Cognyte Software Ltd. (CGNT)
Wall Street Analysts Predict a 40.59% Upside in Cognyte Software (CGNT): Here's What You Should Know
The mean of analysts' price targets for Cognyte Software (CGNT) points to a 40.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197%
Fear has fueled a broad market selloff amid Iran war uncertainties, hitting many stocks despite strong fundamentals and earnings growth upside. Panic selling, however, has historically led to financial setbacks. The market has delivered positive returns following most major geopolitical shocks since Pearl Harbor. S&P 500 tech sector earnings are expected to grow by 45% in Q1 2026, a forecast that has steadily improved in the past three months.
Cognyte Software: Compelling EBITDA, Low Dilution
Cognyte Software stands out amid tech sector pessimism, offering recurring revenue and resilience against near-term AI disruption fears. CGNT's strong Q4 earnings, with notable billings and backlog growth, signal the beginning of a potential rebound rally. I see the company's improving adjusted EBITDA profile and minimal dilution as key differentiators versus many SaaS peers.
Cognyte Software Ltd. (CGNT) Q4 2026 Earnings Call Transcript
Cognyte Software Ltd. (CGNT) Q4 2026 Earnings Call Transcript
Cognyte Software shares pop on strong quarterly results, upbeat guidance
Cognyte Software (NASDAQ:CGNT) shares jumped almost 13% after the firm reported strong fourth quarter results and issued upbeat guidance. The company posted revenue of $106.2 million for the three months ended January 31, up 12.4% from a year earlier and above analyst expectations of $103.74 million.
Cognyte Software Ltd. (CGNT) Q4 Earnings and Revenues Surpass Estimates
Cognyte Software Ltd. (CGNT) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.01 per share.
Cognyte Software Needs Better Results To Prove The AI Disruption Narrative False
Cognyte Software has produced moderate revenue growth, low ROIC, amid general software selloff concerns. CGNT's forward revenue growth is expected to slow to 12.3%, with recent trends showing declining topline momentum and negative EPS. Despite fears, CGNT's vulnerability to generative AI disruption is likely low, given mission-critical, regulated environments and its ongoing AI integration results.
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.
