<- Go home

Added to YB: 2025-09-30

Pitch date: 2025-09-28

CTSH [neutral]

Cognizant Technology Solutions Corporation

-2.44%

current return

Author Info

Disruptive Analytics has 30+ years of experience as a retail investor and is now fully engaged in managing their own money. Sign up for the newsletter.

Company Info

Cognizant Technology Solutions Corporation, a professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.

Market Cap

$31.8B

Pitch Price

$66.62

Price Target

N/A

Dividend

1.98%

EV/EBITDA

7.66

P/E

14.59

EV/Sales

1.47

Sector

IT Services

Category

value

Show full summary:
Swamp Beavers - Cognizant Technology Solutions Corporation

CTSH (earnings update): Q2 revenue +8.1% YoY to $5.25B, 15.6% adj op margin (+40bps), EPS +12-15%. Record $27.8B LTM bookings, $1B+ AI revenue from 2000+ gen AI projects. FCF doubled to $331M. Risk: H-1B visa restrictions could raise costs/slow growth as largest US H-1B employer. Cheap valuation.

Read full article (1 min)