Analyse produit facultative
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Cognizant Technology Solutions Corporation's published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $27.5B | |
|---|---|---|
| P/E (forward) | 9.4x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $18.51B | $19.43B | $19.35B | $19.74B | $21.11B | +3.3% |
| Gross profit | $6.90B | $6.98B | $6.69B | $6.78B | $7.12B | +0.8% |
| Operating income | $2.83B | $2.97B | $2.69B | $2.89B | $3.39B | +4.6% |
| Net income | $2.14B | $2.29B | $2.13B | $2.24B | $2.23B | +1.1% |
| EPS (diluted) | $4.05 | $4.41 | $4.21 | $4.51 | $4.56 | +3.0% |
| EBITDA | $3.41B | $3.60B | $3.38B | $3.53B | $4.17B | +5.2% |
| R&D | — | — | — | — | — | — |
| SG&A | $3.50B | $3.44B | $3.25B | $3.22B | $3.24B | -1.9% |
Recent company headlines from major financial publishers.
The base case represents the modal expected trajectory, reflecting steady execution across multi-year enterprise contracts, mid-single-digit top-line growth, and modest margin expansion driven by delivery automation. Regulated domain stability in Health Sciences and Financial Services sustains double-digit operating margins and robust cash generation, while ongoing share repurchases support diluted earnings compounding. This path establishes Fair value at $94.37 with an assigned probability of 60.0%, representing 62.2% upside from $58.17.
In the bull case, enterprise digital transformation spending re-accelerates as large corporate clients aggressively deploy generative AI workflows and modern cloud architecture. Health Sciences and Financial Services expand above historical mid-single-digit rates, and European market share gains accelerate across the United Kingdom and Continental Europe. Operational leverage and delivery automation expand operating margins, while disciplined free cash flow conversion accelerates share count retirement. This trajectory targets $116.80 with an assigned probability of 20.0%, offering an implied return of 100.8% from $58.17.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 8.0% | $103 | $105 | $109 | $112 | $116 |
| 8.5% | $96.0 | $98.3 | $101 | $104 | $107 |
| 9.0% | $90.2 | $92.2 | $94.4 | $96.7 | $99.2 |
| 9.5% | $85.3 | $87.0 | $88.8 | $90.7 | $92.8 |
| 10.0% | $80.9 | $82.4 | $83.9 | $85.5 | $87.3 |
Upcoming earnings date and setup when available.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
