Cognizant Technology Solutions Corp.

Cognizant Technology Solutions Corp.

Cognizant Technology Solutions (CTSH) is a large IT services and consulting company focused on digital transformation, cloud migration, application development and business process services for clients across healthcare, financial services, retail and other sectors. With a market capitalisation of about $33.6 billion, Cognizant blends legacy outsourcing contracts with faster-growing digital and cloud work. Investors should note the company's efforts to shift its revenue mix toward higher-margin, recurring digital services while managing cost pressures and competition from peers such as Accenture, TCS and Infosys. Key considerations include client concentration, exposure to wage and pricing pressure, and sensitivity to macroeconomic slowdowns. Financial metrics such as revenue growth, operating margins and free cash flow are useful to watch. This summary is educational, not investment advice; stock values can rise or fall and suitability depends on an individual’s situation.

Why It's Moving

Cognizant Technology Solutions Corp.

Cognizant Powers Up AI Push with Google Cloud, Fueling Analyst Optimism for 33% Upside by 2026

Cognizant announced an expanded strategic partnership with Google Cloud today to operationalize agentic AI at enterprise scale, building on its recent Q4 earnings beat and upbeat 2026 guidance. This move underscores the company's accelerating AI strategy amid sector volatility, positioning it to capitalize on surging demand for AI-driven modernization.
Sentiment:
🐃Bullish
  • Q4 earnings topped estimates with $1.35 EPS versus $1.32 expected, driven by robust bookings and AI investments that signal sustained demand in financial services and health sciences.
  • Fresh Google Cloud pact advances agentic AI deployment, enabling clients to scale AI from strategy to real-world execution for tangible business gains.
  • Raised 2026 revenue outlook to $22.14-$22.66 billion exceeds consensus, paired with dividend hike to $0.33/share and $1.6 billion shareholder returns, highlighting operational strength.

When is the next earnings date for Cognizant Technology Solutions Corp. (CTSH)?

Cognizant Technology Solutions' next earnings release is estimated for April 29, 2026, though the company has not officially confirmed this date. This report will cover the first quarter of 2026 (Q1 2026). Based on historical patterns, the company typically releases earnings in late April, and analysts are currently projecting earnings per share of approximately $1.34 for this period. The earnings call is expected to follow the standard after-market close timing.

Stock Performance Snapshot

Hold

Analyst Rating

Analysts suggest maintaining current shares of Cognizant with a target price of $86.59.

Above Average

Financial Health

Cognizant is performing well with strong earnings, cash flow, and revenue growth.

Average

Dividend

Cognizant's dividend yield of 1.51% is moderate, providing a small return for investors seeking dividends. If you invested $1000, you would be paid $15.30 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring CTSH

India AI Stocks | Reliance Google Meta Partnership

India AI Stocks | Reliance Google Meta Partnership

Reliance Industries is partnering with tech giants Google and Meta to launch a major AI initiative in India, including a new data center and enterprise solutions. This collaboration creates an investment opportunity in companies that will support this large-scale technological build-out and facilitate AI adoption across the Indian market.

Published: August 29, 2025

Explore Basket
Enterprise AI Revolution

Enterprise AI Revolution

Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.

Published: July 2, 2025

Explore Basket
India's Fortress Balance Sheet

India's Fortress Balance Sheet

Tap into companies benefiting from India's powerful $700 billion foreign exchange reserves. These carefully selected stocks represent financial institutions, tech giants, and investment vehicles poised to thrive in an environment of currency stability and growing investor confidence.

Published: June 30, 2025

Explore Basket

Why You’ll Want to Watch This Stock

📈

Cloud & digital shift

Cognizant is moving revenue toward cloud, digital and managed services, which can drive higher-margin work, though execution and client adoption vary over time.

🌍

Global client footprint

A diversified client base across industries offers scale and cross-sell opportunities, but concentration in a few large clients can elevate revenue volatility.

Efficiency and margin focus

Management initiatives target productivity and margin improvement; investors should weigh cost measures against investment in growth capabilities.

Compare Cognizant with other stocks

CognizantTencent Music

Cognizant vs Tencent Music

Cognizant vs Tencent Music

CognizantEricsson

Cognizant vs Ericsson

Cognizant vs Ericsson: a stock comparison

CognizantMicrochip Technology

Cognizant vs Microchip Technology

Cognizant vs Microchip Technology: stock comparison

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

ACN

Accenture plc

Provides consulting and technology services.

ADBE

Adobe Systems Inc.

Develops software and cloud-based solutions for digital media and digital marketing.

ADP

Automatic Data Processing, Inc.

Provides business process outsourcing and technology services.

Frequently asked questions