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
Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

CTSH - Embedded Expectations Analysis - 2021 08 25

Cognizant Technology Solutions Corporation (CTSH:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.1x Uniform P/E, implying bearish expectations for the firm. Although management's concerns about attrition rates, margin performance, and recent acquisitions suggest the potential for near-term headwinds, market expectations are overly bearish, and long-term equity performance is likely. Specifically, management may lack confidence in their ability to sustain digital pipeline growth, continue surpassing revenue expectations, and maintain adjuste...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
CMCSA Comcast Corp. C... (Media)
WM Waste Managemen... (Industrial Goods & Services) ... (+12)

Vermilion Compass: Weekly Equity Strategy

Index and Sector Breakdowns Remain Absent Weak market dynamics continue to be counterbalanced by the fact that there is an absence of breakdowns at the index and Sector level; even the weakest Sectors such as Energy (XLE, XOP, RYE) and Transportation (IYT, XTN, JETS) are holding above key supports. Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Breakdowns Remain Absent. There continues to be an absence of breakdowns at the index and Sector level, which supports our constructive outlook. The S&P 500 remains above its 50-day MA, the Russell 2000 (...

CTSH Cognizant Techn... (Technology)

COGNIZANT TECHNOLOGY sees an upgrade to Slightly Positive due to a bet...

The general evaluation of COGNIZANT TECHNOLOGY (US), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 30, 2021, the closing price was USD 73.53 and its potential was estimated at USD 77.68.

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

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...

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

CTSH - Embedded Expectations Analysis - 2021 08 25

Cognizant Technology Solutions Corporation (CTSH:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.1x Uniform P/E, implying bearish expectations for the firm. Although management's concerns about attrition rates, margin performance, and recent acquisitions suggest the potential for near-term headwinds, market expectations are overly bearish, and long-term equity performance is likely. Specifically, management may lack confidence in their ability to sustain digital pipeline growth, continue surpassing revenue expectations, and maintain adjuste...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
CMCSA Comcast Corp. C... (Media)
WM Waste Managemen... (Industrial Goods & Services) ... (+12)

Vermilion Compass: Weekly Equity Strategy

Index and Sector Breakdowns Remain Absent Weak market dynamics continue to be counterbalanced by the fact that there is an absence of breakdowns at the index and Sector level; even the weakest Sectors such as Energy (XLE, XOP, RYE) and Transportation (IYT, XTN, JETS) are holding above key supports. Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Breakdowns Remain Absent. There continues to be an absence of breakdowns at the index and Sector level, which supports our constructive outlook. The S&P 500 remains above its 50-day MA, the Russell 2000 (...

CTSH Cognizant Techn... (Technology)

COGNIZANT TECHNOLOGY sees an upgrade to Slightly Positive due to a bet...

The general evaluation of COGNIZANT TECHNOLOGY (US), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 30, 2021, the closing price was USD 73.53 and its potential was estimated at USD 77.68.

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

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...

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

CTSH - Embedded Expectations Analysis - 2021 08 25

Cognizant Technology Solutions Corporation (CTSH:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.1x Uniform P/E, implying bearish expectations for the firm. Although management's concerns about attrition rates, margin performance, and recent acquisitions suggest the potential for near-term headwinds, market expectations are overly bearish, and long-term equity performance is likely. Specifically, management may lack confidence in their ability to sustain digital pipeline growth, continue surpassing revenue expectations, and maintain adjuste...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
CMCSA Comcast Corp. C... (Media)
WM Waste Managemen... (Industrial Goods & Services) ... (+12)

Vermilion Compass: Weekly Equity Strategy

Index and Sector Breakdowns Remain Absent Weak market dynamics continue to be counterbalanced by the fact that there is an absence of breakdowns at the index and Sector level; even the weakest Sectors such as Energy (XLE, XOP, RYE) and Transportation (IYT, XTN, JETS) are holding above key supports. Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Breakdowns Remain Absent. There continues to be an absence of breakdowns at the index and Sector level, which supports our constructive outlook. The S&P 500 remains above its 50-day MA, the Russell 2000 (...

CTSH Cognizant Techn... (Technology)

COGNIZANT TECHNOLOGY sees an upgrade to Slightly Positive due to a bet...

The general evaluation of COGNIZANT TECHNOLOGY (US), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 30, 2021, the closing price was USD 73.53 and its potential was estimated at USD 77.68.

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

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...

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

CTSH - Embedded Expectations Analysis - 2021 08 25

Cognizant Technology Solutions Corporation (CTSH:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.1x Uniform P/E, implying bearish expectations for the firm. Although management's concerns about attrition rates, margin performance, and recent acquisitions suggest the potential for near-term headwinds, market expectations are overly bearish, and long-term equity performance is likely. Specifically, management may lack confidence in their ability to sustain digital pipeline growth, continue surpassing revenue expectations, and maintain adjuste...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
CMCSA Comcast Corp. C... (Media)
WM Waste Managemen... (Industrial Goods & Services) ... (+12)

Vermilion Compass: Weekly Equity Strategy

Index and Sector Breakdowns Remain Absent Weak market dynamics continue to be counterbalanced by the fact that there is an absence of breakdowns at the index and Sector level; even the weakest Sectors such as Energy (XLE, XOP, RYE) and Transportation (IYT, XTN, JETS) are holding above key supports. Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Breakdowns Remain Absent. There continues to be an absence of breakdowns at the index and Sector level, which supports our constructive outlook. The S&P 500 remains above its 50-day MA, the Russell 2000 (...

CTSH Cognizant Techn... (Technology)

COGNIZANT TECHNOLOGY sees an upgrade to Slightly Positive due to a bet...

The general evaluation of COGNIZANT TECHNOLOGY (US), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 30, 2021, the closing price was USD 73.53 and its potential was estimated at USD 77.68.

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

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...

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

CTSH - Embedded Expectations Analysis - 2021 08 25

Cognizant Technology Solutions Corporation (CTSH:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.1x Uniform P/E, implying bearish expectations for the firm. Although management's concerns about attrition rates, margin performance, and recent acquisitions suggest the potential for near-term headwinds, market expectations are overly bearish, and long-term equity performance is likely. Specifically, management may lack confidence in their ability to sustain digital pipeline growth, continue surpassing revenue expectations, and maintain adjuste...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
CMCSA Comcast Corp. C... (Media)
WM Waste Managemen... (Industrial Goods & Services) ... (+12)

Vermilion Compass: Weekly Equity Strategy

Index and Sector Breakdowns Remain Absent Weak market dynamics continue to be counterbalanced by the fact that there is an absence of breakdowns at the index and Sector level; even the weakest Sectors such as Energy (XLE, XOP, RYE) and Transportation (IYT, XTN, JETS) are holding above key supports. Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Breakdowns Remain Absent. There continues to be an absence of breakdowns at the index and Sector level, which supports our constructive outlook. The S&P 500 remains above its 50-day MA, the Russell 2000 (...

CTSH Cognizant Techn... (Technology)

COGNIZANT TECHNOLOGY sees an upgrade to Slightly Positive due to a bet...

The general evaluation of COGNIZANT TECHNOLOGY (US), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 30, 2021, the closing price was USD 73.53 and its potential was estimated at USD 77.68.

Valens Research
  • Valens Research
CTSH Cognizant Techn... (Technology)

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...

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