Cognizant Technology Solutions Corp vs International Business Machines Corp — how do they compare? Cognizant Technology Solutions Corp trades at $43.5 (market cap $20.34B), while International Business Machines Corp trades at $215.07 (market cap $204.02B). The key difference: International Business Machines Corp is far larger — about 10× Cognizant Technology Solutions Corp's market cap, and International Business Machines Corp pays the higher dividend (3.11%). Which is the better fit depends on your goals.
| CTSH | IBM | |
|---|---|---|
Market Cap | $20.34B | $204.02B |
Sector | Technology | Technology |
52-Week High | $86.70 | $329.23 |
52-Week Low | $38.73 | $214.64 |
Enterprise Value | $19.92B | $262.04B |
Dividend Yield | 3.07% | 3.11% |
Volume | — | 4,481,527 |
Signals from Pluang's Aura AI — not financial advice
Cognizant (CTSH) trades at $44.16, up 3.74% today, with a bullish technical signal and strong support at $44. The stock shows solid fundamentals with a P/E of 9.58, revenue of $21.11B in 2025, and consistent earnings beats. Recent news highlights AI partnerships with Google Cloud and OpenAI, positioning the company for growth in enterprise AI services.
The outlook is positive with a consensus price target of $63.45, implying significant upside. Risks include competitive pressures and macroeconomic softness affecting demand. Analyst sentiment is mixed but leans bullish, with 43% buy ratings. The stock presents a value opportunity given its low valuation multiples and strategic AI investments.
IBM trades at $290.23, up 0.93% with bullish technical signals and strong fundamental performance. The company reported Q1 2026 EPS of $1.91, beating expectations by 5.5%, continuing a trend of earnings outperformance. Revenue grew to $67.54B in 2025 with net income margin expanding to 15.61%, while analyst consensus shows mixed sentiment with 47% buy ratings.
IBM demonstrates solid profitability with improving margins and consistent earnings beats, though faces near-term headwinds from AI spending shifts impacting software demand. The stock offers 6.9% upside to consensus target of $310.21, but recent 25% price decline reflects market concerns about technology spending transitions and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
Cognizant is a global IT services provider, offering consulting and outsourcing services to some of the world's largest enterprises spanning the financial services, media and communications, healthcare, natural resources, and consumer products industries. Cognizant employs nearly 300,000 people globally, roughly 70% of whom are in India, although the company's headquarters are in Teaneck, New Jersey.
Read more on CTSH →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →