Cognizant Technology Solutions Corp (MEX:CTSH)
MXN 722.03 -38.84 (-5.1%) Market Cap: 336.49 Bil Enterprise Value: 329.11 Bil PE Ratio: 8.90 PB Ratio: 1.29 GF Score: 66/100

Cognizant Technology Solutions Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2026 / 12:05AM GMT
Release Date Price: MXN1461.97
James Faucette
Morgan Stanley & Co LLC - Analyst

Thanks for joining us this afternoon. My name is James Faucette, senior IT services analyst here at Morgan Stanley.

I'm very pleased to have Jatin Dalal, CFO of Cognizant, that will be chatting with us this afternoon.

Before we get started, I do have a quick disclosure to read: Please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales rep.

Thanks for being here today. I really appreciate you guys making the trip. Always excited to hear what's happening with Cognizant. Certainly, there's been a lot of work underway for a few years, with the management team very focused on AI development, et cetera.

Questions & Answers

James Faucette
Morgan Stanley & Co LLC - Analyst

Maybe, to start, why don't you give us a little bit of a preamble; talk about how you put together your outlook for calendar year '26 and how you're thinking about organic growth, generally

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