Cognizant Technology Solutions Corp. (CTSH-Q) Stock Predictions - Stockchase
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Cognizant Technology Solutions Corp. (CTSH-Q)

ON STOCKCHASE SINCE Nov 2005

Based in India.

computer software/processing

Cognizant Technology Solu...

CTSH-Q

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Cognizant Technology Solutions Corp. (CTSH-Q) SAVE Mar, 21, 2019, 11:52 pm

72.20 0.49 (0.68%)

About Cognizant Technology Solutions Corp. (CTSH-Q)

Cognizant is an American multinational corporation that provides IT services, including digital, technology, consulting, and operations services. It is headquartered in Teaneck, New Jersey, United States. More at Wikipedia

What the experts are saying about CTSH-Q



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COMMENT

She sees a lot of good, long term, secular drivers. As technology permeates every business and every industry, these are the guys that come in and explain how a company can use technology. Historically, this was just on the expense side and how to get more efficient, but now use technology to generate revenue. This has been big on the financial services side with banking, insurance and healthcare. In the last year or so, there has been a lull in that kind of spending, but that has come back. An activist shareholder came in and put some nice targets out. The company has been executing well, and they still have a lot of room to run on some of their targets.

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She sees a lot of good, long term, secular drivers. As technology permeates every business and every industry, these are the guys that come in and explain how a company can use technology. Historically, this was just on the expense side and how to get more efficient, but now use technology to generate revenue. This has been big on the financial services side with banking, insurance and healthcare. In the last year or so, there has been a lull in that kind of spending, but that has come back. An activist shareholder came in and put some nice targets out. The company has been executing well, and they still have a lot of room to run on some of their targets.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$70.010
Owned Owned
Yes

TOP PICK

They are on the business technology outsourcing side, for financial services firms, healthcare firms, mostly figuring out how to use technology to make your business better. There were a few headwinds, and those are starting to lapse. They had an activist investor come in, and the board put together a plan to derive value creation, and that is starting to work. She sees quite a few more legs on this. Yield of 1%. (Analysts’ price target is $70.)

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They are on the business technology outsourcing side, for financial services firms, healthcare firms, mostly figuring out how to use technology to make your business better. There were a few headwinds, and those are starting to lapse. They had an activist investor come in, and the board put together a plan to derive value creation, and that is starting to work. She sees quite a few more legs on this. Yield of 1%. (Analysts’ price target is $70.)

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$64.170
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Dec 14/15. Down 3.54%.) Early last month, there was a press release that said there was an internal bribery probe in the company, and that their CFO (since their IPO of 1998), who became president, had resigned. That was a red flag to him.

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(A Top Pick Dec 14/15. Down 3.54%.) Early last month, there was a press release that said there was an internal bribery probe in the company, and that their CFO (since their IPO of 1998), who became president, had resigned. That was a red flag to him.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$56.950
Owned Owned
No

PAST TOP PICK

(A Top Pick Nov 2/15. Down 22.28%.) Got stopped out last January. This is one you need to be out of. Anything that was providing outsourcing services into the US was impacted by the election. This company has a lot of operations outside of the US.

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(A Top Pick Nov 2/15. Down 22.28%.) Got stopped out last January. This is one you need to be out of. Anything that was providing outsourcing services into the US was impacted by the election. This company has a lot of operations outside of the US.

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David Burrows

President , Barometer Capital Ma...

Price Price
$53.180
Owned Owned
No

COMMENT

Cognizant (CTSH-Q) or CGI Group (GIB.A-T)? This is in IT consulting to financial institutions and other big organizations. Both are growing at about the same rate, about 10%. When looking at the multiple they are trading at, they are virtually the same, 15 or 16 times next year’s earnings. The difficulty here is that the CEO has just resigned and the company is being investigated for bribery in India. Of the 2, he prefers CGI, as that one is behaving much better and the price performance is much stronger. Prefers Fiserv (FISV-Q) and Fidelity (FIS-N), which are both specifically in financial technology, which is the right space as digital transactions are growing 10% every year. The banks have held back on spending on technology over many years, and are now re-accelerating their spend.

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Cognizant (CTSH-Q) or CGI Group (GIB.A-T)? This is in IT consulting to financial institutions and other big organizations. Both are growing at about the same rate, about 10%. When looking at the multiple they are trading at, they are virtually the same, 15 or 16 times next year’s earnings. The difficulty here is that the CEO has just resigned and the company is being investigated for bribery in India. Of the 2, he prefers CGI, as that one is behaving much better and the price performance is much stronger. Prefers Fiserv (FISV-Q) and Fidelity (FIS-N), which are both specifically in financial technology, which is the right space as digital transactions are growing 10% every year. The banks have held back on spending on technology over many years, and are now re-accelerating their spend.

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David Burrows

President , Barometer Capital Ma...

Price Price
$50.100
Owned Owned
No

BUY

An Indian IT company. A very strong company, and this would be a good time to step in and Buy it. They are like a one-step complete package, for companies that want to outsource their IT. Also, it works in very large companies which consistently use them. They have top software computer engineers which have incredible talent.

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An Indian IT company. A very strong company, and this would be a good time to step in and Buy it. They are like a one-step complete package, for companies that want to outsource their IT. Also, it works in very large companies which consistently use them. They have top software computer engineers which have incredible talent.

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Hilary Kramer

Editor in , GameChangerStocks.co...

Price Price
$50.340
Owned Owned
Unknown

PAST TOP PICK

(Top Pick Sep 14/15, Dow 13.63%) IT Consulting and outsourcing.  It has pulled back recently because of comments made last quarter about macro headwinds.  They have been growing double digits for over 12 consecutive years organically.

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(Top Pick Sep 14/15, Dow 13.63%) IT Consulting and outsourcing.  It has pulled back recently because of comments made last quarter about macro headwinds.  They have been growing double digits for over 12 consecutive years organically.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$53.330
Owned Owned
Yes

HOLD

(Market Call Minute.) Their biggest vertical, the healthcare sector has pulled back, and until we see a resurgence he would just hold.

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(Market Call Minute.) Their biggest vertical, the healthcare sector has pulled back, and until we see a resurgence he would just hold.

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John Kim

Portfolio , Aston Hill Financial...

Price Price
$57.740
Owned Owned
Unknown

BUY

A fantastic company, and you should add to your holdings. Technology is coming into pretty much every industry across the globe, and this company comes in to make a company lean. They do retooling of how a company does business. A very powerful, long term secular trend. (See Top Picks.)

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A fantastic company, and you should add to your holdings. Technology is coming into pretty much every industry across the globe, and this company comes in to make a company lean. They do retooling of how a company does business. A very powerful, long term secular trend. (See Top Picks.)

computer software/processing
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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$57.530
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Dec 8/14. Up 5.26%.) Uses technology to help reduce costs in the financial sector, insurance and healthcare. Likes the long-term trends of this. Trading at only 16X earnings. Still a Buy.

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(A Top Pick Dec 8/14. Up 5.26%.) Uses technology to help reduce costs in the financial sector, insurance and healthcare. Likes the long-term trends of this. Trading at only 16X earnings. Still a Buy.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$55.900
Owned Owned
Yes

TOP PICK

IT out sourcing, 75% in India, but customers are in the US.  They are focusing in cost cutting and are in a high demand sector.  They had 12 consecutive years with 10% or more growth in revenue and earnings.  19 times earnings.  This is an organic growth story.

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IT out sourcing, 75% in India, but customers are in the US.  They are focusing in cost cutting and are in a high demand sector.  They had 12 consecutive years with 10% or more growth in revenue and earnings.  19 times earnings.  This is an organic growth story.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$59.760
Owned Owned
Yes

TOP PICK

Corporations have made the leap from saying Cloud is risky, to saying Cloud is safer.  Corporations don’t want to take on the responsibility for the security of IT.  CTSH-Q are in the services piece of technology.

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Corporations have made the leap from saying Cloud is risky, to saying Cloud is safer.  Corporations don’t want to take on the responsibility for the security of IT.  CTSH-Q are in the services piece of technology.

computer software/processing
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David Burrows

President , Barometer Capital Ma...

Price Price
$68.430
Owned Owned
Yes

TOP PICK

A leading IT and outsourcing company.  They grew revenues at least 21% per year for 12 consecutive years.  They are an organic grower, which is preferable.  They help companies implement technologies.

computer software/processing
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A leading IT and outsourcing company.  They grew revenues at least 21% per year for 12 consecutive years.  They are an organic grower, which is preferable.  They help companies implement technologies.

computer software/processing
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$62.080
Owned Owned
Yes

TOP PICK

Consulting in the health care and financial services areas.  She sees a ton of opportunity for growth over the next couple of years.

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Consulting in the health care and financial services areas.  She sees a ton of opportunity for growth over the next couple of years.

computer software/processing
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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$59.920
Owned Owned
Yes

PAST TOP PICK

(Top Pick Feb 6/14, Up 29.75%) They tap into one of the only growth areas in North America.  Customers are spending money on stock buybacks and reduction of costs, which is where they consult. 

computer software/processing
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(Top Pick Feb 6/14, Up 29.75%) They tap into one of the only growth areas in North America.  Customers are spending money on stock buybacks and reduction of costs, which is where they consult. 

computer software/processing
0 0 0 0 0
0 comments
Teal Linde

Portfolio , Linde Equity Report...

Price Price
$61.920
Owned Owned
Yes

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