Cognizant: Cognizant Of AI Fears, But Also Of The Opportunity

Cognizant's share price has dropped sharply as AI disruption to the traditional consulting model and tighter H-1B visa rules spook investors. The concerns may be overblown. Cognizant does not appear to be heavily skewed towards lower-value work, the latter of which likely could be offset by AI-related services. At 12x P/E, and an 8.8% FCF yield, Cognizant appears to offer an interesting valuation relative to peers, historical valuation, and fundamentals. Cautious Buy.

Seeking Alpha • Aug 7, 2026

Carillon Chartwell Mid Cap Value Fund Q2 2026 Portfolio Review

ON Semiconductor designs and manufactures power and sensing semiconductors for automotive, industrial, and data center applications. Knight-Swift Transportation is one of North America's largest trucking and logistics companies, providing full-truckload, less-than-truckload, intermodal, and freight brokerage services. Expand Energy is the largest independent natural gas producer in the US, with operations focused primarily in the Haynesville and Appalachia basins.

Seeking Alpha • Aug 5, 2026

Unlocking Cognizant (CTSH) International Revenues: Trends, Surprises, and Prospects

Explore how Cognizant's (CTSH) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

Zacks Investment Research • Aug 3, 2026

Why Cognizant (CTSH) is a Top Momentum Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Jul 31, 2026

These Were the Best and Worst S&P 500 Stocks in July

The S&P 500 is on pace to log its worst July performance since 2014. These are the best and the worst performing stocks in the index for the month.

Barrons • Jul 31, 2026

Cognizant Q2 Earnings Call Focuses on AI Builder Shift

CTSH highlights its AI shift with 8,000+ AI engagements, platform growth, large deals and plans to scale AI-led services.

Zacks Investment Research • Jul 30, 2026

Cognizant Q2 Earnings Miss Estimates, Revenues Beat, Rise Y/Y

CTSH's Q2 revenues beat estimates as Financial Services surge, while higher interest costs pressure earnings and 2026 sales guidance was trimmed.

Zacks Investment Research • Jul 30, 2026

Cognizant forecasts weak quarterly revenue amid cautious client spending

Cognizant Technology forecast quarterly revenue below Wall Street estimates on ​Wednesday, as clients remained cautious ‌on discretionary IT spending.

Reuters • Jul 29, 2026

Cognizant Technology Solutions Q2 Earnings Call Highlights

Cognizant Technology Solutions NASDAQ: CTSH reported second-quarter 2026 revenue growth at the high end of its expectations, supported by North American demand, large-deal execution and continued strength in financial services, while maintaining its full-year adjusted operating margin outlook.

MarketBeat • Jul 29, 2026

Cognizant Technology Solutions Corporation (CTSH) Q2 2026 Earnings Call Transcript

Cognizant Technology Solutions Corporation (CTSH) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 29, 2026