Group 1 - The article emphasizes the need for portfolio rotation from expensive large-cap growth stocks to individual small- and mid-cap stocks that have less correlation to the broader market as 2025 approaches [1] - The author, Gary Alexander, has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry themes [1] Group 2 - Gary Alexander has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, indicating his influence and recognition in the investment community [1]

ConversationAmit BhallaSenior VP & Head of Investor Relations Wow, that's a century of history, legacy and innovation. And today, we are here to talk about the future, the next 5 years and beyond. It's my great pleasure to welcome all of you to our Capital Markets Day of 2025. Fantastic to see a room which is packed. I know we had -- we couldn't accommodate everybody. So I know there's many people watching online. Welcome to each one of you as well. We're here today at this fantastic venue of the McLaren Te ...

Group 1 - Cognyte Software (CGNT) is experiencing growth driven by positive mix effects and operating leverage, with software sales contributing significantly to profit [2] - The growth of Cognyte Software appears sustainable, particularly in the US market, which is still in the early stages of commercial progress [2] - The Valkyrie Trading Society is a team of analysts focused on high conviction and obscure developed market ideas, aiming for non-correlated and outsized returns in the current economic environment [2]

Cognyte Software (NasdaqGS:CGNT) Q3 2026 Earnings Call December 09, 2025 08:30 AM ET Company ParticipantsElad Sharon - CEODean Ridlon - Head of Investor RelationsDavid Abadi - CFOConference Call ParticipantsTaz Koujalgi - AnalystCharlie Zhou - AnalystMatthew Calitri - AnalystOperatorGood day, ladies and gentlemen. Thank you for standing by. Welcome to the Cognyte Quarter Fiscal Year 2026 Earnings Conference Call. At this time, all participants are on a listen-only mode. After the speaker's presentation, the ...

Cognyte Software (NasdaqGS:CGNT) Q3 2026 Earnings Call December 09, 2025 08:30 AM ET Speaker3Good day, ladies and gentlemen. Thank you for standing by. Welcome to the Cognyte Quarter Fiscal Year 2026 Earnings Conference Call. At this time, all participants are on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is ...

December 9, 2025 © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential Disclaimers Forward Looking Statements This presentation contains "forward-looking statements," including statements regarding expectations, predictions, views, opportunities, plans, strategies, beliefs, and statements of similar effect relating to Cognyte Software Ltd. These forward-looking statements are not guarantees of future performance and they are based on management's expectations that involve a number of known and ...

Cognyte Software Ltd. (NASDAQ:CGNT) is one of the best-performing small-cap tech stocks in the last three years. On November 19, Cognyte announced a ~$5 million contract with a new Tier-1 military intelligence agency in EMEA, replacing the incumbent vendor after a competitive process. The customer will deploy Cognyte’s tactical SIGINT solution to bolster situational awareness and reconnaissance, with the company highlighting rising demand for agile, scalable tactical intelligence that delivers rapid opera ...

HERZLIYA, Israel--(BUSINESS WIRE)--Cognyte announced a new contract with a Tier-1 military intelligence organization in the EMEA region, valued at approximately $5 million. ...

Cognyte Software Ltd. (NASDAQ:CGNT) is one of the small-cap tech stocks on Wall Street's radar. On October 22, 2025, the company announced that a long-standing military intelligence customer in the Asia-Pacific region has committed to a follow-on contract valued at over US$5 million. This customer has been with Cognyte for more than a decade, and the new deal expands their deployment into an additional frontline military unit tasked with border security and tactical SIGINT operations.  According to the co ...

Core Insights - Cognyte Software Ltd. will showcase its latest intelligence solutions for homeland security at Milipol Paris 2025, scheduled for November 18-21, 2025 [1][13]. Company Overview - Cognyte is a global leader in software-driven technology for investigative analytics, focusing on solutions that enable law enforcement and national security agencies to generate actionable intelligence [6]. - The company leverages advanced technologies such as Artificial Intelligence (AI), big data analytics, and machine learning to enhance decision-making and operational efficiency [6]. Event Details - The Milipol Paris event is recognized as a leading platform for homeland security and safety, organized under the patronage of the French Ministry of Interior, with over 30,000 visitors and 1,100 exhibitors expected [5]. - Cognyte will present multiple workshops during the event, focusing on topics such as border intelligence and financial crime investigations [7]. Product Offerings - Cognyte's solutions aim to help security, defense, and law enforcement agencies convert fragmented data into actionable intelligence, addressing evolving security threats [2][4]. - The company emphasizes the importance of advanced capabilities for border security, mission planning, and disrupting financial crime and terror financing [4]. Recent Developments - Cognyte recently secured a deal valued at approximately $5 million with a Tier-1 law enforcement agency in the EMEA region, indicating strong demand for its solutions [9].