CTSH Cognizant Technology Solutions Corporation

bullish track record → $54.63 -0.48 (-0.9%)
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Mkt Cap $26B P/E 12.0 fwd 8.9 52wk $54.26 - $87.03 Earnings 2026-04-29 53d ago
Insider selling: $7,691,323 sold by 17 insiders (30d)
Est. revisions: -0.1% (1 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.1)

Factor Model

net +0.1 1.0 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Vehicle Maker Deal Lands as Analysts See 50% Upside

Watch: Monitor execution on the vehicle maker contract rollout and any announcements on deal duration and contract value — both will determine whether this translates to guidance raises or beats when CTSH reports next quarter.

Cognizant just locked in a multi-year contract with a leading vehicle manufacturer to overhaul global workplace services using AI and its WorkNEXT suite — a tangible win in digital transformation services announced February 24. The same week, the company expanded its partnership with Wallenius Wilhelmsen, a shipping and logistics firm, adding infrastructure and core business application services to strengthen their integrated capabilities. Wells Fargo reiterated an Overweight rating with a $98 price target, citing 50.6% average analyst upside potential as of late February.

These contract wins validate Cognizant's ability to land marquee enterprise deals in workplace modernization and supply chain tech — high-margin, recurring revenue streams that drive multiple expansion. The analyst consensus suggesting half-again upside reflects confidence the company can convert these deals into material margin accretion and growth acceleration.

Evidence

1d ago JP Morgan main CTSH: Overweight → Overweight
7d ago Guggenheim main CTSH: Buy → Buy
15d ago UBS main CTSH: Neutral → Neutral
Fundamentals & Data ▾
Cognizant Technology Solutions Corporation Technology · Information Technology Services
Mkt Cap
$26B
P/E
12.0 fwd 8.9
Beta
0.98
Div Yield
242.00%
52w Range
$54.26 - $87.03
Short Interest
35.7M 9.83%
Days to Cover
6.6 +15%
Technicals downtrend
from 52w Hi
-11.2%
1w return
-9.3%
Insiders
selling 0B / 2S
Analysts
mixed
EPS Estimate
$1.33 -0.1% 30d 1up / 1dn
Est. Dispersion
6% 22 analysts
Analyst Target
$82 $60 - $107
Options P/C
0.54
Insider Cluster
strong sell 0B / 5S
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater
Financials
Revenue
$5.3B +5% YoY
FCF
$781M
Gross Margin
34%
Op Margin
16%
Momentum: decelerating
Top Holders
Citadel $647M
D.E. Shaw $404M
Bridgewater $17M
Recent Filings & Data
insider trade 110
net selling · $7,691,323 sold
17 insiders · 110 transactions (30d)
Recent transactions
GUMMADI SURYA KUMARI · other
KERDMAN ALINA · other
KERDMAN ALINA · sell · $7,962
DIAZ KATHRYN · other
DALAL JATIN PRAVINCHANDRA · other
VARRIER RAJESH · other
KERDMAN ALINA · other
KIM JOHN SUNSHIN · other
GUMMADI SURYA KUMARI · other
SINGISETTI RAVI KUMAR · other
AYYAR BALU GANESH · other
DIAZ KATHRYN · other
DALAL JATIN PRAVINCHANDRA · other
KERDMAN ALINA · sell · $9,537
DIAZ KATHRYN · other
DALAL JATIN PRAVINCHANDRA · other
KERDMAN ALINA · other
KIM JOHN SUNSHIN · other
GUMMADI SURYA KUMARI · other
SINGISETTI RAVI KUMAR · other
AYYAR BALU GANESH · other
KERDMAN ALINA · sell · $10,680
DIAZ KATHRYN · other
KERDMAN ALINA · other
KIM JOHN SUNSHIN · other
GUMMADI SURYA KUMARI · other
SINGISETTI RAVI KUMAR · other
AYYAR BALU GANESH · other
GUMMADI SURYA KUMARI · sell · $143,523
PATSALOS-FOX MICHAEL · sell · $168,460
PATSALOS-FOX MICHAEL · sell · $245,744
GUMMADI SURYA KUMARI · sell · $569,962
KERDMAN ALINA · sell · $17,080
KERDMAN ALINA · other
PATSALOS-FOX MICHAEL · sell · $255,514
PATSALOS-FOX MICHAEL · sell · $596,650
SINGISETTI RAVI KUMAR · sell · $250,935
DIAZ KATHRYN · other
DALAL JATIN PRAVINCHANDRA · other
VARRIER RAJESH · other
KERDMAN ALINA · sell · $11,063
KERDMAN ALINA · other
KIM JOHN SUNSHIN · other
GUMMADI SURYA KUMARI · other
SINGISETTI RAVI KUMAR · other
AYYAR BALU GANESH · other
PATSALOS-FOX MICHAEL · sell · $251,571
KIM JOHN SUNSHIN · sell · $418,405
PATSALOS-FOX MICHAEL · sell · $584,653
DALAL JATIN PRAVINCHANDRA · other
KIM JOHN SUNSHIN · sell · $200,000
SINGISETTI RAVI KUMAR · sell · $250,039
DIAZ KATHRYN · other
KERDMAN ALINA · sell · $11,695
KERDMAN ALINA · other
KIM JOHN SUNSHIN · other
GUMMADI SURYA KUMARI · sell · $544,890
AYYAR BALU GANESH · other
GUMMADI SURYA KUMARI · sell · $539,578
KERDMAN ALINA · sell · $11,350
KIM JOHN SUNSHIN · other
GUMMADI SURYA KUMARI · other
SINGISETTI RAVI KUMAR · other
KIM JOHN SUNSHIN · sell · $187,950
DIAZ KATHRYN · other
VARRIER RAJESH · other
KIM JOHN SUNSHIN · other
DALAL JATIN PRAVINCHANDRA · other
SINGISETTI RAVI KUMAR · other
PATSALOS-FOX MICHAEL · sell · $504,823
KERDMAN ALINA · sell · $30,897
DIAZ KATHRYN · other
GUMMADI SURYA KUMARI · other
AYYAR BALU GANESH · other
GUMMADI SURYA KUMARI · sell · $399,744
SINGISETTI RAVI KUMAR · sell · $383,675
SILVENT KARIMA · other
DIAZ KATHRYN · other
GUMMADI SURYA KUMARI · other
DIAZ KATHRYN · other
DALAL JATIN PRAVINCHANDRA · other
TELESMANIC ROBERT J · other
SCHOT ABRAHAM · other
BALI VINITA · other
ABDALLA ZEIN M. · other
VELLI JOSEPH M · other
PATSALOS-FOX MICHAEL · other
DESKUS ARCHANA · other
MACKAY LEO S. JR. · award · $48,674
KIM JOHN SUNSHIN · sell · $401,200
GUMMADI SURYA KUMARI · other
TELESMANIC ROBERT J · other
GUMMADI SURYA KUMARI · other
TELESMANIC ROBERT J · other
GUMMADI SURYA KUMARI · other
DIAZ KATHRYN · other
GUMMADI SURYA KUMARI · other
DIAZ KATHRYN · other
DALAL JATIN PRAVINCHANDRA · other
VARRIER RAJESH · other
KIM JOHN SUNSHIN · other
GUMMADI SURYA KUMARI · other
AYYAR BALU GANESH · other
TELESMANIC ROBERT J · other
PATSALOS-FOX MICHAEL · sell · $253,867
DIAZ KATHRYN · other
DALAL JATIN PRAVINCHANDRA · other
KIM JOHN SUNSHIN · sell · $417,986
DIAZ KATHRYN · other
KERDMAN ALINA · sell · $11,890
7 signals · latest 1d ago

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