Cognizant Technology Solutions Corp Class A
- Branche
- Software & Internet
- Börse
- USA
- Land / Region
- USA
- Börsengang
- 19. Juni 1998
- Mitarbeiter
- 357.600
- Website
- www.cognizant.com
Zusammengesetzter Bewertungsbereich · konservativ $45–$48 / fair $48–$65 / optimistisch $80–$100. Bei $47.05, Innerhalb des konservativen Bereichs des inneren Werts · erhebliche Sicherheitsmarge.
Bei Veröffentlichung $52.32 (22. Mai 2026)
Daten von EODHD, dargestellt in der Berichtswährung; nur zu Informationszwecken, keine Anlageberatung.
Cognizant Technology Solutions Corporation, a professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally. It operates through four segments: Financial Services; Health Sciences; Products and Resources; and Communications, Media and Technology. The company provides services including artificial intelligence (AI) and other technology services and solutions, consulting, application development, systems integration, quality engineering and assurance, engineering research and development, application maintenance, infrastructure, security, and business process services and automation. It also offers AI-led automation, which includes advisory, and process and IT automation solutions designed to simplify and accelerate automation adoption; business process outsourcing services, which help deliver business outcomes including revenue growth, increased customer and employee satisfaction, and cost savings; and Cognizant Moment, a digital experience service that uses AI to reimagine customer experiences and engineer strategies aimed at driving growth. In addition, the company develops, licenses, implements, and supports proprietary and third-party software products and platforms; and develops industry-specific products and services. It offers solution to healthcare providers and payers, life sciences companies, banking, capital markets, payments and insurance companies, manufacturers, automakers, retailers, consumer goods, travel and hospitality, communications, media and entertainment, education, information services, and technology companies, as well as businesses providing logistics, energy, and utility services. The company has a strategic partnership with Uniphore Technologies Inc. for the development of AI solutions that combine small language models and AI agents. Cognizant Technology Solutions Corporation was incorporated in 1988 and is headquartered in Teaneck, New Jersey.
Geschichte
Cognizant Technology Solutions Corporation was incorporated in 1988 and is headquartered in Teaneck, New Jersey, with its Class A shares listing on June 19, 1998. The company sells technology transformation, application development, systems integration, infrastructure, security, business process services and industry software to large enterprises, relying on a global delivery system anchored by its India talent pool. It reports revenue across four segments; in 2025 the mix was Health Sciences 30.1%, Financial Services 29.2%, Products & Resources 25.0%, and Communications, Media & Technology 15.7%. Revenue grew from $18.51 billion in 2021 to $21.11 billion in 2025, while headcount reached about 351,600 at the end of 2025 (256,900 in India, roughly 73%) and 357,600 in the first quarter of 2026. Ravi Kumar S became CEO in January 2023 and Jatin Dalal joined as CFO in late 2023, both from the Indian IT services industry. Recent acquisitions extended its engineering and cloud capabilities: Belcan (about $1.3 billion, aerospace, defense and industrial digital engineering), 3Cloud (closed January 2026, initial purchase price about $728 million, Azure and enterprise AI), and Astreya (announced April 2026, around $600 million per Reuters, managed services); it also formed a strategic partnership with Uniphore Technologies to develop AI solutions combining small language models and AI agents.
Branchenposition
Cognizant operates in the global IT services and digital transformation industry, a mature market with structurally growing sub-segments in AI, cloud, security, data modernization, industry platforms and digital engineering. Its competitive set is broad, spanning Accenture, Infosys, TCS, Wipro, HCL, IBM Consulting, Capgemini, EPAM and Genpact, alongside cloud providers, software vendors, boutique digital firms, and clients' own global capability centers (GCCs) and internal technology teams. The company positions in the upper-tier of large delivery players but below the strongest leaders in brand and pricing tier; by influence, strategic consulting and pricing power, Accenture is stronger, while Infosys, TCS and HCL match it on offshore delivery and cost. Its differentiation rests on scale, a broad and balanced client base across industries, an India-centered cost base, a mature global delivery network, engineering methodology and partner ecosystem, rather than patents, licenses or network effects; outside the Cognizant brand, its business does not materially depend on any single piece of intellectual property. Switching costs are moderate because migrating key clients is complex, yet most contracts can be terminated by clients on short notice, often without penalty and in some cases without notice. Its 2025 revenue of $21.11 billion grew 7.0% at a 16.1% operating margin, against Accenture's roughly $110.75 billion market cap (FY2025 revenue $69.7 billion) and EPAM's smaller scale (2025 revenue $5.46 billion), versus Cognizant's market cap of about $24.96 billion. By client location in 2025, North America generated about $15.78 billion (roughly 74.8%), Europe about $4.01 billion (roughly 19.0%), and the rest of the world about $1.32 billion, concentrating its commercial weight in developed markets.
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