Archive · 2 Jun 2025
Bernstein Recommends Infosys and Coforge for IT Investment
A financial company called Bernstein is recommending certain IT stocks to buy.
They like Infosys, a big IT company, and Coforge, a smaller one.
They think these companies will do well in the future, especially in the financial services area like banking.
They also expect deal activity to increase.
The IT market is doing well overall, with the Nifty IT index increasing on Friday.
Bernstein recommends Infosys as top large-cap IT stock.
Coforge is Bernstein's preferred SMID IT stock choice.
Infosys has over 30% BFSI sector exposure; Coforge has over 50%.
Bernstein expects high-teens growth for Coforge mid-term.
Nifty IT index gained 1.44% on Friday.
- Who
- Bernstein, Infosys, Coforge
- What
- Bernstein listed Infosys and Coforge as top IT stock picks.
- When
- Q4FY25, Friday.
- Where
- Nifty IT index
- Why
- Due to better FY26 prospects and growth expectations.
- Large-cap Pick
- Infosys
- SMID Pick
- Coforge
- Infosys BFSI Exposure
- Over 30%
- Coforge BFSI Exposure
- Over 50%
- Nifty IT index gain
- 1.44%