“Dharmesh Kant maintains a bearish stance on the IT sector, citing sluggish growth, weak discretionary spending, and limited demand visibility, as evidenced by Cognizant's muted guidance. He believes the sector is evolving into a "gap-filling role" with 2-3% revenue growth and stable margins, but lacks meaningful upside, despite currency tailwinds. His firm continues to largely avoid the space.”

Dharmesh Kant’s track record: 7 graded calls · 95% CI 16–75%