$CTSH

Cognizant (NASDAQ: CTSH) said it will help implement Benchling, an AI R&D platform, at Kyowa Kirin’s Tokyo and Fuji research parks in Japan. Cognizant will provide setup, data migration, and ongoing maintenance, aiming to automate experimental design and data capture and improve workflow standardization and productivity. Kyowa Kirin is a specialty pharma focused on areas including bone and mineral disorders and hemato oncology.

HID, Soloinsight and Connected Technology Solutions (CTS) launched an integrated self-service visitor kiosk combining HID ATOM document reading and HID U.ARE.U face verification with Soloinsight’s CloudGate visitor management and PIAM platform. The kiosk verifies visitor identity before issuing credentials, records audit trails across 40+ compliance frameworks, and supports pre-registration via QR invitations.

USCIS reported eligible H-1B registrations for FY27 fell 38.5% to 211,600 from 343,981 in FY26, with FY27 at a seven-year low, citing changes to the lottery and increased AI use. Indian IT firms including Tata Consultancy Services, Infosys, and Cognizant filed more H-1B extensions and transfers. Xpheno data showed applications by 18 Indian IT firms and Cognizant dropped to 8,160 from 36,453 (2024 to 2025).

Dalal Jatin P (Chief Financial Officer) sold 12,000 shares of COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH) at $55.76 ($0.67M total) on 2026-08-03 under a Rule 10b5-1 trading plan.

Cognizant (CTSH) reported Q2 2026 results with revenue of $5,481 million year over year and net income of $636 million. The company raised elements of its 2026 revenue outlook and declared a $0.33 per share quarterly dividend payable Aug. 25, 2026. It also expanded enterprise AI efforts, including multi-year client wins and an EMEA AI unit.

Cognizant (CTSH) trades at a discount versus its historical valuation, with forward GAAP P/E of 8.31x and P/S of 0.97x. In Q2, it reported EPS $1.37 vs $1.38 expected, 4.5% revenue growth, and $459M free cash flow. Management guided Q3 growth 3.8%-5.3% YoY and FY EPS to $5.76 midpoint. Guggenheim cut its price target to $65 but kept a Buy; analysts’ mean target is $60.12.

Simply Wall St reports Cognizant Technology Solutions (CTSH) shares rose 22% to $55.35 after its Q2 results. The company posted $5.5b revenue and EPS of $1.36, beating expectations. Analysts kept 2026 forecasts largely unchanged, now at $22.2b revenue and $5.58 EPS, with a consensus price target near $63.10.

Morgan Stanley analyst James Faucette raised his price target on Cognizant (CTSH) to $51, citing the company’s differentiated AI strategy. The note follows Cognizant’s fiscal Q2 results: EPS of $1.37, slightly below the $1.38 estimate. Cognizant reported seven contracts over $100M each, operating margin at 16%, and raised full-year adjusted EPS to $5.70-$5.82, plus a $2B buyback.

Cognizant reported Q2 net profit of $636 million, down 1.4% year over year, while revenue rose 4.5% to $5.5 billion (4.1% in constant currency). The company cut its full-year constant-currency growth guidance to 4-5.5% from 4-6.5%. Margins improved to 15.9% and headcount fell to 356,700.

Cognizant Technology Solutions reported 4.1% year-over-year constant-currency revenue growth in Q2 2026, driven by North America and 12% growth in financial services. The company revised full-year revenue guidance to 4% to 5.5% growth and kept adjusted operating margin at 16% to 16.2%. It cited an $81M one-time India benefit, Project LEAP costs, and interest expense after a $1B Astreya-related draw.