Cognyte Software (NASDAQ:CGNT) Issues Quarterly Earnings Results

Cognyte Software (NASDAQ:CGNT) announced its earnings results on Wednesday. The company reported $0.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.01 by $0.09, FiscalAI reports. The business had revenue of $106.24 million for the quarter, compared to analyst estimates of $106.20 million. Cognyte Software had a negative net margin of 1.45% and a negative return on equity of 2.24%.

Here are the key takeaways from Cognyte Software’s conference call:

• Strong FY‑26 financial performance: Revenue reached $400M (+14.1% Y/Y) with Q4 revenue of $106.2M, record non‑GAAP gross margin (74.7%), improved profitability and a net cash position with ongoing share repurchases (≈$26.7M repurchased to date).
• Confident multi‑year guidance: Management guided FY‑27 revenue of $448M (±3%, ~12% growth) with higher non‑GAAP gross margin (~73.5%) and reiterated FY‑28 targets of ≈$500M revenue and >20% adjusted EBITDA margin.
• Visible bookings and customer momentum: Total RPO was $557.2M (short‑term RPO $369.5M), the company added 61 new customers in FY‑26 and announced several multi‑million‑dollar wins including a ~$5M U.S. state law‑enforcement replacement deal.
• Near‑term variability and financial risks: Operating cash flow missed guidance ($40.3M vs. $45M expected) due to delayed receivable collections, and management flagged seasonality, FX headwinds (strong Israeli shekel) and subscription vs. perpetual mix as sources of quarter‑to‑quarter variability.

Cognyte Software Price Performance

CGNT opened at $8.45 on Thursday. The firm has a market capitalization of $616.59 million, a price-to-earnings ratio of -105.63 and a beta of 1.64. The company’s 50 day simple moving average is $8.06 and its two-hundred day simple moving average is $8.48. Cognyte Software has a 1-year low of $6.29 and a 1-year high of $11.65.

Institutional Investors Weigh In On Cognyte Software

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Quarry LP purchased a new position in Cognyte Software during the third quarter worth approximately $33,000. Osaic Holdings Inc. increased its stake in shares of Cognyte Software by 79.4% in the 2nd quarter. Osaic Holdings Inc. now owns 3,634 shares of the company’s stock worth $34,000 after acquiring an additional 1,608 shares during the last quarter. LPL Financial LLC acquired a new stake in shares of Cognyte Software in the 4th quarter worth $113,000. Aigen Investment Management LP purchased a new position in shares of Cognyte Software during the 4th quarter worth $141,000. Finally, Brooklyn Investment Group purchased a new position in shares of Cognyte Software during the 4th quarter worth $156,000. Institutional investors and hedge funds own 72.92% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on CGNT. Wall Street Zen raised shares of Cognyte Software from a “hold” rating to a “buy” rating in a research note on Saturday, December 13th. Lake Street Capital initiated coverage on Cognyte Software in a report on Monday, March 2nd. They set a “buy” rating and a $13.00 target price for the company. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Cognyte Software in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Cognyte Software presently has an average rating of “Hold” and an average price target of $13.50.

Trending Headlines about Cognyte Software

Here are the key news stories impacting Cognyte Software this week:

• Positive Sentiment: Reported Q4 results beat consensus: revenue ~ $106.2M (up ~12.4% YoY) and EPS $0.10 vs. $0.01 expected — management pointed to stronger billings and backlog growth. Cognyte Reports Fourth-Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Company issued upbeat guidance and cited operating leverage driving faster profitability — a key driver for the stock move as investors price in margin expansion. Cognyte Software shares pop on strong quarterly results, upbeat guidance
• Positive Sentiment: Won a ~ $5M contract with a tier‑1 U.S. law‑enforcement agency — adds near-term revenue and underscores product-market fit in mission‑critical accounts. Cognyte Wins $5M Contract
• Positive Sentiment: Independent analysis highlights improving adjusted EBITDA and low expected dilution versus peers, arguing these fundamentals support a potential rebound. Cognyte Software: Compelling EBITDA, Low Dilution
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper review of management’s commentary (useful for modeling guidance assumptions). Q4 2026 Earnings Call Transcript
• Neutral Sentiment: Coverage from outlets (Zacks, Kalkine) reiterates the beat — helpful for confirmation but largely restates company releases. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Negative Sentiment: Despite the beat, Cognyte still reports a negative net margin and negative return on equity; some analysts expect FY EPS to remain negative, so profitability improvement must continue to sustain gains. MarketBeat: Earnings & Materials

About Cognyte Software

Cognyte Software Ltd. is a global provider of security analytics solutions that was spun off from NICE Ltd. in early 2021. Headquartered in Israel, the company delivers specialized software and services designed to help government agencies, law enforcement organizations and critical infrastructure operators process and analyze large volumes of data for intelligence and investigative purposes.

The company’s core offerings include advanced analytics platforms that aggregate and visualize structured and unstructured data from diverse sources, such as communications metadata, open-source intelligence and sensor feeds.