Cognizant to Present at the Morgan Stanley Technology, Media & Telecom Conference
Rhea-AI Summary
Cognizant (Nasdaq: CTSH) will present at the Morgan Stanley Technology, Media & Telecom Conference.
Presenter: Jatin Dalal, Chief Financial Officer. Date & time: Tuesday, March 3, 2026 at 7:05 PM EST (4:05 PM PST). A live audio webcast will be available on the company investor website, with a replay accessible for 90 days.
Positive
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Negative
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Key Figures
Market Reality Check
Peers on Argus
CTSH fell 6% while momentum peers FIS and BR were up 3.12% and 1.53%, respectively, indicating stock-specific pressure despite the neutral conference announcement.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 17 | Strategic services deal | Positive | -2.1% | Expanded Wallenius Wilhelmsen partnership for strategic tech and AI-driven modernization. |
| Feb 10 | IT operations partnership | Positive | -0.0% | Three-year DAMAC agreement for IT infrastructure, applications, and AI-led initiatives. |
| Feb 4 | Earnings results | Positive | +3.0% | Q4 and 2025 results with revenue growth, EPS gains and shareholder returns. |
| Feb 2 | AI partnership | Positive | +1.0% | Strategic AI collaboration with Uniphore to build domain-specific enterprise solutions. |
| Jan 30 | Partnership milestone | Positive | -0.5% | 25-year Ace Hardware partnership milestone focused on e-commerce and supply chain. |
Recent positive partnerships often saw negative or muted next-day moves, while the earnings release drew a positive reaction, hinting that investors responded more favorably to concrete financial results than to new collaborations.
Over recent months, Cognizant announced multiple strategic agreements and partnerships, including deals with Wallenius Wilhelmsen on Feb 17, 2026, DAMAC Group on Feb 10, 2026, Uniphore on Feb 2, 2026, and an extended collaboration with Ace Hardware on Jan 30, 2026. These were mostly followed by modest or negative price reactions, despite positive business narratives. In contrast, Q4 and full-year 2025 results on Feb 4, 2026 led to a 2.97% gain, underscoring that detailed financial performance has driven stronger upside than partnership news.
Market Pulse Summary
This announcement highlights Cognizant’s participation in a high-profile investor conference, with the CFO presenting on March 3, 2026 and a webcast replay available for 90 days. Such events typically provide management a platform to reiterate strategy, financial priorities and capital allocation. Recent history shows stronger market reactions to concrete financial disclosures, like the Feb 4, 2026 results, than to partnerships or appearances. Investors may focus on how commentary aligns with prior guidance, recent insider activity, and the stock’s position near its 52-week low.
AI-generated analysis. Not financial advice.
Morgan Stanley Technology, Media & Telecom Conference
Presenter: | Jatin Dalal, Chief Financial Officer |
Date: | Tuesday, March 3, 2026 |
Time: | 7:05PM EST | 4:05PM PST |
A live audio webcast of the presentation will be available at Cognizant's website:
http://investors.cognizant.com
A replay of the webcast will remain available on the company's website for 90 days.
About Cognizant
Cognizant (Nasdaq: CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at www.cognizant.com or @cognizant.
Investor Contact:
Tyler Scott, Vice President, Investor Relations, (551) 220-8246, tyler.scott@cognizant.com
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SOURCE Cognizant Technology Solutions Corporation