CGNT Cognyte Software Ltd. - Ordinary Shares

NASDAQ · Technology
$8,80
Precio · Ago 19, 2026

Acerca de Cognyte Software Ltd. - Ordinary Shares Descripción general de la empresa de Wikipedia

Cognyte Software Limited is an Israeli company specialized in lawful interception software.

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Cognyte Software Limited is an Israeli company specialized in lawful interception software.

History

The company started in 2021 after it was spun off from Verint Systems. It is based in Herzliya, Israel.

In 2021, the company exposed 5 billion records of data, which contained data from previous data breaches.

Products

Cognyte is the maker of FalcoNet, a type of IMSI-catcher or cell site simulator used for cellphone surveillance, similar to a Stingray.

Customers

Cognyte has customers in more than 100 countries, including Israel and the United States.

In July 2026, Forbes reported that the Texas Department of Public Safety spent $4.5 million to equip four 2026 Chevy Tahoe SUVs with FalcoNet mobile cellphone surveillance equipment. Cognyte has also sold surveillance technology to the Albuquerque Police Department, the New York State Police, the Florida Department of Law Enforcement, and the US Department of War.

Surveillance controversies

Sale of intercept technology to Myanmar

In January 2023, Reuters reported, citing documents it had reviewed, that Cognyte had won a tender to supply intercept spyware to Myanma Posts and Telecommunications (MPT), a state-owned telecommunications operator, about a month before the Myanmar military seized power in the February 2021 coup. The documents – a January 2021 letter from MPT to local regulators, passed to Reuters and to the lawyer Eitay Mack by the activist group Justice For Myanmar – named Cognyte as the winning vendor and indicated that the purchase order had been issued by the end of December 2020. The equipment was described as a fixed-data lawful interception gateway, with work reportedly scheduled for completion by mid-2021. Such systems allow authorities to monitor calls, text messages and internet traffic and to locate users without the cooperation of telecommunications and internet providers.

The reported deal was concluded despite Israel's repeated public statements that it had ended defence exports to Myanmar following a 2017 Israeli Supreme Court ruling, the contents of which were placed under a court-ordered gag. Under Israeli law, "dual-use" interception technology is treated as defence equipment, and its export and marketing require government licences. Reuters reported that it could not establish whether Cognyte had obtained such licences or whether the sale had been finalised.

On 2 January 2023, Mack filed a complaint with Israel's attorney general on behalf of more than sixty Israeli citizens, including former Knesset speaker Avraham Burg, seeking a criminal investigation. The complaint accused Cognyte and unnamed defence and foreign ministry officials of aiding and abetting crimes against humanity in Myanmar, and contended that any officials who had granted the company export or marketing licences should also be investigated.

Cognyte, MPT and Myanmar's military government did not respond to requests for comment from Reuters, and Israel's attorney general and its foreign and defence ministries either declined to comment or did not respond. Justice For Myanmar further stated that Cognyte was listed as a partner of the Myanmar technology firm Khine Thitsar and that it had identified a payment from Cognyte to that firm in October 2021, several months after the coup, while noting that it could not confirm the purpose of the payment.

Other criticism

Cognyte had previously drawn scrutiny over its surveillance products.

In December 2021, Meta Platforms removed around 100 accounts it attributed to the company, stating that Cognyte's tools could be used to operate networks of fake accounts across social media; Meta said the targets included journalists and politicians in several countries.

In December 2022, Norway's sovereign wealth fund excluded Cognyte from its portfolio over concerns that its products and services may have contributed to serious human-rights violations.

In 2024, the Brazilian newspaper O Globo reported that the Brazilian Intelligence Agency used Cognyte's FirstMile surveillance technology to spy on the phones of political opponents of former Brazilian president Jair Bolsonaro during the first three years of Bolsonaro's administration.

According to The Irrawaddy and Justice For Myanmar, the company also had a record of supplying interception equipment to governments with poor human-rights reputations, including South Sudan. Cognyte did not publicly respond to the allegations at the time of the reports.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

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CGNT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$8.80
Capitalización Bursátil
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Rango 52S
$6 – $12

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Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

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CGNT
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Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

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Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

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CGNT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 10 analistas
  • Compra fuerte 2 20,0%
  • Compra 5 50,0%
  • Mantener 3 30,0%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

3 analistas · 2026-08-15
Objetivo mediano $13.00 +47,7%
Objetivo medio $12.33 +40,2%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.03%
Próximo informe
Sep 07, 2026
Período EPS Actual EPS est. Sorpresa
31 de marzo de 2027 $0.03 $0.09
30 de junio de 2026 $0.03 $0.09 -0.06%
31 de marzo de 2026 $0.10 $0.04 0.06%
31 de diciembre de 2025 $0.03 $0.01 0.02%
30 de septiembre de 2025 $0.08 $0.03 0.05%
30 de junio de 2025 $0.07 $0.01 0.06%
31 de marzo de 2025 $0.03 $0.01 0.02%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
CGNT
PGY 22.5
RSKD
SMWB

Últimas noticias Noticias recientes que mencionan a esta empresa

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Propietarios institucionales (13F) 154 declarantes · $317.9M total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
30 (+4 vs trimestre anterior) 17 (+1 vs trimestre anterior) 48 (+7 vs trimestre anterior) 37 (-2 vs trimestre anterior) -4.0M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
AMERICAN CAPITAL MANAGEMENT INC $54 291 718 6 183 567 17,08% Acciones
NEUBERGER BERMAN GROUP LLC $46 736 327 5 344 398 14,70% Acciones
Value Base Ltd. $33 970 558 3 869 084 10,69% Acciones
Topline Capital Management, LLC $27 597 919 3 143 271 8,68% Acciones
Y.D. More Investments Ltd $16 285 126 1 854 798 5,12% Acciones
Edenbrook Capital, LLC $9 892 452 1 126 703 3,11% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8 758 507 997 552 2,76% Acciones
AMERIPRISE FINANCIAL INC $7 535 953 858 309 2,37% Acciones
Archon Capital Management LLC $7 024 061 800 007 2,21% Acciones
WESTERLY CAPITAL MANAGEMENT, LLC $6 672 800 760 000 2,10% Acciones
Connor, Clark & Lunn Investment Management Ltd. $6 127 869 697 935 1,93% Acciones
Samjo Management, LLC $6 124 050 697 500 1,93% Acciones
RENAISSANCE TECHNOLOGIES LLC $5 297 949 603 411 1,67% Acciones
CITADEL ADVISORS LLC $5 002 844 569 800 1,57% Opción de venta
Portolan Capital Management, LLC $4 391 229 500 140 1,38% Acciones
Qube Research & Technologies Ltd $4 061 812 462 621 1,28% Acciones
MILLENNIUM MANAGEMENT LLC $4 020 055 457 865 1,26% Acciones
Trexquant Investment LP $3 563 793 405 899 1,12% Acciones
JANE STREET GROUP, LLC $3 117 787 355 101 0,98% Acciones
Y-Intercept (Hong Kong) Ltd $2 733 425 311 324 0,86% Acciones
TWO SIGMA INVESTMENTS, LP $2 528 543 287 989 0,80% Acciones
JANE STREET GROUP, LLC $2 226 608 253 600 0,70% Opción de venta
WELLS FARGO & COMPANY/MN $2 216 432 252 441 0,70% Acciones
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $2 182 269 248 550 0,69% Acciones
PEAK6 LLC $2 132 662 242 900 0,67% Opción de compra
SCALAR GAUGE MANAGEMENT, LLC $2 051 175 233 619 0,65% Acciones
ARK Investment Management LLC $1 982 480 225 795 0,62% Acciones
IQ EQ FUND MANAGEMENT (IRELAND) Ltd $1 772 849 201 919 0,56% Acciones
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1 734 998 197 608 0,55% Acciones
Kent Lake PR LLC $1 680 000 200 000 0,53% Acciones
Bastion Asset Management Inc. $1 636 668 195 592 0,51% Acciones
Strategic Global Advisors, LLC $1 585 844 180 620 0,50% Acciones
Silverberg Bernstein Capital Management LLC $1 453 064 165 497 0,46% Acciones
TWO SIGMA ADVISERS, LP $1 365 820 145 300 0,43% Acciones
CITADEL ADVISORS LLC $1 300 318 148 100 0,41% Opción de compra
HighTower Advisors, LLC $1 210 859 137 911 0,38% Acciones
XTX Topco Ltd $1 208 988 137 698 0,38% Acciones
Senvest Management, LLC $1 182 736 134 708 0,37% Acciones
CenterBook Partners LP $1 060 238 120 756 0,33% Acciones
ALGERT GLOBAL LLC $1 010 912 115 138 0,32% Acciones
GOLDMAN SACHS GROUP INC $976 257 111 191 0,31% Acciones
CM Management, LLC $878 000 100 000 0,28% Acciones
CITADEL ADVISORS LLC $851 721 97 007 0,27% Acciones
Engineers Gate Manager LP $829 622 94 490 0,26% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $825 127 93 978 0,26% Acciones
BANK OF AMERICA CORP /DE/ $783 422 89 228 0,25% Acciones
Point72 Asset Management, L.P. $771 683 87 891 0,24% Acciones
NORTHERN TRUST CORP $712 936 81 200 0,22% Acciones
CITIGROUP INC $702 058 79 961 0,22% Acciones
Cubist Systematic Strategies, LLC $678 132 80 730 0,21% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $543 543 61 907 0,17% Acciones
D. E. Shaw & Co., Inc. $542 569 61 796 0,17% Acciones
ANGELES WEALTH MANAGEMENT, LLC $541 322 61 654 0,17% Acciones
WESTPORT ASSET MANAGEMENT INC $482 900 55 000 0,15% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $474 998 54 100 0,15% Opción de compra
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $451 713 51 448 0,14% Acciones
STATE STREET CORP $428 885 48 848 0,13% Acciones
Toroso Investments, LLC $422 530 44 950 0,13% Acciones
State of Tennessee, Department of Treasury $413 240 47 066 0,13% Acciones
GEODE CAPITAL MANAGEMENT, LLC $404 257 46 043 0,13% Acciones
Yelin Lapidot Holdings Management Ltd. $384 819 43 829 0,12% Acciones
MANGROVE PARTNERS IM, LLC $343 807 39 158 0,11% Acciones
Magnetar Financial LLC $310 329 35 345 0,10% Acciones
EDMOND DE ROTHSCHILD HOLDING S.A. $306 159 34 870 0,10% Acciones
SEI INVESTMENTS CO $296 240 33 736 0,09% Acciones
State of Wyoming $290 838 33 125 0,09% Acciones
MERCER GLOBAL ADVISORS INC /ADV $288 002 32 802 0,09% Acciones
Vanguard Personalized Indexing Management, LLC $271 486 30 921 0,09% Acciones
HUB Investment Partners, LLC $251 108 28 600 0,08% Opción de compra
State of New Jersey Common Pension Fund D $250 318 28 510 0,08% Acciones
Nebula Research & Development LLC $246 893 26 720 0,08% Acciones
GROUP ONE TRADING LLC $240 563 27 399 0,08% Acciones
Walleye Capital LLC $216 866 24 700 0,07% Opción de compra
Cornerstone Investment Partners, LLC $214 267 24 404 0,07% Acciones
Avestar Capital, LLC $213 354 24 300 0,07% Acciones
FOX RUN MANAGEMENT, L.L.C. $200 202 22 802 0,06% Acciones
Nuveen, LLC $194 627 22 167 0,06% Acciones
SHELTON CAPITAL MANAGEMENT $186 988 21 297 0,06% Acciones
R Squared Ltd $181 483 20 670 0,06% Acciones
LPL Financial LLC $181 281 20 647 0,06% Acciones
RBF Capital, LLC $175 600 20 000 0,06% Acciones
ENVESTNET ASSET MANAGEMENT INC $161 894 18 439 0,05% Acciones
Poehling Capital Management, INC. $160 630 18 295 0,05% Acciones
PDT Partners, LLC $154 870 17 639 0,05% Acciones
VIRTUS ADVISERS, LLC $150 349 17 124 0,05% Acciones
NewEdge Advisors, LLC $145 694 16 594 0,05% Acciones
FLPUTNAM INVESTMENT MANAGEMENT CO $126 090 14 361 0,04% Acciones
PharVision Advisers, LLC $122 727 13 978 0,04% Acciones
Savant Capital, LLC $121 683 13 859 0,04% Acciones
Eurizon Capital SGR S.p.A. $116 579 13 932 0,04% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $115 018 13 100 0,04% Opción de venta
Atom Investors LP $113 666 12 946 0,04% Acciones
BlackRock, Inc. $112 709 12 837 0,04% Acciones
Global Retirement Partners, LLC $106 045 12 078 0,03% Acciones
WOLVERINE TRADING, LLC $105 909 12 900 0,03% Opción de compra
Corton Capital Inc. $103 471 12 318 0,03% Acciones
nVerses Capital, LLC $101 865 11 602 0,03% Acciones
Mariner, LLC $100 136 11 405 0,03% Acciones
SIG BROKERAGE, LP $97 932 11 154 0,03% Acciones
DIMENSIONAL FUND ADVISORS LP $92 840 10 574 0,03% Acciones

Activistas y propietarios del %+ 5 8 tenencias

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Persona informante no revelada, Persona informante no revelada 16 de septiembre de 2024 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada 27 de agosto de 2024 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada 21 de agosto de 2024 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada 7 de agosto de 2024 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada 25 de julio de 2024 Presentación inicial SEC
Ido Nouberger, Victor Shamrich, Value Base Ltd., Value Base Hedge Fund Ltd., acting as the general partner to Harmony Base, Limited Partnership, Value Base Fund General Partner Ltd., acting as the general partner to Value Base Fund, Limited Partnership, Tal Yaacobi 26 de junio de 2024 Presentación inicial SEC
Neuberger Berman Group LLC, Neuberger Berman Investment Advisers Holdings LLC, Neuberger Berman Investment Advisers LLC, Neuberger Berman Canada Holdings LLC, NB Acquisitionco ULC, Neuberger Berman Canada ULC, Benjamin Nahum, Amit Solomon, Scott Hoina ×2 presentaciones 31 de enero de 2023 Presentación inicial SEC
Edenbrook Capital, LLC, Jonathan Brolin ×3 presentaciones 13 de octubre de 2022 Presentación inicial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 4 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,20% 129 506 NS 31 de mayo de 2026 N-PORT
SMLF · iShares Trust 0,08% 359 837 SH 8 de agosto de 2026 Diario
PDN · Invesco Exchange-Traded Fund Trust … 0,02% 6 187 SH 8 de agosto de 2026 Diario
AVDS · AMERICAN CENTURY ETF TRUST 0,01% 3 746 NS 31 de mayo de 2026 N-PORT