| CTSH |
Report |
Revenue |
IN-LINE |
pred ~$5.51B vs. cons $5.49B |
MEDIUM |
| CTSH |
Report |
Adjusted EPS |
BEAT |
pred ~$1.41 vs. cons $1.38 |
MEDIUM |
| CTSH |
Report |
TTM Bookings / Book-to-bill |
BEAT |
pred ~$30.0B TTM (~1.4x b2b) vs. cons ~$29.6B |
LOW |
| CTSH |
Guide |
FY26 CC revenue growth guide |
UNCHANGED |
guide ~4.0-6.5% CC (mid ~5.25%) vs. cons ~4.7% (FY26) |
MEDIUM |
| CTSH |
Guide |
FY26 adjusted EPS guide |
UNCHANGED |
guide ~$5.63-5.77 (mid ~$5.70) vs. cons ~$5.71 (FY26) |
MEDIUM |
| CTSH |
Guide |
FY26 adjusted operating margin guide |
UNCHANGED |
guide ~16.0-16.2% vs. cons ~16.1% (FY26) |
MEDIUM |
| CTSH |
Guide |
Q3 revenue guide (H2 hockey-stick credibility) |
LOWER |
guide ~$5.55B vs. cons ~$5.58B (Q3 2026) |
LOW |
| CTSH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| CTSH |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest EPS beat with in-line revenue and a held FY26 guide drives an initial relief pop, but the stock has already rallied ~30% off the June lows (~$38.73 to $50.33, +7% in the last two sessions), so much of the good news is priced. The FY26 midpoint still embeds a back-end-loaded H2 discretionary recovery; once the Street re-models the implied Q3/Q4 step-up against soft ACV and the AI-pricing overhang, out-period estimates get trimmed and the pop fades toward flat. |
MEDIUM |