Cognizant Technology Solutions is scheduled to report its second-quarter 2026 results on July 29, 2026. The Zacks Consensus Estimate for earnings is $1.38 per share, unchanged over the past 30 days and representing a 5.34% increase from the year-ago quarter. Revenue is expected to be $5.48 billion, indicating year-over-year growth of 4.54%, within the company's guided range of $5.45 billion to $5.52 billion. The quarter is expected to benefit from the ramp-up of large deals, including a mega deal valued at over $500 million signed in the first quarter, as well as a partial quarter contribution from the acquisition of Astreya, which adds AI infrastructure capabilities. However, Cognizant faces headwinds from macroeconomic uncertainty, softening discretionary demand, and stiff competition, and the Zacks model indicates an Earnings ESP of -1.34% with a Zacks Rank of 3, suggesting a potential earnings miss.
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Amphenol CorporationCognizant Technology Solutions Corp Class ALarge-deal ramp and AI traction are positives, but macroeconomic uncertainty, softening discretionary demand, and potential earnings miss create mixed outlook
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