Cognizant is an American multinational technology company that provides business consulting, information technology and outsourcing services. It is headquartered in Teaneck, New Jersey, United States.
| Revenue (TTM) | $21.41B |
| Gross Profit (TTM) | $7.17B |
| EBITDA | $3.89B |
| Operating Margin | 15.60% |
| Return on Equity | 14.90% |
| Return on Assets | 10.40% |
| Revenue/Share (TTM) | $44.25 |
| Book Value | $31.79 |
| Price-to-Book | 1.48 |
| Price-to-Sales (TTM) | 1.11 |
| EV/Revenue | 1.02 |
| EV/EBITDA | 5.38 |
| Quarterly Earnings Growth (YoY) | 3.60% |
| Quarterly Revenue Growth (YoY) | 5.80% |
| Shares Outstanding | $473.00M |
| Float | $472.64M |
| % Insiders | 0.12% |
| % Institutions | 110.32% |
Volatility is currently contracting
Cognizant remains undervalued, trading below 10x P/E despite resilient fundamentals and positive operating leverage. I reiterate a 'Buy' rating with a conservative $80/share price target, reflecting significant upside even at modest 6-8% AEPS growth. Q2'26 results reinforce the thesis: organic revenue growth, margin expansion, robust buybacks, and double-digit EPS growth guidance.
Cognizant Technology Solutions Corporation (CTSH) Q2 2026 Earnings Call Transcript
Cognizant Technology Solutions NASDAQ: CTSH reported second-quarter 2026 revenue growth at the high end of its expectations, supported by North American demand, large-deal execution and continued strength in financial services, while maintaining its full-year adjusted operating margin outlook.
Cognizant (CTSH) came out with quarterly earnings of $1.37 per share, missing the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $1.31 per share a year ago.
Cognizant Technology forecast quarterly revenue below Wall Street estimates on Wednesday, as clients remained cautious on discretionary IT spending.
12% year-over-year revenue growth in Financial Services; $1.1 billion deployed on share repurchases Revenue of $5.5 billion increased 4.5% year-over-year or 4.1% in constant currency1 Operating margin of 15.9% increased 30 basis points year-over-year; Adjusted Operating Margin1 of 16.0% increased 40 basis points year-over-year GAAP EPS of $1.36 increased 3.8% year-over-year; Adjusted EPS1 of $1.37 increased 4.6% year-over-year Trailing 12-month bookings of $29.1 billion increased 5% year-over-year 2026 constant currency revenue growth guidance is revised to 4.0% to 5.5% year-over-year growth 2026 Adjusted Operating Margin guidance is unchanged at 16.0% to 16.2%, year-over-year expansion of 20 to 40 basis points 2026 Adjusted Diluted EPS guidance is increased to $5.70 to $5.82, year-over-year growth of 8% to 10% TEANECK, N.J., July 29, 2026 /PRNewswire/ -- Cognizant (Nasdaq: CTSH), a leading AI builder and technology services provider, today announced its second quarter 2026 financial results.
Unit will provide fit-for-purpose teams that can help clients build the bridge from AI pilots to scalable outcomes LONDON, July 28, 2026 /PRNewswire/ -- Cognizant (NASDAQ: CTSH) today announced the launch of its EMEA AI Unit, a dedicated organization created to help enterprises across Europe, the Middle East and Africa move from AI ambition to enterprise value. Aligned to Cognizant's AI Builder strategy, the unit brings together advisory, engineering and delivery capabilities to help clients build, deploy and run agentic AI solutions grounded in their business context, designed to support measurable outcomes and independent of any single platform, model or cloud.
CTSH's Q2 results are likely to benefit from strong bookings, AI momentum and acquisition support, but macro uncertainty and weak discretionary demand remain key risks.
Artificial intelligence is redefining the global IT services landscape as enterprises accelerate investments in generative AI, agentic AI and intelligent automation. Companies capable of combining deep domain expertise with scalable AI execution are well positioned to benefit from this multiyear transformation.
198-year-old mutual property and casualty insurer to optimize core systems, unify its data and advance responsible AI adoption under a five-year partnership TEANECK, N.J., July 27, 2026 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced today a strategic, five-year, enterprise-wide partnership with The Andover Companies, Inc., one of the longest-standing mutual property and casualty insurance groups in the Northeast, to scale its core and portal systems, unify its data and help lay the foundation for responsible AI adoption in underwriting and claims.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on CTSH and any ticker you trade — then tracks every position and per-strategy win rate.
