Cognizant is executing a turnaround under new leadership focused on large-deal wins and AI Neuro platform monetization. Healthcare and financial services verticals stabilizing, but BFS discretionary spending remains lumpy. India delivery scale advantage persists, and capital returns are improving. Re-rating depends on sustained book-to-bill above 1.0x and AI services traction.
Thesis reviewed May 29, 2026
Cognizant Technology Solutions is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπ»Technology23WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | β8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | β8% | EARLY |
| SAP | SAP SE | 29 | +8% | β8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | β8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | β8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | β8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | β8% | EARLY |
Investors who hold CTSH may also have indirect exposure through these country funds.
Cognizant wins $1B managed services deal with US bank
Neuro AI platform reaches 50 enterprise deployments
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | D | Buy | Unknown amount | May 8, 26 | +8.7% |
| Gilbert CisnerosCA | D | Buy | Unknown amount | Apr 7, 26 | -8.7% |
| Kevin HernOK | R | Buy | Unknown amount | Apr 3, 26 | -10.2% |
| John JamesMI | R | Buy | Unknown amount | Sep 6, 24 | -24.1% |
| John JamesMI | R | Buy | Unknown amount | Sep 2, 24 | -26.0% |