金吾财讯 | 投行韦德布什发布研报，对 IT 咨询服务商 Cognizant(CTSH) 即将到来的 2026 财年二季度业绩作出前瞻，认为订单扩张与人工智能业务进展将是左右市场情绪的两大核心指标。该公司将于 7 月 29 日美股开盘前正式披露财报。Wedbush 分析师 Steven Wahrhaftig 维持该股 “跑赢大盘” 评级，目标价 70 美元。研报指出，此前 IBM 业绩指引不及预期，引发科技咨询板块普遍回调，市场预期已经显著下修，当前 CTSH 风险收益比具备吸引力。市场重点关注总合同价值(TCV)数据，以及 AI 转型相关大额订单的推进力度。分析师重点提及公司 “三向量 AI 战略”，该战略落地成效将成为衡量其 AI 商业化水平的标尺。机构预判，2026 年下半年公司增长动能有望持续改善。一方面，企业可支配支出存在修复预期；另一方面，越来越多客户寻求弥合 AI 投入与业务回报之间的差距，倾向选择具备落地能力的服务商开展合作。上一季度 Cognizant 落地约 5000 个 AI 项目，机构预计项目规模将持续上行。近年来 Cognizant 持续加码 AI 业务，此前已经扩大与谷歌云合作，面向海量企业客户推广 Gemini 相关解决方案。不过短期来看，行业整体仍面临企业 IT 预算审慎的压力。
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