Page 6 - Infosys Ltd News
AI fears overdone? Emkay turns 'Overweight' on IT, adds Infosys, HCL Tech
Emkay Global has turned 'Overweight' on Indian IT sector after Nifty IT fell 21 per cent in February 2026. It sees a 3-year return potential of up to 25 per cent with limited downside.
 "AI fears overdone? Emkay turns 'Overweight' on IT, adds Infosys, HCL Tech")
Antique cuts TCS, HCLTech to 'Hold'; slashes growth estimates on AI risks
Earlier this week, Jefferies downgraded Indian IT companies Infosys, HCLTech and MphasiS to 'hold'; LTIMindtree, TCS and Hexaware to 'underperform'.
 "Antique cuts TCS, HCLTech to 'Hold'; slashes growth estimates on AI risks")
Nifty IT enters bearish phase, charts signal sell on rise trend: Analysts
The IT index decline gathered pace after it broke down from a Head and Shoulders pattern on the weekly chart - a classic signal of a structural trend reversal, explains Sachin Gupta of Choice Broking.
Nifty IT hits 2-year low; Tech stocks slide up to 5% on renewed AI fears
The Nifty IT index has lost over 19 per cent in CY26 as compared to a nearly 2 per cent dip in the Nifty 50 index during this period
 "Nifty IT hits 2-year low; Tech stocks slide up to 5% on renewed AI fears")
FIIs cut stake in IT firms in Q3FY26 amid AI woes; here's what data shows
According to the shareholding pattern of top Indian IT companies, FIIs have trimmed their stake over the last one year amid growing fear that AI is causing significant disruption
 "FIIs cut stake in IT firms in Q3FY26 amid AI woes; here's what data shows")
Infosys, TCS: Jefferies downgrades Indian IT stocks, cuts earnings estimate
The global research and broking house has cut their earnings estimates by 1-4 per cent across IT firms and expects 6 per cent earnings CAGR over FY26-28.
 "Infosys, TCS: Jefferies downgrades Indian IT stocks, cuts earnings estimate")
AI scare triggers worst FII fortnightly exit from IT stocks since July 2025
The correction in the tech pack has been driven by mounting concerns among investors over the potential impact of AI on the sector's growth outlook
 "AI scare triggers worst FII fortnightly exit from IT stocks since July 2025")
Infosys down 17% this Feb; should you buy, sell or hold stock? Tech view
Anand James of Geojit Investments reckons that the momentum oscillators for Infosys are yet to show signs of full reversal, and flags key support for the stock around ₹1,340 levels.
 "Infosys down 17% this Feb; should you buy, sell or hold stock? Tech view")
Infosys investor day 2026: AI push sparks hopes of stock turnaround
Nandan Nilekani said that AI capability might race ahead of enterprise needs, creating both risks and opportunities for those who can execute effectively
 "Infosys investor day 2026: AI push sparks hopes of stock turnaround")