@midascabalJul 16, 2026 · 5:19 AM

$CTSH — Cognizant Pure IT services. Which means pure exposure to the exact thing that just hit IBM. Their model is companies handing them large, slow-moving projects. Those are the first to get delayed when clients are scrambling for chips instead. If IBM's deals slipped, I don't see the argument for why Cognizant's don't. Same customers. Same budgets. Same trap.

@vulturetradesMay 18, 2026 · 5:58 PM

$CTSH mispriced contracts don’t miss it

@cobraalertsMay 18, 2026 · 5:58 PM

$CTSH 55 CALL 6/18 @ 1.15 🐍🚨

@thevalueistJan 14, 2026 · 2:45 PM

IT guys rallying on the $INFY print. I believe $CTSH is an interesting long here. CTSH: Cognizant price target raised to $98 from $87 at Wells Fargo Wells Fargo raised the firm's price target on Cognizant to $98 from $87 and keeps an Overweight rating on the shares. The firm says its IT Services CIO Survey suggests a neutral/modestly positive 2026 demand backdrop. Wells anticipates largely stable growth with potential improvements in discretionary spend. AI will also likely be a net tailwind to Services revenues.

@thevalueistDec 22, 2025 · 3:56 AM

$CTSH looks like it will be my horse if I trade the IT Services sector. I'm surprised at how large the capex and depreciation numbers are, and that's something I still want to understand. https://t.co/HfmK8N6Wsu