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

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

IT shares in focus as ADRs slide overnight; why are tech stocks falling?

ADRs of Wipro and Infosys fell by up to 3.3 per cent on Wednesday, extending losses after declining around 6 per cent amid rising concerns about the global tech sector

Budget 2026 playbook: Brokerages identify 5 sectors that will benefit most

FM Sitharaman announced a tax holiday until 2047 for foreign companies providing global cloud services from India, provided services to Indian customers are routed via an Indian reseller

FMCG, financials, IT saw most FPI selling pressure in first half of Jan

FPIs extend equity selloff in early 2026, dumping FMCG, financials and IT stocks, while rotating into metals and cyclical sectors amid earnings and trade worries

Mphasis Q3 in line; AI-led deal pipeline lifts FY27 growth hopes: Analysts

Nomura said the quarter was "largely in line," noting that revenue growth was marginally ahead of its estimate and that margins were close to expectations.

Persistent Systems slips 5% on profit booking despite strong Q3 show

Persistent Systems share price today: Market participants attributed the decline largely to profit booking after a sharp rally over the past few months rather than any deterioration in fundamentals.

LTIMindtree shares slide 7% as near-term margin pressures worry investors

Analysts broadly agree that execution on large deals, margin discipline and progress on the CEO's strategic priorities will be key to driving growth beyond the current fiscal.

Infosys, TCS, HCL Tech, 2 others: How to trade IT stocks post Q3 results?

Kunal Kamble, technical analyst at Bonanza decodes trading strategies in IT stocks - Infosys, TCS, HCL Technologies, L&T Technology Services and Tata Elxsi post Q3 earnings. Here's what expert says.

TCS Q3 delivers steady show, brokerages split on growth outlook

TCS Q3 results impact: The common thread across analysts is that while Q3 execution remains strong and margins resilient, clear visibility on broad-based demand acceleration is still missing.