Cognizant Technology Solutions Corporation

NasdaqGS:CTSH Stock Report

Market Cap: US$24.6b

Cognizant Technology Solutions Management

Management criteria checks 2/4

Cognizant Technology Solutions' CEO is Ravi Singisetti, appointed in Jan 2023, has a tenure of 3.33 years. total yearly compensation is $21.53M, comprised of 6% salary and 94% bonuses, including company stock and options. directly owns 0.024% of the company’s shares, worth $5.86M. The average tenure of the management team and the board of directors is 3.3 years and 6.5 years respectively.

Key information

Ravi Singisetti

Chief executive officer

US$21.5m

Total compensation

CEO salary percentage6.04%
CEO tenure3.3yrs
CEO ownership0.02%
Management average tenure3.3yrs
Board average tenure6.5yrs

Recent management updates

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

CEO Compensation Analysis

How has Ravi Singisetti's remuneration changed compared to Cognizant Technology Solutions's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Ravi's total compensation ($USD21.53M) is above average for companies of similar size in the US market ($USD14.63M).

Compensation vs Earnings: Ravi's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Ravi Singisetti (54 yo)

3.3yrs
Tenure
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...


Leadership Team

NamePositionTenureCompensationOwnership
Ravi Singisetti
CEO & Director3.3yrsUS$21.53m0.024%
$ 5.9m
Jatin Dalal
Chief Financial Officer2.4yrsUS$7.08m0.011%
$ 2.8m
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%
$ 5.7m
Surya Gummadi
President of Americas3.3yrsUS$5.63m0.0071%
$ 1.7m
Rajesh Varrier
President of Operations & MD and Chairman of Cognizant Indiano datano data0.0019%
$ 466.9k
Alina Kerdman
SVP, Controller & Chief Accounting Officerless than a yearno data0.00019%
$ 46.7k
Tyler Scott
Vice President of Investor Relationsno datano datano data
Thea Hayden
Chief Marketing Officer1.7yrsno datano data
Kathryn Diaz
Senior VP & Chief People Officerno datano data0.0045%
$ 1.1m
Annadurai Elango
President of Core Technology & Insights4.3yrsno datano data
Prasad Sankaran
President of AI Products & Platforms3.5yrsno datano data
3.3yrs
Average Tenure
54.5yo
Average Age

Experienced Management: CTSH's management team is considered experienced (3.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Ravi Singisetti
CEO & Director3.3yrsUS$21.53m0.024%
$ 5.9m
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%
$ 909.3k
John Dineen
Independent Director9.1yrsUS$374.96k0.00039%
$ 95.8k
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%
$ 911.7k
Abraham Schot
Independent Director3.1yrsUS$357.46k0.0025%
$ 609.5k
6.5yrs
Average Tenure
65yo
Average Age

Experienced Board: CTSH's board of directors are considered experienced (6.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 04:24
End of Day Share Price 2026/05/05 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cognizant Technology Solutions Corporation is covered by 58 analysts. 28 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ashwin MehtaAmbit Capital
James KelleherArgus Research Company
David KoningBaird