Stock Analysis

A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025

Infosys ADRs surged 10.2 per cent in New York on Wednesday after the company raised its revenue growth guidance for FY26 to 3-3.5 per cent from 2-3 per cent earlier

The brokerage expects robust margin improvement, strong cash generation and healthy growth in the company's managed hotels pipeline to drive earnings over the medium term.

Nomura has set a target price of ₹830 for the Indian Hotels stock, based on a valuation of 26 times its estimated FY28 EV/Ebitda

Most analysts highlighted that the insurer's ability to sustain margins despite the loss of GST input tax credit was the key takeaway from the Q3FY26 results.

ICICI Lombard General Insurance recorded a 9.04 per cent year-on-year (Y-o-Y) drop in net profit to ₹659 crore in the October-December quarter of FY26 (Q3FY26), as compared to ₹724.38 crore in Q3 FY25

Most brokerages have increased their target on HCLTech on the backdrop of robust growth visibility

Canara HSBC Life is among India's top 10 life insurance companies and has a well-diversified product mix, MOFSL said

Grasim's chemical segment, India's largest producer of chlor-alkali and epoxy resins, continues to offer a stable growth trajectory.

Vodafone Idea shares fell 2% despite 10-year AGR moratorium. Analysts cite spectrum dues, funding risks, and limited upside despite cash-flow relief

Competitive pressure in quick commerce to intensify in 2026

Motilal Oswal has maintained its 'Buy' call on APL Apollo Tubes with the target price at ₹2,260per share

Motilal Oswal expects M&M to deliver a 14 per cent underlying volume (UV) compound annual growth rate (CAGR) over FY25-FY28E.

Policy overhang limits near-term stock performance

Following Sebi board approval last month, the Stock Broker Regulations, 2026, have now been notified, replacing the norms set in 1992

The brokerage maintained a 'Buy' rating and a target price of ₹1,935, which implies upside potential of 15.8 per cent from Tuesday's close price.

Nomura has maintained Godrej Consumer as its top pick and forecasts an Earnings per share (EPS) compound annual growth rate (CAGR) of 18.5 per cent over FY26-28F

HDFC Bank shares slide 4% in two days and fall below the 200-DMA. Analysts explain FII selling, Q3FY26 update impact and strategy ahead.

The company reported a 17 per cent year-on-year (Y-o-Y) growth in sales for the quarter, which was below Street estimates

On the bourses, Billionbrains Garage Ventures' share price climbed as much as 2.7 per cent to an intraday high of ₹159.75 before paring gains to trade 0.26 per cent lower at ₹155.15 around 11:30 AM.