Guggenheim Raises CTSH Price Target to $80
Key Points
- Guggenheim increased its price target for Cognizant Technology Solutions from $65 to $80 on October 27, 2026.
- Guggenheim's $80 price target implies 16.85% upside from Cognizant Technology Solutions Corporation's ($CTSH) current $68.47 share price.
- The stock closed at $66.42 on the same day and has been trading recently around $68.47, which is above its 50-day and 200-day moving averages.
- Other firms like JP Morgan and Wells Fargo also raised their targets on October 26, 2026, to $78 and $77 respectively.
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On October 27, 2026, Guggenheim raised its price target on Cognizant Technology Solutions Corporation (CTSH) to $80 from $65, while maintaining a Buy rating. This update comes as part of Guggenheim's ongoing coverage of the company, which operates in the technology consulting and outsourcing sector.
CTSH
Cognizant Technology Solutions Corporation
Guggenheim vs. the S&P 500
Hypothetical returns from Guggenheim's disclosed trades, not real profit or advice. How we model this.
Guggenheim's Call on Cognizant Technology Solutions
Guggenheim's new target reflects a strong outlook for Cognizant. The firm has set a target of $80, which marks a significant increase from its previous target of $65. The stock closed at $66.42 on the day of the announcement, suggesting that it is still below the new target price, which could signal potential upside for investors.
Other Institutional Activity in Cognizant Technology Solutions
Pzena Investment Management LLC holds 26,529,172 shares of Cognizant, having increased its stake by 6,267,069 shares. Dodge & Cox Inc. also holds 14,542,493 shares, with a slight increase of 269,755 shares. FIL LTD has 9,616,907 shares after adding 2,886,620 shares to its position. These movements indicate continued interest from various institutional investors.
Cognizant Technology Solutions Corporation Stock Down 1.3%
Cognizant's shares are currently trading around $68.47, which is above both its 50-day moving average of $61.72 and its 200-day moving average of $59.36. However, the stock is still about 21.3% below its 52-week high of $87.03, suggesting it may have room to grow based on the new analyst targets.
$CTSH price target
Cognizant Technology Solutions Corporation daily closes and this analyst's $80 target. Not advice.
Recent Earnings
Cognizant reported trailing twelve-month revenue of approximately $21.64 billion, with a net margin of 10.3%. The company is scheduled to announce its next earnings on October 29, 2026. These figures reflect a revenue growth of 4.5% year-over-year, which indicates a steady performance in its sector.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
9 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 3.0%. Revenue missed estimates by 2.0%.
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Profit surprise
EBITDA met by 1 percent. Operating income met by 1 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
9 target cuts.
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Earnings quality
Gross margin down 4.0 points. Operating margin down 1.6 points. Positive free cash flow.
Earnings Call Summary
Cognizant delivered solid first quarter results with revenue of $5.4 billion growing 3.9 percent year over year, led by strong Financial Services growth above 10 percent and large deal wins in North America. The company signed 7 deals above $100 million including one mega deal worth over $500 million, with bookings growth reaching 21 percent, the strongest in recent history. Management emphasized the shift toward becoming an AI builder through three vectors: AI-led productivity using 40 percent AI-assisted code, industrializing AI across platforms, and identifying enterprise opportunities through agentic solutions.
Guidance Cognizant reaffirmed full year revenue guidance of 4 to 6.5 percent growth and raised adjusted operating margin guidance to 16 to 16.2 percent. The company expects second quarter revenue growth of 3.2 to 4.7 percent. Management plans to invest most of the $200 million to $300 million in Project LEAP savings back into AI capabilities and growth while still expanding margins.
Very weak report. The release materially worsened the forward outlook.
Insider Buying and Selling at Cognizant Technology Solutions Corporation
Recent insider transactions include John Sunshin Kim, an officer, who sold 2,500 shares on August 3, 2026, at an average price of $57.05. Alina Kerdman, another officer, sold 144 shares on August 31, 2026, for $63.34 each. These sales were part of regular trading activities and do not necessarily imply negative sentiment about the company.
Analysts Set New Price Targets
On October 27, 2026, Guggenheim maintained its Buy rating on Cognizant with a new price target of $80. Earlier, JP Morgan raised its target to $78, and Wells Fargo increased its target to $77 on October 26, 2026. The consensus among analysts shows a mean price target of $68.86, indicating potential for growth in the stock.
About Cognizant Technology Solutions Corporation
Cognizant Technology Solutions Corporation is a professional services company that provides consulting, technology, and outsourcing services globally. With a diverse client base across various industries, it continues to adapt to the changing needs of the market, which is reflected in the recent analyst upgrades.
Bottom Line
Investors should keep an eye on Cognizant's upcoming earnings report on October 29, 2026, as it may provide further insights into the company's performance. The recent upgrades from multiple analysts suggest a positive outlook, but how the company performs in the next earnings will be crucial for its stock trajectory.
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Source: Guggenheim's rating change on $CTSH (Oct 27, 2026). Written by software, not financial advice. How we make alerts