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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tien-Tsin Huang | JPMorgan | 11 | 0% |
| Jim Faucette | Morgan Stanley | 8 | 0% |
| Surinder Thind | Jefferies | 7 | 0% |
| Jason Kupferberg | Wells Fargo | 6 | 0% |
| Jon Lee | Guggenheim | 6 | 0% |
| Jim Schneider | Goldman Sachs | 5 | 0% |
| Bryan Bergin | TD Cowen | 5 | 0% |
| Darrin Peller | Wolfe Research | 4 | 0% |
| Maggie Nolan | William Blair | 4 | 0% |
| Rod Bourgeois | DeepDive Equity Research | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 11 | 0% |
| Morgan Stanley | 1 | 8 | 0% |
| Jefferies | 1 | 7 | 0% |
| Wells Fargo | 1 |
| 6 |
| 0% |
| Goldman Sachs | 2 | 6 | 0% |
| Guggenheim | 1 | 6 | 0% |
| TD Cowen | 1 | 5 | 0% |
| Wolfe Research | 1 | 4 | 0% |
Cognizant reported Q1 FY2026 revenue of $5.4 billion, growing 3.9% in constant currency, with adjusted EPS of $1.40 up 14% year-over-year. Bookings growth was the strongest in recent history at 21% year-over-year, and Financial Services surpassed 10% growth. FY2026 EPS guidance was raised to $5.63 to $5.77, and adjusted operating margin guidance was elevated to 16% to 16.2%. Project LEAP was launched to accelerate AI operating model transformation, with nearly 40% of code now AI-assisted across 5,000+ engagements.
Cloud & AI | Demand | Revenue Growth | Margin | Competitive Dynamics | Pricing | Guidance Reliability | Labor Market | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 7 | 5 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 1 | 3 | 6 | 2 | 3 | 2 | 1 | 2 |
| 2025Q2 | 7 | 4 | 3 | 3 | 3 | 1 | 1 | 1 |
| 2025Q3 | 7 | 3 | 4 | 2 | 2 | 2 | 3 | 2 |
| 2025Q4 | 4 | 4 | 3 | 4 | 2 | 2 | 1 | |
| 2026Q1 | 4 | 2 | 1 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 2 | 1 | 7 | 7 | 4 | 4 |
| Demand | 7 | 3 | 4 | 3 | 4 | 2 |
| Revenue Growth | 5 | 6 | 3 | 4 | 3 | 1 |
| Margin | 1 | 2 | 3 | 2 | 4 | 3 |
| Competitive Dynamics | 2 | 3 | 3 | 2 | 2 | 1 |
| Pricing | 2 | 1 | 2 | 2 | 2 | |
| Guidance Reliability | 1 | 1 | 1 | 3 | 1 | |
| Labor Market | 1 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CTSH Cognizant | 8 | +5.8% | |
| ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |