Conduent, Inc. (CNDT)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · CNDT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Model as of 2026-11-04 · Compared with 24 industry peers · Company calendar date is not available
CNDT — credit agreement
Dated 2026-10-23
Entry into a Material Definitive Agreement. On October 23, 2026 (the “Closing Date”), Conduent Incorporated (the “Company”) completed a refinancing of its existing $357 million senior secured revolving credit facilities (the “Existing Revolving Credit Facilities”) with its existing revolving lenders (the “Existing Lenders”) by extending the maturities thereof and adding $90 million of additional commitments, comprised of $75 million of new first-out revolving commitments and establishing a ne…
Why it matters: Court approval would move the class action settlement toward resolution. A denial or delay would leave the case open.
Watch forThe court grants final approval of the settlement in the data breach class action.
Also watch forThe court denies approval, or the settlement is withdrawn.
Why it matters: The sale would complete Conduent's exit from Transportation. It also supports its plan to cut debt and reduce financial ties.
Supportive ifConduent says the Tolling sale closed before December 31, 2026. It names the sale proceeds.
Worry ifThe sale remains open after December 31, 2026, or Conduent reports that it will not close.
Why it matters: The sector is still growing, but its trend is easing. A drop below median growth would add pressure to Conduent's growth plan.
Worry ifConduent reports Q3 revenue growth below the sector's median growth rate.
Less concerning ifConduent reports Q3 revenue growth at or above the sector's median growth rate.
Why it matters: New business signings fell from $114 million in Q1 to $99 million in Q2. More signings could support future growth, though they do not equal revenue.
Supportive ifQ3 new business signings ACV exceed $99 million.
Worry ifQ3 new business signings ACV are $99 million or lower.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$208 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $666 loss on $10,000 · 6.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,978 loss on $10,000 · 49.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Adjusted EBITDA fell from $49 million in Q1 to $16 million in Q2. A recovery would show better cost control and profit from the business.
Supportive ifQ3 adjusted EBITDA is above $16 million, the Q2 level.
Worry ifQ3 adjusted EBITDA is $16 million or lower.