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 elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | 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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$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% |