Conduent, Inc. (CNDT)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-10-29
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-10-29
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Put CNDT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
IT Consulting & Other Services is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Generate positive cash flow from operations: Comparison needs review.
View ThesisRevenue is contracting — down about 5% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskCNDT depends on restoring positive operating cash flow despite fragile cash backing. Revenue fell 11.9% year over year, and Q2 FY2026 earnings missed consensus. The miss was 28.6%, and our next-quarter miss probability is 34%. The desk has no valuation multiple or peer comparison for CNDT. So, the desk cannot define whether the current price reflects its prospects. A cash-flow comparison needs review, so no confirmed break is established. The company refinanced its credit facility, extending maturity to May 2029. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-29. CNDT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 1 analyst currently covering CNDT (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare CNDT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CNDT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus IT Consulting & Other Services — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CNDT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Simplify portfolio and strengthen financial position
Refinancing may support financial flexibility, but terms and resulting savings are unspecified.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Threatens: Achieve revenue guidance of $2.8B-$2.9B for FY 2026
New revenue guidance significantly lowers previous expectations.

Threatens: Achieve revenue guidance of $2.8B-$2.9B for FY 2026
Mixed results may hinder achieving revenue guidance.
