Cognizant Technology Solutions Corporation

NasdaqGS:CTSH Rapport sur les actions

Capitalisation boursière : US$25.1b

Cognizant Technology Solutions Gestion

Gestion contrôle des critères 2/4

Le PDG Cognizant Technology Solutions est Ravi Singisetti, nommé en Jan2023, a un mandat de 3.33 ans. La rémunération annuelle totale est $ 21.53M, composée du salaire de 6% et des bonus 94%, y compris les actions et options de la société. détient directement 0.024% des actions de la société, d'une valeur de $ 5.98M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.3 ans et 6.5 ans.

Informations clés

Ravi Singisetti

Directeur général

US$21.5m

Rémunération totale

Pourcentage du salaire du PDG6.04%
Durée du mandat du directeur général3.3yrs
Propriété du PDG0.02%
Durée moyenne d'occupation des postes de direction3.3yrs
Durée moyenne du mandat des membres du conseil d'administration6.5yrs

Mises à jour récentes de la gestion

Recent updates

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.

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.

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?

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.

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?

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.

Cognizant: Buying More After The Dip

Feb 18

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.

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.

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.

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.

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.

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.

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.

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.

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.

Cognizant Technology Solutions (NASDAQ:CTSH) Has A Rock Solid Balance Sheet

Jul 18
Cognizant Technology Solutions (NASDAQ:CTSH) Has A Rock Solid Balance Sheet

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

Jul 03
Cognizant Technology Solutions Corporation's (NASDAQ:CTSH) Business Is Trailing The Market But Its Shares Aren't

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

May 17
Returns On Capital At Cognizant Technology Solutions (NASDAQ:CTSH) Have Hit The Brakes

Cognizant Continues Upward Growth In AI-Driven Market Binge

Feb 17

Cognizant Could Dominate AI, But Its Valuation Likely Deters New Buyers

Nov 26

Cognizant Technology Solutions: Reasons To Be Cautiously Optimistic

Sep 05

Analyse de la rémunération des PDG

Comment la rémunération de Ravi Singisetti a-t-elle évolué par rapport aux bénéfices de Cognizant Technology Solutions?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Ravi ($USD 21.53M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.54M ).

Rémunération et revenus: La rémunération de Ravi a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.


PDG

Ravi Singisetti (54 yo)

3.3yrs
Titularisation
US$21,532,448
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Ravi Singisetti
CEO & Director3.3yrsUS$21.53m0.024%
$ 6.0m
Jatin Dalal
Chief Financial Officer2.4yrsUS$7.08m0.011%
$ 2.9m
John Kim
Chief Legal Officer5.2yrsUS$5.60m0.0085%
$ 2.1m
Balu Ayyar
President of Asia Pacific & Japan and Industry Solutions Group6.8yrsUS$3.87m0.023%
$ 5.8m
Surya Gummadi
President of Americas3.3yrsUS$5.63m0.0071%
$ 1.8m
Rajesh Varrier
President of Operations & MD and Chairman of Cognizant Indiano datapas de données0.0019%
$ 476.3k
Alina Kerdman
SVP, Controller & Chief Accounting Officerless than a yearpas de données0.00019%
$ 47.6k
Tyler Scott
Vice President of Investor Relationsno datapas de donnéespas de données
Thea Hayden
Chief Marketing Officer1.7yrspas de donnéespas de données
Kathryn Diaz
Senior VP & Chief People Officerno datapas de données0.0045%
$ 1.1m
Annadurai Elango
President of Core Technology & Insights4.3yrspas de donnéespas de données
Prasad Sankaran
President of AI Products & Platforms3.5yrspas de donnéespas de données
3.3yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de CTSH est considérée comme expérimentée (ancienneté moyenne 3.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Ravi Singisetti
CEO & Director3.3yrsUS$21.53m0.024%
$ 6.0m
Sandra Wijnberg
Independent Director6.8yrsUS$379.96k0%
$ 0
Joseph Velli
Independent Director8.4yrsUS$364.96k0.0057%
$ 1.4m
Michael Patsalos-Fox
Independent Director13.8yrsUS$359.96k0.0077%
$ 1.9m
Leo Mackay
Independent Director13.7yrsUS$392.46k0.0063%
$ 1.6m
Stephen Rohleder
Independent Chairman4.2yrsUS$577.50k0%
$ 0
Vinita Bali
Independent Director6.3yrsUS$357.46k0.0037%
$ 927.5k
John Dineen
Independent Director9.1yrsUS$374.96k0.00039%
$ 97.8k
Eric Branderiz
Independent Director3.3yrsUS$364.96k0.000010%
$ 2.5k
Zein Abdalla
Independent Director10.7yrsUS$369.96k0.0047%
$ 1.2m
Archana Deskus
Independent Director6.2yrsUS$379.96k0.0037%
$ 930.0k
Abraham Schot
Independent Director3.1yrsUS$357.46k0.0025%
$ 621.7k
6.5yrs
Durée moyenne de l'emploi
65yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de CTSH sont considérés comme expérimentés (ancienneté moyenne 6.5 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 00:08
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Cognizant Technology Solutions Corporation est couverte par 58 analystes. 28 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ashwin MehtaAmbit Capital
James KelleherArgus Research Company
David KoningBaird