来源：美通社 新泽西州蒂内克2025年12月19日 /美通社/ -- Cognizant (NASDAQ: CTSH) 今日宣布与Microsoft达成多年 战略合作伙伴关系，助力全球企业转型为"AI驱动的前沿企业"——即重塑工作方式、释放新价值，并以 负责任的方式实现创新规模化的组织。 此项合作将把由Work IQ、Foundry IQ与Fabric IQ赋能的代理式AI和Copilot嵌入关键任务型工作流，加 速提升生产效率、客户体验和运营韧性。 此次合作还进一步拓展了Cognizant正在推向市场的Cognizant Neuro® AI产品套件，该套件充分利用Microsoft的云与AI服务。 根据协议，Cognizant与Microsoft将共同构建行业级AI解决方案，在全球范围内联合销售，并在金融服 务、医疗保健与生命科学、零售及制造业等重点行业展开大规模合作。 Kumar补充道："通过融合Microsoft可信的云与AI能力，以及Cognizant的行业平台，我们具备了强有力 的条件，帮助客户解决AI在企业层面实现规模化落地的'最后一公里'挑战。" Cognizant将在交付与咨询团队中规模化推进 ...

As of Dec. 18, 2025, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, acc ...

As of Dec. 18, 2025, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, acc ...

About Cognizant: Cognizant (Nasdaq: CTSH) engineers' modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at http://www.cognizant.com or @cognizant. HONG KONG, Dec. 17, 2025 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) today announced a strategic collaboration with Bupa Hong Kong, a leading health insurance specialist in Hong Kong, to deliver Cognizant's first ...

Key Takeaways CTSH shares jumped 19% in 3 months, outperforming sector peers on AI-driven enterprise expansion.Cognizant has signed 16 large deals YTD, with TCV of major contracts up 40% y/y.CTSH projects 2025 revenues to rise 6.6-6.9% and EPS of $5.22-$5.26, with positive estimate revisions.Cognizant Technology Solutions (CTSH) shares have rallied 19% in the past three months, outperforming the Zacks Computers IT Services industry’s decline of 3.6% and the broader Zacks Computer and Technology sector’s app ...

Cognizant (CTSH) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a changing ea ...

Core Points - The Trump administration's $100,000 fee for new H-1B workers from outside the US is expected to significantly impact the IT outsourcing and staffing industries, which have been targets for both political parties [1] - Multinational staffing firms, such as Tata Consultancy Services, Infosys, and Cognizant, will be disproportionately affected, with nearly 90% of new H-1B hires at these companies approved at US consulates [2] - The fee could lead to a steep decline in visa demand and an increase in the placement of workers overseas, as companies adjust their hiring strategies in response [4][10] Industry Impact - The fee will impose substantial costs on major IT firms, with Infosys facing over $1 billion in visa charges for more than 10,400 workers, Tata for 6,500 workers, and Cognizant for over 5,600 workers [3] - The IT consulting industry has already reduced new H-1B applications since 2024, and the new fee is likely to accelerate the trend of offshoring jobs [10] - Companies are expected to increase investments in countries like India, which is a primary source of H-1B workers, to access talent more cost-effectively [10] Hiring Strategies - Many employers are proactively adjusting their hiring plans in anticipation of the fee, with some planning to opt out of registering workers who would require visa processing at consulates [14] - The upcoming visa lottery in April will serve as an early indicator of how the fee and proposed lottery changes will affect the skill and wage levels of applicants [13] - The combination of the $100,000 fee and potential lottery reforms could reduce entries in the next lottery by 30% to 50%, reshaping market behavior regarding H-1B applications [15]

US Citizenship and Immigration Services' H-1B petition records from May 2020 to May 2024. New approvals only, not including existing H-1B workers at each company. President Donald Trump’s $100,000 price tag for new H-1B workers hired from outside the US could have punishing effects for the IT outsourcing and staffing industries that have long been a target of both parties. Most Read from Bloomberg The fee is the biggest restriction the Trump administration has imposed so far on employment of skilled ...

Core Insights - Cognizant has entered into a five-year strategic partnership with ERIKS to manage its operational IT services and modernize its technology stack, allowing ERIKS to focus on innovation and growth [1][2][3] Partnership Details - The partnership aims to drive operational efficiency and enhance digital capabilities for ERIKS, supporting its ambitions to innovate and expand across Europe and beyond [2] - Cognizant's role will provide ERIKS with expedited access to advanced technical expertise, particularly in emerging technologies like GenAI [3] Historical Context - The relationship between ERIKS and Cognizant has been strong and collaborative since 2017, with this new agreement elevating their partnership to a strategic level [3]

IT Services—2026 Outlook in 10 Bullets and 25 Slides + Top Picks We expect demand for IT Services to improve in 2026 as some AI proof-of- concept projects move to wider enterprise implementation, with consulting services the beneficiary. However, it's unlikely the bear narrative of industry disruption from AI goes away, but it should get chipped away at, alleviating some of the pressure on multiples. Our top large, mid, and small cap picks within our IT Services coverage are CTSH, EPAM, and GDYN, respective ...