Cognizant Technology Solutions Corporation Class A (CTSH)

Cognizant's stock price has fluctuated, with a share price of $76.84 as of February 5, 2026, an 11.77% decline over the past year. Key events include a Q4 2025 earnings report with an EPS of $1.35 and revenue of $5.33 billion, full-year revenue of $21.1 billion, and trailing 12-month bookings growth of 5%. The company repurchased 17.4 million shares for $1.3 billion and declared a quarterly cash dividend of $0.33 per share. Cognizant completed the acquisition of 3Cloud and issued FY 2026 earnings guidance of $5.56-$5.70 EPS and revenue guidance of $22.1 billion-$22.7 billion.

While specific quarterly demand seasonality is not explicitly detailed, Cognizant's growth is driven by rising enterprise demand for automation, digital transformation, and AI adoption. Increasing AI adoption drives demand for data services and AI-led experience transformation. Weakness in comms and media in North America can influence demand. Buying CTSH stock in November has the highest probability of a positive return, while September has the lowest. Bookings can vary depending on the timing of large contract signings.

Cognizant Technology Solutions Corp. is a global professional services company specializing in IT, consulting, and business process outsourcing. It operates in the Technology Services sector, focusing on Information Technology Services. The company partners with clients for digital transformation, operational efficiency, and business growth, offering application services, AI and cloud solutions, business process services, consulting, core modernization, digital strategy, and infrastructure and security. Cognizant serves financial services, healthcare sciences, products and resources, and communications, media, and technology sectors.

Cognizant has a significant global presence with its headquarters in Teaneck, New Jersey. It employs hundreds of thousands of professionals across numerous countries, with a rapidly expanding footprint from India and China to Europe, North America, South America, and the Middle East. Its largest employee bases are in Chennai and Hyderabad, India, followed by Bengaluru. Cognizant also has local, regional, and global delivery centers in countries such as the UK, Australia, Hungary, Netherlands, Spain, Philippines, Canada, Brazil, Argentina, Mexico, and Costa Rica.

Cognizant has received industry leadership recognitions in Gartner Magic Quadrants, Everest Group PEAK Matrix Assessments, and other assessments across various service areas. The company has emphasized its AI builder strategy, investing in talent and advancing AI platforms, including unveiling an AI Lab and launching a Next-Gen Cyber Defense Center in Bengaluru. Cognizant announced an expansion of its Synapse initiative, aiming to upskill two million individuals by the end of 2030, and was included in Forbes' list of America's Best Employers for Veterans 2025. The company also renewed its agreement with Kohler, Co., to advance Kohler's global digital ecosystem.

Cognizant Technology Solutions Corporation has significant institutional ownership, with 1789 institutional owners and shareholders holding a total of 558,128,036 shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp., JPMorgan Chase & Co., Pzena Investment Management Llc., Dodge & Cox, and Geode Capital Management, Llc. Individual ownership accounts for approximately 0.11% of the shares.