Schneider Electric SE

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Schneider Electric: Acquisition of Cognite Makes Strategic Sense, but Price Looks High

Matthew Donen

Jul 1, 2026

Schneider Electric will acquire Cognite—an artificial intelligence-driven industrial software business focused primarily on the energy and process manufacturing industries—for $3.1 billion. In 2025, Cognite reported revenue exceeding $170 million and 36% growth in annual recurring revenue bookings.

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Schneider Electric SE

Schneider Electric: Acquisition of Cognite Makes Strategic Sense, but Price Looks High

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