Analyst Consensus (2 calls)
India's largest institutional investor, Life Insurance Corporation of India (LIC), strategically deployed nearly ₹16,660 crores (approximately $2 billion) into 10 key Indian stocks during the volatile March quarter, adopting a notable contrarian investment approach.
Motilal Oswal identifies key Nifty stocks, including Infosys [INFY], with significant upside potential, citing a favorable market base and anticipated geopolitical ease as catalysts for recovery.
Infosys [INFY], a leading Indian IT services giant, concluded its trading day at ₹1181.8, drawing attention from investors tracking the sector's performance.
Indian equity markets saw robust gains on Wednesday, driven by strong performances in the auto, FMCG, and IT sectors. Global cues and upcoming economic events are set to influence Thursday's trading.
The rapid advance of AI, coupled with a global slowdown in outsourcing, is creating significant ripples across India's information technology sector, now extending its reach to real estate and employment in major tech hubs.
Reports indicating OpenAI's failure to meet sales and user growth targets have led to a significant sell-off in AI-linked stocks globally, raising questions about the immediate profitability of massive AI investments.
Infosys [INFY] shares experienced positive movement in today's trading, signaling renewed investor interest in the IT services giant amidst the broader market dynamics.
Recent shifts in India's top company rankings reveal a significant realignment, with banking sector heavyweights gaining ground over traditional IT leaders, signalling evolving market dynamics.
As the Q3 earnings season approaches, global investors are adopting a cautious stance towards major US technology companies amidst high valuations and economic uncertainties.
Nilesh Shah, MD of Kotak Mahindra AMC, describes the current Indian market as a 'kangaroo market' due to global uncertainties, advising selective investment in adaptable companies, particularly in IT and consumer goods.
Infosys [INFY] has slipped out of the coveted list of India's top 10 most valuable companies, losing a significant ₹2 lakh crore in market capitalization, reflecting broader challenges within the IT sector.
Global IT spending is projected to reach a staggering $6.31 trillion, driven by AI, yet research firm Gartner warns that Indian IT companies could face significant margin pressures despite new opportunities.
On April 24, five F&O stocks, including UltraTech Cement [ULTRACEMCO] and Infosys [INFY], witnessed a significant surge in futures open interest, hinting at fresh market positions and potential directional movements.
India's leading software exporters, including Infosys and HCL Technologies, are facing significant investor scrutiny as disappointing results and macro-economic challenges impact sector valuations.
Indian benchmark indices, Nifty 50 and BSE Sensex, concluded a two-week winning streak with a notable fall, primarily driven by a subdued performance in the IT sector and escalating geopolitical tensions.
The US Justice Department has concluded its probe into Federal Reserve Chair Jerome Powell, finding no criminal wrongdoing. This development potentially clears the way for Kevin Warsh's swift confirmation as a Fed nominee, signaling potential shifts in future monetary policy outlook.
Indian benchmark indices witnessed a sharp decline driven by broad-based selling in the IT sector, with Infosys [INFY] among the notable losers. Conversely, Adani Energy Solutions [ADANIENT] and Himadri Speciality Chemical [HSCL] emerged as top gainers, buoyed by positive momentum and earnings updates.
John Maynard Keynes' timeless insight reminds investors that actual returns rarely align with initial expectations, underscoring the inherent unpredictability of financial markets. Adaptability and flexibility are crucial for navigating India's dynamic investment landscape.
Market expert Sandip Sabharwal cautions investors about the Indian IT sector due to structural shifts and near-term pressures. He identifies financials and metals as sectors demonstrating strong resilience and significant upside potential.
India's IT bellwether Infosys [INFY] has declared a final dividend of ₹25 per share for FY26, reinforcing its consistent commitment to rewarding shareholders with regular payouts over the last five years.
Despite recent conservative guidance and margin pressures, market experts believe the Indian IT sector's long-term outlook remains stable, driven by AI integration and robust fundamentals, potentially offering opportunities for patient investors.
US mortgage rates have fallen for the third straight week to 6.23%, their lowest since mid-March, yet the housing market faces persistent affordability and demand issues amidst broader economic volatility.
India braces for a potential El Niño-induced weak monsoon, threatening agricultural output and creating distinct winners and losers across various sectors of the Indian stock market.
Despite reporting robust Q4 FY26 results with a 21% jump in net profit and a 13.4% rise in revenue, Infosys [INFY] shares saw a notable decline, reflecting cautious investor sentiment and muted market reactions.
Indian benchmark indices extended losses for a third consecutive session, primarily driven by escalating geopolitical tensions and rising crude oil prices, while broader markets surprisingly held strong.
Amidst fluctuating market conditions, Infosys [INFY], a titan in the Indian IT sector, continues to demonstrate remarkable stability and resilience, reinforcing its position as a key anchor for investor confidence.
Indian markets extended their corrective phase on Thursday, influenced by negative global cues, bringing several major stocks like Reliance Industries, Infosys, and Adani Group entities into the spotlight ahead of their Q4 results and recent news.
Despite strong deal wins and healthy margins, India's IT sector, including giants like Infosys and HCLTech, faces a slowdown in Q4 revenue growth due to project delays, with AI posing a future earnings risk.
Infosys [INFY] has reported a strong performance in its Q4 results, with consolidated net profit soaring by 21% year-on-year to ₹8,501 crore. The IT major also unveiled ambitious plans to onboard 20,000 freshers by FY27, signaling confidence in future growth.
Despite a robust 21% year-on-year profit increase and revenue exceeding expectations for Q4 FY24, Infosys' US-listed ADRs saw a nearly 6% decline following the company's conservative revenue growth forecast for FY25.
Indian IT major Infosys [INFY] has reported strong financial results for the fourth quarter, with consolidated net profit surging 21% year-on-year and revenue growing over 13%. The company also announced a significant dividend of ₹25 per share, delighting investors.
Indian IT giant Infosys [INFY] has announced a final dividend of ₹25 per equity share for fiscal year 2024, alongside its fourth-quarter earnings report, demonstrating its commitment to shareholder returns.
Indian IT giant Infosys [INFY] has reported robust performance for the fourth quarter of the financial year 2024, with consolidated net profit soaring 21% year-on-year to ₹8,501 crore.
Infosys [INFY] is scheduled to announce its fourth-quarter earnings for FY24 today, April 23, amidst investor anticipation. The stock saw a 1.5% decline in early trade as markets await key performance indicators.
Amidst a market downturn on April 23rd driven by geopolitical concerns and rising crude oil prices, independent analyst Nagaraj Shetti identified NLC India [NLCINDIA] and Rail Vikas Nigam Ltd [RVNL] as 'Buy' opportunities, citing attractive consolidation patterns.
Ahead of its Q4 FY2026 results, IT major Infosys [INFY] is anticipated to report a modest 2% quarter-on-quarter revenue increase in INR, while US Dollar revenue is projected to see a slight dip. Investors will keenly observe guidance, margins, and new deal wins.
Infosys shares have faced headwinds recently due to subdued discretionary spending and AI disruption fears. Ahead of its Q4 earnings, investors are weighing if current valuations present a buying opportunity.
Infosys [INFY] is drawing investor attention as its Q4 FY26 earnings approach, coupled with a significant new partnership with OpenAI to enhance its AI capabilities and transform enterprise software.
Investors are keenly awaiting the Q4 FY26 results of approximately 29 companies, including IT giant Infosys [INFY] and financial major Tata Capital, scheduled for release today, April 23, 2026.
Infosys [INFY] has registered a 1.01% gain in its monthly returns, signaling positive momentum for the IT giant amidst a dynamic market environment.
Despite global markets reaching record highs, Indian equities are poised for a weak start as indicated by Gift Nifty, with Infosys [INFY] and BEL drawing investor attention.
As the Indian stock market anticipates a cautious opening, investors are closely watching frontline stocks like Infosys [INFY] and Trent [TRENT] amid broader market trends.
The Indian market witnessed a corrective session with Nifty poised for consolidation. Key stocks like Infosys, Trent, Jio Financial, and Hindustan Copper are making headlines due to Q4 results, strategic moves, and expansion plans.
MarketSmith India has revealed its latest stock recommendations, offering investors data-driven insights. This post explores the methodology behind these expert picks and illustrates potential investment opportunities.
HCL Technologies' [HCLTECH] disappointing Q4 earnings triggered a significant decline across Indian IT stocks on Wednesday, reigniting investor concerns about the disruptive impact of Artificial Intelligence on the sector.
Infosys is set to announce its Q4 FY24 financial results on April 23, with market participants eagerly anticipating key figures and future guidance from the IT services giant.
Indian equities witnessed a significant downturn on April 22, with both the Nifty 50 and S&P BSE Sensex closing lower. A sharp correction in technology stocks, exacerbated by global geopolitical tensions, primarily fueled the market's decline.
Rajesh Singla, CEO of Alpha AMC, highlights the robust, long-term potential of India's defence sector driven by government support. He advises a company-specific strategy for the IT sector, currently navigating an AI-driven transformation.
As Infosys [INFY] prepares to announce its Q4 FY24 results, the market anticipates a seasonally subdued quarter. However, investor focus remains on the critical FY27 guidance and the potential of a robust deal pipeline to offset concerns around AI's impact on discretionary spending.
HCL Technologies' weaker-than-expected Q4 results led to a significant market correction for Indian IT stocks, erasing an estimated ₹92,000 crore in market cap and causing peers like Infosys and Tech Mahindra to slump by up to 6%.