Cognizant Technology Solutions Corp vs STMicroelectronics NV — how do they compare? Cognizant Technology Solutions Corp trades at $43.32 (market cap $20.34B), while STMicroelectronics NV trades at $70.25 (market cap $62.56B). The key difference: STMicroelectronics NV is far larger — about 3.1× Cognizant Technology Solutions Corp's market cap, and Cognizant Technology Solutions Corp pays the higher dividend (3.07%). Which is the better fit depends on your goals.
| CTSH | STM | |
|---|---|---|
Market Cap | $20.34B | $62.56B |
Sector | Technology | Financials |
52-Week High | $86.70 | $79.91 |
52-Week Low | $38.73 | $21.20 |
Enterprise Value | $19.92B | $60.77B |
Dividend Yield | 3.07% | 0.53% |
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.
STM trades at $68.47, down 4.18% on the day, reflecting recent earnings volatility with two misses in the last three quarters. The stock exhibits a bearish technical signal, trading below key resistance levels, while fundamentals show declining revenue and compressed profit margins, though cash flow remains positive. Recent news highlights AI partnerships and strategic acquisitions as potential growth catalysts.
The outlook is mixed; analyst consensus is a Buy with a $72.33 price target, but high valuation multiples and weak profitability pose risks. Near-term performance hinges on Q2 2026 earnings beating expectations and AI-driven revenue materializing, while macroeconomic pressures on the semiconductor sector remain a headwind.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →