Cognizant

CEO Ravi Kumar S and CFO Jatin Dalal bring deep industry and operating experience. Since 2023 leadership changes, Cognizant has stabilized growth, expanded margins, raised guidance, and accelerated capital returns while investing in AI platforms and skilling (Synapse). Large‑deal momentum has improved meaningfully.

An activist shareholder (Mantle Ridge) provides additional governance pressure for performance. Risks include reputation and controls around cybersecurity, highlighted by the Clorox litigation, and the need to sustain cultural and talent improvements at scale. Overall execution trend is positive with clearer strategic focus.