Cognizant Technology Solutions Corporation

NasdaqGS:CTSH Aktierapport

Börsvärde: US$21.8b

Cognizant Technology Solutions Förvaltning

Förvaltning kriterier kontrolleras 2/4

Cognizant Technology Solutions VD är Ravi Singisetti, utsedd i Jan 2023, har en mandatperiod på 3.33 år. totala årliga ersättningen är $ 21.53M, bestående av 6% lön 94% bonusar, inklusive företagsaktier och optioner. äger direkt 0.024% av företagets aktier, värda $ 5.20M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.3 år respektive 6.5 år.

Viktig information

Ravi Singisetti

Verkställande direktör

US$21.5m

Total ersättning

VD-lön i procent6.04%
Anställning som VD3.3yrs
Ägande av VD0.02%
Ledningens genomsnittliga anställningstid3.3yrs
Styrelsens genomsnittliga mandatperiod6.5yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse 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?
Uppdatering av berättelse 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.
Ny berättelse 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?
Uppdatering av berättelse 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 Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Analys av ersättningar till VD

Hur har Ravi Singisetti:s ersättning förändrats jämfört med Cognizant Technology Solutions:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Ravi s total kompensation ($USD 21.53M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.81M ).

Ersättning vs inkomst: Ersättningen för Ravi har ökat med mer än 20 % medan företagets intäkter har minskat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Ravi Singisetti (54 yo)

3.3yrs
Anställning
US$21,532,448
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Ravi Singisetti
CEO & Director3.3yrsUS$21.53m0.024%
$ 5.2m
Jatin Dalal
Chief Financial Officer2.4yrsUS$7.08m0.011%
$ 2.5m
John Kim
Chief Legal Officer5.2yrsUS$5.60m0.0085%
$ 1.8m
Balu Ayyar
President of Asia Pacific & Japan and Industry Solutions Group6.8yrsUS$3.87m0.023%
$ 5.0m
Surya Gummadi
President of Americas3.3yrsUS$5.63m0.0071%
$ 1.5m
Rajesh Varrier
President of Operations & MD and Chairman of Cognizant Indiano datainga uppgifter0.0019%
$ 413.9k
Alina Kerdman
SVP, Controller & Chief Accounting Officerless than a yearinga uppgifter0.00019%
$ 41.4k
Tyler Scott
Vice President of Investor Relationsno datainga uppgifteringa uppgifter
Thea Hayden
Chief Marketing Officer1.7yrsinga uppgifteringa uppgifter
Kathryn Diaz
Senior VP & Chief People Officerno datainga uppgifter0.0045%
$ 973.7k
Annadurai Elango
President of Core Technology & Insights4.3yrsinga uppgifteringa uppgifter
Prasad Sankaran
President of AI Products & Platforms3.5yrsinga uppgifteringa uppgifter
3.3yrs
Genomsnittlig anställningstid
54.5yo
Genomsnittlig ålder

Erfaren ledning: CTSH s ledningsgrupp anses vara erfaren ( 3.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Ravi Singisetti
CEO & Director3.3yrsUS$21.53m0.024%
$ 5.2m
Sandra Wijnberg
Independent Director6.8yrsUS$379.96k0%
$ 0
Joseph Velli
Independent Director8.4yrsUS$364.96k0.0057%
$ 1.2m
Michael Patsalos-Fox
Independent Director13.8yrsUS$359.96k0.0077%
$ 1.7m
Leo Mackay
Independent Director13.7yrsUS$392.46k0.0063%
$ 1.4m
Stephen Rohleder
Independent Chairman4.2yrsUS$577.50k0%
$ 0
Vinita Bali
Independent Director6.3yrsUS$357.46k0.0037%
$ 806.0k
John Dineen
Independent Director9.1yrsUS$374.96k0.00039%
$ 85.0k
Eric Branderiz
Independent Director3.3yrsUS$364.96k0.000010%
$ 2.2k
Zein Abdalla
Independent Director10.7yrsUS$369.96k0.0047%
$ 1.0m
Archana Deskus
Independent Director6.2yrsUS$379.96k0.0037%
$ 808.2k
Abraham Schot
Independent Director3.1yrsUS$357.46k0.0025%
$ 540.2k
6.5yrs
Genomsnittlig anställningstid
65yo
Genomsnittlig ålder

Erfaren styrelse: CTSH s styrelse anses vara erfaren ( 6.5 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/14 07:02
Aktiekurs vid dagens slut2026/05/14 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Cognizant Technology Solutions Corporation bevakas av 58 analytiker. 28 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ashwin MehtaAmbit Capital
James KelleherArgus Research Company
David KoningBaird