CTSH – AI Forum 2026: Rise Up

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CTSH – AI Forum 2026: Rise Up

June 8, 2026

Jonathan Lee jonathan.lee@guggenheimpartners.com CTSH – AI Forum 2026: Rise Up

212 518 5388

Johnson Ooi Key Message: Last week, CTSH held its AI Forum 2026, a non-financial event where

johnson.ooi@guggenheimpartners.com management framed the enterprise operations TAM (c. 20% to 40% of enterprise

212 518 9962 spend versus the <10% of IT spend) as the key opportunity, highlighting that CTSH,

Alexa Ong as an AI Builder, is essential to close the widening gap between frontier AI capabilities

alexa.ong@guggenheimpartners.com and the production value enterprises capture. Management showcased that it is front

212 416 5842 footed on token economics for clients and is positioning CTSH to drive structural ROI

through platforms such as the Agent Network Designer. Reinforcing the thesis, OpenAI

explicitly acknowledged that ecosystem partners such as CTSH are needed to bridge

model capability to enterprise outcomes, particularly on governance, controls, and

integration into legacy IT estates.CTSH BUY

Cognizant Technology Solutions

Corporation CTSH hosted its AI Forum event on June 5 where management and key clients outlined

Sector: IT Services how CTSH is front-footed in enabling AI adoption for enterprises at scale.

Company Update From "system integrator" to "AI builder," unlocking the operations prize. Management

framed CTSH's strategic pivot from "system integrator" to "AI builder" as a response to Share Price $53.21

the widening gap between AI capability and the production value enterprises are actually Price Target $80.00

capturing, with CEO Ravi Kumar noting that "companies have already spent a trillion dollars

on AI infrastructure...yet the business value generated from AI remains far below the