US · Technology · Information Technology Services
EPS came in at 1.37 against a street estimate of 1.38 — a miss of 0.7%.
Analysts rate Cognizant Technology Solutions Corp Class A a buy (13 buy, 16 hold, 0 sell out of 29) with an average price target of $66.34.
CONFIDENT Cognizant delivered 4.1% YoY revenue growth with 40bps margin expansion, driven by Financial Services (+12%) and strong large-deal bookings. AI-led transformation gaining traction; discretionary spend pressured but long-term opportunity seen as massive. Q2 2026 North America led growth. Large deals signed over past year moving into full execution. No detailed geographic breakdown provided beyond North America strength. Analysts pressed on bookings momentum vs. discretionary weakness, client behavior on paused AI projects, and talent scaling strategy. Management emphasized Financial Services as leading indicator, positioned heavy lifting on productionization/context as growth lever, and highlighted 10,000+ certified frontier pool already built with external/internal pipelines. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.25% |
| Vanguard Capital Management, LLC | 6.87% |
| Pzena Investment Management, LLC | 5.89% |
| Vanguard Portfolio Management, LLC | 5.81% |
| State Street Corp | 5.62% |
| Amvescap Plc. | 4.03% |
| JPMorgan Chase & Co | 3.32% |
| Geode Capital Management, LLC | 3.30% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • Cognizant entered into new unsecured credit facilities on October 5, 2026, maturing on October 3, 2031. • The facilities comprise | 2026-10-06 |
| Quarterly report · Q2 2026 COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $5,481 million (Q2 2025: $5,245 million), up 4 | 2026-07-29 |
| Results announced · Q3 2026 COGNIZANT Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue $5.481 billion, up 4.5% year-over-year (4.1% constant currency) • GAAP Operating Margi | 2026-07-29 |
| Reg FD disclosure · Q2 2026 COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION (CTSH) – FORM 8-K SUMMARY RISKS & NEGATIVES • Stockholder derivative lawsuit settlement preliminarily app | 2026-07-10 |
| Shareholder vote results · Q2 2026 COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 2, 2026 • 473,867,780 shares of Cla | 2026-06-03 |
| Current report · Q2 2026 COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Company borrowed $1 billion under its revolving credit facility • B | 2026-05-21 |
| Quarterly report · Q1 2026 COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $5,413 million (Q1 2026) vs $5,115 million (Q1 2025) | 2026-04-29 |
| Proxy statement · Q2 2026 COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 13 director nominees ( | 2026-04-17 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.33 / share ex-date Aug 18, 2026 · pay Aug 25, 2026 | 2026-08-18 |
| Dividend | $0.33 / share ex-date May 18, 2026 · pay May 27, 2026 | 2026-05-18 |
| Dividend | $0.33 / share ex-date Feb 18, 2026 · pay Feb 26, 2026 | 2026-02-18 |
| Dividend | $0.31 / share ex-date Nov 18, 2025 · pay Nov 26, 2025 | 2025-11-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Cognizant Technology Solutions Corp Class A — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.