CGNT posts double-digit revenue growth and expands profitability, while cost discipline helps offset FX and hardware pressures.
CGNT posts mixed Q1 as earnings miss, sending shares lower and raising questions on whether growth momentum can offset near-term pressures.
Cognyte Software (CGNT) delivered Q1'27 revenue of $105.5M, up 10% Y/Y, driven by robust AI-driven analytics demand and new customer wins. CGNT achieved positive adjusted EBITDA and solid remaining performance obligations signaling strong forward demand for its AI analytics services. Shares trade at a forward FY 2027 P/E of 12.0X, materially below Palantir, offering investors exposure to AI analytics growth at a discounted valuation.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Point72 Asset Management LP Point72 Asset Management LP | 280,998 | $2.57M | $2.5M | -$70,554.95 | -2.74% |
Jeff Ameen Spire Wealth Management | 314 | $2,449.2 | $2,847.98 | $398.78 | 16.28% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1.85M | $8.92M | $16.49M | $7.57M | 84.8% |
| MPM Mark P. Mennitt CenterBook Partners LP | 12,308 | $99,694.8 | $109,405.81 | $9,711.01 | 9.74% |
| DH Dinan Hu R Squared Ltd | 45,146 | $401,244.6 | $402,341.15 | $1,096.55 | 0.27% |
| Transportation Infrastructure Industry | Industrials Sector | Elad Sharon CEO | NASDAQ (NGS) Exchange | M25133105 CUSIP |
| 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.