Cognizant Technology Solutions Corporation (CTSH) Rebounded from Challenges

14 hours ago 1

Soumya Eswaran

Tue, February 3, 2026 astatine 6:52 AM CST 2 min read

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A transcript of the missive tin beryllium downloaded here. The 4th fourth was defined by beardown AI momentum and continued marketplace dominance by mega-cap stocks. In this environment, Pzena Focused Value Strategy underperformed the Russell 1000® Value Index, delivering a nett instrumentality of 2.5% vs. 3.8% for the Index. Given the constricted enactment successful the market, the steadfast inactive observes appealing valuation differences and believes the existent situation is favorable for semipermanent worth investors. In addition, you tin cheque the Fund's apical 5 holdings to spot its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Pzena Focused Value Strategy highlighted Cognizant Technology Solutions Corporation (NASDAQ:CTSH) arsenic 1 of its starring contributors. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is simply a multinational nonrecreational services institution headquartered successful Teaneck, New Jersey. On February 2, 2026, Cognizant Technology Solutions Corporation (NASDAQ:CTSH) banal closed astatine $82.91 per share. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) delivered a -2.02% instrumentality successful the past month, and its shares are down 0.75% implicit the past 12 months. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) has a marketplace capitalization of astir $40.02 billion.

Pzena Focused Value Strategy stated the pursuing regarding Cognizant Technology Solutions Corporation (NASDAQ:CTSH) successful its 4th fourth 2025 capitalist letter:

"IT services institution Cognizant Technology Solutions Corporation (NASDAQ:CTSH) besides contributed pursuing an net beat, arsenic integrated income continued to travel successful astatine the apical of the adjacent radical aft respective years of company-specific execution challenges."

Jim Cramer Says Cognizant (CTSH) Is a Smart and Essential Tech Player!

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 41 hedge money portfolios held Cognizant Technology Solutions Corporation (NASDAQ:CTSH) astatine the extremity of the 3rd quarter, compared to 47 successful the erstwhile quarter. While we admit the imaginable of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Cognizant Technology Solutions Corporation (NASDAQ:CTSH) and shared a database of champion affordable AI stocks to invest. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.