Added to YB: 2026-07-15
Pitch date: 2026-07-12
CTSH [neutral]
Cognizant Technology Solutions Corporation
-2.34%
current return
Author Info
No bio for this author
Company Info
Cognizant Technology Solutions Corporation, a professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.
Market Cap
$20.9B
Pitch Price
$44.06
Price Target
N/A
Dividend
2.99%
EV/EBITDA
4.99
P/E
9.60
EV/Sales
0.96
Sector
IT Services
Category
turnaround
Cognizant: Priced for an AI Apocalypse That Isn't in the Bookings
CTSH (overview): IT services co down 48% YTD to $42.59, ejected from Nasdaq-100 (forced index selling). FY25 rev $21.4B, NI $2.2B, FCF $2.7B. Q1'26 rev $5.41B (+5.8%), adj EPS $1.40 (+13.8%). Record bookings +21% Q, +11% TTM. Only 41% rev time-based (AI-exposed), 50% fixed-price. Raised margin/EPS guide. AI fears (Accenture read-through) vs growing order book. July 29 print key test if bookings convert.
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