Cognizant and San Francisco-based AI company Cognition have unveiled a new collaboration focused on transforming software engineering through the application of AI. The collaboration will integrate Cognition's Devin AI, an autonomous software engineer capable of executing comprehensive development tasks independently, into enterprise settings. This approach marks a departure from traditional coding assistants, which primarily offer code suggestions, by enabling end-to-end automation in complex systems. ...

With a market cap of $40.9 billion, Cognizant Technology Solutions Corporation (CTSH) is a global professional services company that provides consulting, technology, and outsourcing services across North America, Europe, and other international markets. It delivers AI-driven digital, engineering, and business solutions to clients across industries, including financial services, healthcare, manufacturing, and communications. Shares of the Teaneck, New Jersey-based company have lagged behind the broader ma ...

The U.S. and Texas State flags fly at the Texas Capitol building in Austin, Texas, U.S. Augusts 21, 2025. Photo by ReutersThe pause in the red state, which is home to thousands of H-1B visa holders, comes amid actions by the Trump administration aimed at reshaping the visa program.Critics argue that it has become a pipeline for overseas workers willing to work for lower pay and is taking job opportunities from Americans. But supporters say the program is crucial to attract top global talent, fill specialize ...

Core Insights - Cognizant has renewed a multi-million-dollar strategic collaboration with Travel + Leisure Co. to enhance digital transformation through modernizing technology infrastructure and integrating AI for improved member experiences [1][2][3] Group 1: Collaboration Details - The renewed agreement focuses on optimizing the technology ecosystem at Travel + Leisure Co. to elevate digital service experiences for its travel club members and 800,000 owner families [2][3] - Cognizant will assist in modernizing the application landscape, strengthening infrastructure scalability and reliability, and leveraging data- and AI-driven capabilities throughout the term of the agreement [3] Group 2: Leadership Perspectives - Sy Esfahani, CTO of Travel + Leisure Co., emphasized the deep collaboration and mutual trust built over the years, stating that Cognizant's expertise will propel their digital transformation [3] - Anup Prasad, SVP and Consumer Business Head at Cognizant, expressed excitement about deepening the partnership, highlighting the alignment of visions for modernizing traveler interactions with technology [4] Group 3: Company Backgrounds - Cognizant is focused on engineering modern businesses by helping clients modernize technology, reimagine processes, and transform experiences [5] - Travel + Leisure Co. is a leading leisure travel company that provides over six million vacations annually and operates a portfolio of vacation ownership and travel brands [6]

Strategic partnership introduces autonomous AI software engineers to the enterprise, augmenting human capabilities to transform the software development lifecycle (SDLC) and accelerate business value. TEANECK, N.J., Jan. 28, 2026 /PRNewswire/ -- Cognizant announced a strategic partnership with Cognition, creator of Devin AI, the autonomous software engineer, to help enterprises apply AI to software development work at scale. Unlike traditional coding assistants that suggest code, Devin can take on end-to-en ...

Gov. Greg Abbott ordered Texas universities and state agencies on Tuesday to halt new H-1B visa petitions, which are used by employers to hire foreign workers with specialised skills, until next year.The pause in the red state, which is home to tens of thousands of H-1B visa holders, comes amid actions by the Trump administration aimed at reshaping the visa programme.Jobs vs TalentCritics argue that it has become a pipeline for overseas workers willing to work for lower pay and is taking job opportunities ...

Core Viewpoint - The article summarizes significant research calls from Wall Street, highlighting upgrades and downgrades for various companies that investors should be aware of. Upgrades - Deutsche Bank upgraded Cognizant (CTSH) to Buy from Hold with a price target of $100, citing the company as a "clear winner" in IT services despite tight budgets [2] - Evercore ISI upgraded Cisco (CSCO) to Outperform from In Line with a price target increase to $100 from $80, noting strong growth potential driven by campus refresh, AI momentum, and market recovery [3] - Needham upgraded AppLovin (APP) to Buy from Hold with a price target of $700, based on confidence in the company's e-commerce revenue growth trajectory for 2026 [4] - Rothschild & Co Redburn upgraded Meta Platforms (META) to Buy from Neutral with a price target raised to $900 from $740, highlighting a perceived disconnect between current stock price and long-term value [5] - Phillip Securities upgraded Netflix (NFLX) to Accumulate from Sell with a price target of $100, indicating strong structural and financial positioning for long-term growth [6] Downgrades - Wolfe Research downgraded Cummins (CMI) to Peer Perform from Outperform, removing the previous price target of $540, citing a balanced risk/reward scenario despite expected strong EPS growth [7] - Morgan Stanley downgraded Varonis (VRNS) to Equal Weight from Overweight with a price target decrease to $41 from $44, due to increasing competition in the data security market [7] - Wolfe Research downgraded Public Storage (PSA) to Peer Perform from Outperform without a price target, suggesting shares may pause until better earnings growth becomes apparent [7] - Wolfe Research downgraded CubeSmart (CUBE) to Peer Perform from Outperform without a price target, indicating a similar outlook as Public Storage regarding future earnings growth visibility [7] - DA Davidson downgraded BOK Financial (BOKF) to Neutral from Buy with a price target increase to $135 from $125, after strong Q4 results, while maintaining the highest EPS forecast among analysts for 2026 and 2027 [7]

Core Viewpoint - Susquehanna analyst James Friedman has raised the price target for Cognizant (CTSH) to $98 from $90 while maintaining a Positive rating on the shares, indicating confidence in the company's growth prospects under CEO Ravi Kumar's leadership [1] Group 1: Company Strategy and Performance - CEO Ravi Kumar is successfully implementing the "3 Vectors Strategy" to guide the company [1] - Industry checks conducted by Susquehanna suggest that Cognizant is experiencing broad-based growth durability, although there is some exposure to smaller, discretionary deals [1] Group 2: Market Outlook - There is an increasing emphasis on IT Services "workloads," which provides a clearer monetization path for Vector 2 and Vector 3 of the company's strategy [1]

Core Insights - Cognizant's study indicates that AI is transforming the workforce at a faster rate than previously anticipated, with the potential to handle $4.5 trillion in U.S. work tasks and affecting 93% of jobs today [1][4][5] - The report emphasizes that while AI can enhance productivity, human involvement and adaptability are crucial for fully realizing AI's value [1][4][6] AI Impact on Workforce - The average exposure score across jobs is now 39%, which is 30% higher than the original forecast for 2032, indicating that more tasks can be automated sooner than expected [5] - Exposure scores are increasing by 9% annually, compared to 2% in the original research, highlighting a rapid evolution in job automation potential [5] - Significant changes in exposure scores include legal roles rising from 9% to 63%, education from 11% to 49%, and healthcare practitioners from 10% to 39% [5] Human Role in AI Integration - Human skilling is essential for translating AI investments into tangible results, with a focus on digital fluency, adaptability, and continuous learning [4][6] - AI cannot fully automate over 40% of management, business/financial operations, and administrative tasks, underscoring the necessity of human expertise [6] - The report suggests that new job roles will emerge to leverage AI opportunities, emphasizing the importance of human judgment in harnessing AI's full potential [4][6] Sector-Specific Insights - The impact of AI is evolving across sectors, with manual labor jobs experiencing significant exposure increases, such as transportation rising from 6% to 25% and construction from 4% to 12% [5] - Knowledge work is not disappearing, but the rapid advancements in AI may have reached limits in some areas, indicating a shift in the types of jobs most affected by AI [5] Future Workforce Development - Cognizant's Synapse program aims to reach two million individuals globally by 2030, preparing the workforce for future job opportunities [8]

Core Insights - The article compares two IT services stocks, Cognizant (CTSH) and Dynatrace (DT), to determine which is more attractive to value investors [1] Valuation Metrics - Cognizant (CTSH) has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while Dynatrace (DT) has a Zacks Rank of 4 (Sell) [3] - CTSH has a forward P/E ratio of 15.08, significantly lower than DT's forward P/E of 25.35 [5] - The PEG ratio for CTSH is 1.62, while DT's PEG ratio is 1.79, suggesting that CTSH may be more reasonably valued considering its expected EPS growth [5] - CTSH's P/B ratio is 2.74, compared to DT's P/B of 4.49, indicating that CTSH is valued more favorably relative to its book value [6] - Based on these metrics, CTSH holds a Value grade of B, while DT has a Value grade of F, making CTSH the more appealing option for value investors [6]