Cognyte Software (CGNT) Company Report

Analyst Coverage

Research analysts who have asked questions during Cognyte Software earnings calls.

Matthew Calitri

Needham & Company

4 questions for CGNT

Also covers: AI, FROG, NABL +4 more

Mike Cikos

Needham & Company, LLC

4 questions for CGNT

Also covers: AKAM, BASE, CFLT +19 more

Imtiaz Koujalgi

ROTH Capital

3 questions for CGNT

Michael Cikos

Needham & Company

3 questions for CGNT

Also covers: AI, BASE, BLZE +20 more

Charlie Zhou

Evercore

2 questions for CGNT

Charlie Zhou

Evercore ISI

2 questions for CGNT

Peter Levine

Evercore ISI

2 questions for CGNT

Also covers: CANF, CRWD, EGHT +7 more

Shaul Eyal

TD Cowen

1 question for CGNT

Also covers: ALLT, CHKP, CLBT +14 more

Taz Koujalgi

ROTH Capital Partners

1 question for CGNT

Also covers: OKTA

Latest news

Recent press releases and 8-K filings for CGNT.

Cognyte Outlines Growth Strategy and Recent Performance

CGNT

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Cognyte aims to achieve a top line of $500 million and adjusted EBITDA close to 20% by fiscal year ending January 2028.
The company anticipates $100 million in incremental growth from its current $400 million top line guidance for the fiscal year ending January 2027. This growth is expected to be driven 50% by repeat business from existing customers, 25% by U.S. market penetration, and the remainder from new logos outside the U.S..
For the third quarter, Cognyte reported over $100 million in revenue, marking 30% top-line growth, and generated $9 million in operating income, which was nearly triple the amount from the previous year.
Cognyte considers AI a benefit for its investigative analytics software, leveraging it to uncover hidden insights such as cryptocurrency de-anonymization and to enhance efficiency through Copilot-like GenAI.

5 days ago

Transcript

Cognyte outlines growth strategy and Q3 performance at Needham Conference

CGNT

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

5 days ago

Transcript

Cognyte Outlines Growth Strategy and Strong Q3 Performance

CGNT

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Cognyte is targeting a top line of $500 million and adjusted EBITDA of close to 20% by the fiscal year ending January 2028.
The company reported a strong Q3 with over $100 million in top line revenue (30% growth) and $9 million in operating income, leading to a raised full-year guidance of $400 million top line and $47 million Adjusted EBITDA for the current fiscal year.
Key growth drivers include 50% from repeat business from existing customers, 25% from the US market (projecting $25 million growth by FY 2028), and new international customer acquisition.
Management highlighted a loyal customer base and the ability to command premium pricing due to its value proposition, viewing AI as a strategic advantage for its specialized on-prem security solutions.

5 days ago

Transcript

Cognyte Reports Strong Q3 2026 Results and Raises Full-Year Guidance

CGNT

Earnings

Guidance Update

Revenue Acceleration/Inflection

Cognyte reported a strong Q3 fiscal 2026, with revenue increasing 13.2% year-over-year to $100.7 million and non-GAAP operating income nearly tripling to $9 million.
The company raised its full-year fiscal 2026 guidance, now projecting revenue of approximately $400 million (14% year-over-year growth) and Adjusted EBITDA of approximately $47 million (60% year-over-year growth).
Q3 2026 saw strong cash flow from operations of $25 million and free cash flow of $23.2 million, contributing to a cash position of $106.6 million with no debt.
Strategic momentum includes a $5 million follow-on subscription with a military intelligence organization and progress in the U.S. market through a partnership with LexisNexis Risk Solutions.

Dec 9, 2025, 1:30 PM

Transcript

Cognyte Software Ltd. Announces Q3 FYE26 Results and Updates FYE26 Guidance

CGNT

Earnings

Guidance Update

Share Buyback

Cognyte Software Ltd. reported revenue of $100.7 million, Adjusted EBITDA of $11.9 million, and cash flow from operations of $25.0 million for Q3 FYE26.
For Q3 FYE26, the company achieved GAAP operating income of $3.2 million but recorded a GAAP net loss of $3.4 million.
Recurring revenue for the quarter was $47.5 million, representing 47.1% of total revenue, and the company continued to execute its $20 million share repurchase program.
Cognyte updated its annual guidance for FYE26, projecting revenue of approximately $400 million and Adjusted EBITDA of approximately $47 million.

Dec 9, 2025, 1:30 PM

Presentation

Cognyte Reports Strong Q3 2026 Results and Raises Full-Year Guidance

CGNT

Earnings

Guidance Update

Share Buyback

Cognyte reported Q3 fiscal year 2026 revenue of $100.7 million, a 13.2% year-over-year increase, with non-GAAP operating income tripling to $9 million and Adjusted EBITDA growing 81.4% to $11.9 million. The non-GAAP gross margin for the quarter was 73.1%.
For the first nine months of fiscal year 2026, revenue reached $293.8 million, up 14.7% year-over-year, and non-GAAP EPS was $0.18.
The company raised its full-year fiscal year 2026 guidance, now expecting revenue of approximately $400 million (about 14% year-over-year growth), Adjusted EBITDA of approximately $47 million (about 60% year-over-year growth), and non-GAAP diluted EPS of $0.24.
Cognyte maintained a strong balance sheet with $106.6 million in cash and no debt, and executed a share repurchase of approximately 152,000 ordinary shares for $1.3 million during Q3.
Strategic highlights include a $5 million follow-on subscription agreement with a military intelligence organization and progress in the partnership with LexisNexis Risk Solutions to expand its U.S. market presence. Total Remaining Performance Obligations (RPO) were $576.6 million at quarter-end.

Dec 9, 2025, 1:30 PM

Transcript

Cognyte Reports Strong Q3 2026 Results and Raises Full-Year Guidance

CGNT

Earnings

Guidance Update

Revenue Acceleration/Inflection

Cognyte reported strong Q3 fiscal 2026 revenue of $100.7 million, an increase of 13.2% year-over-year, with Non-GAAP operating income nearly tripling to $9 million and Adjusted EBITDA increasing 81.4% to $11.9 million.
The company raised its full-year fiscal 2026 guidance, now projecting revenue of approximately $400 million (approximately 14% year-over-year growth) and Adjusted EBITDA of approximately $47 million (approximately 60% year-over-year growth).
Cognyte generated $25 million in cash flow from operations and $23.2 million in free cash flow during Q3 2026, strengthening its cash position to $106.6 million with no debt.
The company repurchased approximately 152,000 ordinary shares for about $1.3 million in Q3 as part of its share repurchase program.
Strategic progress includes a new partnership with LexisNexis Risk Solutions to expand U.S. market access and securing a $5 million follow-on subscription agreement with a military intelligence organization.

Dec 9, 2025, 1:30 PM

Transcript

Cognyte Software Reports Strong Q3 FY2026 Results and Raises Fiscal Year Outlook

CGNT

Earnings

Guidance Update

Revenue Acceleration/Inflection

Cognyte Software reported Q3 fiscal year 2026 revenue of $100.7 million, an increase of 13.2% year-over-year, with recurring revenue accounting for $47.5 million or 47.1% of the total.
The company achieved GAAP operating income of $3.2 million in Q3 fiscal year 2026, a significant improvement from a loss of $2.2 million in the same quarter last year.
For the nine months ended October 31, 2025, Cognyte reported revenue of $293.8 million and a reduced net loss of $4.4 million, down from $10.82 million in the prior year.
Cognyte raised its fiscal year 2026 revenue guidance to approximately $400 million, reflecting about 14% growth, and increased its adjusted earnings per share (EPS) guidance to 24 cents from 23 cents.

Dec 9, 2025, 12:14 PM

Morningstar

Cognyte Reports Strong Q3 FY26 Financial Results and Raises Full-Year Outlook

CGNT

Earnings

Guidance Update

Share Buyback

Cognyte Software Ltd. reported Q3 FYE26 revenue of $100.7 million, an increase of approximately 13.2% compared to the same period last year, and YTD FYE26 revenue of $293.8 million, up approximately 14.7%.
Non-GAAP operating income for Q3 FYE26 was $9.0 million and Adjusted EBITDA was $11.9 million. For the nine months ended October 31, 2025, Non-GAAP operating income was $24.6 million and Adjusted EBITDA was $33.2 million, an increase of approximately 67% year-over-year.
The company increased its outlook for FYE26, projecting revenue of $400 million (midpoint) and Adjusted EBITDA of approximately $47 million (midpoint), representing about 60% year-over-year growth. Non-GAAP Diluted EPS is expected to be $0.24.
Cognyte's cash position strengthened to $106.6 million with no debt, and it repurchased approximately 152,000 ordinary shares for about $1.3 million during Q3 FYE26. Total Backlog stood at $458.7 million and Total Remaining Performance Obligations (RPO) at $576.6 million at the end of Q3 FYE26.

Dec 9, 2025, 12:07 PM

6-K

Cognyte Software Reports Strong Q3 FY26 Results and Raises Full-Year Outlook

CGNT

Earnings

Guidance Update

Share Buyback

Cognyte Software reported Q3 FYE26 revenue of $100.7 million, an increase of 13.2% compared to the same period last year, and YTD FYE26 revenue of $293.8 million, up 14.7%.
The company achieved Q3 FYE26 Non-GAAP operating income of $9.0 million and Adjusted EBITDA of $11.9 million. For the nine months ended October 31, 2025, Non-GAAP operating income was $24.6 million and Adjusted EBITDA was $33.2 million, representing an increase of approximately 67% year-over-year.
Cognyte strengthened its cash position to $106.6 million with no debt and generated $25.0 million in net cash from operating activities during Q3 FYE26.
Management increased its full-year FYE26 outlook, projecting revenue of $400 million (midpoint, approximately 14% year-over-year growth) and Adjusted EBITDA of approximately $47 million (midpoint, approximately 60% year-over-year growth).