Are Cost Headwinds Limiting Cognyte's Profit Potential?

CGNT posts double-digit revenue growth and expands profitability, while cost discipline helps offset FX and hardware pressures.

Zacks Investment Research • Jun 19, 2026

Cognyte vs Palantir: Which AI Intelligence Stock Is the Better Buy?

PLTR's faster growth and stronger margins contrast with Cognyte's rising recurring revenues and subscription-transition pressures.

Zacks Investment Research • Jun 17, 2026

Cognyte's Recurring Revenue Shift: Short-Term Strain Ahead?

CGNT's shift to recurring revenues boosts visibility, but subscription transition pressures cash flow and near-term financial performance.

Zacks Investment Research • Jun 12, 2026

Cognyte Software Posts Q1 Earnings: Should You Hold the Stock or Exit?

CGNT posts mixed Q1 as earnings miss, sending shares lower and raising questions on whether growth momentum can offset near-term pressures.

Zacks Investment Research • Jun 9, 2026

Cognyte Software: Deeply Discounted AI Analytics Stock

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.

Seeking Alpha • Jun 5, 2026

Can Financial Investigations Become Cognyte's Next Major Growth Engine?

CGNT's fiscal Q1 2027 revenues rise 10% to $105.5M as demand grows for investigative analytics and new financial crime solutions.

Zacks Investment Research • Jun 4, 2026

Cognyte Software: The Cash Flow Story Still Needs Proof

Cognyte Software (CGNT) reported Q1 FY27 revenue growth of 10.4%, but EPS missed and free cash flow was negative, driving a 21% stock drop. Despite AI integration and high switching costs, CGNT's negative free cash flow and low-quality earnings undermine the investment case at current valuation. Management maintained FY27 guidance despite a revenue beat, signaling caution amid professional services volatility and heavy back-half EBITDA weighting.

Seeking Alpha • Jun 4, 2026

Cognyte Software Q1 Earnings Call Highlights

Cognyte Software NASDAQ: CGNT reported a double-digit revenue increase for the first quarter of fiscal 2027 and reaffirmed its full-year outlook, citing continued demand for its investigative analytics platform, higher recurring revenue and progress in the U.S. market.

MarketBeat • Jun 3, 2026

Cognyte Software Ltd. (CGNT) Q1 2027 Earnings Call Transcript

Cognyte Software Ltd. (CGNT) Q1 2027 Earnings Call Transcript

Seeking Alpha • Jun 3, 2026

Cognyte Reports First Quarter Fiscal Year 2027 Financial Results

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte announced results for the three months ended April 30, 2026 ("Q1 FYE27").

Business Wire • Jun 3, 2026