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 ...

Company Overview - Cognizant Technology Solutions Corporation (CTSH) has a market cap of $35.3 billion and is a leading global professional services company providing consulting, technology, and outsourcing services with a focus on digital transformation in AI, cloud, IoT, and software engineering [1] Stock Performance - CTSH shares have underperformed the broader market over the past 52 weeks, declining 2.5% compared to a 17.6% gain in the S&P 500 Index [2] - Year-to-date, CTSH shares have decreased by 5.7%, while the S&P 500 has risen by 16.3% [2] - The company's stock has also lagged behind the Technology Select Sector SPDR Fund's return of 30.8% over the same period [3] Recent Financial Performance - On October 29, Cognizant reported Q3 2025 adjusted EPS of $1.39 and revenue of $5.42 billion, exceeding estimates [4] - The company raised its full-year adjusted profit forecast to a range of $5.22 to $5.26 per share and lifted the lower end of its annual revenue outlook to $21.05 billion [4] Analyst Expectations - For the fiscal year ending December 2025, analysts expect CTSH's adjusted EPS to grow 10.5% year-over-year to $5.25 [5] - Cognizant has a promising earnings surprise history, having beaten consensus estimates in the last four quarters [5] - Among 25 analysts covering the stock, the consensus rating is a "Moderate Buy," with seven "Strong Buys," one "Moderate Buy," and 17 "Holds" [5] Price Target and Analyst Ratings - On October 30, JPMorgan raised its price target on Cognizant to $92 while maintaining an "Overweight" rating [7] - The mean price target of $85.28 indicates an 18.2% premium to CTSH's current price levels, while the highest price target of $103 suggests a potential upside of 42.7% [7]

Company Overview - Cognizant Technology Solutions Corporation (CTSH) has a market cap of $34.5 billion and is a leading global professional services company providing consulting, technology, and outsourcing services with a focus on digital transformation in AI, cloud, IoT, and software engineering [1] - Cognizant serves various industries including financial services, healthcare, life sciences, products and resources, and communications, media, and technology, helping clients modernize operations and enhance customer experiences [2] Stock Performance - Cognizant's shares have fallen 23.5% from their 52-week high of $90.82 and decreased 13.6% over the past three months, underperforming the S&P 500 Index, which gained nearly 9% in the same period [3] - Year-to-date, CTSH stock is down 9.6%, lagging behind the S&P 500's nearly 12% rise, and has dropped 8.9% over the past 52 weeks compared to the S&P 500's 17.7% return [4] Financial Performance - In Q2 2025, Cognizant reported earnings of $1.31 per share and revenue of $5.25 billion, beating estimates, yet the stock fell 2.4% the following day [5] - Cash and short-term investments declined to $1.8 billion, and free cash flow dropped to $331 million, raising concerns about slowing growth in key segments [5] Competitive Landscape - Rival Broadridge Financial Solutions, Inc. (BR) has outperformed Cognizant, with BR stock gaining over 12% year-to-date and 20.3% over the past 52 weeks [6] - Despite the underperformance, analysts maintain a moderately optimistic outlook on CTSH, with a consensus rating of "Moderate Buy" and a mean price target of $88.16, representing a 26.9% premium to current levels [6]