CTSH Earnings Predictions — 2026-07-29

Ticker Report or Guide KPI Prediction Answer Confidence
CTSH Report Revenue (Q2 2026) IN-LINE pred ~$5.50B vs. cons $5.487B MEDIUM
CTSH Report Adj. EPS (Q2 2026) BEAT pred ~$1.42 vs. cons $1.378 HIGH
CTSH Report Bookings/ACV (Q2 2026) IN-LINE pred ACV modestly positive vs. flat in Q1; TTM bookings ~$29-30B vs. cons $29.3B MEDIUM
CTSH Guide Q3 2026 Revenue (Q3 2026) BETTER guide ~$5.55-5.65B vs. cons $5.493B MEDIUM
CTSH Guide FY 2026 Revenue (FY 2026) UNCHANGED guide maintained +4.0%-+6.5% CC vs. cons $22.289B HIGH
CTSH Guide FY 2026 Adj. EPS (FY 2026) UNCHANGED guide maintained $5.63-$5.77 vs. cons $5.704 HIGH
CTSH Guide Demand tone / ACV (Forward) UNCHANGED ACV modestly positive; H2 recovery on track; discretionary still 1-2 quarters away MEDIUM
CTSH Return Day-1 residual (stock − beta × S&P 500) -2.0% MEDIUM
CTSH Return 5-day cumulative residual -5.0% (FADE) FADE — sell-side models implied H2 math as back-end loaded; short covering provides partial floor but does not reverse; estimates drift lower on implicit H2 cut MEDIUM