Cognizant Technology Solutions Corporation

NasdaqGS:CTSH 주식 리포트

시가총액: US$24.6b

Cognizant Technology Solutions 과거 순이익 실적

과거 기준 점검 2/6

Cognizant Technology Solutions은 연평균 3.8%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 7.3% 증가했습니다. 매출은 연평균 3.4%의 비율로 증가했습니다. Cognizant Technology Solutions의 자기자본이익률은 14.8%이고 순이익률은 10.4%입니다.

핵심 정보

3.80%

순이익 성장률

5.69%

주당순이익(EPS) 성장률

IT 산업 성장률22.43%
매출 성장률3.36%
자기자본이익률14.79%
순이익률10.41%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

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

매출 및 비용 세부 내역

Cognizant Technology Solutions가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:CTSH 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2621,4062,2293,2400
31 Dec 2521,1082,2303,2400
30 Sep 2520,8572,1283,2780
30 Jun 2520,4862,4363,2780
31 Mar 2520,0912,3573,2490
31 Dec 2419,7362,2403,2230
30 Sep 2419,4122,2523,1630
30 Jun 2419,2652,1953,1290
31 Mar 2419,3012,0923,1770
31 Dec 2319,3532,1263,2520
30 Sep 2319,4342,0893,3120
30 Jun 2319,3942,1933,3560
31 Mar 2319,4142,3073,4080
31 Dec 2219,4282,2903,4430
30 Sep 2219,3662,3453,4600
30 Jun 2219,2532,2603,5460
31 Mar 2218,9322,1953,5620
31 Dec 2118,5072,1373,5030
30 Sep 2117,9141,8773,5290
30 Jun 2117,4131,6813,4050
31 Mar 2116,8281,5303,2420
31 Dec 2016,6521,3923,1000
30 Sep 2016,7521,4712,9300
30 Jun 2016,7571,6202,7140
31 Mar 2016,8981,7682,6990
31 Dec 1916,7831,8422,8550
30 Sep 1916,6282,0952,9480
30 Jun 1916,4582,0753,0820
31 Mar 1916,3232,0223,1680
31 Dec 1816,1252,1013,0070
30 Sep 1815,8241,4352,9350
30 Jun 1815,5121,4532,8670
31 Mar 1815,1761,4672,7320
31 Dec 1714,8101,5042,6970
30 Sep 1714,4441,9382,7030
30 Jun 1714,1311,8872,7490
31 Mar 1713,8311,6692,7330
31 Dec 1613,4871,5532,7310
30 Sep 1613,2581,5612,6600
30 Jun 1612,9921,5142,5860
31 Mar 1612,7071,6822,5440
31 Dec 1512,4161,6242,5090
30 Sep 1511,9261,5632,4130
30 Jun 1511,3201,5222,2920

양질의 수익: CTSH는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: CTSH의 현재 순 이익률 (10.4%)은 지난해 (11.7%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: CTSH의 수익은 지난 5년 동안 연평균 3.8% 증가했습니다.

성장 가속화: CTSH은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: CTSH은 지난 1년 동안 수익이 감소(-5.4%)하여 IT 업계 평균(32.1%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: CTSH의 자본 수익률(14.8%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 20:45
종가2026/05/05 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Cognizant Technology Solutions Corporation는 58명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ashwin MehtaAmbit Capital
James KelleherArgus Research Company
David KoningBaird