Conduent Incorporated (CNDT) AI Stock Analysis

Conduent Incorporated delivers business process services specializing in transaction-intensive processing, analytics, and automation across the United States, Europe, and globally. It operates through three segments: Commercial Industries, Government Services, and Transportation. Commercial Industries focuses on customer experience management, transaction processing, healthcare, human resources, and learning services. Government Services provides public assistance administration, payment services, medical management, child support services, and fiscal agent care management to federal, state, local, and international agencies. Transportation delivers mobility and payment solutions, including electronic tolling, urban congestion management, transit systems, parking enforcement, curbside demand management, and computer-aided dispatch/automatic vehicle location solutions.

Conduent has seen annual revenue decline steadily from $4.14B in FY2021 to $3.04B in FY2025, reflecting a 5-year revenue CAGR of -6.1%. Revenue fell 9.4% in FY2025, while gross margin compressed to 18.1% from 24.2% in FY2021. Operating margin declined to -1.9% in FY2025, leading to a net loss of -$170.0M and diluted EPS of -$0.44. Over the trailing twelve months ended June 30, 2026, revenue stood at $2.94B with an operating margin of -4.0% and EPS of -$1.16. For the latest quarter ended June 30, 2026, quarterly revenue fell 11.9% year-over-year, while quarterly earnings grew 50.0%.

As of June 30, 2026, Conduent held $228.0M in cash and short-term investments against $840.0M in total debt, resulting in net debt of $612.0M. Shareholders' equity was $668.0M, generating a debt-to-equity ratio of 1.26, while the current ratio stood at 1.55. Cash flows have weakened, with operating cash flow at -$73.0M and free cash flow at -$154.0M in FY2025. During FY2025, capital expenditures were $81.0M, share buybacks totaled $29.0M, and dividends paid were $10.0M. Share count decreased 22.4% over five years.

At $1.39 per share, Conduent has a market capitalization of $216.2M and an enterprise value of $860.8M. The stock trades at a price-to-sales multiple of 0.1x and an EV/EBITDA of 8.0x, both well below the median of its US-listed Technology peers of 2.8x sales and 16.6x EV/EBITDA. Conduent's price-to-book ratio is 0.5x, and its PEG ratio is 4.44. The stock has underperformed broader benchmarks, dropping 43.5% over the past year and 79.4% over five years, compared to gains of 16.8% and 83.0% for the S&P 500 (SPY).

Wall Street coverage consists of 1 analyst, who rates the stock a Strong Buy. The mean price target is $5.00, representing an upside of 259.7% over the last close of $1.39. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $2.34B and EPS of -$0.37. For the next fiscal year, projected revenue is $2.19B with EPS of $0.01. Conduent beat EPS estimates in 1 of the last 4 quarters. The next earnings date is November 6, 2026.

This page is an AI-written research summary of Conduent Incorporated (CNDT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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