Cognyte Software Ltd. — Cyborg Score 6/10

Solid
Software - Infrastructure / Security Analytics

Strategic Profile

The company serves government agencies, including national, regional, and local government agencies. Cognyte designs software that empowers governments and enterprises with actionable intelligence for solutions that accelerate security investigations to successfully identify, neutralize, and prevent threats.

Cyborg Score Rationale

FY2025 revenue was $350.63 million, up 11.88% year-over-year, with improving profitability. Analysts rate the stock as "Buy" with a 12-month price target of $14.0, representing 103.79% upside. The company operates in high-demand government/intelligence markets but trades at low multiples.

Top Insights

  • Q3 FY26 showed strong results driven by market momentum and focused execution
  • Secured a $5 million contract with a Tier-1 military intelligence organization in the EMEA region
  • Renewed a one-year support agreement valued at over $20 million with a tier-1 national security agency in the EMEA region
  • Recognized as a Sample Vendor in the Gartner Hype Cycle for Public Safety & Law Enforcement 2025 for Public Safety predictive analytics

Named Competitors

  • Exabeam — Security analytics and threat detection platform
  • Rayzone Group — Intelligence and analytics solutions
  • ThetaRay — AI-powered threat detection and investigation

Recent Developments

  • (December 2025) Q3 FY26 financial results reported with strong market momentum
  • (December 2025) Tier-1 military intelligence contract valued at $5 million
  • (October 2025) Tier-1 national security agency renewed $20 million annual support agreement
  • (November 2025) Featured at Milipol Paris 2025 homeland security showcase

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