任意の製品分析
許可いただいた場合、プライバシーに配慮した限定的な分析を使用し、どのリサーチ経路が有効かを把握します。広告トラッカーやセッション録画は使用しません。この選択は設定で変更できます。詳しくは プライバシーポリシー.
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.
各月に公開されたリサーチ版が示したレーティングです。レーティングは分析時点の株価を公正価値と比較したもので、判断が当たったかどうかの記録ではありません。
| 年 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
