COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSH)Stock Analysis
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Rank #572 of 2,960 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CTSH Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH), a Technology sector company. 13F Pro's AI-powered ranking engine scores CTSH at 64.1/100 on a 32-signal composite quality model, placing it at rank #572 of 2,960 stocks — the top 25% of the AI-ranked universe. CTSH scores in the top quartile across revenue scale (93.0), institutional flow (89.1), balance sheet strength (87.3). Based on the latest XBRL financial filings (Q1 2026), COGNIZANT TECHNOLOGY SOLUTIONS CORP reports quarterly revenue of $5.4B, net income of $662.0M, an operating margin of 15.6%. Top institutional holders of CTSH by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, PZENA INVESTMENT MANAGEMENT, based on the most recent SEC filings. CTSH trades on the Nasdaq exchange and files with the SEC under CIK 1058290. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CTSH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COGNIZANT TECHNOLOGY SOLUTIONS CORP directly from SEC EDGAR. COGNIZANT TECHNOLOGY SOLUTIONS CORP's 13F Pro composite quality score has ranged between 62 and 70 since 2021, currently 64.1 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving CTSH's Business? Latest 10-Q Breakdown
AI-extracted from COGNIZANT TECHNOLOGY SOLUTIONS CORP's 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 4.5% YoY to $5.48B in Q2 FY2026, led by 12% Financial Services growth, while Cognizant launched a new Project Leap restructuring ($230-320M) and borrowed $1B to fund acquisitions and buybacks.
Biggest Revenue Drivers
Ramp up of several recently won large deals and increasing demand for intuitive operations and automation and AI/analytics services
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$5.4B
Net Income
Q1 2026
$662.0M
Free Cash Flow
Q1 2026
$198.0M
Operating Margin
Q1 2026
15.6%
ROIC
Q1 2026
21.6%
D/E Ratio
Q1 2026
0.04
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+7.0% YoYNet Income
-0.4% YoYOperating Income
+17.2% YoYEPS (Diluted)
+1.1% YoYTotal Assets
+3.6% YoYTotal Debt
-36.6% YoYOp. Cash Flow
+35.7% YoYFree Cash Flow
+42.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $21.11B +7.0% | $19.74B +2.0% | $19.35B -0.4% | $19.43B +5.0% | $18.51B +11.1% | $16.65B |
| Net Income | $2.23B -0.4% | $2.24B +5.4% | $2.13B -7.2% | $2.29B +7.2% | $2.14B +53.5% | $1.39B |
| Operating Income | $3.39B +17.2% | $2.89B +7.5% | $2.69B -9.4% | $2.97B +5.0% | $2.83B +33.7% | $2.11B |
| EPS (Diluted) | $4.56 +1.1% | $4.51 +7.1% | $4.21 -4.5% | $4.41 +8.9% | $4.05 +57.6% | $2.57 |
| Total Assets | $20.69B +3.6% | $19.97B +8.0% | $18.48B +3.5% | $17.85B +0.0% | $17.85B +5.5% | $16.92B |
| Total Debt | $576.0M -36.6% | $908.0M +42.1% | $639.0M -1.1% | $646.0M -2.7% | $664.0M -5.3% | $701.0M |
| Operating Cash Flow | $2.88B +35.7% | $2.12B -8.8% | $2.33B -9.3% | $2.57B +2.9% | $2.50B -24.4% | $3.30B |
| Free Cash Flow | $2.60B +42.0% | $1.83B -9.2% | $2.01B -10.0% | $2.24B +0.9% | $2.22B -23.6% | $2.90B |
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Top Institutional Holders of CTSH
BlackRock, Inc.
$1.8B46,183,240 shVANGUARD CAPITAL MANAGEMENT LLC
$1.2B30,950,850 shPZENA INVESTMENT MANAGEMENT LLC
$1.0B26,529,172 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B26,148,721 shSTATE STREET CORP
$980.0M25,304,648 shInvesco Ltd.
$702.5M18,138,048 shJPMORGAN CHASE & CO
$579.3M14,952,942 shGEODE CAPITAL MANAGEMENT, LLC
$575.5M14,848,876 shDODGE & COX
$563.2M14,542,493 shFIL Ltd
$372.5M9,616,907 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.8B | 46,183,240 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 30,950,850 |
| PZENA INVESTMENT MANAGEMENT LLC | $1.0B | 26,529,172 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 26,148,721 |
| STATE STREET CORP | $980.0M | 25,304,648 |
| Invesco Ltd. | $702.5M | 18,138,048 |
| JPMORGAN CHASE & CO | $579.3M | 14,952,942 |
| GEODE CAPITAL MANAGEMENT, LLC | $575.5M | 14,848,876 |
| DODGE & COX | $563.2M | 14,542,493 |
| FIL Ltd | $372.5M | 9,616,907 |
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Popular Research
Is CTSH a good stock to buy?
13F Pro's AI-powered analysis of COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CTSH are available on the CTSH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CTSH is classified as a large company.
Which hedge funds own CTSH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CTSH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COGNIZANT TECHNOLOGY SOLUTIONS CORP's investment landscape.