Cognizant's revenue growth has stabilized at 4-8% with operating margins expanding to 15.9% in Q2 2026, driven by disciplined SG&A control and improving operating leverage. However, cash flow remains highly volatile, with working capital swings causing FCF mar...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stabilized at 4.5% in Q2 2026 with gross margin at 33.4% and operating margin expanding to 15.9%, though COGS as a percentage of revenue rose from 65% to 67% over two years, signaling potential margin pressure.
Cognizant's focus on AI-driven productivity is highlighted by its partnerships with NVIDIA, Microsoft, and Google, contributing to strong revenue growth.
Cognizant helps companies modernize technology and reimagine processes, enabling them to stay competitive in a rapidly evolving market.
The company has demonstrated robust Q1 revenue growth, with its stock price appreciating by approximately 7.20% following bullish coverage.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $1.37-0.7% vs $1.38 | $5.5B+0.0% vs $5.5B |
Q2 2026 Apr 29, 2026 | $1.40+4.5% vs $1.34 | $5.4B-0.0% vs $5.4B |
Q1 2026 Feb 4, 2026 | $1.35+2.3% vs $1.32 | $5.3B+0.4% vs $5.3B |
Q4 2025 Oct 29, 2025 | $1.39+6.9% vs $1.30 | $5.4B+1.8% vs $5.3B |
Axis Bank and Cognizant Collaborate to Strengthen Application Management with AMS 2.0PR NewswireBENGALURU, India, Sept. 17, 2026Automation-led operations to dri
Automation-led operations to drive user experience, efficiency and productivity BENGALURU, India, Sept. 17, 2026 /PRNewswire/ -- Cognizant (NASDAQ: CTSH), a leading AI builder and technology services provider, and Axis Bank, one of the largest private sector banks in India, today announced the successful implementation and go-live of Cognizant's Application Management Services (AMS) under Axis Bank's AMS 2.0 initiative for the Bank's stakeholders.
Cognizant Technology Solutions NASDAQ: CTSH is repositioning its delivery model around artificial intelligence, with Chief Executive Officer Ravi Kumar describing a shift from a business centered on human capital to one that combines human and digital labor and increasingly sells outcomes rather than hours.
Cognizant Technology Solutions Corporation (CTSH) Presents at Truist Technology Symposium: AI Transformation & Evolving Enterprise Debates Transcript
Benchmark CTSH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cognizant Technology Solutions Corporation (CTSH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $58.68 | $26.43B | 12.90 | 6.95% | 10.56% | 15.16% | 2.16% | |
| $183.72 | $112.43B | 15.12 | 7.36% | 10.7% | 24.08% | — | |
| $10.76 | $43.66B | 12.96 | 4.57% | 16.38% | 32.84% | — | |
| $1.69 | $16.72B | 12.89 | 3.97% | 13.92% | 15.43% | — | |
| $111.54 | $5.83B | 16.60 | 15.42% | 7.15% | 11.19% | — | |
| $35.01 | $1.51B | 15.29 | 1.62% | 4.63% | 5.17% | — |
Cognizant Technology Solutions Corporation (CTSH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Cognizant Technology Solutions Corporation (CTSH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jul 10, 2026·SEC
May 21, 2026·SEC
Feb 12, 2026·SEC
Get notified when CTSH posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Cognizant Technology Solutions Corporation (CTSH) stock FAQ — growth, dividends, profitability & financials explained
Cognizant Technology Solutions Corporation (CTSH) reported $21.64B in revenue for fiscal year 2025. This represents a 36832% increase from $58.6M in 1998.
Cognizant Technology Solutions Corporation (CTSH) grew revenue by 7.0% over the past year. This is steady growth.
Yes, Cognizant Technology Solutions Corporation (CTSH) is profitable, generating $2.22B in net income for fiscal year 2025 (10.6% net margin).
Yes, Cognizant Technology Solutions Corporation (CTSH) pays a dividend with a yield of 2.16%. This makes it attractive for income-focused investors.
Cognizant Technology Solutions Corporation (CTSH) has a return on equity (ROE) of 15.2%. This is reasonable for most industries.
Cognizant Technology Solutions Corporation (CTSH) generated $2.60B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
