| CTSH |
Report |
Q2 2026 Revenue |
IN-LINE |
pred ~$5.45B vs. cons $5.485B |
MEDIUM |
| CTSH |
Report |
Q2 2026 Adjusted EPS |
IN-LINE |
pred ~$1.37 vs. cons $1.375 |
MEDIUM |
| CTSH |
Report |
TTM Bookings Growth YoY / Book-to-Bill |
MISS |
pred ~10% YoY (book-to-bill ~1.15x) vs. cons/prior-trend ~20% YoY (1.4x in Q1) |
MEDIUM |
| CTSH |
Guide |
FY2026 Revenue Growth Guidance (CC) |
LOWER |
guide ~3.0%-5.0% CC vs. cons ~5.2% CC (FY2026) |
HIGH |
| CTSH |
Guide |
FY2026 Adjusted EPS Guidance |
LOWER |
guide ~$5.50-$5.65 vs. cons $5.70 (FY2026) |
MEDIUM |
| CTSH |
Guide |
FY2026 Adjusted Operating Margin Guidance |
UNCHANGED |
guide ~16.0%-16.2% vs. cons 16.1% (FY2026) |
MEDIUM |
| CTSH |
Guide |
Q3 2026 Revenue Guidance |
LOWER |
guide ~$5.45-$5.55B vs. cons $5.60B (Q3 2026) |
MEDIUM |
| CTSH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| CTSH |
Return |
5-day cumulative residual |
-4.5% (FADE) |
Stock rallied ~17% into the print on the Anthropic partnership headline alone, running well ahead of fundamentals; if FY26 CC revenue/EPS guidance is trimmed as widely expected (consistent with Accenture/Infosys read-throughs) and bookings growth decelerates from Q1's 21%, sell-side will cut FY26/FY27 EPS estimates in the days following the call even if the headline print is only in-line. That out-period estimate-cutting math, combined with profit-taking after the sharp pre-earnings run-up, favors giving back most of the initial pop over the following days rather than sustained follow-through. |
LOW |