Archive · 24 Jul 2025
Brokerage Reports: Persistent Systems and Infosys Stock Analysis
Two Indian tech companies, Persistent Systems and Infosys, were analyzed by brokers.
Persistent Systems grew slower than expected, although it still grew, and analysts recommend buying its stock if the price drops.
Infosys did better than predicted, and its financial guidance was adjusted upward.
Both companies have positive outlooks from financial analysts, with Infosys being a top pick.
Persistent Systems reported 3.3% sequential growth, below estimates.
Infosys' Q1 revenue growth of 2.6% beat expectations.
Persistent Systems' LTM TCV growth is below revenue growth.
Infosys raised its FY26 cc revenue growth guidance.
Both companies are recommended as 'Buy' or 'Outperform' by brokers.
- Who
- Financial analysts and brokers.
- What
- Stock analysis and recommendations for Persistent Systems and Infosys.
- When
- Reports published on July 24, 2025.
- Where
- The reports cover the performance of Indian tech companies.
- Why
- To assess the performance and future prospects of these companies and provide investment recommendations.
Market Concerns
Positive Outlook
Growth Sustainability
Market Concerns
Persistent Systems' LTM TCV growth below revenue growth could be a concern.
Positive Outlook
Persistent Systems' healthy book-to-bill ratio (1.47x) provides some assurance.
Infosys growth
Market Concerns
Infosys Q1 growth beat expectations. A strong performance warranted a bigger guidance increase
Positive Outlook
Infosys noted that the upper end of organic growth reflects a stable demand environment instead of an improvement.
- Persistent Systems CMP
- ₹5,171.25
- Persistent Systems Target Price
- ₹6,720
- Infosys CMP
- ₹1,553.55
- Infosys Target Price
- ₹2,085
- Persistent Systems Sequential Growth
- 3.3%
- Infosys Q1 Revenue Growth
- 2.6%