Cognizant Technology Solutions Stock Price, News & Analysis

Cognizant (NASDAQ: CTSH) has entered into a definitive agreement to acquire 3Cloud, a leading Microsoft Azure services and Azure-dedicated AI enablement provider, with closing expected in Q1 2026 pending regulatory approvals. The combination will create one of the largest global Microsoft partners, aggregating 21,000+ Azure-certified specialists and adding nearly 1,200 employees (about 700 in the U.S.).

3Cloud reported 20% organic CAGR since 2020 and expects 20%+ growth in 2025; the company will add 1,000+ Azure experts and 1,500+ Microsoft certifications to Cognizant. Microsoft reported Azure growth of 40% YoY in Q3 2025. Financial terms were not disclosed.

Cognizant (NASDAQ:CTSH) announced inclusion on Forbes' America's Best Employers for Veterans 2025 on Nov. 6, 2025.

The ranking, compiled with Statista, used an independent survey of more than 17,000 U.S. veterans evaluating workplace atmosphere, development, image, pay, diversity and veteran-specific factors such as recruitment, representation and support.

Cognizant highlighted its Veterans Network and partnership with Code Platoon to aid veterans and military spouses with technical training, career placement and transition support. Executive sponsor John Kim commented on the company’s commitment to veteran hiring, development and family support.

Cognizant (NASDAQ: CTSH) announced a strategic adoption of Anthropic's Claude family of models and agentic tooling to accelerate enterprise AI adoption and internal transformation on Nov 4, 2025.

Cognizant plans to provide Claude to up to 350,000 associates, integrate Claude for Enterprise, Claude Code, the Model Context Protocol, and the Agent SDK into its engineering platforms, and deploy agentic workflows for software engineering, legacy modernization, and regulated industries such as Financial Services.

The partnership emphasizes productivity gains, multi-step orchestration with human oversight, and responsible-AI practices for scaled deployments.

Cognizant (Nasdaq: CTSH) reported Q3 2025 results: revenue $5.42B (+7.4% YoY; +6.5% constant currency) and Adjusted EPS $1.39 (+11% YoY). Adjusted operating margin was 16.0% (up 70 bps YoY). Trailing-12-month bookings were $27.5B (+5% YoY) with a book-to-bill of ~1.3x. GAAP diluted EPS was $0.56, lowered by a one-time non-cash income tax charge of $0.80. Year-to-date the company returned $1.5B to shareholders and is on track to return $2.0B in 2025. Management raised 2025 constant-currency revenue guidance to 6.0%–6.3% and expects full-year adjusted operating margin of ~15.7%.

Growth was broad-based across segments and geographies, with six large deals in the quarter and continued investment in AI platforms and partnerships.

Cognizant (Nasdaq: CTSH) announced that its AI Lab developed an evolution strategies (ES) method to fine-tune LLMs with billions of parameters, claiming improved scalability, stability and lower training-data needs versus reinforcement learning. The Lab reported a 10X speed-up after code and infrastructure refactors using faster vLLM inference. It also recorded two new U.S. patents—No. 12,406,188 (issued Sep 2, 2025) and No. 12,424,335 (issued Sep 23, 2025)—bringing the Lab's U.S. patent total to 61.

Cognizant (NASDAQ: CTSH) and Rubrik (NYSE: RBRK) announced an expanded partnership on October 27, 2025 to deliver Business Resilience-as-a-Service (BRaaS), a subscription-based, pay-as-you-go model designed to help enterprises recover quickly from cyber incidents and ransomware while aligning recovery to critical business outcomes.

The joint offering pairs Rubrik's AI-driven cyber resilience platform (including Agent Rewind) with Cognizant's global delivery scale and Neuro® AI platform to support proactive resilience, compliance objectives, and rapid recovery for AI-era workloads.

Cognizant (Nasdaq: CTSH) announced on October 20, 2025 a multi-year partnership with AP Pension to provide BPO and RPA services and optimize selected administrative processes. Services will be delivered from Cognizant's Nordic-speaking Center of Excellence in Vilnius, Lithuania. The agreement aims to add capacity, improve efficiency, free internal resources for strategic work, accelerate time-to-market, and enhance customer experience as AP Pension undertakes a comprehensive transformation in the coming years.

The collaboration covers business process outsourcing, robotic process automation, and process optimization to help AP Pension manage increased workloads while maintaining service quality.

Cognizant (Nasdaq: CTSH) will release third quarter 2025 results on Wednesday, October 29, 2025 before market open.

Management will hold a conference call the same day at 8:30 a.m. Eastern to discuss operating performance. Domestic dial-in is 877-810-9510, international dial-in is 201-493-6778, and the conference passcode is Cognizant Call. A live webcast will be available on the company's Investor Relations website; attendees are asked to register at least 15 minutes early to install any required audio software.

A replay will be available by phone from two hours after the call until Wednesday, November 12, 2025 (dial (877) 660-6853 domestic or (201) 612-7415 international, enter 13756237) and online for 60 days following the call.

Cognizant (NYSE:CTSH) was named one of Forbes World's Best Employers 2025 on Oct 9, 2025, marking the third consecutive year the company received this recognition.

The ranking was produced with Statista from an independent survey of more than 300,000 participants across 50 countries, using respondents' willingness to recommend employers on a 1-to-10 scale and other workplace evaluations. Kathy Diaz, Chief People Officer, highlighted the recognition as a reflection of the company's global team's commitment and focus on employee support, client value, and community impact.

Other recent recognitions listed include Time World's Best Companies 2025, Ethisphere World's Most Ethical Companies 2025, and multiple Newsweek and Fortune workplace and innovation awards.