Oppenheimer analyst Glenn Greene offers an introspective into Cognizant Technology Solutions Corp (NASDAQ:CTSH) ahead of fourth-quarter results due this Wednesday, February 8th before market open, and what earnings will mean to the firm in a new Trump-led America.

Ahead of the print, the analyst reiterates an Outperform rating on shares of while reigning in the price target from $68 to $60, which represents a just under 14% increase from where the stock is currently trading.

Greene asserts, “While CTSH’s fundamental backdrop appears poised to improve in CY17, and we anticipate a more shareholder-friendly capital allocation posture, we are concerned by recent immigration/visa developments. The tone and early agenda of the Trump administration suggest a hostile stance toward existing foreign worker visa programs. We understand that more than half of CTSH’s US-based employees are on visas. While difficult to handicap the likelihood of any particular outcome, any changes that limit the availability or mandate meaningful salary increases for visa-holders could have a significant adverse impact on CTSH’s financial model.”

Overall, “We remain attracted to CTSH’s market positioning/opportunity, but suspect the shares remain range-bound until potential immigration/visa impacts become clearer. We anticipate gradual EPS growth deceleration (absent margin/capital allocation changes),” Greene surmises.

As usual, we like to include the analyst’s track record when reporting on new analyst notes to give a perspective on the effect it has on stock performance. According to TipRanks, top five-star analyst Glenn Greene has achieved a high ranking of #6 out of 4,374 analysts. Greene upholds an 80% success rate while garnering 17.8% in his yearly returns. When recommending CTSH, Greene gains 26.9% in average profits on the stock.

TipRanks analytics exhibit CTSH as a Buy. Out of 15 analysts polled by TipRanks in the last 3 months, 10 are bullish on Cognizant stock, 4 remain sidelined, and 1 is bearish on the stock. With a return potential of 20%, the stock’s consensus target price stands at $63.54.

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