Cognizant (CTSH)

• Market cap: $35.3B
• 1 day: -0.29%
• 5 days: 2.53%
• 1 month: -5.88%
• 3 months: -10.52%
• 6 months: -14.95%
• Year to date: -5.56%
• 1 year: -6.05%
• 5 years: 7.80%
• 10 years: 22.35%
• Sector: Technology
• Industry: Information Technology Services

About: Cognizant is a global IT services provider, offering consulting and outsourcing services to some of the world's largest enterprises spanning the financial services, media and communications, healthcare, natural resources, and consumer products industries. Cognizant employs nearly 350,000 people globally, roughly 70% of whom are in India, although the company's headquarters are in Teaneck, New Jersey.

Employees: 343,800

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1.49% more ownership

Funds ownership: 93.91% [Q1] → 95.4% (+1.49%) [Q2]

5% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 353

3% more capital invested

Capital invested by funds: $35.5B [Q1] → $36.7B (+$1.19B) [Q2]

5% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 110

6% less call options, than puts

Call options by funds: $237M | Put options by funds: $252M

3% less funds holding

Funds holding: 989 [Q1] → 956 (-33) [Q2]

27% less funds holding in top 10

Funds holding in top 10: 11 [Q1] → 8 (-3) [Q2]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $80 11% upside
• Avg. target: $90 24% upside
• High target: $100 39% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

JP Morgan Tien-Tsin Huang	23% upside $89	Overweight Maintained	20 Aug 2025
Guggenheim Jonathan Lee	25% upside $90	Buy Upgraded	18 Jul 2025
Deutsche Bank Bryan Keane	11% upside $80	Hold Reinstated	17 Jul 2025
Evercore ISI Group David Togut	39% upside $100	Outperform Initiated	17 Jul 2025