Archive · 24 Jul 2025
Infosys Stock Analysis: Brokerages Weigh In with Mixed Outlook
Infosys, a big tech company, saw its stock price drop slightly.
Some analysts think it's okay, others think it's a good buy.
They're worried about future growth and if clients will spend money.
Two main firms, Motilal Oswal and Nomura, shared their opinions.
Motilal Oswal is neutral, while Nomura is still recommending to buy, even if it lowered their price targets a bit.
Both see challenges, like global economic concerns, changes in how clients buy services, and if AI will make their business more efficient.
Infosys share price declined nearly 1% due to concerns about future guidance and tariffs.
Motilal Oswal maintained a Neutral rating, citing a slightly improved organic growth outlook.
Nomura maintained a Buy rating but reduced the target price and EPS estimates.
Both brokerages noted management's cautious stance due to global headwinds and tariff uncertainties.
Brokerages highlighted concerns including AI productivity impacts and a wait-and-watch approach from clients.
- Who
- Analysts from Motilal Oswal and Nomura, investors.
- What
- Brokerage analysis on Infosys' stock performance.
- When
- Recent financial quarter (Q1 FY26)
- Where
- Global financial markets
- Why
- To assess investment potential based on company performance and future outlook.
Neutral Outlook
Positive Outlook
Growth Potential
Neutral Outlook
Motilal Oswal sees organic growth as slightly better.
Positive Outlook
Nomura has reduced its target price due to slightly lower EPS estimates.
- Stock Price Change
- Down nearly 1%
- Motilal Oswal Rating
- Neutral
- Motilal Oswal Target
- Rs 1,750
- Nomura Rating
- Buy
- Nomura Target Price
- Rs 1,880
- FY26 Revenue Growth (Nomura)
- 3.8% YoY
- Organic Revenue Growth Guidance Change
- 1-3% YoY