Cognizant vs Pure Storage
Cognizant and Pure Storage are examined in this page to provide a neutral overview. This page compares business models, financial performance, and market context, showing how the two companies approach technology services and data storage for diverse clients. The content is written to be accessible and informative. Educational content, not financial advice.
Cognizant and Pure Storage are examined in this page to provide a neutral overview. This page compares business models, financial performance, and market context, showing how the two companies approac...
Why It's Moving
Cognizant Accelerates AI Push with New India Lab and Strategic Acquisition Amid Strong Q3 Momentum.
- Q3 revenue hit $5.42B, up 7.4% YoY and beating estimates by $100M, driven by broad-based growth and six large deals that underscore robust IT services demand.
- Adjusted EPS rose 11% to $1.39, topping forecasts, with management lifting full-year revenue guidance to 6.0%-6.3% constant currency, reflecting AI-fueled confidence.
- Pending Q1 2026 close of 3Cloud deal bolsters Azure and AI capabilities, while insider sales remain minor against $1.5B year-to-date shareholder returns.
Pure Storage rides post-earnings rebound amid AI innovations and S&P 500 buzz despite Q3 margin miss.
- Q3 revenue hit $964M with hyperscale shipments beating full-year forecasts early, but margins contracted on higher expenses, sparking the initial selloff[1][3][6].
- Company lifted FY2026 revenue outlook to $3.63B-$3.64B and authorized $400M share repurchase on Dec 10, signaling board confidence in AI-driven trajectory[6][7].
- December updates unveiled AI innovations like Data Stream for automated prep and FlashStack for NVIDIA AI Factory, plus Nutanix-Azure integrations, as S&P 500 inclusion hopes linger despite recent doubts[1][2].
Cognizant Accelerates AI Push with New India Lab and Strategic Acquisition Amid Strong Q3 Momentum.
- Q3 revenue hit $5.42B, up 7.4% YoY and beating estimates by $100M, driven by broad-based growth and six large deals that underscore robust IT services demand.
- Adjusted EPS rose 11% to $1.39, topping forecasts, with management lifting full-year revenue guidance to 6.0%-6.3% constant currency, reflecting AI-fueled confidence.
- Pending Q1 2026 close of 3Cloud deal bolsters Azure and AI capabilities, while insider sales remain minor against $1.5B year-to-date shareholder returns.
Pure Storage rides post-earnings rebound amid AI innovations and S&P 500 buzz despite Q3 margin miss.
- Q3 revenue hit $964M with hyperscale shipments beating full-year forecasts early, but margins contracted on higher expenses, sparking the initial selloff[1][3][6].
- Company lifted FY2026 revenue outlook to $3.63B-$3.64B and authorized $400M share repurchase on Dec 10, signaling board confidence in AI-driven trajectory[6][7].
- December updates unveiled AI innovations like Data Stream for automated prep and FlashStack for NVIDIA AI Factory, plus Nutanix-Azure integrations, as S&P 500 inclusion hopes linger despite recent doubts[1][2].
Which Baskets Do They Appear In?
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 BasketEnterprise 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 BasketIndia'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 BasketWhich Baskets Do They Appear In?
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 BasketEnterprise 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 BasketIndia'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 BasketInvestment Analysis
Cognizant
CTSH
Pros
- Cognizant’s revenue grew 7.5% year-over-year in Q3 2025, exceeding analyst expectations and demonstrating strong market demand.
- The company maintains a low debt-to-equity ratio of 0.04 with solid liquidity ratios, supporting financial stability and operational flexibility.
- Cognizant is expanding its digital services and cloud offerings, securing new clients in healthcare and financial sectors, which boosts growth prospects.
Considerations
- The stock price has declined 1.4% over the past year, indicating some investor caution despite recent momentum.
- Despite positive earnings beat, the stock trades near its one-year low and below its one-year high, reflecting volatility and possible valuation concerns.
- Growth is moderately cyclical with IT spending sensitivities; guidance for full-year EPS remains modest, suggesting limited near-term upside.
Pure Storage
PSTG
Pros
- Pure Storage reported 12.7% year-on-year revenue growth in Q2 CY2025 and provided next-quarter guidance above analyst expectations.
- The company offers innovative integrated data storage solutions combining proprietary software and specialized hardware, appealing to diverse workloads.
- Pure Storage’s cloud-native and hybrid cloud products, such as Portworx and Cloud Block Store, position it well in growing cloud infrastructure markets.
Considerations
- Pure Storage’s valuation is high, trading at over 42x forward P/E, implying elevated growth expectations that increase downside risk if growth slows.
- Dependence on hardware sales exposes the company to supply chain fluctuations and technological obsolescence risks.
- The company operates in a highly competitive, fast-evolving storage market where aggressive innovation and pricing pressure could impact margins.
Why invest with Nemo?
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 Comparisons
Cognizant vs Ericsson
Cognizant vs Ericsson: a stock comparison
Cognizant vs Hewlett Packard Enterprise
Cognizant vs Hewlett Packard Enterprise
Cognizant vs Chunghwa Telecom
Cognizant vs Chunghwa Telecom