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Cognyte Software (CGNT) Stock News, Dec 2025-Mar 2026

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Cognyte Software Ltd. provides software-driven investigative analytics and data-processing technology used by law enforcement, national security, military intelligence agencies and other organizations. Company updates commonly address AI-enabled analytics, big data and machine-learning capabilities that help customers work across complex, multi-source data for investigations and operations.

Recurring news themes include subscription agreements, follow-on orders and customer expansions in EMEA, U.S. law enforcement and military intelligence markets; tactical SIGINT deployments; LUMINAR threat intelligence research; quarterly and annual financial results; and share repurchase authorizations.

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Cognyte (NASDAQ: CGNT) won a contract valued at approximately $5 million with one of the largest state law enforcement agencies in the U.S. The agency will deploy Cognyte’s tactical SIGINT solution for mission-critical investigations and real-time field operations.

The deployment displaces an incumbent provider and establishes a Tier-1 U.S. customer, supporting fugitive apprehension, missing‑children cases, search and rescue, and cross-jurisdiction coordination, and it may create a pathway for future platform expansion across the state.

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Cognyte (NASDAQ: CGNT) will report fourth-quarter and full-year fiscal 2026 results on March 25, 2026 and hold a conference call at 8:30 a.m. ET to review results for the quarter ending January 31, 2026.

An earnings press release will be issued before the call, and a real-time webcast with presentation slides will be available in the company's Investor Relations section. Registration is required to receive dial-in numbers and a unique PIN for the Q&A session; joining 10 minutes early is recommended.

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Cognyte (NASDAQ: CGNT) announced a >$10 million expansion agreement with a long-standing Tier-1 national security agency in the EMEA region on March 4, 2026. The deal increases infrastructure capacity, broadens deployment across operational units and adds an AI-powered cyber threat investigative analytics use case.

The expansion upgrades on-premises investigative analytics to handle significant data growth, embed predictive AI, and extend cross-domain operational coverage.

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Cognyte (NASDAQ: CGNT) board approved a $20 million increase to its share repurchase program, raising total authorization to $40 million. This is the company’s third $20 million approval since November 2024; approximately $8.9 million had been repurchased before this increase.

Repurchases may occur via open market or negotiated transactions, be funded from cash and cash flow, and will comply with U.S. securities laws; repurchases may be delayed by a 30-day creditor objection period under Israeli regulations.

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Cognyte (NASDAQ: CGNT) announced a follow-on order of approximately $5 million from a Tier-1 NATO-member military organization, bringing the engagement to about $20 million after an earlier ~$10 million win. The expansion, secured within a year, extends tactical SIGINT and AI analytics across land, air and maritime domains following a competitive technical win over the incumbent, and is positioned to increase real-time intelligence visibility, mission coverage and operational scalability in the EMEA defense sector.

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Cognyte (NASDAQ: CGNT) said a Tier-1 military intelligence customer in the EMEA region won a National Ministry of Defense Innovation Award for operational success countering terror financing.

According to the company, Cognyte’s AI-driven investigative analytics helped connect open-source, financial and contextual data to surface hidden patterns and accelerate actionable intelligence.

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Cognyte (NASDAQ: CGNT) announced a five-year subscription with a national APAC security agency initially valued at ~$1.5 million annually, with potential to exceed $20 million over the contract term. The long-standing Tier‑1 customer expanded use of Cognyte's AI analytics to strengthen threat detection, accelerate investigations and gain ongoing access to new capabilities under a multi-year subscription that supports predictable revenue visibility and long-term alignment.

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Cognyte (NASDAQ: CGNT) announced that CEO Elad Sharon and CFO David Abadi will hold a fireside chat at the 28th Annual Needham Growth Conference on Wednesday, January 14, 2026 at 1:30pm ET.

An online, real-time webcast and a replay will be available on the company investor website at https://www.cognyte.com/investors/.

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Cognyte (NASDAQ: CGNT) on December 18, 2025 released a threat trends report titled “Crime Goes Digital Native: The Impact of Gen Z & Alpha on Law Enforcement.” The report argues younger generations are AI-fluent, shifting crime into encrypted chats, gaming worlds and ephemeral platforms that complicate monitoring and investigations.

The report targets law enforcement, cybercrime and digital forensics units, public safety and homeland security officials, policymakers, schools and platform trust & safety teams, and is offered as a resource to help agencies rethink investigations, prevention and digital preparedness.

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Cognyte (NASDAQ: CGNT) reported Q3 FYE26 results for the three months ended October 31, 2025, with Q3 revenue $100.7M (+13.2% YoY) and YTD revenue $293.8M (+14.7% YoY). Q3 adjusted EBITDA was $11.9M and YTD adjusted EBITDA was $33.2M (+≈67% YoY). GAAP net loss narrowed to $0.5M YTD. Cash rose to $106.6M with no debt, and the company repurchased ~152,000 shares for ~$1.3M in Q3. Management raised fiscal 2026 guidance to Revenue $400M ±1%, Adjusted EBITDA ≈$47M, and Non-GAAP diluted EPS $0.24 at midpoint.

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FAQ

What is the current stock price of Cognyte Software (CGNT)?

Cognyte Software (CGNT) last closed at $8.815.

What is the market cap of Cognyte Software (CGNT)?

The market cap of Cognyte Software (CGNT) is approximately $650.9M.