Cognizant Technology Solutions Beheer
Beheer criteriumcontroles 2/4
De CEO Cognizant Technology Solutions is Ravi Singisetti, benoemd in Jan2023, heeft een ambtstermijn van 3.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 21.53M, bestaande uit 6% salaris en 94% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.029% van de aandelen van het bedrijf, ter waarde $ 8.01M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.7 jaar en 6.9 jaar.
Belangrijke informatie
Ravi Singisetti
Algemeen directeur
US$21.5m
Totale compensatie
| Percentage CEO-salaris | 6.04% |
| Dienstverband CEO | 3.7yrs |
| Eigendom CEO | 0.03% |
| Management gemiddelde ambtstermijn | 3.7yrs |
| Gemiddelde ambtstermijn bestuur | 6.9yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Aug 18
CTSH: AI Builder Wins And Large Deals Will Drive Future Repricing
Cognizant Technology Solutions' analyst fair value estimate has been updated from $108.00 to about $83.70, reflecting analysts' revised expectations for revenue growth, margins, and future P/E following a mix of reduced and raised price targets across the Street. Analyst Commentary Recent research on Cognizant Technology Solutions highlights a wide range of views, with several bullish analysts pointing to improving execution, solid bookings, and sector relative value as key supports for the stock's valuation.Seeking Alpha • Aug 07
Cognizant: Cognizant Of AI Fears, But Also Of The Opportunity
Summary Cognizant's share price has dropped sharply as AI disruption to the traditional consulting model and tighter H-1B visa rules spook investors. The concerns may be overblown. Cognizant does not appear to be heavily skewed towards lower-value work, the latter of which likely could be offset by AI-related services. At 12x P/E, and an 8.8% FCF yield, Cognizant appears to offer an interesting valuation relative to peers, historical valuation, and fundamentals. Cautious Buy. Read the full article on Seeking Alpha
Narratiefupdate • 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.Analyse-artikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$2b |
Compensatie versus markt: De totale vergoeding ($USD 21.53M ) Ravi } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.74M ).
Compensatie versus inkomsten: De beloning van Ravi is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.
CEO
Ravi Singisetti (55 yo)
3.7yrs
Tenure
US$21,532,448
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 3.7yrs | US$21.53m | 0.029% $ 8.0m | |
| Chief Financial Officer | 2.8yrs | US$7.08m | 0.011% $ 3.0m | |
| Chief Legal Officer | 5.5yrs | US$5.60m | 0.0089% $ 2.5m | |
| President of Asia Pacific & Japan and Industry Solutions Group | 7.1yrs | US$3.87m | 0.025% $ 7.1m | |
| President of Americas | 3.7yrs | US$5.63m | 0.0088% $ 2.5m | |
| President of Operations & CMD of Cognizant India | no data | geen gegevens | 0.0023% $ 646.4k | |
| SVP, Controller & Chief Accounting Officer | 1.2yrs | geen gegevens | 0.00028% $ 78.0k | |
| Global Head of Investor Relations | no data | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 2yrs | geen gegevens | geen gegevens | |
| Chief People Officer | 3.3yrs | geen gegevens | 0.0053% $ 1.5m | |
| President of Core Technology & Insights | 4.7yrs | geen gegevens | geen gegevens | |
| President of AI Products & Platforms | 3.8yrs | geen gegevens | geen gegevens |
3.7yrs
Gemiddelde duur
55.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van CTSH wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 3.7yrs | US$21.53m | 0.029% $ 8.0m | |
| Independent Director | 7.2yrs | US$379.96k | 0% $ 0 | |
| Independent Director | 8.8yrs | US$364.96k | 0.0066% $ 1.8m | |
| Independent Director | 14.2yrs | US$359.96k | 0.0088% $ 2.4m | |
| Independent Director | 14yrs | US$392.46k | 0.0067% $ 1.9m | |
| Independent Chairman | 4.5yrs | US$577.50k | 0.00090% $ 250.7k | |
| Independent Director | 6.6yrs | US$357.46k | 0.0045% $ 1.3m | |
| Independent Director | 9.4yrs | US$374.96k | 0.00041% $ 114.2k | |
| Independent Director | 3.6yrs | US$364.96k | 0.000010% $ 2.8k | |
| Independent Director | 11yrs | US$369.96k | 0.0056% $ 1.6m | |
| Independent Director | 6.5yrs | US$379.96k | 0.0046% $ 1.3m | |
| Independent Director | 3.4yrs | US$357.46k | 0.0032% $ 905.4k |
6.9yrs
Gemiddelde duur
66yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van CTSH wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/17 23:05 |
| Aandelenkoers aan het einde van de dag | 2026/09/17 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cognizant Technology Solutions Corporation wordt gevolgd door 55 analisten. 29 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ashwin Mehta | Ambit Capital |
| James Kelleher | Argus Research Company |
| David Koning | Baird |