software has swiftly established itself as an instrumental force in fostering "Actionable Intelligence for a Safer World." The very essence of their open software platform is designed to not only accelerate but also enhance the effectiveness of investigative efforts spanning various sectors. The company’s clientele is impressively diverse, encompassing a wide range of government clients from national to regional and local agencies, signifying its critical role in supporting public safety and security operations on multiple levels.
Additionally, Cognyte Software Ltd. prides itself on offering a suite of support services, including customer support, professional consulting, and integration services. These are tailored to ensure that every client, regardless of their unique needs or operational complexity, fully leverages the potential of Cognyte’s products and solutions. Through these offerings, the company solidifies its commitment to assisting governments and enterprises in safeguarding their operations and enhancing their investigative capabilities.