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Charlie Zhou

Vice President and equity research analyst at Evercore Wealth Management, LLC

Charlie Zhou is a Vice President and equity research analyst at Evercore ISI, specializing in the coverage of the US software sector with a focus on prominent public companies such as Adobe, Salesforce, ServiceNow, and Workday. Noted for delivering fundamental analysis and actionable investment recommendations, he is ranked among the top analysts for software equities on platforms tracking analyst performance, including recognition for a high success rate and positive returns on his calls. Zhou began his career at J.P. Morgan in their investment banking division before joining Evercore ISI in 2021, where he continues to build his track record as a leading voice in software equity research. He holds FINRA Series 7, 63, and 86/87 licenses, confirming his professional credentials in securities analysis and sales.

Charlie Zhou's questions to Cognyte Software (CGNT) leadership

Question · Q2 2026

Charlie Zhou asked about the overall deal pipeline's trend compared to six to twelve months ago, any incremental macro pressures observed, and new trends in the public sector threat landscape.

Answer

CEO Elad Sharon described a healthy demand environment globally, driven by increasing security pressures, blurred lines between criminal and terror activities, and adversaries leveraging advanced technology. He emphasized the growing need for customers to modernize solutions, handle more data, and utilize advanced analytics and predictive capabilities to stay ahead. Sharon noted strong traction in POCs, demos, existing customer upgrades, and industry conferences, indicating robust demand drivers.

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