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CTCTSH

Cognizant Technology Solutions Corporation

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$CTSH·$27B·Information Technology Services·Technology
$59.87-3.2%YTD-27.9%1Y-14.8%
Price updated 54m ago·X counts updated 6d ago
CTCTSH
$CTSHCognizant Technology Solutions Corporation
$59.87-3.25%88 posts1.4×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CTSH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

88X posts · last 7 days
Sep 1Sep 13
Chatter Meter
1.4×
QuietNormal · 1×Loud

How loud $CTSH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 93% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-13

X users are cautiously bullish on Cognizant after the stock filled its April 2026 gap, which posters read as a constructive technical setup. Commentary focuses on the chart rather than fundamentals, with several accounts flagging the fill as a base-building moment. Volume is thin but directionally positive.

Read what X is saying about $CTSH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CTSH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

IT services vendor at 11x P/E with an AI-driven outcomes pivot and Axis Bank AMS 2.0 win.

Cognizant trades at $61.88, -25% YTD at the 52nd percentile of its 52-week range. TTM P/E 11.2x, EV/EBITDA 6.1x, FCF yield 10% — deep-value multiples. Recent EPS beats mixed: Q2 EPS $1.37 -0.7% miss, Q1 +4.5% beat, Q4 +2.3% beat.

  • Axis Bank and Cognizant collaboration on AMS 2.0 announced 17 Sep — strengthening application management for a major Indian bank
  • Cognizant pivots to AI-driven outcomes and digital-labor model per 16 Sep coverage — narrative reset
  • Multiple officers received routine awards on 15 Sep (Kim, Diaz, others) with F-InKind at $64.10; no meaningful open-market sells
  • Analysts model FY26 EPS $5.75 rising to $6.98 by FY28

Q3 earnings on 4 Nov is the near-term test; digital-consulting bookings, financial-services vertical growth, and any large deal announcement drive the reaction.

Agrees with X sentimentX is cautiously bullish on the April 2026 gap fill as a base-building moment; the AI-driven-outcomes pivot and multiple compression back the value read.

What to watch: Q3 earnings 4 Nov, digital-consulting bookings, financial-services vertical growth, and any large-deal announcement.

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

float missing

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

AI infrastructure buildout is splitting the sector: data-centre/GPU-compute operators (IREN, KEEL, APLD) are accelerating on power-deal announcements and AI workload demand, while legacy IT-outsourcers face margin pressure as clients insource AI tooling. Canada's C$ tens-of-billions infrastructure commitment adds pipeline visibility for North American operators.

What this means for $CTSH

Headwind — Cognizant faces the same client-AI-insourcing headwind as other legacy outsourcers; healthcare and financial services verticals provide partial insulation through regulated-data-complexity moats.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%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 $1.47

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$22.2B$22.1B – $22.3B$5.75$5.46 – $5.8222
FY27$23.2B$22.9B – $23.4B$6.31$6.19 – $6.5322
FY28$24.5B$23.7B – $25.3B$6.98$6.78 – $7.3819
FY29$24.7B$24.4B – $25.1B$6.26$6.15 – $6.379

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.2.9×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.46%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.+7.0%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.-3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 449.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% 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.β0.835-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

SellSep 14Alina KerdmanSVP, Controller & CAO134 sh$8KSellSep 2Kim John SunshinCLO, CAO & Corporate Secretary2.5K sh$158KSellAug 3Kim John SunshinCLO, CAO & Corporate Secretary2.5K sh$143KSellAug 3Jatin P DalalCFO12.0K sh$669KSellJul 1Alina KerdmanSVP, Controller & CAO137 sh$5KSellJun 15Alina KerdmanSVP, Controller & CAO133 sh$7KBuyJun 10Stephen J RohlederDirector4.0K sh$210K
+ 97 other (32 exempts · 32 awards · 26 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.

+ 10 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.

Axis Bank and Cognizant Collaborate to Strengthen Application Management with AMS 2.0gurufocus.com·2d agoAxis Bank and Cognizant Collaborate to Strengthen Application Management with AMS 2.0prnewswire.com·2d agoCognizant Pivots to AI-Driven Outcomes, Digital Labor Modelmarketbeat.com·3d agoCognizant Technology Solutions Corporation (CTSH) Presents at Truist Technology Symposium: AI Transformation & Evolving Enterprise Debates Transcriptseekingalpha.com·4d agoCognizant Named to Newsweek's America's Most Admired Workplaces 2027prnewswire.com·5d ago

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Voices on X · last 7 days

No standout posts about $CTSH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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