Page 2 - Latest Updates on What next for stocks of IT firms

Earnings outlook for Indian IT sector remains subdued: Geojit's Vinod Nair

AI adoption is reshaping cost structures, leading to shorter project timelines and thereby layoffs in low-skill roles, said Geojit's Vinod Nair

Wobbly markets: Sensex, Nifty cap volatile February with another 1% drop

Benchmark indices slid over 1% on Friday, ending a turbulent February marked by a sharp IT selloff, weak global cues and erratic FPI flows, resulting in a third straight monthly drop

Cyclicals lift India's profit-to-GDP ratio to 5.3% post-Covid: ICICI Sec

Defensive sectors like IT and FMCG see market-cap share slip to 18 per cent as cyclical sectors like industrials and financials lead profit expansion

Xtglobal Infotech hits 20% upper circuit on AI-enbaled project win from US

Xtglobal Infotech share price hit a 20 per cent and rose to ₹33.63 per share on the National Stock Exchange (NSE)

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.

HDFC Sec trims target price on Mphasis, stays cautious amid AI disruption

Analysts noted that AI-led deflationary pressure is becoming visible in Mphasis' contract renewals, with discounts nearly doubling from 10 per cent to approximately 20 per cent

TCS, HCLTech, Infosys: IT stocks gain up to 4% in trade; Nifty IT rises 3%

Individually, HCLTech shares were up 3.57 per cent; Infosys, Tech Mahindra, TCS, and Wipro were trading over 2 per cent higher

Nifty IT headed for worst monthly fall in 23 years on AI-led disruption

The Nifty IT index last closed at 30,054, its lowest level since August 3, 2023

Sensex, Nifty slide over 1% on AI-led disruption and tariff worries

Sensex and Nifty fell sharply on renewed AI-driven IT sell-offs, tariff uncertainty and rising crude prices, with the Nifty IT index down 21% this month - its worst run in 23 years

Sensex down 1,160 pts, Nifty below 25,500 Why are markets falling today?

The total mcap of BSE listed companies dropped by ₹4.73 trillion to ₹4,63,79,242 crore versus the previous session's mcap of ₹46,852,324.31 crore.

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

LIC MF launches Technology Fund; SIP starts from ₹100: Who should invest?

LIC MF Technology Fund is a thematic equity scheme designed to provide comprehensive exposure to India's expanding technology landscape

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.

AI threat to Indian IT stocks? Motilal Oswal explains road head for sector

According to MOFSL, enterprise complexity, legacy systems and governance constraints could slow AI adoption, pushing productivity gains further out

Selling, AI concerns around Indian IT stocks overdone: Jignesh Desai

FY27 earnings growth could be broader, with mid and smallcaps leading the upside, while AI fears around IT stocks are overdone, says Centrum Broking's Jignesh Desai

Friday the 13th caps a volatile week of AI-sparked horror in IT stocks

Top software exporters suffer nearly ₹5 trn mcap loss as rout deepens

Infosys, Wipro ADRs slump up to 10% as global tech selloff persists

Over the past two trading sessions, the Nifty IT index has declined 7 per cent, while losses over the last seven trading days stand at 14 per cent

Tech Mahindra, Infy among top analyst picks as IT stocks continue to slide

Analysts at Geojit Investments and Choice Broking are bullish on Tech Mahindra stock, and view the current fall as a correction rather than trend reversal.

A paradigm shift: Threat is increasing for routine IT roles across services

The advent of useful new technology always leads to disruption as some functions are phased out. For example, horse breeders suffered an apocalypse when the automobile arrived

Worst week in 4 months: Claude casts a long shadow over Indian IT stocks

Indian IT stocks recorded their worst weekly performance in four months, losing over Rs 6.4 trillion in market capitalisation