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.

Seeking Alpha • Dec 12, 2025

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.

Seeking Alpha • Dec 10, 2025

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.

Seeking Alpha • Dec 9, 2025

Cognyte Reports Third Quarter Fiscal 2026 Financial Results

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte reported third quarter fiscal 2026 financial results, with strong results in Q3 driven by market momentum and focused execution.

Business Wire • Dec 9, 2025

Cognyte to Announce Third Quarter FYE26 Financial Results on December 9, 2025

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte will announce third quarter FYE26 financial results on December 9, 2025.

Business Wire • Nov 25, 2025

Cognyte Secures ~$5M Deal with New Tier-1 Military Intelligence Agency in EMEA

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte announced a new contract with a Tier-1 military intelligence organization in the EMEA region, valued at approximately $5 million.

Business Wire • Nov 19, 2025

Cognyte to Feature Latest Homeland Security Innovations at Milipol Paris 2025

HERZLIYA, Israel--(BUSINESS WIRE)-- #Milipol2025--Cognyte will showcase its latest intelligence solutions for homeland security at Milipol Paris 2025, November 18-21, 2025.

Business Wire • Nov 17, 2025

Cognyte Wins ~$5M Deal with New Tier-1 Law Enforcement Customer in EMEA

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte announced a new multi-unit win with a Tier-1 law enforcement agency in the EMEA region, valued at approximately $5 million.

Business Wire • Nov 13, 2025

Cognyte Recognized as a Sample Vendor in the 2025 Gartner® Emerging Tech Impact Radar: Preemptive Cybersecurity

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte was recognized as a Sample Vendor in the 2025 Gartner Emerging Tech Impact Radar: Preemptive Cybersecurity report.

Business Wire • Nov 11, 2025

APAC Military Intelligence Customer Expands Cognyte Investment with $5M+ Follow-on Agreement

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte announced a follow-on agreement valued at $5+ million with a long-standing military intelligence customer in the Asia-Pacific (APAC) region.

Business Wire • Oct 22, 2025