Page 2 - Nikita Vashisht

AI deals are rising, but earnings lag: What lies ahead for Indian IT stocks

Indian IT stocks have fallen up to 34 per cent in 2026 as AI disrupted outsourcing model. Analysts remain cautious on FY27 outlook. They prefer TCS, Infosys, HCLTech, Coforge

Should you buy bonds? Axis MF sees near-term rally if RBI avoids tightening

Axis MF advises bond investors to gradually add Duration as RBI may avoid aggressive rate hikes despite oil risks and inflation concerns

LTM's Randstad acquisition: Analysts see risks beyond low-valuation deal

LTM's acquisition of Randstad's Europe and Australia technology services business expands scale and opens new verticals, but brokerages question whether the deal strengthens AI capabilities

LIC share price jumps 5% as brokerages raise target prices after strong Q4

LIC share price rose nearly 5% after Q4FY26 results beat estimates. Strong VNB margins and product mix prompted brokerages to raise targets

Why analysts are saying 'Sell' Ola Electric shares after Q4FY26 results

Ola Electric Q4FY26 results showed margin gains but brokerages remain cautious on volume recovery, market share and cash conservation

BPCL rises 5% in 2 days after Q4, but analysts stay cautious; sell or hold?

BPCL shares gained after Q4FY26 results, but brokerages remain cautious due to crude prices, LPG under-recoveries and weaker FY27 earnings outlook

Jubilant FoodWorks Q4: Should investors buy the dip after 8% stock fall?

Jubilant FoodWorks share price dropped after Q4FY26 results as commodity inflation and weak dine-in demand weighed on margins

Hindalco shares rise 4% on strong Novelis Q4; Oswego restart lifts outlook

Hindalco share price rose nearly 4 per cent today after Novelis posted stronger Q4FY26 results and guided an earlier-than-expected Oswego restart.

GE Vernova shares jump 9%; Brokerages raise targets on record order book

GE Vernova shares jumped 9% after strong Q4FY26 results. Brokerages raised targets on record ₹21,500-crore backlog, exports and HVDC pipeline

Vodafone Idea: Analysts see limited headroom despite AGR relief, fund raise

One of major positives for Vodafone Idea, recently, has been the government's reassessment of AGR liabilities, which reduced Vodafone Idea's AGR dues to ₹64,000 crore from ₹87,700 crore

Uno Minda drops 6% as management avoids FY27 guidance; analysts cut target

Uno Minda shares fell nearly 6 per cent after the company withheld FY27 growth guidance amid geopolitical uncertainty. Emkay downgraded the stock, citing slower growth and margin pressure

Tata Steel falls 5% despite strong Q4; analysts see more upside ahead

Tata Steel shares fell 5 per cent on Monday, after Q4FY26 results, but analysts remain bullish on strong margins, India demand, Europe recovery, and FY27 growth outlook

FPIs cut stakes in HDFC Bank, Reliance since 2022; bet on Paytm, Eternal

FPIs have reduced shareholding in large-cap stocks like HDFC Bank, Reliance and Infosys since 2022 while increasing exposure to Paytm, Eternal, Polycab and healthcare stocks, ICICI Securities said

Delhivery shares drop 6% despite strong Q4; analysts see up to 26% upside

Delhivery shares slipped nearly 6% despite reporting strong Q4FY26 earnings with sharp margin expansion and robust parcel growth. Analysts continue to remain bullish with targets up to ₹600

Rupee hits record low: What Govt, RBI may do next to defend INR vs dollar

Rupee fall in 2026: Emkay Global warns India may need rate hikes by RBI, tighter remittance rules and other policy measures to defend the rupee if crude oil prices remain above $100 per barrel

TVS Motor outlook: Analysts upbeat on strong exports, EVs, premium bikes

Analysts have shared a positive outlook on TVS Motor after it reportedstrong Q4FY26 results. EV growth, premiumisation, export strength and rising market share remain key growth drivers, they said

PNB Gilts up 20% on report India may cut bond taxes for foreign investors

PNB Gilts shares surged nearly 20% after reports suggested India may reduce taxes on bond investments by foreign investors to attract capital and support the rupee

Kaynes Technology shares tank 19% on weak Q4; JM Fin downgrades to 'Reduce'

In the March quarter (Q4FY26), Kaynes Technology reported a 21.5 per cent decline in net profit to ₹91.2 crore, as compared to ₹116.2 crore Y-o-Y

Tata Motors CV stock fall 7% fom day's high; Mgt flags margin pressure

Tata Motors CV may trade off profitability for volumes amid rising raw material costs. For now, the company has refrained from giving FY27 growth guidance

4 reasons why analysts are bearish on Dr Reddy's Labs outlook after Q4

Analysts have turned cautious on Dr Reddy's Laboratories after Q4 results raised concerns over weakening US business, sharp Revlimid decline, pricing pressure and delays in semaglutide launches