Cognizant Technology Solutions Corporation Class A (CTSH)

Over the past six months, CTSH stock has experienced fluctuations. In February 2025, stock prices rose after better-than-expected Q4 2024 results. In May 2025, Susquehanna and JP Morgan upgraded their outlook for Cognizant. In July 2025, Cognizant launched Cognizant Agent Foundry, and Evercore ISI Group initiated coverage with an Outperform recommendation. Deutsche Bank reinstated coverage with a Hold rating, and Guggenheim upgraded its outlook to Buy.

Information directly detailing the demand seasonality for Cognizant's products and services is not explicitly available. Demand for digital transformation and integration is a strong driver for Cognizant's growth. While overall uncertainty around the economic outlook has increased, Cognizant continues to see a healthy demand environment across its portfolio of services. Demand for discretionary projects has remained soft as clients focus on cost-takeout initiatives. However, there is strong demand for intuitive operations and automation services, including BPO.

Cognizant Technology Solutions Corp. is an American multinational IT consulting and outsourcing company operating in the Technology sector, specifically in EDP Services. It provides a wide range of IT services, including digital, technology, consulting, and operations services. The company's major products and services focus on software development, AI, consulting, digital engineering, and business process services. Cognizant serves diverse industries, including financial services, healthcare, and manufacturing, and is organized into four main segments: Financial Services, Health Sciences, Products and Resources, and Communications, Media and Technology.

Cognizant is headquartered in Teaneck, New Jersey, and has a global presence in over 30 countries. A significant portion of its workforce is based in India, primarily in Chennai. The majority of its revenue comes from North America, followed by the United Kingdom and Continental Europe.

Cognizant has maintained a strong brand reputation, marked by recognition for its management effectiveness, employee programs, and leadership in AI. Cognizant was recognized in the Management Top 250 ranking and as an Employer of Choice. Cognizant partnered with Palo Alto Networks to deliver AI-driven cybersecurity capabilities. Cognizant became the first global IT service company to receive the accredited ISO/IEC 42001:2023 certification for its artificial intelligence management system. Cognizant introduced Agent Foundry, a platform to power agentic AI at enterprise scale.

Cognizant Technology Solutions Corp. has a widely dispersed ownership, predominantly among large institutional investors. Approximately 62.35% of the company's stock is owned by Institutional Investors, 0.11% by Insiders, and 37.54% by Public Companies and Individual Investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp.