Cognizant Technology Solutions Corp.

Cognizant Technology Solutions is a services company, transforming customers' business, operating and technology models for the digital era. The company's services include digital services and solutions, consulting, application development, systems integration, application testing, application maintenance, infrastructure services and business process services. Additionally, the company develops, licenses, implements and supports proprietary and third-party software products and platforms. The company has organized its services and solutions into four practice areas: Digital Business, Digital Operations, Digital Systems and Technology and Consulting.
  • TickerCTSH
  • ISINUS1924461023
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States
Moshe Katri ...
  • Ryan Campbell

INFY: Checks Pointing To Strong Demand Trends, Margin Resilience

Valens Research

Valens Equity Insights and Inflections - 2021 06 15

CBRL is set up to not just survive the pandemic, but actually to thrive because of it, and the market isn't pricing this in. Before 2020, the company already had been steadily improving UAFRS-based (Uniform) ROA the past 10 years, thanks to its strong strategy to optimize its restaurant and store business. Now the company is rolling out new strategies, like introducing alcohol sales and off-premise dining offerings, that could turbocharge returns coming out of the pandemic. The market is not pricing these tailwinds in. On top of that, management's compensation aligns them to focus on their str...

Valens Research

CTSH - Embedded Expectations Analysis - 2021 06 08

Cognizant Technology Solutions Corporation (CTSH:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 15.7x Uniform P/E, implying bearish expectations for the firm. Although management's concerns about labor shortages, the firm's growth potential, and bookings momentum suggest the potential for near-term headwinds, given the firm's strong business model, market expectations are overly bearish, and long-term equity performance is likely Specifically, management may lack confidence in their ability to maintain current margins, sustain Healthcare se...

Moshe Katri ...
  • Ryan Campbell

Advisor Call Focuses On Operational + Demand Metrics; Positive For The Sector

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of names in the Communications Sector are showing signs of leadership. (ex. GLUU, TWTR, GOOGL, NYT, and NWSA) • Consumer Discretionary continues to have a number of attractive names technically. (ex. TPR, LGIH, DHI, VSTO, RGR, PENN, SGMS, BYD, BJRI, BKE, EBAY, SIG, HAIN, and ENR ) • A number of Financial Sector names appear to be perking up. (ex. JHG, INTL, EVR, GHL, ARR, and CINF)

Moshe Katri ...
  • Ryan Campbell

INFY: Checks Pointing To Strong Demand Trends, Margin Resilience

Valens Research

Valens Equity Insights and Inflections - 2021 06 15

CBRL is set up to not just survive the pandemic, but actually to thrive because of it, and the market isn't pricing this in. Before 2020, the company already had been steadily improving UAFRS-based (Uniform) ROA the past 10 years, thanks to its strong strategy to optimize its restaurant and store business. Now the company is rolling out new strategies, like introducing alcohol sales and off-premise dining offerings, that could turbocharge returns coming out of the pandemic. The market is not pricing these tailwinds in. On top of that, management's compensation aligns them to focus on their str...

Valens Research

CTSH - Embedded Expectations Analysis - 2021 06 08

Cognizant Technology Solutions Corporation (CTSH:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 15.7x Uniform P/E, implying bearish expectations for the firm. Although management's concerns about labor shortages, the firm's growth potential, and bookings momentum suggest the potential for near-term headwinds, given the firm's strong business model, market expectations are overly bearish, and long-term equity performance is likely Specifically, management may lack confidence in their ability to maintain current margins, sustain Healthcare se...

Moshe Katri ...
  • Ryan Campbell

Advisor Call Focuses On Operational + Demand Metrics; Positive For The Sector

With a more favourable environment, COGNIZANT TECH.SLTN.CORP improves to Slightly Positive

COGNIZANT TECH.SLTN.CORP (US), a company active in the Computer Services industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date June 23, 2020, the closing price was USD 55.20 and its potential was estimated at USD 63.23.

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