Cognizant Technology Solutions Corporation

Informe acción NasdaqGS:CTSH

Capitalización de mercado: US$21.8b

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 3.33 años. compensación anual total es $21.53M, compuesta por 6% salario y 94% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.024% de las acciones de la empresa, por valor de $5.20M. La antigüedad media del equipo directivo y de la junta directiva es de 3.3 años y 6.5 años, respectivamente.

Información clave

Ravi Singisetti

Chief Executive Officer (CEO)

US$21.5m

Compensación total

Porcentaje del salario del CEO6.04%
Permanencia del CEO3.3yrs
Participación del CEO0.02%
Permanencia media de la dirección3.3yrs
Promedio de permanencia en la Junta Directiva6.5yrs

Actualizaciones recientes de la dirección

Recent updates

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.
Seeking Alpha Feb 18

Cognizant: Buying More After The Dip

Summary Cognizant experienced a further decline after my October investment, despite appearing undervalued at that time. I initially believed CTSH offered a compelling entry point, but the stock's subsequent drop highlights persistent valuation headwinds. CTSH's recent performance suggests the need for ongoing scrutiny of valuation and market dynamics before increasing exposure. Read the full article on Seeking Alpha
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...
Artículo de análisis Jul 03

Cognizant Technology Solutions Corporation's (NASDAQ:CTSH) Business Is Trailing The Market But Its Shares Aren't

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Artículo de análisis May 17

Returns On Capital At Cognizant Technology Solutions (NASDAQ:CTSH) Have Hit The Brakes

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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 Alpha
Seeking 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 Alpha
Seeking Alpha Sep 05

Cognizant Technology Solutions: Reasons To Be Cautiously Optimistic

Summary Cognizant Technology Solutions has potential for growth reacceleration due to its focus on industries with strong demand for digital services and transformation. Growth has been recently hindered by weak discretionary spending but Q2 results indicate a potential reversal. Given the prospects, I believe the company is undervalued but uncertainties surrounding AI and the macroeconomic outlook lead me to remain cautious. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ravi Singisetti en comparación con los beneficios de Cognizant Technology Solutions?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$22mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$17mUS$1m

US$2b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$23mUS$966k

US$2b

Compensación vs. Mercado: La compensación total de Ravi($USD21.53M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.81M).

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 (54 yo)

3.3yrs
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

NombrePosiciónPermanenciaCompensaciónPropiedad
Ravi Singisetti
CEO & Director3.3yrsUS$21.53m0.024%
$ 5.2m
Jatin Dalal
Chief Financial Officer2.4yrsUS$7.08m0.011%
$ 2.5m
John Kim
Chief Legal Officer5.2yrsUS$5.60m0.0085%
$ 1.8m
Balu Ayyar
President of Asia Pacific & Japan and Industry Solutions Group6.8yrsUS$3.87m0.023%
$ 5.0m
Surya Gummadi
President of Americas3.3yrsUS$5.63m0.0071%
$ 1.5m
Rajesh Varrier
President of Operations & MD and Chairman of Cognizant Indiano datasin datos0.0019%
$ 413.9k
Alina Kerdman
SVP, Controller & Chief Accounting Officerless than a yearsin datos0.00019%
$ 41.4k
Tyler Scott
Vice President of Investor Relationsno datasin datossin datos
Thea Hayden
Chief Marketing Officer1.7yrssin datossin datos
Kathryn Diaz
Senior VP & Chief People Officerno datasin datos0.0045%
$ 973.7k
Annadurai Elango
President of Core Technology & Insights4.3yrssin datossin datos
Prasad Sankaran
President of AI Products & Platforms3.5yrssin datossin datos
3.3yrs
Permanencia media
54.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CTSH se considera experimentado (3.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Ravi Singisetti
CEO & Director3.3yrsUS$21.53m0.024%
$ 5.2m
Sandra Wijnberg
Independent Director6.8yrsUS$379.96k0%
$ 0
Joseph Velli
Independent Director8.4yrsUS$364.96k0.0057%
$ 1.2m
Michael Patsalos-Fox
Independent Director13.8yrsUS$359.96k0.0077%
$ 1.7m
Leo Mackay
Independent Director13.7yrsUS$392.46k0.0063%
$ 1.4m
Stephen Rohleder
Independent Chairman4.2yrsUS$577.50k0%
$ 0
Vinita Bali
Independent Director6.3yrsUS$357.46k0.0037%
$ 806.0k
John Dineen
Independent Director9.1yrsUS$374.96k0.00039%
$ 85.0k
Eric Branderiz
Independent Director3.3yrsUS$364.96k0.000010%
$ 2.2k
Zein Abdalla
Independent Director10.7yrsUS$369.96k0.0047%
$ 1.0m
Archana Deskus
Independent Director6.2yrsUS$379.96k0.0037%
$ 808.2k
Abraham Schot
Independent Director3.1yrsUS$357.46k0.0025%
$ 540.2k
6.5yrs
Permanencia media
65yo
Promedio de edad

Junta con experiencia: La junta directiva de CTSH se considera experimentada (6.5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/14 20:32
Precio de las acciones al final del día2026/05/14 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 tenemos 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 58 analistas. 28 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.

AnalistaInstitución
Ashwin MehtaAmbit Capital
James KelleherArgus Research Company
David KoningBaird