Cognizant Technology Solutions 경영진
경영진 기준 점검 2/4
Cognizant Technology Solutions CEO는 Ravi Singisetti, Jan2023 에 임명되었습니다 의 임기는 3.58 년입니다. 총 연간 보상은 $21.53M, 6% 급여 및 94% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $6.88M 가치에 해당하는 회사 주식의 0.027% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.6 년과 6.8 년입니다.
핵심 정보
Ravi Singisetti
최고경영자
US$21.5m
총 보수
| CEO 급여 비율 | 6.04% |
| CEO 재임 기간 | 3.6yrs |
| CEO 지분 보유율 | 0.03% |
| 경영진 평균 재임 기간 | 3.6yrs |
| 이사회 평균 재임 기간 | 6.8yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Aug 04
CTSH: AI Bookings And Large Deal Volatility Will Pressure Future Repricing
The analyst price target for Cognizant Technology Solutions has been revised higher in this update, with the fair value estimate moving from $42.00 to about $44.28, as analysts factor in recent price target changes that cite better-than-feared Q2 results, solid large deal bookings, and improving peer group multiples. Analyst Commentary Recent research on Cognizant Technology Solutions shows a split picture.분석 기사 • Aug 01
Analyst Estimates: Here's What Brokers Think Of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) After Its Second-Quarter Report
The investors in Cognizant Technology Solutions Corporation 's ( NASDAQ:CTSH ) will be rubbing their hands together...Seeking Alpha • Jul 29
Cognizant: The 15% RoR Is Only The Beginning Of Reversal
Summary Cognizant remains undervalued, trading below 10x P/E despite resilient fundamentals and positive operating leverage. I reiterate a 'Buy' rating with a conservative $80/share price target, reflecting significant upside even at modest 6-8% AEPS growth. Q2'26 results reinforce the thesis: organic revenue growth, margin expansion, robust buybacks, and double-digit EPS growth guidance. Key risks include potential AI-driven demand cannibalization and offshore labor reliance, but risk/reward remains compelling at current valuation. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 21
CTSH: Frontier AI Workforce And Partnerships Will Drive Future Upside
The analyst fair value estimate for Cognizant Technology Solutions has been revised down from about $71.06 to $63.90 as analysts factor in lower sector multiples, softer IT services demand, and increased uncertainty around discretionary spending, despite some support from firms that see potential in the company’s AI strategy. Analyst Commentary Recent research on Cognizant Technology Solutions shows a wide range of views, with most analysts trimming price targets while reassessing growth expectations, sector multiples, and the pacing of the company’s AI driven transition.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$2b |
| 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 |
보상 대 시장: Ravi의 총 보수(USD21.53M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.47M)보다 높습니다.
보상과 수익: Ravi의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.
CEO
Ravi Singisetti (55 yo)
3.6yrs
재임 기간
US$21,532,448
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 3.6yrs | US$21.53m | 0.027% $ 6.9m | |
| Chief Financial Officer | 2.7yrs | US$7.08m | 0.013% $ 3.3m | |
| Chief Legal Officer | 5.4yrs | US$5.60m | 0.0095% $ 2.4m | |
| President of Asia Pacific & Japan and Industry Solutions Group | 7yrs | US$3.87m | 0.025% $ 6.3m | |
| President of Americas | 3.6yrs | US$5.63m | 0.0083% $ 2.1m | |
| President of Operations & CMD of Cognizant India | no data | 데이터 없음 | 0.0022% $ 568.9k | |
| SVP, Controller & Chief Accounting Officer | 1.1yrs | 데이터 없음 | 0.00022% $ 55.6k | |
| Global Head of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 1.9yrs | 데이터 없음 | 데이터 없음 | |
| Chief People Officer | 3.3yrs | 데이터 없음 | 0.0050% $ 1.3m | |
| President of Core Technology & Insights | 4.6yrs | 데이터 없음 | 데이터 없음 | |
| President of AI Products & Platforms | 3.8yrs | 데이터 없음 | 데이터 없음 |
3.6yrs
평균 재임 기간
55.5yo
평균 나이
경험이 풍부한 관리: CTSH의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 3.6yrs | US$21.53m | 0.027% $ 6.9m | |
| Independent Director | 7.1yrs | US$379.96k | 0% $ 0 | |
| Independent Director | 8.7yrs | US$364.96k | 0.0066% $ 1.7m | |
| Independent Director | 14.1yrs | US$359.96k | 0.0088% $ 2.2m | |
| Independent Director | 13.9yrs | US$392.46k | 0.0067% $ 1.7m | |
| Independent Chairman | 4.4yrs | US$577.50k | 0.00090% $ 227.6k | |
| Independent Director | 6.5yrs | US$357.46k | 0.0045% $ 1.1m | |
| Independent Director | 9.3yrs | US$374.96k | 0.00041% $ 103.7k | |
| Independent Director | 3.5yrs | US$364.96k | 0.000010% $ 2.5k | |
| Independent Director | 10.9yrs | US$369.96k | 0.0056% $ 1.4m | |
| Independent Director | 6.4yrs | US$379.96k | 0.0046% $ 1.2m | |
| Independent Director | 3.3yrs | US$357.46k | 0.0032% $ 821.7k |
6.8yrs
평균 재임 기간
66yo
평균 나이
경험이 풍부한 이사회: CTSH의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/05 11:21 |
| 종가 | 2026/08/05 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Cognizant Technology Solutions Corporation는 55명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ashwin Mehta | Ambit Capital |
| James Kelleher | Argus Research Company |
| David Koning | Baird |