Cognizant Technology Solutions Corp Class A
CTSH: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| ^% | LOCK|@B?% | LOCK|$Gz>Mz |
Cognizant Earnings: Large Deal Momentum Drives Top-Line Growth
Narrow-moat Cognizant reported mixed fourth-quarter earnings that beat our top-line expectations but missed our bottom-line forecasts. Strong momentum in large deals and artificial intelligence-related bookings drove robust top-line growth, but increased compensation expenses pressured margins. Management’s fiscal 2025 first-quarter guidance suggests revenue growth of 5.6% to 7.1%, with an adjusted operating margin between 15.5% and 15.7%.
