Cognizant Technology Solutions (NASDAQ:CTSH) Issues FY 2026 Earnings Guidance

Cognizant Technology Solutions (NASDAQ:CTSH) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 5.560-5.700 for the period, compared to the consensus EPS estimate of 5.620. The company issued revenue guidance of $22.1 billion-$22.7 billion, compared to the consensus revenue estimate of $22.1 billion. Cognizant Technology Solutions also updated its Q1 2026 guidance to EPS.

Cognizant Technology Solutions Price Performance

Shares of CTSH stock traded up $2.30 on Wednesday, reaching $76.80. The company’s stock had a trading volume of 5,265,877 shares, compared to its average volume of 4,858,061. The stock’s fifty day simple moving average is $82.92 and its 200-day simple moving average is $74.98. Cognizant Technology Solutions has a 1 year low of $65.15 and a 1 year high of $90.82. The company has a market capitalization of $37.07 billion, a price-to-earnings ratio of 17.87, a price-to-earnings-growth ratio of 1.59 and a beta of 0.95. The company has a current ratio of 2.36, a quick ratio of 2.36 and a debt-to-equity ratio of 0.04.

Cognizant Technology Solutions (NASDAQ:CTSH) last released its quarterly earnings data on Wednesday, February 4th. The information technology service provider reported $1.35 EPS for the quarter, beating the consensus estimate of $1.32 by $0.03. Cognizant Technology Solutions had a net margin of 10.20% and a return on equity of 17.00%. The business had revenue of $5.33 billion during the quarter, compared to analyst estimates of $5.31 billion. During the same quarter last year, the business earned $1.21 earnings per share. Cognizant Technology Solutions’s quarterly revenue was up 4.9% compared to the same quarter last year. Cognizant Technology Solutions has set its FY 2026 guidance at 5.560-5.700 EPS. Analysts forecast that Cognizant Technology Solutions will post 4.98 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. UBS Group restated a “neutral” rating and set a $82.00 price objective (up from $78.00) on shares of Cognizant Technology Solutions in a research report on Monday, December 8th. JPMorgan Chase & Co. increased their price target on Cognizant Technology Solutions from $89.00 to $92.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Deutsche Bank Aktiengesellschaft upgraded shares of Cognizant Technology Solutions from a “hold” rating to a “buy” rating and set a $100.00 price objective on the stock in a research report on Monday, January 26th. Guggenheim reaffirmed a “buy” rating and set a $100.00 price target (up from $95.00) on shares of Cognizant Technology Solutions in a research note on Wednesday, January 28th. Finally, The Goldman Sachs Group reissued a “neutral” rating and issued a $84.00 price objective on shares of Cognizant Technology Solutions in a research report on Wednesday, October 29th. Nine equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $90.28.

Insider Transactions at Cognizant Technology Solutions

In other Cognizant Technology Solutions news, CEO Ravi Kumar Singisetti sold 3,125 shares of the firm’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $80.01, for a total transaction of $250,031.25. Following the transaction, the chief executive officer owned 75,454 shares of the company’s stock, valued at approximately $6,037,074.54. This trade represents a 3.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Michael Patsalos-Fox sold 7,000 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $83.52, for a total transaction of $584,640.00. Following the completion of the sale, the director directly owned 47,729 shares of the company’s stock, valued at $3,986,326.08. The trade was a 12.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 27,706 shares of company stock valued at $2,317,281. 0.32% of the stock is currently owned by corporate insiders.

Key Stories Impacting Cognizant Technology Solutions

Here are the key news stories impacting Cognizant Technology Solutions this week:

• Positive Sentiment: Beat on Q4 revenue and EPS, showing continued top‑line momentum and margin expansion — the quarter exceeded consensus and revenue grew 4.9% year‑over‑year. Cognizant (CTSH) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: FY‑2026 revenue guidance tops Street expectations (range $22.1B–$22.7B) and Q1 revenue guide (~$5.4B) is above consensus — supports the view of stronger demand for its services. Cognizant Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Management cited large AI‑driven “mega‑deals” (reported as ~$500M deals) and stronger bookings as growth drivers — a structural tailwind if deal conversion and execution continue. IT Services Giant Cognizant Issues Healthy Outlook As $500 Million ‘Mega-Deals’ Fuel AI Growth
• Neutral Sentiment: FY‑2026 EPS guidance of $5.560–5.700 is only marginally above consensus — upside is modest unless management hits the high end of the range. Cognizant forecasts annual revenue above estimates
• Neutral Sentiment: Short‑interest notes in filings appear to contain reporting anomalies (zero/NaN entries); no clear short‑pressure signal from the data provided.
• Negative Sentiment: Execution risk remains: guidance implies management must sustain deal wins, conversion and margin expansion to justify the move — any slowdown or margin miss could reverse the rally.

Institutional Trading of Cognizant Technology Solutions

Several hedge funds and other institutional investors have recently bought and sold shares of CTSH. JPL Wealth Management LLC bought a new position in shares of Cognizant Technology Solutions in the 3rd quarter worth $25,000. WealthCollab LLC raised its holdings in Cognizant Technology Solutions by 37.1% in the third quarter. WealthCollab LLC now owns 643 shares of the information technology service provider’s stock worth $43,000 after purchasing an additional 174 shares in the last quarter. Geneos Wealth Management Inc. lifted its position in shares of Cognizant Technology Solutions by 118.8% during the first quarter. Geneos Wealth Management Inc. now owns 569 shares of the information technology service provider’s stock valued at $44,000 after buying an additional 309 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of Cognizant Technology Solutions in the 3rd quarter valued at about $53,000. Finally, WFA of San Diego LLC purchased a new position in shares of Cognizant Technology Solutions in the 2nd quarter worth approximately $78,000. Institutional investors own 92.44% of the company’s stock.

About Cognizant Technology Solutions

Cognizant Technology Solutions (NASDAQ: CTSH) is a global professional services company that provides information technology, consulting and business process services to large enterprises. Its core offerings include digital engineering, application development and maintenance, cloud migration and managed services, data analytics and artificial intelligence, cybersecurity, and industry-specific solutions. Cognizant works with clients to design and implement technology-enabled transformations that address customer experience, operational efficiency and new product and service delivery.

Founded in the 1990s and headquartered in Teaneck, New Jersey, Cognizant has grown into a multinational organization with delivery centers and operations across the Americas, Europe, and Asia.