Cognyte Software (CGNT)
Turns complex data into actionable intelligence for public-safety and security users.
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Sells investigative-analytics software to public-safety and security organizations, helping them turn complex datasets into actionable intelligence. The global business also provides digital risk protection through GroupSense.
Builds investigative-analytics software that helps public-safety and security users turn large, complex datasets into actionable intelligence. Its customer base includes law-enforcement, national-security, national-intelligence and military-intelligence organizations.
The company operates globally, with a footprint across roughly 100 countries and hundreds of customers. Its software is used in threat environments where users need to navigate complex information across operational domains. These tools support complex investigations.
Digital risk protection was added through the 2025 acquisition of GroupSense. Cognyte became independent through Verint’s 2021 spin-off, and its former Situational Intelligence Solutions business was divested in 2022.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Oct 3, 2025 | Roth Capital | Target | Target: — | Target: $14 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $102.2M · Total debt $35.2M · Total assets $505.9M · Shareholders' equity $195.3M
- Revenue
- $109.2M
- Operating income
- $4.7M
- Net income
- $4.1M
No dividends on record.
| Institutions | ≈ 69.50% | 50.79M ADS | |
|---|---|---|---|
| 144 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 8.02% | 5.86M ADS | |
| 12 holders · as of Aug 4, 2026 | |||
| Other | ≈ 22.48% | 16.42M ADS | |
| remainder | |||
73.08M ADS as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Edenbrook Capital, LLCInstitution | 9.93% | 7.26M ADS | as of Jun 30, 2026 |
Value Base Ltd.Institution | 8.83% | 6.45M ADS | as of Jun 30, 2026 |
American Capital Management IncInstitution | 8.46% | 6.18M ADS | as of Jun 30, 2026 |
Neuberger Berman Group LLCInstitution | 7.54% | 5.51M ADS | as of Jun 30, 2026 |
Victory Capital Management Inc.Institution | 5.80% | 4.24M | filed Feb 2, 2022 |
Insider tradesForm 4
Nothing filed in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cognyte Software | $8.71 | +0.87% | $636.1M | — | 13.6 | 1.5 | +12.0% |
| Palantir Technologies | $190.55 | +3.00% | $424.75B | 156.8 | 100.9 | 69.0 | +92.8% |
| Elbit Systems | $746.21 | +0.20% | $34.89B | 55.7 | — | 4.1 | +15.9% |
| L3Harris Technologies | $239.46 | −0.18% | $44.67B | 24.2 | 19.4 | 1.9 | +8.4% |
| Cellebrite DI | $11.54 | −1.03% | $2.91B | 49.9 | 28.6 | 5.7 | +15.8% |
| Median | 52.8 | 28.6 | 4.9 | +15.9% |