CognizantCTSH
CTSH
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: 336,800
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 88
3% more funds holding
Funds holding: 938 [Q3] → 962 (+24) [Q4]
2.0% more ownership
Funds ownership: 92.45% [Q3] → 94.45% (+2.0%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 334
2% more capital invested
Capital invested by funds: $35.3B [Q3] → $35.9B (+$574M) [Q4]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q3] → 9 (-1) [Q4]
41% less call options, than puts
Call options by funds: $360M | Put options by funds: $607M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$77
5%
upside
Avg. target
$85
16%
upside
High target
$94
28%
upside
8 analyst ratings
1 positive
13%
7 neutral
88%
0 negative
0%
JP Morgan Tien-Tsin Huang 52% 1-year accuracy 51 / 98 met price target | 10%upside $81 | Neutral Maintained | 29 Apr 2025 |
Barclays Ramsey El-Assal 46% 1-year accuracy 31 / 67 met price target | 22%upside $90 | Overweight Maintained | 25 Apr 2025 |
Susquehanna James Friedman 40% 1-year accuracy 25 / 63 met price target | 5%upside $77 | Neutral Maintained | 23 Apr 2025 |
Baird David Koning 57% 1-year accuracy 17 / 30 met price target | 6%upside $78 | Neutral Maintained | 8 Apr 2025 |
RBC Capital Daniel Perlin 37% 1-year accuracy 19 / 52 met price target | 26%upside $93 | Sector Perform Reiterated | 26 Mar 2025 |
Financial journalist opinion
Based on 16 articles about CTSH published over the past 30 days
Neutral
Seeking Alpha
1 hour ago
Cognizant Technology Solutions Corporation (CTSH) Q1 2025 Earnings Call Transcript
Cognizant Technology Solutions Corporation (NASDAQ:CTSH ) Q1 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Tyler Scott - VP of IR Ravi Kumar - CEO Jatin Dalal - CFO Conference Call Participants Tien-Tsin Huang - JPMorgan Ramsey El-Assal - Barclays Darrin Peller - Wolfe Research Jim Schneider - Goldman Sachs Bryan Keane - Deutsche Bank Maggie Nolan - William Blair Operator Ladies and gentlemen, welcome to the Cognizant Technology Solutions First Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
Positive
Zacks Investment Research
3 hours ago
Compared to Estimates, Cognizant (CTSH) Q1 Earnings: A Look at Key Metrics
The headline numbers for Cognizant (CTSH) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
3 hours ago
Cognizant (CTSH) Q1 Earnings and Revenues Surpass Estimates
Cognizant (CTSH) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.12 per share a year ago.
Positive
Reuters
4 hours ago
Cognizant lifts annual revenue forecast on strong AI demand
Cognizant Technology Solutions raised its annual revenue forecast and beat first-quarter results on Wednesday, driven by increased demand for AI-powered IT services.
Neutral
PRNewsWire
5 hours ago
Cognizant Reports First Quarter 2025 Results
Revenue of $5.1 billion increased 7.5% year-over-year or 8.2% in constant currency1, above the high end of our guidance range Operating margin of 16.7% increased 210 basis points year-over-year; Adjusted Operating Margin1 of 15.5% increased 40 basis points year-over-year GAAP EPS of $1.34 increased 22% year-over-year; Adjusted EPS of $1.23 increased 10% year-over-year Trailing 12-month bookings of $26.7 billion increased 3% year-over-year Returned $364 million to shareholders through share repurchases and dividends; Planned return of $1.7 billion for 2025 2025 constant currency revenue growth guidance is unchanged at 3.5% to 6.0% 2025 Adjusted Operating Margin guidance is unchanged at 15.5% to 15.7%, expansion of 20 to 40 basis points year-over-year TEANECK, N.J. , April 30, 2025 /PRNewswire/ -- Cognizant (Nasdaq: CTSH), one of the world's leading professional services companies, today announced its first quarter 2025 financial results.
Positive
Zacks Investment Research
1 day ago
Gear Up for Cognizant (CTSH) Q1 Earnings: Wall Street Estimates for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Cognizant (CTSH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
Positive
Zacks Investment Research
2 days ago
Cognizant to Report Q1 Earnings: What's in Store for the Stock?
CTSH's first-quarter 2025 performance is likely to have reflected strength from an expanding clientele and a robust pipeline that includes a favorable mix of new opportunities.
Positive
Zacks Investment Research
6 days ago
Why Cognizant (CTSH) is Poised to Beat Earnings Estimates Again
Cognizant (CTSH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Neutral
Zacks Investment Research
1 week ago
Cognizant (CTSH) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Cognizant (CTSH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
1 week ago
Cognizant Expands Partnership with Docusign to Enhance Customer Support and Drive Digital Transformation
Collaboration aims to optimize customer service management and streamline agreement processes globally TEANECK, N.J. , April 18, 2025 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced today an expanded partnership with Docusign (Nasdaq: DOCU), the Intelligent Agreement Management company, to enhance customer support and drive digital transformation.
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