Cognizant Technology Solutions Corp.

CTSH-Q

NASDAQ:CTSH

66.22
0.68 (1.02%)
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.
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Analysis and Opinions about CTSH-Q

Signal
Opinion
Expert
COMMENT
COMMENT
August 10, 2017

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.

TOP PICK
TOP PICK
May 9, 2017

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.)

PAST TOP PICK
PAST TOP PICK
November 28, 2016

(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.

PAST TOP PICK
PAST TOP PICK
November 22, 2016

(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.

COMMENT
COMMENT
October 17, 2016

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.

BUY
BUY
October 14, 2016

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.

PAST TOP PICK
PAST TOP PICK
September 19, 2016

(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.

HOLD
HOLD
August 22, 2016

(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.

BUY
BUY
August 10, 2016

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.)

PAST TOP PICK
PAST TOP PICK
February 19, 2016

(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.

TOP PICK
TOP PICK
December 14, 2015

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.

TOP PICK
TOP PICK
November 2, 2015

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.

TOP PICK
TOP PICK
September 14, 2015

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.

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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.

TOP PICK
TOP PICK
April 29, 2015

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.

PAST TOP PICK
PAST TOP PICK
March 9, 2015

(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.

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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.

TOP PICK
TOP PICK
February 26, 2015

They help companies be better through technology. It used to be cost cutting and outsourcing and now it is moving more to how to use technology to differentiate the product. They are focused on healthcare and financial services. There is quite a bit of run room in this one. There was a temporary profit warning and she bought into that.

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They help companies be better through technology. It used to be cost cutting and outsourcing and now it is moving more to how to use technology to differentiate the product. They are focused on healthcare and financial services. There is quite a bit of run room in this one. There was a temporary profit warning and she bought into that.

PAST TOP PICK
PAST TOP PICK
December 11, 2014

(Top Pick Feb 6/14, Up 8.83%) IT consulting around the world. Grew net earnings more than 10% for the last 10 years in a row. They guided earning down from 14 to 10% and then later they revised earnings projection again upwards. It’s a keeper.

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(Top Pick Feb 6/14, Up 8.83%) IT consulting around the world. Grew net earnings more than 10% for the last 10 years in a row. They guided earning down from 14 to 10% and then later they revised earnings projection again upwards. It’s a keeper.

TOP PICK
TOP PICK
December 8, 2014

They do consulting in IT sort of business process outsourcing. Big in financial services but recently made an acquisition on the healthcare side. Had bought into this on an “earnings warn”, which was followed by a big pop in the stock when they did better than what they had warned. Have the ability to make companies more efficient. Historically it has been all about cost-cutting, efficiency, etc. but now it is about how to use technology to differentiate and grow your business and generate revenue. Technology has a lot of room to grow and this company is at the heart of it.

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They do consulting in IT sort of business process outsourcing. Big in financial services but recently made an acquisition on the healthcare side. Had bought into this on an “earnings warn”, which was followed by a big pop in the stock when they did better than what they had warned. Have the ability to make companies more efficient. Historically it has been all about cost-cutting, efficiency, etc. but now it is about how to use technology to differentiate and grow your business and generate revenue. Technology has a lot of room to grow and this company is at the heart of it.

PAST TOP PICK
PAST TOP PICK
September 11, 2014

(Top Feb 06/13, Down 5.10%) He has been in for two years. They had over a dozen years of revenue growth, double digit. They lowered their guidance recently and that caused the stock to fall off.

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(Top Feb 06/13, Down 5.10%) He has been in for two years. They had over a dozen years of revenue growth, double digit. They lowered their guidance recently and that caused the stock to fall off.

PAST TOP PICK
PAST TOP PICK
June 6, 2014

(A Top Pick July 5/13. Up 53.2%.) Had a 2-for-1 stock split. Stock sold off because of concerns on new immigration laws in the US. Those have been watered down substantially, and the stock has responded accordingly. Still a Hold, but at the upper end of earnings where he feels comfortable.

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(A Top Pick July 5/13. Up 53.2%.) Had a 2-for-1 stock split. Stock sold off because of concerns on new immigration laws in the US. Those have been watered down substantially, and the stock has responded accordingly. Still a Hold, but at the upper end of earnings where he feels comfortable.

PAST TOP PICK
PAST TOP PICK
June 4, 2014

(A Top Pick Feb 6/14. Up 1.69%.) 2-for-1 stock split. Has grown revenues and net income earnings per share at over 10% per year for the last 10 years and longer. Even through the recession of 2007-2009 it was growing at 10% plus revenues and net income earnings per share. Basically an IT consulting company. Companies are not spending money on building new plants and expanding, but are spending it on cutting costs. Trading at around 20X this year’s earnings so it still looks attractive.

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(A Top Pick Feb 6/14. Up 1.69%.) 2-for-1 stock split. Has grown revenues and net income earnings per share at over 10% per year for the last 10 years and longer. Even through the recession of 2007-2009 it was growing at 10% plus revenues and net income earnings per share. Basically an IT consulting company. Companies are not spending money on building new plants and expanding, but are spending it on cutting costs. Trading at around 20X this year’s earnings so it still looks attractive.

TOP PICK
TOP PICK
February 6, 2014

One of the fastest growing companies in the world that people have not heard of. Growth of 20 times over the last dozen years. Even grew during the recession. IT outsourcing industry. Growing 16.5% per annum. PE of 20 times.

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One of the fastest growing companies in the world that people have not heard of. Growth of 20 times over the last dozen years. Even grew during the recession. IT outsourcing industry. Growing 16.5% per annum. PE of 20 times.

TOP PICK
TOP PICK
July 5, 2013

Global technology outsourcer so a lot of their employees actually do work for North American companies but reside in other countries where they have their locations. Has sold off this year over concerns about US immigration policy. Historically has traded in the 15 to 18 multiple range and right now it is down to 14X next years earnings. Still growing at 18%-20% per year. 1000+ corporate customers with a focus on the Cloud and Virtualization.

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Global technology outsourcer so a lot of their employees actually do work for North American companies but reside in other countries where they have their locations. Has sold off this year over concerns about US immigration policy. Historically has traded in the 15 to 18 multiple range and right now it is down to 14X next years earnings. Still growing at 18%-20% per year. 1000+ corporate customers with a focus on the Cloud and Virtualization.

TOP PICK
TOP PICK
March 23, 2006
A technology integration company. They do software installations in IT services. Earnings have been growing between 40/50% a year. Have beaten the estimates about five quarters in a row. Corporate America is flush with cash right now and are using it to reinvest in their business.
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A technology integration company. They do software installations in IT services. Earnings have been growing between 40/50% a year. Have beaten the estimates about five quarters in a row. Corporate America is flush with cash right now and are using it to reinvest in their business.
BUY
BUY
November 16, 2005
Basically an outsource play on software. Indian software market has been phenominally powerful. The model is very attractive. There's a long term book opportunity for them.
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Basically an outsource play on software. Indian software market has been phenominally powerful. The model is very attractive. There's a long term book opportunity for them.
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Cognizant Technology Solutions Corp.(CTSH-Q) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Cognizant Technology Solutions Corp. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Cognizant Technology Solutions Corp.(CTSH-Q) Frequently Asked Questions

What is Cognizant Technology Solutions Corp. stock symbol?

Cognizant Technology Solutions Corp. is a American stock, trading under the symbol CTSH-Q on the NASDAQ (CTSH). It is usually referred to as NASDAQ:CTSH or CTSH-Q

Is Cognizant Technology Solutions Corp. a buy or a sell?

In the last year, there was no coverage of Cognizant Technology Solutions Corp. published on Stockchase.

Is Cognizant Technology Solutions Corp. a good investment or a top pick?

Cognizant Technology Solutions Corp. was recommended as a Top Pick by Jennifer Radman on 2017-08-10. Read the latest stock experts ratings for Cognizant Technology Solutions Corp..

Why is Cognizant Technology Solutions Corp. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Cognizant Technology Solutions Corp. worth watching?

In the last year, there was no coverage of Cognizant Technology Solutions Corp. published on Stockchase.

What is Cognizant Technology Solutions Corp. stock price?

On 2020-08-14, Cognizant Technology Solutions Corp. (CTSH-Q) stock closed at a price of $66.22.