Cognizant Technology Solutions Gestione
Criteri Gestione verificati 2/4
Cognizant Technology Solutions Il CEO è Ravi Singisetti, nominato in Jan2023, e ha un mandato di 3.33 anni. la retribuzione annua totale è $ 21.53M, composta da 6% di stipendio e 94% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.024% delle azioni della società, per un valore di $ 5.20M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 6.5 anni.
Informazioni chiave
Ravi Singisetti
Amministratore delegato
US$21.5m
Compenso totale
| Percentuale dello stipendio del CEO | 6.04% |
| Mandato del CEO | 3.3yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 6.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$2b |
Compensazione vs Mercato: La retribuzione totale di Ravi ($USD 21.53M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.81M ).
Compensazione vs guadagni: La retribuzione di Ravi è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Ravi Singisetti (54 yo)
3.3yrs
Mandato
US$21,532,448
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.3yrs | US$21.53m | 0.024% $ 5.2m | |
| Chief Financial Officer | 2.4yrs | US$7.08m | 0.011% $ 2.5m | |
| Chief Legal Officer | 5.2yrs | US$5.60m | 0.0085% $ 1.8m | |
| President of Asia Pacific & Japan and Industry Solutions Group | 6.8yrs | US$3.87m | 0.023% $ 5.0m | |
| President of Americas | 3.3yrs | US$5.63m | 0.0071% $ 1.5m | |
| President of Operations & MD and Chairman of Cognizant India | no data | Nessun dato | 0.0019% $ 413.9k | |
| SVP, Controller & Chief Accounting Officer | less than a year | Nessun dato | 0.00019% $ 41.4k | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Marketing Officer | 1.7yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief People Officer | no data | Nessun dato | 0.0045% $ 973.7k | |
| President of Core Technology & Insights | 4.3yrs | Nessun dato | Nessun dato | |
| President of AI Products & Platforms | 3.5yrs | Nessun dato | Nessun dato |
3.3yrs
Durata media
54.5yo
Età media
Gestione esperta: Il team dirigenziale di CTSH è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.3yrs | US$21.53m | 0.024% $ 5.2m | |
| Independent Director | 6.8yrs | US$379.96k | 0% $ 0 | |
| Independent Director | 8.4yrs | US$364.96k | 0.0057% $ 1.2m | |
| Independent Director | 13.8yrs | US$359.96k | 0.0077% $ 1.7m | |
| Independent Director | 13.7yrs | US$392.46k | 0.0063% $ 1.4m | |
| Independent Chairman | 4.2yrs | US$577.50k | 0% $ 0 | |
| Independent Director | 6.3yrs | US$357.46k | 0.0037% $ 806.0k | |
| Independent Director | 9.1yrs | US$374.96k | 0.00039% $ 85.0k | |
| Independent Director | 3.3yrs | US$364.96k | 0.000010% $ 2.2k | |
| Independent Director | 10.7yrs | US$369.96k | 0.0047% $ 1.0m | |
| Independent Director | 6.2yrs | US$379.96k | 0.0037% $ 808.2k | |
| Independent Director | 3.1yrs | US$357.46k | 0.0025% $ 540.2k |
6.5yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CTSH sono considerati esperti (durata media dell'incarico 6.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/14 12:24 |
| Prezzo dell'azione a fine giornata | 2026/05/14 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cognizant Technology Solutions Corporation è coperta da 58 analisti. 28 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ashwin Mehta | Ambit Capital |
| James Kelleher | Argus Research Company |
| David Koning | Baird |