CGNT Cognyte Software Ltd. - Ordinary Shares

NASDAQ · Technology
$9,01
Prix · Aoû 18, 2026

À propos de Cognyte Software Ltd. - Ordinary Shares Présentation de l'entreprise depuis 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.

Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

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CGNT Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

Prix
$9.01
Capitalisation Boursière
P/E (TTM)
BPA (TTM)
Revenus (TTM)
Rendement div.
ROE
Dette/Capitaux propres
Fourchette 52 semaines
$6 – $12

CGNT Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

Revenus et bénéfice net
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Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique
Tendance sur 5 ans
CGNT
Médiane des pairs

Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC

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CGNT
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Santé financière Dette, liquidité, solvabilité — solidité du bilan

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Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans

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CGNT
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Indicateurs par action BPA, valeur comptable par action, flux de trésorerie par action, dividende par action

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Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances

Métrique
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CGNT
Médiane des pairs

CGNT Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

ACHAT 10 analystes
  • Achat fort 2 20,0%
  • Achat 5 50,0%
  • Conserver 3 30,0%
  • Vente 0 0,0%
  • Vente forte 0 0,0%

Objectif de cours à 12 mois

3 analystes · 2026-08-15
Objectif médian $13.00 +44,3%
Objectif moyen $12.33 +36,9%

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

Surprise Moyenne
0.03%
Prochain rapport
Sep 07, 2026
Période EPS Actual BPA est. Surprise
31 mars 2027 $0.03 $0.09
30 juin 2026 $0.03 $0.09 -0.06%
31 mars 2026 $0.10 $0.04 0.06%
31 décembre 2025 $0.03 $0.01 0.02%
30 septembre 2025 $0.08 $0.03 0.05%
30 juin 2025 $0.07 $0.01 0.06%
31 mars 2025 $0.03 $0.01 0.02%

Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur

Ticker Capitalisation Boursière P/E Revenus Année/Année Marge Nette ROE Marge Brute
CGNT
PGY 22.5
RSKD
SMWB

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Détenteurs institutionnels (13F) 154 déclarants · $317.9M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
30 (+4 vs T. préc.) 17 (+1 vs T. préc.) 48 (+7 vs T. préc.) 37 (-2 vs T. préc.) -4.0M

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

Institution Valeur Actions % de 13F suivies Type
AMERICAN CAPITAL MANAGEMENT INC $54 291 718 6 183 567 17,08% Actions
NEUBERGER BERMAN GROUP LLC $46 736 327 5 344 398 14,70% Actions
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Samjo Management, LLC $6 124 050 697 500 1,93% Actions
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Portolan Capital Management, LLC $4 391 229 500 140 1,38% Actions
Qube Research & Technologies Ltd $4 061 812 462 621 1,28% Actions
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Trexquant Investment LP $3 563 793 405 899 1,12% Actions
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Y-Intercept (Hong Kong) Ltd $2 733 425 311 324 0,86% Actions
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CITADEL ADVISORS LLC $851 721 97 007 0,27% Actions
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NEW YORK STATE COMMON RETIREMENT FUND $825 127 93 978 0,26% Actions
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Point72 Asset Management, L.P. $771 683 87 891 0,24% Actions
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SUSQUEHANNA INTERNATIONAL GROUP, LLP $543 543 61 907 0,17% Actions
D. E. Shaw & Co., Inc. $542 569 61 796 0,17% Actions
ANGELES WEALTH MANAGEMENT, LLC $541 322 61 654 0,17% Actions
WESTPORT ASSET MANAGEMENT INC $482 900 55 000 0,15% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $474 998 54 100 0,15% Option d'achat
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $451 713 51 448 0,14% Actions
STATE STREET CORP $428 885 48 848 0,13% Actions
Toroso Investments, LLC $422 530 44 950 0,13% Actions
State of Tennessee, Department of Treasury $413 240 47 066 0,13% Actions
GEODE CAPITAL MANAGEMENT, LLC $404 257 46 043 0,13% Actions
Yelin Lapidot Holdings Management Ltd. $384 819 43 829 0,12% Actions
MANGROVE PARTNERS IM, LLC $343 807 39 158 0,11% Actions
Magnetar Financial LLC $310 329 35 345 0,10% Actions
EDMOND DE ROTHSCHILD HOLDING S.A. $306 159 34 870 0,10% Actions
SEI INVESTMENTS CO $296 240 33 736 0,09% Actions
State of Wyoming $290 838 33 125 0,09% Actions
MERCER GLOBAL ADVISORS INC /ADV $288 002 32 802 0,09% Actions
Vanguard Personalized Indexing Management, LLC $271 486 30 921 0,09% Actions
HUB Investment Partners, LLC $251 108 28 600 0,08% Option d'achat
State of New Jersey Common Pension Fund D $250 318 28 510 0,08% Actions
Nebula Research & Development LLC $246 893 26 720 0,08% Actions
GROUP ONE TRADING LLC $240 563 27 399 0,08% Actions
Walleye Capital LLC $216 866 24 700 0,07% Option d'achat
Cornerstone Investment Partners, LLC $214 267 24 404 0,07% Actions
Avestar Capital, LLC $213 354 24 300 0,07% Actions
FOX RUN MANAGEMENT, L.L.C. $200 202 22 802 0,06% Actions
Nuveen, LLC $194 627 22 167 0,06% Actions
SHELTON CAPITAL MANAGEMENT $186 988 21 297 0,06% Actions
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LPL Financial LLC $181 281 20 647 0,06% Actions
RBF Capital, LLC $175 600 20 000 0,06% Actions
ENVESTNET ASSET MANAGEMENT INC $161 894 18 439 0,05% Actions
Poehling Capital Management, INC. $160 630 18 295 0,05% Actions
PDT Partners, LLC $154 870 17 639 0,05% Actions
VIRTUS ADVISERS, LLC $150 349 17 124 0,05% Actions
NewEdge Advisors, LLC $145 694 16 594 0,05% Actions
FLPUTNAM INVESTMENT MANAGEMENT CO $126 090 14 361 0,04% Actions
PharVision Advisers, LLC $122 727 13 978 0,04% Actions
Savant Capital, LLC $121 683 13 859 0,04% Actions
Eurizon Capital SGR S.p.A. $116 579 13 932 0,04% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $115 018 13 100 0,04% Option de vente
Atom Investors LP $113 666 12 946 0,04% Actions
BlackRock, Inc. $112 709 12 837 0,04% Actions
Global Retirement Partners, LLC $106 045 12 078 0,03% Actions
WOLVERINE TRADING, LLC $105 909 12 900 0,03% Option d'achat
Corton Capital Inc. $103 471 12 318 0,03% Actions
nVerses Capital, LLC $101 865 11 602 0,03% Actions
Mariner, LLC $100 136 11 405 0,03% Actions
SIG BROKERAGE, LP $97 932 11 154 0,03% Actions
DIMENSIONAL FUND ADVISORS LP $92 840 10 574 0,03% Actions

Activistes et détenteurs de 5%+ 8 participations

Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.

Déclarant Déposé Participation Statut Objectif Dépôt
Personne déclarante non divulguée, Personne déclarante non divulguée 16 septembre 2024 Dépôt initial SEC
Personne déclarante non divulguée, Personne déclarante non divulguée 27 août 2024 Dépôt initial SEC
Personne déclarante non divulguée, Personne déclarante non divulguée 21 août 2024 Dépôt initial SEC
Personne déclarante non divulguée, Personne déclarante non divulguée 7 août 2024 Dépôt initial SEC
Personne déclarante non divulguée, Personne déclarante non divulguée 25 juillet 2024 Dépôt initial 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 juin 2024 Dépôt initial 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 dépôts 31 janvier 2023 Dépôt initial SEC
Edenbrook Capital, LLC, Jonathan Brolin ×3 dépôts 13 octobre 2022 Dépôt initial 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.

Détention d'ETF Détenu par 4 ETFs

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

Fonds Poids Unités Au Source
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,20% 129 506 NS 31 mai 2026 N-PORT
SMLF · iShares Trust 0,08% 359 837 SH 8 août 2026 Quotidien
PDN · Invesco Exchange-Traded Fund Trust … 0,02% 6 187 SH 8 août 2026 Quotidien
AVDS · AMERICAN CENTURY ETF TRUST 0,01% 3 746 NS 31 mai 2026 N-PORT