Conduent, Inc. (CNDT)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
$1.94+2.65%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
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 2026-09-04.
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 2026-09-04 · Compared with 38 industry peers · Company calendar date is not available
CNDT — earnings miss
Dated 2026-08-10
Results of Operations and Financial Condition. On August 10, 2026, Conduent Incorporated (the "Company") released its second quarter 2026 financial results and is furnishing to the Securities and Exchange Commission (the "Commission") a copy of the financial results press release as Exhibit 99.1 to this Current Report on Form 8-K (this "Report") under
Why it matters: Recent leaders leaving may change the company’s path. This can affect their work.
Worry ifNew leaders are joining the team. This will help stabilize the team and improve focus.
Less concerning ifMore leaders may leave or there could be problems in leadership.
Why it matters: Closing this sale will help Conduent's finances. It will also simplify its portfolio.
Supportive ifThe sale of the Tolling business to Quarterhill closes before the end of 2026.
Worry ifThe sale does not close by the end of 2026 due to regulatory or other issues.
Why it matters: This sale helps Conduent simplify its work and improve its finances.
Supportive ifThe sale of the Public Transit business to Modaxo is complete. The money has been received.
Worry ifThe sale is delayed or fails to close by the end of 2026.
Why it matters: Hitting this revenue target shows recovery from the recent drop.
Supportive ifQ3 revenue from continuing operations is $531 million or more.
Worry ifQ3 revenue falls below $531 million, continuing the downward trend.
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 | ±$269 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $626 loss on $10,000 · 6.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,081 loss on $10,000 · 60.8% | 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: Meeting revenue goals would show that Conduent's sales are getting better.
Supportive ifQ3 revenue reaches at least $537.5 million, the midpoint of FY 2026 guidance.
Worry ifIf Q3 revenue is less than $525 million, it shows a continued decline.
Why it matters: Good cost savings would help Conduent's finances. It would also boost operating income.
Supportive ifAchieve at least $25 million in annualized cost savings by Q3.
Worry ifCost savings fall short of $25 million by Q3.
Why it matters: More new business signings show growth potential and market trust.
Supportive ifNew business signings ACV from ongoing operations is over $99 million in Q3 2026.
Worry ifNew business signings are under $99 million. This shows weaker market performance.
Why it matters: Better cash flow means stronger finances. It also shows better operations.
Supportive ifCash flow from operations improves by at least $10 million in Q3.
Worry ifCash flow from operations declines or remains stagnant in Q3.
Why it matters: A drop in sector revenue growth could impact Conduent's performance. It may indicate a broader slowdown.
Worry ifSector revenue growth falls below its median.
Less concerning ifSector revenue growth remains above its median.