Cognyte Software: Compelling EBITDA, Low Dilution

As 2026 drags on, investors continue to be incredibly wary of investing in tech stocks again, as the combination of a weak macro environment plus fears of a "SaaSpocalypse" in which AI uproots existing software platforms, continues to drive a wholesaleWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...