Cognizant Grows Through Expanding Clientele & Strong Partnerships

Cognizant Technology Solutions CTSH is benefiting from an expanding clientele and a strong partner base. A favorable mix of business renewals and expansions of new opportunities are major drivers for Cognizant in 2025.In the fourth quarter of 2024, CTSH secured 10 large deals, up from seven in the previous year, bringing the total to 29 large deals for the year.CTSH also made significant strides in advancing its AI capabilities, with innovations like the Neuro AI Multi-Agent accelerator, Neuro Cybersecurity and Neuro Edge for real-time AI. These developments allowed the company to expand its AI offerings, including AI-driven tools like Cognizant Moment and Flowsource.CTSH Advances AI Solutions With NVIDIA’s ExpertiseCognizant is advancing its leadership in AI-driven innovation through strategic partnerships and advanced technology integrations.CTSH, in collaboration with NVIDIA NVDA, is driving AI adoption across industries with advancements in enterprise AI agents, industry-specific Large Language Model (LLMs), digital twins for smart manufacturing and AI infrastructure. Leveraging Cognizant’s Neuro AI platform and NVIDIA’s technology, the offerings include multi-agent systems for real-time decision-making, tailored LLMs for sectors like healthcare and smart manufacturing solutions powered by NVIDIA Omniverse. CTSH also provides robust AI infrastructure with “GPU as a Service” and enhanced data pipelines through NVIDIA RAPIDS Accelerator, optimizing client operations and accelerating business transformation.Cognizant’s Rich Partner Base to Drive ProspectsCTSH’s expanding partner base, which includes NVDA,  Boehringer Ingelheim, CrowdStrike CRWD, Zscaler ZS, ServiceNow, IBM, Palo Alto Networks and Amazon, is expected to drive its prospects in 2025.Cognizant’s collaboration with CrowdStrike aims to drive enterprise security transformation by delivering AI-powered cybersecurity services through the Falcon platform. The partnership focuses on streamlining security operations, consolidating fragmented legacy products, and enhancing cybersecurity posture using Falcon NextGen SIEM and Falcon Cloud Security.CTSH expanded its partnership with Zscaler to help enterprises simplify and transform their security posture by leveraging an advanced, AI-enabled zero-trust cloud security platform, providing coordinated solutions to address evolving cyber threats, reduce security complexity, maximize security posture, and deliver scalable, cost-effective outcomes.Cognizant also announced its partnership with Boehringer Ingelheim in March 2025 to launch an end-to-end technology platform powered by the Veeva Development Cloud aimed at streamlining clinical operations and enhancing operational efficiencies across the biopharmaceutical leader's global teams.CTSH Initiates Strong 2025 GuidanceCognizant’s strong portfolio, along with an expanding partner base, reflects solid top-line growth potential over the long run. CTSH expects first-quarter 2025 revenues between $5 billion and $5.1 billion, indicating growth of 5.6-7.1% and an increase of 6.5-8% on a cc basis.For 2025, revenues are expected to be $20.3-$20.8 billion, implying an increase of 2.6-5.1% on a reported basis and growth of 3.5-6% on a cc basis.The adjusted operating margin for 2025 is expected to be 15.5-15.7% (an increase of 20-40 basis points).Adjusted earnings per share for 2025 are expected between $4.90 and $5.06.Zacks Names #1 Semiconductor StockIt's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cognizant Technology Solutions Corporation (CTSH): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Zscaler, Inc. (ZS): Free Stock Analysis Report CrowdStrike (CRWD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks