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CTCTSH

Cognizant Technology Solutions Corporation

$CTSH·$22B·Information Technology Services·Technology
$55.35+2.7%YTD-35.1%1Y-22.9%
Mentions · last 7 days
2026-07-25: 23 posts2026-07-26: 103 posts2026-07-27: 133 posts2026-07-28: 61 posts2026-07-29: 103 posts2026-07-30: 46 posts2026-07-31: 42 posts513+29%
Price updated 4h ago·X counts updated 3h ago
CTCTSH
$CTSHCognizant Technology Solutions Corporation
$55.35+2.70%513 posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CTSH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-07-30

The move is getting stronger, with heavier trading behind it.

Cognizant jumped 11% today on a strong Q2 and Anthropic partnership — the IT services turnaround is finally showing up.

Cognizant Technology Solutions is one of the four major Indian-heritage IT-services outsourcers (alongside Infosys, TCS, Wipro) — the kind of business that had underperformed for years but is now being repositioned as an AI-implementation partner. Today's +11% single-day move on a Q2 beat plus the Anthropic-partner-network announcement suggests the tape has decided this turnaround is real.

Where the story actually is:

  • The Q2 beat and Anthropic partnership are the pivot: Cognizant expanded its partnership with Anthropic by joining the Claude Partner Network — that's the kind of AI-adjacent business a stalled outsourcer needs to reset its multiple, and it landed alongside a strong Q2 print and the recent Gulf Edge partnership.
  • The financials support a re-rating: Q1 revenue grew 5.8% YoY to $5.4B, gross margin 32%, operating margin 15.7%, and TTM FCF yield 10% — the 11x P/E on 15% growth is genuinely cheap for an IT-services franchise that has now added AI-agent implementation as a growth vector.
  • The technical setup confirms the pivot: +18% above the 50-day, 30-day volume multiplier at 1.4x, and the +11% single-day move today puts CTSH firmly above its 200-day for the first time in a year — this is the profile of a turnaround where the tape has decided the pivot is genuine.

Underneath the noise this is a durable IT-services franchise finally being credited with AI-implementation exposure. Watch Q3 for AI-related revenue disclosure, Anthropic/Gulf Edge deal contribution, and any updated FY26 guide — a continuation quarter with a specific AI revenue callout extends the accelerating run; a growth-rate step-down or margin compression is what would first stall the trajectory.

Agrees with X sentimentAgrees with the constructive X read — the Cognizant-Gulf Edge partnership plus the Anthropic Claude Partner Network membership are correctly identified as the pivot catalysts, and the +26% swing print by community members confirms the technical breakout. The absence of bearish voices matches today's +11% move.

What to watch: Q3 earnings Nov 4 — AI-related revenue disclosure, Anthropic/Gulf Edge deal contribution, and any updated FY26 guide. A continuation quarter with a specific AI revenue callout extends the accelerating run; a growth-rate step-down or margin compression stalls the trajectory.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-31

Cognizant posts read as constructive and event-driven. The two clean catalysts are joining the Anthropic Claude Partner Network as one of a few 'Global Premier Partners' and a strategic AI/services partnership with Gulf Edge in Thailand. Q2 revenue rose 4.5% YoY to $5.5B with adjusted operating margin expanding 40 bps to 16.0%. Chart posts show swing profits at +26% with 'let it ride' being the mode. No bear voice.

Read the AI verdict + X sentiment for $CTSH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Global IT services and consulting firm delivering digital transformation and outsourcing solutions to enterprises across healthcare, finance, and tech.

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

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $CTSH

Neutral — Global IT services and consulting firm delivering digital transformation and outsourcing solutions to enterprises across healthcare, finance, and tech; limited read-through from information technology services macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.4%YTD
-15.3%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
Q2 2026Jul 29, 2026$1.37$1.38-0.7%
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%
Next earningsWed, Nov 4·consensus EPS $1.46

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$22.2B – $22.4B$5.70$5.66 – $5.7522
FY27$23.3B$23.1B – $23.5B$6.18$6.12 – $6.2722
FY28$24.7B$23.7B – $25.6B$6.87$6.59 – $7.2216
FY29$24.7B$24.4B – $25.1B$6.26$6.14 – $6.3815

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.0.9×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.34%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.+13.5%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.-15.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 471.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% 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.β0.865-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.

Insider activity

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

Recent transactions

SellJul 1Alina KerdmanSVP, Controller & CAO137 sh$5KSellJun 15Alina KerdmanSVP, Controller & CAO133 sh$7KBuyJun 10Stephen J RohlederDirector4.0K sh$210K
+ 55 other (20 awards · 16 exempts · 12 inkinds · 7 returns) 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-KPress release / Reg FDJul 298-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Cognizant Technology Solutions Corporation filed an 8-K on July 29, 2026 under Items 2.02 and 7.01 to report its financial results for the second quarter ended June 30, 2026, accompanied by an investor presentation. The press release and presentation are furnished as exhibits and are not deemed 'filed' for Section 18 purposes. Cognizant is a global IT services company providing digital transformation, consulting, and technology services, with significant exposure to financial services, healthcare, and manufacturing verticals. Detailed revenue by business segment, EBIT margin, and full-year 2026 revenue and EPS guidance are in the attached exhibits.

8-KPress release / Reg FDJul 108-K — Item 7.01: Press release / Reg FD
AI summary

Cognizant Technology Solutions disclosed that on June 30, 2026, the U.S. District Court for the District of New Jersey entered a Preliminary Approval Order for the proposed settlement of the putative stockholder derivative action captioned Viswanatha Palempalli v. Michael Pastalos-Fox (No. 2:21-cv-12025-EP-SDA). The company is distributing the Long-Form Notice and Stipulation of Settlement to shareholders pursuant to the court's order. This is a legal/governance settlement matter — administratively material in closing out the derivative litigation but not expected to have significant operational or financial impact on the company.

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
+ 11 other (5 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

Cognizant Q2 Earnings Miss Estimates, Revenues Beat, Rise Y/Yzacks.com·1d agoCognizant Q2 Earnings Call Focuses on AI Builder Shiftzacks.com·2d agoCognizant: The 15% RoR Is Only The Beginning Of Reversalseekingalpha.com·2d agoOil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market Todaybenzinga.com·3d agoCognizant Technology Solutions Corporation (CTSH) Q2 2026 Earnings Call Transcriptseekingalpha.com·3d ago

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