Shared on 11 Dec 25

Fair value Increased 0.62%

CTSH: AI Deals And Buybacks Will Support Measured Upside Amid Policy Risks

Analysts nudged their fair value estimate for Cognizant Technology Solutions slightly higher to about $85 from roughly $84.70, citing improving bookings trends, a healthier large deal pipeline, and expectations for a new phase of AI driven growth and profitability that supports modestly faster revenue and stable margin assumptions. Analyst Commentary Street research on Cognizant continues to reflect a constructive but measured stance, with most commentary highlighting improving execution, a healthier demand backdrop, and a clearer AI narrative, while still flagging pockets of volatility in bookings and macro sensitivity.

Shared on 27 Nov 25

Fair value Decreased 0.20%

CTSH: Expanding Deal Pipeline And AI Focus Will Offset Sector Risks Ahead

The analyst consensus price target for Cognizant Technology Solutions has been reduced by $0.17 to $84.70. Analysts cite ongoing solid performance and momentum in key growth verticals, but also acknowledge continued variability in bookings and competitive pressures impacting near-term projections.

Shared on 13 Nov 25

Fair value Increased 0.57%

CTSH: Large Deal Momentum Will Drive Full-Year Guidance Strength

The analyst price target for Cognizant Technology Solutions has been adjusted downward by $0.48 to $84.86. Analysts point to solid quarterly results and improved profit margins, balanced against sluggish bookings growth and ongoing sector challenges.

Shared on 30 Oct 25

Fair value Decreased 1.65%

Analysts have modestly lowered their price target for Cognizant Technology Solutions, reducing the fair value estimate from $85.80 to $84.39. This reflects cautious optimism in light of large deal wins, early sector improvements, and ongoing structural transitions within IT Services.

Shared on 15 Oct 25

Fair value Decreased 1.32%

Analysts have lowered their price target for Cognizant Technology Solutions from $86.95 to $85.80, citing heightened industry uncertainty and a cautious outlook on future growth and margins. Analyst Commentary Analyst sentiment around Cognizant Technology Solutions remains mixed, with industry challenges weighing on the outlook but some strengths continuing to be recognized.

Shared on 27 Aug 25

Fair value Decreased 0.78%

Analysts have modestly reduced their price target for Cognizant Technology Solutions from $87.63 to $86.63, citing sector underperformance, over-optimism, and macroeconomic uncertainty driving a more cautious, neutral outlook. Analyst Commentary Analysts note that the payments, processors, and IT services industries have materially underperformed the S&P 500 Index year-to-date due to elevated investor expectations ahead of the U.S. November election.

Shared on 07 May 25

Fair value Decreased 0.44%

Shared on 30 Apr 25

Fair value Decreased 0.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 1.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.35%

Shared on 09 Apr 25

Fair value Decreased 3.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 1.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 1.43%

AnalystConsensusTarget has decreased revenue growth from 7.7% to 5.6% and increased future PE multiple from 16.8x to 18.8x.

Large Deal Wins and AI Will Drive Momentum Despite Visa Headwinds

CTSH: AI Deals And Buybacks Will Support Measured Upside Amid Policy Risks

CTSH: Expanding Deal Pipeline And AI Focus Will Offset Sector Risks Ahead

CTSH: Large Deal Momentum Will Drive Full-Year Guidance Strength

Shared on 30 Oct 25

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