Cognizant Technology Solutions Corporation · CTSH · Next earnings

Cognizant Technology Solutions Corporation reports Wednesday, Nov 4, 2026

CTSH reports before market open with consensus EPS at $1.47 and revenue at $5.65B. Last quarter: Cognizant Q1 2026: AI-Assisted Coding at 40%, Atria Acquisition Expands AI Infrastructure

Reports Before market open45 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.47 Calendar consensus
Consensus revenue $5.65B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where CTSH left off: FY2026 Q1

Full report

Cognizant Q1 2026: AI-Assisted Coding at 40%, Atria Acquisition Expands AI Infrastructure

EPS surprise +4.5% Reported $1.40 vs $1.34
Revenue surprise -0.0% Reported $5.41B vs $5.41B
Stock move -0.8% Event window
Subsequent drift -1.6% Up to 20 sessions

Full-year revenue guidance was maintained. Adjusted operating margin guidance was raised to 16.0-16.2%, reflecting expected cost savings from Project LEAP. Overall guidance sentiment was characterized as maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic uncertainty and softer discretionary spending could dampen demand.
  • Regulatory uncertainty in the health-sciences sector may affect a key revenue segment.
  • Trade policy and supply-chain disruptions pose operational risk.
  • Integration risk associated with recent acquisitions (Atria, CreeCloud).
  • Potential pricing pressure from competitors leveraging AI productivity gains could compress margins.

Questions analysts left open

  • Composition of bookings — new business versus renewals remains unclear.
  • Visibility of discretionary spending in the second half of 2026 is limited.
  • Impact and monetization of token metering and AI-assisted coding is still unproven at scale.
  • Valuation and revenue contribution of recent acquisitions are not yet transparent.
  • Gross margin pressure from investments in integrated offerings may offset Project LEAP savings.

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Recent CTSH quarters

All CTSH earnings
-0.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.