Cognyte Software Stock Price, News & Analysis

Cognyte Software (NASDAQ: CGNT) has secured a significant follow-on order worth over $10 million from a military intelligence customer in the Asia-Pacific region. The order represents a strategic expansion of their existing partnership, focusing on cross-border intelligence operations.

The customer, who has already experienced significant improvements in their intelligence capabilities using Cognyte's technology, will deploy these solutions to strengthen field operations across a wide geographical area. The investment aims to enhance border security and prevent terror actors from entering the nation.

This expansion demonstrates Cognyte's growing footprint in APAC military agencies and validates their ability to deliver scalable, mission-ready investigative analytics solutions.

Cognyte Software (NASDAQ: CGNT) has secured a significant ~$10 million contract with a Tier 1 military organization in the EMEA region. The company won the deal by outperforming the incumbent provider during a competitive evaluation process.

The selection was influenced by Cognyte's superior tactical SIGINT solutions, strong regional references, and proven operational value. The military organization specifically chose Cognyte for its ability to provide enhanced mission-critical decision-making capabilities and real-time operational insights for specialized operations.

The strategic win represents a major customer acquisition in a high-growth potential region, where Cognyte will provide frontline military teams with advanced analytical capabilities for both overt and covert scenarios.

Cognyte (NASDAQ: CGNT) has announced the launch of its advanced intelligence co-pilot, a specialized generative AI assistant designed for investigative analytics. The new AI tool aims to streamline intelligence operations through natural language querying and automated data analysis, specifically tailored for law enforcement, national security, and intelligence agencies.

The co-pilot is built on over 30 years of domain expertise and features flexible deployment options across cloud, on-premises, or hybrid environments. Unlike generic chatbots, it's directly integrated into the investigative workplace, offering contextual, visual interfaces and transparent reasoning to help analysts navigate complex investigations more efficiently.

Cognyte Software (NASDAQ: CGNT) has announced a new $20 million share repurchase program following the completion of its previous buyback initiative. The company successfully repurchased 2,094,538 ordinary shares under the prior program for an aggregate purchase price of $20 million.

The new program, extending through January 14, 2027, allows for share repurchases through various methods including open market purchases and privately negotiated transactions. The company plans to fund the buyback using its balance sheet cash and ongoing cash flow generation. Implementation will begin after a 30-day creditor objection period in accordance with Israeli regulations.

Cognyte Software (NASDAQ: CGNT) reported strong Q1 FYE26 financial results with revenue reaching $95.5 million, up 15.5% year-over-year. The company achieved GAAP operating income of $2.2 million, compared to a loss in the previous year, while Adjusted EBITDA more than doubled to $10.3 million. Notable improvements include Non-GAAP gross profit of $68.7 million with a 71.9% margin. The company continued its share repurchase program, buying approximately 952,000 shares for $9 million. Cognyte updated its FYE26 outlook, projecting revenue of $395 million (±2%) and Adjusted EBITDA of $44 million. The company recently acquired GroupSense, strengthening its U.S. presence in cyber threat intelligence. Total RPO increased to $597.8 million, with short-term RPO at $346.9 million, providing strong revenue visibility for FYE26.

Cognyte Software Ltd. (NASDAQ: CGNT), a leader in investigative analytics software, has scheduled its first quarter fiscal 2026 earnings conference call for June 11, 2025, at 8:30am ET. The company will release its financial results for the quarter ending April 30, 2025, before the call. Investors can access a live webcast with presentation slides through Cognyte's Investor Relations website. To participate in the Q&A session, attendees must pre-register to receive dial-in information and a unique PIN. Participants are advised to join 10 minutes before the event starts.

Cognyte Software Ltd. (NASDAQ: CGNT) has announced the acquisition of GroupSense, Inc., a digital risk protection services company, for $4 million plus a potential earnout of up to $5 million subject to meeting defined targets. Founded in 2014, GroupSense specializes in protecting digital assets and data through automated and human reconnaissance for cyber investigations.

The acquisition aligns with Cognyte's U.S. growth strategy, expanding its presence in North America. GroupSense's customer base includes state and local government agencies and various enterprises. The deal will enable GroupSense's customers to access Cognyte's advanced cyber threat intelligence platform, enhancing their brand integrity and operational security capabilities.

Cognyte Software Ltd. (NASDAQ: CGNT) has secured a significant three-year subscription agreement worth over $10 million annually with a national security agency in the EMEA region. The agreement enables the agency to access Cognyte's latest AI-powered investigative analytics solutions and continuous enhancements.

The customer, described as longstanding, will upgrade to the newest version of Cognyte's platform, which helps generate actionable intelligence from diverse data sources to accelerate investigations and improve decision-making. The subscription model is designed to provide faster innovation adoption and greater operational agility for the agency.

[ "Secured substantial 3-year subscription agreement worth $10+ million annually", "Transition to recurring revenue model through subscription partnerships", "Expansion of existing customer relationship with enhanced solution adoption", "Agreement provides steady, predictable revenue stream for next 3 years" ]

Cognyte Software Ltd. (NASDAQ: CGNT), a leader in investigative analytics software technology, has announced its participation in the 53rd Annual TD Cowen Technology, Media & Telecom Conference. CEO Elad Sharon and CFO David Abadi will engage in a fireside chat on May 28, 2025, at 10:15 am ET. The discussion will be accessible via live webcast and replay through Cognyte's investor relations website.