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CTCTSH

Cognizant Technology Solutions Corporation

$CTSH·$25B·Information Technology Services·Technology
$50.76-0.1%YTD-38.8%1Y-36.6%
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CTCTSH
Cognizant Technology Solutions Corporation$CTSH
$50.76-0.13%0 posts
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cognizant Technology Solutions Corporation functions as a global professional services firm, delivering a comprehensive suite of consulting, technology, and outsourcing solutions across North America, Europe, and other international markets. Its operations are structured into four primary divisions: Financial Services, Healthcare, Products and Resources, and Communications, Media and Technology. Within the Financial Services sector, Cognizant provides advanced services such as enhancing customer experiences, implementing robotic process automation (RPA), and leveraging analytics and artificial intelligence (AI) to address needs in areas like digital lending, fraud prevention, and modern payment systems. For its Healthcare clients, the company focuses on navigating industry shifts toward consumer-centric models, outcome-based agreements, and digital health initiatives, striving to deliver an integrated, seamless, and patient-focused omnichannel experience. Furthermore, Cognizant assists in optimizing operations across various functions, including clinical development, pharmacovigilance, manufacturing, claims management, enrollment procedures, membership administration, and billing processes. Its clientele in this domain spans healthcare providers, payers, and life sciences organizations, encompassing pharmaceutical, biotechnology, and medical device firms. In the Products and Resources segment, the company develops solutions tailored for manufacturers, retailers, and entities within the travel and hospitality sectors, alongside those engaged in logistics, energy, and utility services. Within the Communications, Media and Technology division, Cognizant supports businesses in creating digital content, crafting personalized user experiences, and expediting digital engineering efforts. This includes serving information, media, entertainment, communications, and technology enterprises. Established in 1994, the company maintains its primary corporate office in Teaneck, New Jersey.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $CTSH.

Information Technology Services · Technology

Federal AI modernization and DoD AI contract production ramp are the structural pull — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots. Enterprise AI infrastructure (GPU cluster data centers) is a second vector, with APLD, SHAZ, KEEL, and WYFI all building hyperscale AI compute capacity benefiting from Goldman's $1T AI infra 2027 forecast.

What this means for $CTSH

Partial — Cognizant's global professional services for IT consulting and outsourcing benefits from enterprise AI transformation programs; federal AI modernization is a growing vertical but Cognizant's primary base is enterprise commercial clients.

See how Information Technology Services shapes $CTSH

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $CTSH's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-13.0%YTD
-13.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$1.40$1.34+4.5%
Q4 2025Feb 4, 2026$1.35$1.32+2.3%
Q3 2025Oct 29, 2025$1.39$1.30+6.9%
Q2 2025Jul 30, 2025$1.31$1.26+4.0%
Next earningsWed, Jul 29·consensus EPS $1.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.4B+5.8%29.6%15.1%$1.39$198.0M
Q4 FY25$5.3B+4.9%31.1%16.0%$1.35$781.0M
Q3 FY25$5.4B+7.4%33.9%16.0%$0.56$1.2B
Q2 FY25$5.2B+8.1%33.7%15.6%$1.31$331.0M

Forward consensus

4-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$22.3B$22.3B – $22.4B$5.72$5.68 – $5.7622
FY27$23.5B$23.3B – $23.7B$6.19$6.12 – $6.2722
FY28$24.9B$24.9B – $25.0B$6.87$6.12 – $7.3517
FY29$24.7B$24.5B – $25.0B$6.26$6.17 – $6.3414

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.13%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-25.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 472.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.815-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $CTSH is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 10Stephen J RohlederDirector4.0K sh$210K
+ 38 other (20 awards · 7 exempts · 7 returns · 4 inkinds) in window

See when $CTSH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

Cognizant Technology Solutions Corporation held its 2026 Annual Meeting on June 2, 2026, with 440.2 million of 473.9 million eligible shares voted (92.9% turnout). All 13 director nominees were re-elected, with vote tallies ranging from approximately 388 million to 416 million in favor; proposals 2 and 3 were also approved, while proposal 4 was not. Routine annual governance with no material operational or financial change for investors.

8-KMaterial debt obligationMay 218-K — Item 2.03: Material debt obligation
AI summary

Cognizant Technology Solutions Corporation drew down $1 billion under its existing revolving credit facility on May 20, 2026, following notice to lenders on May 15, 2026. The facility is governed by a credit agreement dated October 6, 2022 (as amended April 18, 2024), with JPMorgan Chase Bank, N.A. as administrative agent. This creates a new direct financial obligation of $1 billion and represents a material near-term increase in Cognizant's debt load, likely deployed toward operations or strategic initiatives.

8-KPress release / Reg FDMay 188-K — Item 7.01: Press release / Reg FD
AI summary

Cognizant Technology Solutions Corporation disclosed a $2 billion increase to its share repurchase authorization on May 18, 2026, bringing remaining authorization to approximately $3.45 billion as of May 17, 2026. The company also raised its 2026 buyback target by $1 billion to a total of $2 billion for the year. This is a materially bullish capital return signal, significantly expanding both the scale and pace of planned share repurchases.

8-KPress release / Reg FDApr 298-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Cognizant Technology Solutions Corporation reported Q1 2026 financial results and simultaneously released an investor presentation under Reg FD on April 29, 2026. The press release (Exhibit 99.1) and investor presentation (Exhibit 99.3) contain the actual figures; the 8-K body includes only filing boilerplate with no financial metrics in the excerpt. Standard combined quarterly earnings and Reg FD investor relations disclosure.

8-KOfficer or director changeFeb 268-K — Item 5.02: Officer or director change
8-KPress release / Reg FDFeb 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (3 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

New Cognizant Research Reveals $4.7 Trillion in Untapped AI Value Across G2000prnewswire.com·1d agoHere's Why Cognizant (CTSH) is a Strong Growth Stockzacks.com·4d agoNasdaq-100 Index® June 2026 Quarterly Changesglobenewswire.com·5d agoCognizant Powers AI-Driven Talent Acquisition with Oracle Fusion Cloud Recruitingprnewswire.com·5d agoCognizant Technology Solutions Corporation (CTSH) Presents at 54th Nasdaq & Jefferies Investor Conference Transcriptseekingalpha.com·6d ago

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