Cognizant Technology Solutions Corp Class A
CTSH: XNAS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$68.00 | Rkqxnp | Xyxnxlt |
Cognizant: Shares Are a Top Pick as Market Overlooks Halo Effect of Digital Transformation Trends
Cognizant is one of our top picks in the technology sector, as we see an attractive long-term investment opportunity in the narrow-moat firm implied in our $91 fair value estimate and our 5-star rating. We believe the market is significantly discounting Cognizant’s potential, penalizing the firm for past execution and strategic mistakes, which we believe are in the rearview mirror.