Cognizant Technology Solutions Stock Price, News & Analysis

Cognizant reported strong Q1 2025 financial results with revenue reaching $5.1 billion, marking a 7.5% year-over-year growth. The company's operating margin improved to 16.7%, up 210 basis points, while adjusted operating margin reached 15.5%, showing a 40-basis-point increase.

Key highlights include:

• GAAP EPS grew 22% to $1.34
• Adjusted EPS increased 10% to $1.23
• Trailing 12-month bookings reached $26.7 billion
• Returned $364 million to shareholders through dividends and buybacks

The company maintained its 2025 guidance with constant currency revenue growth projected at 3.5% to 6.0%. Recent acquisitions contributed 400 basis points to revenue growth. Cognizant's workforce stood at 336,300, with tech services voluntary attrition at 15.8%. The company expects to return approximately $1.7 billion to shareholders in 2025 while maintaining flexibility for growth investments.

Cognizant (CTSH) has announced an expanded partnership with Docusign (DOCU) to enhance customer support and drive digital transformation. The multi-year agreement strengthens their existing 360-degree relationship, with Cognizant serving as a services provider, go-to-market partner, and customer.

The collaboration focuses on providing intelligent agreement management (IAM) solutions and comprehensive customer support services, including assistance with eSignature, billing inquiries, and technical support. Key initiatives include:

• Real-time customer assistance for technical issues
• Development of learning and training resources
• Enhanced back-office support services
• Onboarding consultations for new customers

Belcan, a Cognizant company and global supplier of engineering solutions, has been named Supplier of the Year by GE Aerospace, selected among over 250 suppliers. The award recognizes excellence in safety, quality, delivery, innovation, and partnership.

The recognition was presented at the GE Supplier Symposium Awards Dinner in Cincinnati, Ohio on March 5, 2025, marking the first supplier symposium in over 5 years. Belcan's 55-year partnership with GE Aerospace spans multiple global locations, including delivery centers in Cincinnati, Lynn (Massachusetts), UK, Poland, Mexico, and India, strategically positioned near GE Aerospace's largest facilities.

Cognizant (CTSH) has announced its schedule for the first quarter 2025 earnings release and conference call. The company will release its Q1 2025 results on Wednesday, April 30, 2025 after market close, followed by a conference call at 5:00 p.m. Eastern.

Investors can participate through the following channels:

• Domestic callers: 877-810-9510
• International callers: 201-493-6778
• Live webcast: Investor Relations section at investors.cognizant.com

A replay will be available until May 14, 2025, accessible via:

• Domestic: (877) 660-6853
• International: (201) 612-7415
• Replay passcode: 13752315
• Website replay: Available for 60 days

OMRON and Cognizant (NASDAQ:CTSH) have formed a strategic partnership to integrate Information Technology (IT) and Operational Technology (OT) in manufacturing. The collaboration designates Cognizant as the engineering partner for OMRON's Industrial Automation Business products.

The partnership combines OMRON's OT products (sensors, controllers, servo motors, safety equipment, and robots) with Cognizant's IT capabilities (cloud, AI, IoT, and digital twin technologies). Their joint solution targets Automotive, Semiconductor, Electronics, Industrial Manufacturing, Life Sciences, and Consumer Goods industries.

OMRON's extensive product lineup (200,000+ SKUs) will provide field data for Cognizant's Asset Performance Excellence platform and OnePlant™ assessment tool. The integration aims to enhance productivity, improve workforce efficiency, and reduce greenhouse gas emissions through continuous IT-OT analysis and improvements.

Cognizant (CTSH) has partnered with ServiceNow (NOW) to launch an AI-powered dispute management solution specifically designed for mid-market banks in North America. The Business Process as a Service (BPaaS) offering aims to streamline dispute resolution processes and enhance customer satisfaction.

The solution addresses key challenges faced by mid-market banks, including fragmented systems, operational inefficiencies, customer dissatisfaction, chargeback losses, and regulatory compliance. It features:

• Multi-channel dispute intake (mobile, web, CRM systems)
• Customer sentiment analysis
• Automated workflows and Straight-Through Processing
• Workflow data fabric for Business Intelligence
• Workload prediction analytics
• Automated communication frameworks

TDECU's CIO Ashish Chopra endorsed the solution, highlighting its potential impact on the financial services industry.

Cognizant (CTSH) has been named to Fortune's America's Most Innovative Companies 2025 list, marking its third consecutive year on this prestigious ranking. The recognition, announced on March 26, 2025, evaluates companies based on three key criteria: product innovation, process innovation, and innovation culture.

The selection process, conducted by Fortune and Statista Inc., involved comprehensive surveys of employees, recruiters, management consultants, and patent attorneys. Additionally, Statista collaborated with LexisNexis PatentSight to analyze companies' patent portfolios in terms of quantity and value. The final list features the top 300 companies with the highest overall scores.

Surya Gummadi, President, Americas at Cognizant, highlighted the company's focus on becoming an employer of choice, optimizing operations, and accelerating growth while fostering grassroots innovation. This strategic approach has positioned Cognizant to lead in the AI era.

Cognizant (CTSH) is hosting an Investor Day to present its long-term growth strategy focused on AI-driven technology transformation. The company announced a significant $2 billion increase to its share repurchase authorization, bringing the total remaining authorization to approximately $3.1 billion. Additionally, Cognizant increased its 2025 share repurchase expectation by $500 million to $1.1 billion.

The company's strategy focuses on three key AI transformation vectors: enabling hyper-productivity across enterprises, industrializing AI, and agentifying the enterprise. The plan includes initiatives to amplify talent through upskilling, scale innovation via platform development, and accelerate growth in AI/gen AI, priority industries, and high-growth adjacencies.

Cognizant (NASDAQ: CTSH) has announced significant advancements in collaboration with NVIDIA AI to accelerate enterprise AI adoption across five key areas. The company's Neuro® AI platform will integrate NVIDIA AI technology to deliver solutions in:

• Enterprise AI agents using Cognizant® Neuro AI Multi-Agent Accelerator
• Industry-specific large language models (LLMs)
• Digital twins for smart manufacturing
• Foundational AI infrastructure
• Platform capabilities integration

Notable achievements include a healthcare-focused LLM that has shown 30-75% effort reduction, 30-40% improved coding accuracy, and 40-45% faster time to market. The infrastructure solutions have demonstrated 2.7x cost efficiency and 1.8x performance improvement in Spark workloads for a major U.S. healthcare client.