CTSH

Feb. 10, 2017 Summary Cognizant reported the results of its fiscal Q4 and 2016 year. Results were more or less in line with revenues, about 1% below consensus and EPS at consensus levels. Guidance showed somewhat stronger revenue growth but no acceleration in EPS growth. The shares responded strongly to a plan for accelerated share…

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Jan. 19, 2017 Summary Cognizant will report results of its Q4 and 2016 year in a couple of weeks. While the company has had to deal with its share of headwinds over the past year, I think skies are beginning to brighten with regard to its outlook. I think CTSH has very easy compares to…

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Nov. 10, 2016 Summary Cognizant reported an in-line quarter and provided in-line guidance when it reported the results of its September ending quarter earlier this week. Shares fell a bit on Wednesday in reaction to the election of Donald Trump as president. I think the concern regarding the availability of H1-B visas under the new…

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October 3, 2016 Summary Cognizant announced on Friday that it had launched an internal investigation as to whether the company may have violated the foreign corrupt-practices statues. The company also announced the resignation of long-serving Cognizant president, Gordon Coburn. The issue apparently relates to questionable payments that have been made with regards to some small…

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August 16, 2016 Summary Cognizant’s results for Q2, received a few days ago were in line with reduced expectations. The company reduced its full-year expectations for revenue once again partially because of the depreciation of the pound, but more tellingly because of weakness in demand across most categories. The company is developing a significantly new…

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Jan. 12, 2016 Summary Cognizant shares have declined 20% over the past two-plus months. The issue is one of long-term growth as the tide of cloud computing casts its shadow. CTSH will remain the class of its space due to the strategic advantages that its management has delivered. On the other hand, the company will…

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Cognizant: Under Pressure

Feb. 9, 2016 Summary Cognizant’s earnings release embeds the slowest growth the company has seen in 14 years. Cognizant lost share based on sequential quarterly growth for the first time in more than a decade. Cognizant has forecast negative growth in Q1 because of uncertainty within the financial services vertical and merger related uncertainties in…

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