Cognizant Technology Solutions Corporation Class A (CTSH)

Cognizant's stock has experienced fluctuations in the past six months. From October 2, 2024, to October 1, 2025, the share price declined by 13.33%. The stock's 52-week high was $90.82, and its 52-week low was $65.17. In the first quarter of 2025, Cognizant reported a year-over-year revenue growth of 7.5% and an increase in adjusted earnings per share for the sixth consecutive quarter. The company also signed 29 large deals in 2024, up from 17 the previous year, and consistently closes four to five deals exceeding $100 million each quarter. During a Goldman Sachs conference in September 2025, CEO Ravi Kumar S highlighted a 6% to 7% year-on-year growth in banking and financial services and emphasized the company's strategic focus on innovation and AI, which is expected to drive 7% to 10% EPS growth for the year. However, some analysts have expressed a negative outlook due to a slight decrease in blended utilization, challenges in integrating the Belcan acquisition, and projected decelerating revenue growth amid macroeconomic challenges and a lack of traction in next-generation services.

For Cognizant Technology Solutions Corp. products and services, there appears to be some demand seasonality. Historical data suggests that buying CTSH stock in November has the highest probability of a positive return, at 75.00%. Conversely, August has shown the lowest probability of a positive return, at 42.86%.

Cognizant Technology Solutions Corp. is an American multinational information technology consulting and outsourcing company that drives digital transformation across various sectors globally. Cognizant operates within the Technology Services sector and the Information Technology Services industry, providing consulting, technology, and outsourcing services. Its offerings encompass AI and other technology services and solutions, digital engineering, cloud solutions, application development, systems integration, quality engineering and assurance, application maintenance, infrastructure, security, IoT, enterprise platform services, and business process services and automation. Cognizant serves a diverse client base across four main segments: Financial Services, Health Sciences, Products and Resources, and Communications, Media and Technology.

Cognizant Technology Solutions Corp. has a substantial global presence, with business operations spanning North America, Europe, and internationally. The company has a significant footprint in countries such as Argentina, Brazil, France, Germany, Spain, Australia, China, India, and Japan. As of December 2023, Cognizant had over 347,700 employees globally, with approximately 254,000 located in India across 11 cities.

Cognizant has received several accolades and strengthened its brand reputation in the past year. In September 2025, the company was named one of the "World's Best Companies" by Time, recognized for excellence in employee satisfaction, revenue growth, and sustainability transparency. Additionally, Newsweek and Plant-A Insights Group recognized Cognizant as one of "America's Most Admired Workplaces 2026." In November 2024, Cognizant was Certified™ by Great Place To Work® in 20 countries worldwide, and in October 2024, Forbes recognized it as one of the "World's Best Employers." The company has also strengthened its partnerships with major technology providers like Google Cloud and Microsoft in 2024, focusing on AI-driven industry transformation. Cognizant was also named a Leader in Everest Group's Healthcare Payer Business Process as a Service (BPaaS) and Capital Markets IT Services PEAK Matrix® Assessments in 2024.

The ownership structure of Cognizant Technology Solutions Corp. is predominantly held by institutional investors, with approximately 82.95% to 96.94% of the company's stock. Major institutional shareholders include The Vanguard Group Inc., BlackRock, Inc., State Street Corp, JPMorgan Chase & Co, Pzena Investment Management Llc, and Dodge & Cox. Individual insider ownership represents a smaller fraction, typically less than 0.5%, while other public shareholders, including retail investors, hold around 8.5% to 16.94% of the stock.