Added to YB: 2026-05-13
Pitch date: 2026-03-04
CGNT [bullish]
Cognyte Software Ltd.
+32.12%
current return
Author Info
No bio for this author
Company Info
Cognyte Software Ltd., a software-driven technology company, focuses on investigative analytics solutions worldwide.
Market Cap
$811.9M
Pitch Price
$8.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.24
P/E
-1.3K
EV/Sales
1.90
Sector
Software
Category
growth
Cognyte Software Ltd. - $CGNT
CGNT: AI-driven investigative software for gov agencies w/ ~300 patents. FY26 guide: $400M rev (+14% YoY), $47M EBITDA (+60% YoY), 13% margin expanding to 20%+ by FY28 ($500M rev, >$100M EBITDA). Trades 33x earnings, 9.5x EV/EBITDA, 4x 2yr fwd EBITDA. Net cash $106.6M. LexisNexis partnership for US market penetration. 40% incremental margins on fixed costs. Buybacks w/ $31.5M authorization.
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