Synopsis: Anthropic has just released a new AI tool, sending shockwaves across global markets. Investors fear this technology could disrupt traditional software and IT services, leading large scale sell off in IT stocks worldwide. In early February 2026, stock markets...
Synopsis: A hypothetical merger between TCS and Infosys would create an unparalleled IT powerhouse with combined revenues of Rs. 4,18,314 crore, net profits of Rs. 75,547 crore, and unmatched global scale. While it could dominate AI, cloud, and digital transformation,...
Synopsis:- Equity benchmarks stayed rangebound, but brokerages flagged six stocks with upside potential of up to 62%. Target prices range between 30–62% above current levels, backed by improving earnings visibility, sector tailwinds, and medium-term growth optimism...
Synopsis: Infosys Ltd’s Q3 FY26 revenue rose 9% YoY to Rs. 45,479 cr, but net profit fell 2% to Rs. 6,666 cr due to a one-time Rs. 1,289 cr exceptional expense from new Labour Codes affecting employee benefit liabilities. This company provides consulting, technology,...
SYNOPSIS: Motilal Oswal sees CY26 as the IT growth bottom, with Infosys well placed for an AI-led rebound through FY27-FY28, supported by strategic AI-native partnerships like Cognition’s Devin. During Wednesday’s trading session, shares of a global leader in...
Synopsis: Despite soft revenue guidance, Infosys is backed by 3.1 Billion dollars in wins, resilient margins and deep AI integration across its workforce. With its profits improving and some slight uptick in analyst expectations, the stock may be far more undervalued...
SYNOPSIS: Accenture’s strong Q1 FY26 results lifted Indian IT stocks, highlighting AI-driven demand resilience, though unchanged guidance and mixed broker views suggest steady growth with limited near-term upside amid cautious discretionary spending. Indian IT stocks...
India’s leading software services companies have sharply increased their acquisition activity in 2025 after a two-year slowdown. The renewed pace of dealmaking comes as large IT firms look to bolster capabilities in areas that are seeing strong global demand,...
Synopsis: The IT company is in focus after promoters opted out of the Rs. 18,000 crore buyback, signaling long-term confidence. The tender offer will repurchase up to 10 crore shares, marking the company’s fifth buyback in a decade. This company provides consulting,...
SYNOPSIS: About a month ago, Infosys announced an Rs. 18,000 crore buyback, sparking speculation that TCS, facing falling shares and past buybacks, could follow as a confidence‑boosting measure amid weak demand. In September this year, Infosys announced a share...
