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On November 20, 2025, the Coalition for Epidemic Preparedness Innovations (CEPI) selected Cognizant Technology Solutions to lead a multi-year digital transformation project, including the implementation of a new core HR and Expense Management System and enhancement of CEPI’s Salesforce platform.
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This win underscores Cognizant’s recognized expertise in digital transformation and AI-enabled enterprise architecture across the healthcare and non-profit sectors.
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We’ll look at how this significant multi-year client engagement bolsters Cognizant’s investment narrative and future growth prospects.
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To own shares of Cognizant, an investor needs to believe in the company’s ability to stay ahead in digital transformation and AI-driven enterprise services, despite an industry marked by rapid change and cost pressures. The newly announced multi-year CEPI digital transformation deal reinforces Cognizant’s relevance in healthcare and non-profit sectors, supporting the current short-term catalyst of robust, recurring client wins, while the key risk remains the acceleration of AI and platform automation potentially eroding demand for traditional services. So far, this news adds positive evidence but does not change the largest risk facing the business.
Among recent announcements, the launch of the ONE Bridge automation accelerator with Ataccama stands out as especially relevant. This tool enables clients to migrate data platforms more efficiently, which aligns with Cognizant’s strategy to win large digital transformation projects and could reinforce growth in recurring revenue if the company maintains its innovation pace.
However, investors should keep in mind that if enterprise adoption of agentic AI accelerates faster than Cognizant’s ability to adapt its services offering…
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Cognizant Technology Solutions’ outlook anticipates $23.5 billion in revenue and $2.9 billion in earnings by 2028. This is based on a forecast annual revenue growth rate of 4.7% and an earnings increase of $0.5 billion from the current earnings of $2.4 billion.
Uncover how Cognizant Technology Solutions’ forecasts yield a $84.86 fair value, a 12% upside to its current price.
Eight members of the Simply Wall St Community estimate Cognizant’s fair value between US$66.06 and US$126.19 per share. While many focus on AI-powered deal wins, the ongoing risk of technology shifting client demand patterns could influence the company’s future growth path in several ways.