Cognizant Technology Solutions Dirección
Dirección controles de criterios 2/4
El CEO de Cognizant Technology Solutions es Ravi Singisetti , nombrado en Jan 2023, tiene una permanencia de 3.5 años. compensación anual total es $21.53M, compuesta por 6% salario y 94% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.026% de las acciones de la empresa, por valor de $5.32M. La antigüedad media del equipo directivo y de la junta directiva es de 3.5 años y 6.7 años, respectivamente.
Información clave
Ravi Singisetti
Chief Executive Officer (CEO)
US$21.5m
Compensación total
| Porcentaje del salario del CEO | 6.04% |
| Permanencia del CEO | 3.5yrs |
| Participación del CEO | 0.03% |
| Permanencia media de la dirección | 3.5yrs |
| Promedio de permanencia en la Junta Directiva | 6.7yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jul 07
CTSH: AI Transition And Softer Large Deals Will Define Near-Term Path
Analysts have reduced the fair value estimate for Cognizant Technology Solutions to $42 from $65, as a wave of lowered price targets in the $44 to $59 range and concerns about softer large-deal demand balance improving margin assumptions against more muted growth expectations and lower future P/E multiples. Analyst Commentary Recent research on Cognizant Technology Solutions shows a clear tilt toward more cautious positioning, with several bearish analysts trimming price targets and questioning how much upside is left relative to execution and growth risks.
Actualización de narrativa • Jun 23
CTSH: AI Builder Contracts And Buybacks Will Drive Future Upside
The updated analyst price target for Cognizant Technology Solutions has edged lower by about $1 to reflect a slightly higher discount rate and modestly adjusted fair value assumptions, even as analysts continue to highlight mixed sector sentiment and differing views on the company’s AI driven growth opportunities. Analyst Commentary Recent Street research on Cognizant Technology Solutions shows a clear split between optimism around the company’s AI positioning and caution tied to sector wide pressures and valuation resets.Seeking Alpha • Jun 19
Cognizant: Getting More And More Interesting
Summary Cognizant is severely undervalued after a broad IT services sell-off, trading below 8x P/E and yielding over 3%. CTSH fundamentals remain solid with revenue growth, strong bookings, and tangible GenAI profit progress, despite margin and FCF pressures from project costs and compensation. Risks include overconcentration in North America and potential AI-driven business cannibalization, but the downside is limited unless multiple adverse scenarios materialize. I reiterate a 'Buy' rating on CTSH with an $80/share price target, reflecting a 40% annualized upside to a 14x P/E on 2026E earnings. Read the full article on Seeking AlphaArtículo de análisis • Jun 17
Cognizant Technology Solutions (CTSH) Stock Could Be 29.4% Undervalued After Its AI Push
Cognizant Technology Solutions (CTSH) has drawn fresh attention after a run of AI focused announcements, including an expanded alliance with Rubrik to govern autonomous AI systems and the launch of its Cognizant Intelligence Spine platform. See our latest analysis for Cognizant Technology Solutions. Despite a series of AI focused announcements in recent weeks, Cognizant Technology Solutions’ share price is at US$51.05, with a 30 day share price return of 8.32%, a year to date share price...Actualización de narrativa • Jun 06
CTSH: AI Services And Expanded Buybacks Will Support Future Upside
Cognizant Technology Solutions' analyst price target has been nudged slightly lower, with the updated fair value estimate moving from about $72.52 to $72.28 as analysts factor in broadly reduced peer valuations and a wait and see stance on how quickly the company's AI focused services gain wider enterprise adoption. Analyst Commentary Recent research has leaned cautious on Cognizant, with several firms trimming price targets and maintaining neutral stances as they reassess peer group valuations and the pace of AI monetization.Actualización de narrativa • May 20
CTSH: GenAI Offerings And Buybacks Will Support Future Upside
Analysts have trimmed their implied fair value for Cognizant Technology Solutions from about $82.06 to $72.52, reflecting a series of reduced price targets across the Street as they factor in changes in peer group valuations and expectations for growth, margins, discount rates, and future P/E levels. Analyst Commentary Recent Street research on Cognizant reflects a broad reset of expectations, with multiple firms lowering price targets and, in several cases, reiterating more neutral ratings rather than moving to outright positive or negative calls.Actualización de narrativa • Apr 26
CTSH: GenAI Offerings And AI Partnerships Will Support Future Upside
Analysts have trimmed the fair value estimate for Cognizant Technology Solutions to about $82 from roughly $84, reflecting updated price targets that factor in slightly higher discount rates, modestly adjusted revenue and margin assumptions, and a lower future P/E multiple, amid mixed recent research commentary on GenAI risks and AI related opportunities. Analyst Commentary Recent Street research on Cognizant presents a mixed picture, with several firms cutting price targets while a few have raised theirs or initiated coverage at neutral ratings.Actualización de narrativa • Apr 11
CTSH: GenAI Services And AI Factory Offering Will Drive Future Upside
Analysts have trimmed the fair value estimate for Cognizant Technology Solutions from about $89 to roughly $84. This reflects reduced price targets from several firms alongside mixed, yet generally constructive, commentary on GenAI related pressures and emerging AI related opportunities.Nueva narrativa • Mar 29
AI Builder Push And Fixed Bid Exposure Will Shape A Cautious But Stable Outlook
Catalysts About Cognizant Technology Solutions Cognizant Technology Solutions provides IT services, consulting and business process services to large enterprises across sectors such as financial services, health care, products and technology. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Mar 15
CTSH: AI Partnerships And New Contracts Will Support Future Upside Potential
The analyst price target for Cognizant Technology Solutions has been trimmed by about $1, reflecting a modestly higher discount rate and a slightly lower assumed future P/E as analysts balance pressure on traditional services from GenAI with expectations for new AI-driven value pools to scale. Analyst Commentary Recent Street research on Cognizant Technology Solutions reflects a mix of constructive and cautious views, with several firms adjusting price targets both higher and lower as they reassess the impact of GenAI on traditional IT services and potential new AI related revenue streams.
Nueva narrativa • Mar 14
AI Builder Shift And Large Deals Will Redefine Long Term Potential
Catalysts About Cognizant Technology Solutions Cognizant Technology Solutions is a global IT services and consulting company that helps enterprises modernize technology, adopt AI and improve business operations. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 28
CTSH: AI Partnerships And New Long Term Deals Will Support Upside
The analyst price target for Cognizant Technology Solutions has been trimmed by less than $1, as analysts balance slightly lower fair value and growth assumptions with recent mixed target changes across the Street and growing interest in the company’s AI traction. Analyst Commentary Recent research on Cognizant Technology Solutions has been active, with several firms adjusting price targets in both directions and a series of fresh initiations and upgrades.Actualización de narrativa • Feb 14
CTSH: AI Partnerships And Healthier Bookings Will Support Future Upside
Analysts have made a modest downward adjustment to their fair value estimate for Cognizant Technology Solutions, trimming the price target by about $0.52 to $90.88 as they weigh stronger projected revenue growth and slightly lower discount rates against softer margin and future P/E assumptions. Analyst Commentary Recent Street research on Cognizant Technology Solutions shows a mix of optimism and caution, with several firms adjusting price targets and ratings over the past few months.Actualización de narrativa • Jan 31
CTSH: AI Partnerships And Healthier Bookings Pipeline Will Support Future Upside
The analyst price target for Cognizant Technology Solutions has been raised from about $88 to $91, as analysts point to recent price target hikes and upgrades that reflect modestly higher fair value, a slightly lower discount rate, and a small uptick in assumed revenue growth and future P/E multiples. Analyst Commentary Recent research updates on Cognizant Technology Solutions cluster around higher price targets, fresh upgrades, and a more constructive view on the company’s growth setup and execution.Actualización de narrativa • Jan 17
CTSH: AI Partnerships And Bookings Momentum Will Support Measured Future Upside
Analysts have nudged their price target for Cognizant Technology Solutions higher, with fair value moving from about $85.22 to $88.00 as they factor in slightly stronger revenue growth expectations, a marginally higher future P/E multiple, and recent research pointing to healthier bookings, large deal momentum, and a potential new phase of growth and profitability supported by an AI focused strategy. Analyst Commentary Recent research on Cognizant Technology Solutions reflects a mix of optimism around execution and AI driven growth, alongside some caution on bookings trends and valuation.Actualización de narrativa • Dec 11
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.Actualización de narrativa • Nov 27
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.Actualización de narrativa • Nov 13
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.Actualización de narrativa • Oct 30
Large Deal Wins and AI Will Drive Momentum Despite Visa Headwinds
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.Actualización de narrativa • Oct 15
AI-driven Consulting And Transformation Will Open Financial And Health Opportunities
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.Actualización de narrativa • Aug 27
AI-driven Consulting And Transformation Will Open Financial And Health Opportunities
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.Artículo de análisis • Jul 18
Cognizant Technology Solutions (NASDAQ:CTSH) Has A Rock Solid Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Feb 17
Cognizant Continues Upward Growth In AI-Driven Market Binge
Summary Cognizant Technology Solutions gets a prior buy rating from 2023 reaffirmed, somewhat more bullish than the consensus today. Its upside is driven by revenue growth forecasts, strong margins, positive cash flow, proven dividend growth, and portfolio diversity. While the stock trades above average and near its five-year high, it remains undervalued on key metrics (fwd P/E, P/B, EV/EBITDA). Although the firm has a market presence in AI-related consulting, the AI market could also face a future bubble burst like the dot-com era, as some suggest. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
Cognizant Could Dominate AI, But Its Valuation Likely Deters New Buyers
Summary Cognizant Technology Solutions leverages AI-driven strategies, including automation, cybersecurity, and generative AI, to enhance internal operations and deliver client value. The company reported solid Q3 performance with revenue exceeding $5 billion, driven by strong growth in its Health Sciences segment and improved financial services trends. CTSH demonstrates exceptional operational efficiency with industry-leading profit margins and a robust balance sheet, complemented by shareholder returns via dividends and buybacks. Despite its strong execution and strategic positioning in AI, the stock appears fairly valued based on industry and sector comparisons. While short-term price momentum suggests potential gains, the stock is rated a hold due to limited entry opportunities for long-term investors. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$22m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$17m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$23m | US$966k | US$2b |
Compensación vs. Mercado: La compensación total de Ravi($USD21.53M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.67M).
Compensación vs. Ingresos: La compensación de Ravi ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Ravi Singisetti (55 yo)
3.5yrs
Permanencia
US$21,532,448
Compensación
Mr. Ravi Kumar Singisetti has been Chief Executive Officer and Director of Cognizant Technology Solutions Corporation since January 12, 2023. He serves as Independent Director at TransUnion since July 7, 2...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 3.5yrs | US$21.53m | 0.026% $ 5.3m | |
| Chief Financial Officer | 2.6yrs | US$7.08m | 0.012% $ 2.5m | |
| Chief Legal Officer | 5.3yrs | US$5.60m | 0.0091% $ 1.9m | |
| President of Asia Pacific & Japan and Industry Solutions Group | 6.9yrs | US$3.87m | 0.024% $ 4.9m | |
| President of Americas | 3.5yrs | US$5.63m | 0.0078% $ 1.6m | |
| President of Operations & CMD of Cognizant India | no data | sin datos | 0.0021% $ 440.1k | |
| SVP, Controller & Chief Accounting Officer | 1yr | sin datos | 0.00021% $ 43.2k | |
| Global Head of Investor Relations | no data | sin datos | sin datos | |
| Chief Marketing Officer | 1.8yrs | sin datos | sin datos | |
| Chief People Officer | 3.2yrs | sin datos | 0.0048% $ 983.1k | |
| President of Core Technology & Insights | 4.5yrs | sin datos | sin datos | |
| President of AI Products & Platforms | 3.7yrs | sin datos | sin datos |
3.5yrs
Permanencia media
55.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CTSH se considera experimentado (3.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 3.5yrs | US$21.53m | 0.026% $ 5.3m | |
| Independent Director | 7yrs | US$379.96k | 0% $ 0 | |
| Independent Director | 8.6yrs | US$364.96k | 0.0063% $ 1.3m | |
| Independent Director | 14yrs | US$359.96k | 0.0083% $ 1.7m | |
| Independent Director | 13.8yrs | US$392.46k | 0.0063% $ 1.3m | |
| Independent Chairman | 4.3yrs | US$577.50k | 0.00085% $ 174.8k | |
| Independent Director | 6.4yrs | US$357.46k | 0.0043% $ 886.4k | |
| Independent Director | 9.3yrs | US$374.96k | 0.00039% $ 80.2k | |
| Independent Director | 3.4yrs | US$364.96k | 0.000010% $ 2.1k | |
| Independent Director | 10.8yrs | US$369.96k | 0.0054% $ 1.1m | |
| Independent Director | 6.3yrs | US$379.96k | 0.0043% $ 890.5k | |
| Independent Director | 3.3yrs | US$357.46k | 0.0031% $ 635.5k |
6.7yrs
Permanencia media
66yo
Promedio de edad
Junta con experiencia: La junta directiva de CTSH se considera experimentada (6.7 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/10 14:41 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Cognizant Technology Solutions Corporation está cubierta por 54 analistas. 29 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ashwin Mehta | Ambit Capital |
| James Kelleher | Argus Research Company |
| David Koning | Baird |