Cognizant Technology Solutions (CTSH) Stock News

Cognizant (NASDAQ: CTSH) and CrowdStrike (NASDAQ: CRWD) announced an expanded collaboration to launch Cognizant Cybersecurity for Operational Technology, an OT security service powered by CrowdStrike Falcon® for XIoT. The service combines Cognizant’s industrial engineering and managed security operations with CrowdStrike’s unified visibility and protection across converged XIoT and IT environments.

The offering is designed to help industrial organizations address rising cyber risks from IT/OT convergence by providing 24x7 managed operations, OT asset discovery, threat detection and response, vulnerability and attack surface management, identity and data protection, and governance and compliance. The partnership, which began in 2025, has already secured clients in manufacturing, energy and critical infrastructure sectors.

Cognizant (Nasdaq: CTSH) announced that CEO Ravi Kumar S has been named to the 2026 TIME100 AI list for the second consecutive year, recognizing his influence in shaping enterprise AI. According to Cognizant, this comes as the company expands AI capabilities, with over 8,000 AI engagements across industries and a strategy focused on hyperproductivity, industrialized AI and enterprise agentification.

The company reports that more than 40% of its code is now AI-assisted and it is scaling workforce skills through its Synapse initiative, which aims to equip two million people with AI and digital skills by 2030. Cognizant has certified 10,000 associates on Anthropic's Claude and 10,000 on OpenAI Codex, positioning itself as an AI builder and a large-scale adopter of enterprise AI.

Cognizant (NASDAQ: CTSH) has been selected to support the introduction and implementation of Benchling, an AI-driven R&D platform, at Kyowa Kirin's Tokyo and Fuji Research Parks in Japan. According to Cognizant, Benchling will centralize experiment planning, execution, data collection and AI use within a single environment.

Cognizant is expected to provide end-to-end services, including platform setup, data migration, system implementation and ongoing maintenance. Kyowa Kirin aims to improve R&D productivity, automate experimental design and data capture, enhance collaboration, and shift to more flexible operating-expense-based cost management under a single contract structure.

Cognizant (Nasdaq: CTSH) reported Q2 2026 revenue of $5.48 billion, up 4.5% year-over-year, or 4.1% in constant currency. GAAP operating margin was 15.9% and adjusted operating margin 16.0%, both up versus Q2 2025. GAAP diluted EPS rose to $1.36 and adjusted diluted EPS to $1.37, each increasing from $1.31 a year ago. Trailing 12‑month bookings reached $29.1 billion, up 5% with a ~1.3x book‑to‑bill, though Q2 bookings declined 6%.

Financial Services revenue grew 12% year-over-year/b. Cognizant deployed on Q2 share repurchases and completed the $634 million Astreya acquisition while drawing $1.0 billion on its revolver. Full‑year 2026 guidance calls for constant‑currency revenue growth of 4.0%–5.5%, adjusted operating margin of 16.0%–16.2%, and adjusted diluted EPS of $5.70–$5.82, implying 8%–10% growth.

Cognizant (NASDAQ: CTSH) has launched an EMEA AI Unit, a dedicated organization to help enterprises in Europe, the Middle East and Africa move from AI pilots to scalable, agentic AI solutions. The unit aligns with Cognizant's AI Builder strategy and combines advisory, engineering and delivery capabilities across platforms, models and clouds.

Central to the launch is the Frontier Deployed Engineering offering, with Foundation, Accelerate and Transform service models spanning AI strategy, governance, production deployment and end-to-end workflow reinvention. Cognizant reports work with an online fashion retailer and a global pharmaceutical company on AI factories and multi-agent R&D systems.

Cognizant (Nasdaq: CTSH) announced a strategic, five-year, enterprise-wide partnership with The Andover Companies, a 198-year-old mutual property and casualty insurer, to modernize technology, unify data and support responsible AI adoption across underwriting, claims and IT.

Cognizant will optimize integration of Andover's core policy administration platform with its digital properties, provide application and managed services, and modernize APIs and workflows. The company will also build an AWS-native enterprise data platform using a layered Medallion architecture, enhance cybersecurity and identity access management for Andover's policyholder and agent portals to support NYDFS compliance, and jointly explore generative and agentic AI use cases using Cognizant Neuro® AI, while keeping human underwriters and adjusters in control of final decisions.

Cognizant (Nasdaq: CTSH) announced an expanded strategic partnership with Anthropic, becoming a Global Premier Partner in the Claude Partner Network and embedding the Claude AI model across Cognizant’s industry and engineering platforms.

Cognizant is using Claude in production for clients in manufacturing, life sciences and insurance, reporting faster customer-experience deployments, up to 40% shorter contract-review times with over 88% extraction accuracy, and underwriting research reduced from hours to about a minute. The company is also rolling out Claude across platforms such as Flowsource™, Neuro® AI Engineering and Neuro® IT Ops, and scaling a Frontier workforce model targeting 5,000 Frontier Certified Engineers, 10,000 Frontier Business Operators and a 40,000-person certification pipeline. More than 30,000 associates have already completed Claude training, with usage also expanding through work with clients like Travelport.

Cognizant (Nasdaq: CTSH) and Gulf Edge Company Limited, the digital infrastructure arm of Gulf Group, announced a landmark strategic AI and services partnership to accelerate AI adoption across Thailand and support its transition toward an AI-native economy.

The collaboration combines Gulf Edge’s sovereign digital infrastructure, energy and cloud capabilities with Cognizant’s global strengths in AI, digital engineering, cloud modernization, data and intelligent operations. The partners plan to deliver end-to-end AI offerings, from infrastructure and AI platforms to enterprise solutions, systems integration and managed services, initially targeting banking and financial services, energy and utilities, healthcare, telecommunications, manufacturing and the public sector.

According to Cognizant and Gulf Edge, the partnership also aims to strengthen Thailand’s position as a regional AI hub by attracting technology expertise, stimulating investment in advanced digital capabilities and, over time, potentially enabling up to approximately 1,000 high-skilled jobs in AI and digital transformation while supporting talent development and responsible AI adoption.

Cognizant (Nasdaq: CTSH) announced it is on track to hire 1,500 U.S. college graduates by the end of 2026, supporting its strategy to build American AI talent across its core technology services, Belcan engineering subsidiary, and a new Frontier Engineers program. According to Cognizant, this forms part of a global early-career push that has brought in approximately 27,000 campus graduates since 2025.

The company is expanding a continuum of U.S. early-career pathways, including its Fusion AI-focused internship, Ignite and Elevate programs for first- and second-year students, a registered apprenticeship program with the U.S. Department of Labor, and deep recruiting partnerships with more than 40 U.S. universities. Cognizant highlights that the 1,500 hires will span technical and non-technical backgrounds and that it actively recruits first-generation and underrepresented students.