Cognizant to provide strategic technology services for Wallenius Wilhelmsen

Rhea-AI Summary

Cognizant (NASDAQ:CTSH) expanded its partnership with Wallenius Wilhelmsen on Feb 17, 2026 to provide strategic technology services for core applications and infrastructure.

The agreement will see Cognizant modernize legacy portfolios, introduce practical AI-driven efficiencies, and support Wallenius Wilhelmsen's transformation as an integrated supply chain partner.

Key Figures

Q4 2025 Revenue: $5.33B FY 2025 Revenue: $21.11B Q4 Revenue Growth: 4.9% +5 more

8 metrics

Q4 2025 Revenue $5.33B Quarter ended Dec 31, 2025

FY 2025 Revenue $21.11B Full-year 2025

Q4 Revenue Growth 4.9% YoY growth in Q4 2025

FY Revenue Growth 7.0% YoY growth in 2025

Adjusted EPS $5.28 Full-year 2025, +11% YoY

GAAP EPS $4.56 Full-year 2025, +1% YoY

TTM Bookings $28.4B Trailing 12-month bookings reported Feb 4, 2026

Capital Returned 2025 $2B Returned to shareholders in 2025

Market Reality Check

Price: $66.55 Vol: Volume 13,053,917 vs 20-d...

high vol

$66.55 Last Close

Volume Volume 13,053,917 vs 20-day average 7,162,575, indicating elevated trading interest pre-announcement. high

Technical Shares at 66.55, trading below 200-day MA of 75.84 and 26.72% under the 52-week high.

Peers on Argus

CTSH gained 1.09% while close peers showed mixed moves: WIT +2.18%, BR +1.47%, L...

CTSH gained 1.09% while close peers showed mixed moves: WIT +2.18%, BR +1.47%, LDOS +2.30%, FIS -0.68%, CDW -0.69%, suggesting a company-specific tilt to the news.

Historical Context

5 past events · Latest: Feb 10 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 10	Strategic IT partnership	Positive	-0.0%	Three-year agreement to manage and enhance DAMAC’s IT and applications.
Feb 04	Earnings release	Positive	+3.0%	Reported Q4 and full-year 2025 revenue growth and higher adjusted EPS.
Feb 02	AI partnership	Positive	+1.0%	Strategic AI collaboration with Uniphore for domain-specific enterprise solutions.
Jan 30	Long-term partnership	Positive	-0.5%	25-year collaboration with Ace Hardware on e-commerce and supply chain.
Jan 30	AI collaboration	Positive	-0.5%	Expanded global collaboration with Adobe to operationalize generative AI at scale.

Pattern Detected

Recent positive partnerships and AI initiatives have produced mixed next-day price reactions, with both small gains and slight pullbacks.

Recent Company History

Over recent months, Cognizant has emphasized strategic partnerships and digital transformation. On Feb 10, it signed a three-year strategic agreement with DAMAC Group to enhance IT infrastructure and applications. Earlier, Q4 and full-year 2025 results on Feb 4 showed revenue of $5.33B for the quarter and $21.11B for the year with higher EPS. Additional collaborations with Uniphore and Adobe focused on domain-specific and generative AI. Today’s Wallenius Wilhelmsen deal continues this pattern of deepening technology-led partnerships.

Market Pulse Summary

This announcement extends Cognizant’s strategy of deep, long-term partnerships with large global cli...

Analysis

This announcement extends Cognizant’s strategy of deep, long-term partnerships with large global clients, this time in logistics and integrated supply chains. Together with recent AI-focused collaborations and solid 2025 financial results, it underscores a push toward modernizing legacy systems and embedding practical AI. Investors may watch how such deals contribute to bookings, margins, and utilization, and how consistently these partnerships translate into revenue growth and operating leverage over time.

Key Terms

Roll-on/Roll-off (RoRo), AI-driven efficiencies

2 terms

Roll-on/Roll-off (RoRo) technical

"the leading global provider of Roll-on/Roll-off (RoRo) and finished vehicle logistics."

Roll-on/roll-off (ro-ro) describes ships, ferries, or terminals built so vehicles and other wheeled cargo can be driven directly on and off using ramps, rather than lifted by cranes. For investors, ro-ro matters because it speeds loading and unloading, lowers handling damage and labor costs, and affects how efficiently cars, trucks, and heavy equipment move through supply chains—factors that influence shipping companies, ports, manufacturers and retailers.

AI-driven efficiencies technical

"modernizing legacy portfolios and introducing practical AI-driven efficiencies, we are committed"

AI-driven efficiencies are cost savings or productivity gains that come from using artificial intelligence to automate tasks, speed decision-making, or improve accuracy — like a smart assistant handling routine work so staff can focus on higher-value activities. For investors, these efficiencies can translate into higher profit margins, faster growth, or lower risk by reducing labor costs, cutting errors, and enabling quicker responses to market changes, similar to replacing a slow manual assembly line with a faster automated one.

AI-generated analysis. Not financial advice.

Agreement will see Cognizant transform the logistics company's core applications and infrastructure

OSLO, Norway, Feb. 17, 2026  /PRNewswire/ -- Cognizant (NASDAQ:CTSH) today announced an expansion of its partnership with Wallenius Wilhelmsen, the leading global provider of Roll-on/Roll-off (RoRo) and finished vehicle logistics. Under the new agreement, Cognizant will support Wallenius Wilhelmsen with technology services covering core applications and infrastructure, contributing to the company's ongoing development as an integrated supply chain partner.

"This expanded role with Wallenius Wilhelmsen is a testament to the power of a genuine, long-term partnership," said Saket Gulati, SVP and Head of Northern Europe at Cognizant. "We are proud to transition from offering services to becoming a strategic partner that supports their ambition. By applying Cognizant's expertise in modernizing legacy portfolios and introducing practical AI-driven efficiencies, we are committed to supporting Wallenius Wilhelmsen's work to simplify its digital operations and build a stronger digital foundation."

The partnership highlights Cognizant's position as a technology leader capable of supporting complex global organizations while concurrently driving forward-looking digital initiatives.

"Strengthening our position as an integrated supply chain partner requires collaborators who understand our business and help us operate with greater precision and impact," said Richard Åstrand, SVP Digital Strategy Lead at Wallenius Wilhelmsen. "Cognizant's expertise in our solutions and their focus on efficiency and practical technology adoption will support the next phase of our digital journey."

About Cognizant
Cognizant (Nasdaq: CTSH) engineers modern businesses. We help clients modernize technology, reimagine processes, and transform experiences to stay ahead in a fast-changing world. Learn more at www.cognizant.com.

About Wallenius Wilhelmsen
The Wallenius Wilhelmsen group is a market leader in roll-on/roll-off (RoRo) shipping and vehicle logistics, managing the distribution of cars, trucks, rolling equipment, and breakbulk to customers all over the world. The company operates around 125 vessels servicing 15 trade routes to six continents, a global inland distribution network, 70 processing centers, and eight marine terminals. With its head office in Oslo, Norway, the Wallenius Wilhelmsen group has about 12,000 employees in 28 countries worldwide. Read more at www.walleniuswilhelmsen.com

For more information, contact:

U.S.
Name: Gabrielle Gugliocciello
Email: gabrielle.gugliocciello@cognizant.com

Europe / APAC
Name: Sarah Douglas
Email: sarah.douglas@cognizant.com

India
Name: Vipin Nair
Email: Vipin.Nair@cognizant.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/cognizant-to-provide-strategic-technology-services-for-wallenius-wilhelmsen-302688704.html

SOURCE Cognizant Technology Solutions

FAQ

What did Cognizant (CTSH) announce about Wallenius Wilhelmsen on February 17, 2026?

Cognizant announced an expanded technology services agreement supporting core applications and infrastructure at Wallenius Wilhelmsen. According to the company, the deal focuses on modernizing legacy systems and applying AI-driven efficiencies to simplify digital operations and strengthen the supply chain role.

How will the Cognizant (CTSH) deal affect Wallenius Wilhelmsen's digital operations?

The agreement aims to simplify and strengthen Wallenius Wilhelmsen's digital operations through modernization and AI efficiencies. According to the company, Cognizant will transition from services provider to strategic partner, supporting a stronger digital foundation and integrated supply chain capabilities.

Does the Cognizant (CTSH) announcement specify contract value or timeline for Wallenius Wilhelmsen?

No specific contract value or timeline was disclosed in the announcement. According to the company, the expansion focuses on scope—core applications and infrastructure—without publishing financial terms or precise implementation dates in the release.

What technologies will Cognizant (CTSH) apply in its expanded role with Wallenius Wilhelmsen?

Cognizant plans to modernize legacy portfolios and introduce practical AI-driven efficiencies across applications and infrastructure. According to the company, the emphasis is on pragmatic AI adoption and infrastructure modernization to improve operational precision and impact.

What strategic benefits did Wallenius Wilhelmsen cite for partnering with Cognizant (CTSH)?

Wallenius Wilhelmsen said the expanded partnership provides collaborators who understand their business and improve operational precision. According to the company, Cognizant's expertise and focus on efficiency will support the next phase of the firm's digital transformation.