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AI fear over IT overdone, but near-term pain likely to persist: Seshadri Sen

Indian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite attractive long-term valuations. While inflation risks are contained, rural demand remains a monitorable. Sen favors domestic consumption and industrials, anticipating improving earnings breadth into FY27.

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economictimes.indiatimes.com

morningstar.com

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AI · summaries

economictimes.indiatimes.com1 mese fa

Accenture's weak bookings raise AI fears, but Indian IT may weather the storm: Sandip Agarwal

Accenture bookings fell 14.7% YoY; AI deflation to persist one more quarter. Enterprise budgets shift toward AI platforms, but Indian IT vendors benefit from stronger North America and Europe exposure vs. Accenture's downturn.

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morningstar.com1 mese fa

Indian IT Stocks Stumble, Following U.S. Peers as AI Angst Resurfaces

Accenture ha tagliato revenue guidance (-18%), causando calo dei titoli IT indiani: Infosys -9.7%, Wipro -3.6%. Il movimento segnala che AI automation e disruption sui servizi tradizionali impatteranno anche i vendor indiani; pressione attesa su deal bookings e budget allocation verso cloud/AI modernization.

Timeline cronologica

venerdì 19 giugno 2026·economictimes.indiatimes.com
Accenture's weak bookings raise AI fears, but Indian IT may weather the storm: Sandip Agarwal
Accenture's recent earnings reveal a sharp decline in new bookings and a reduced guidance, sparking concerns about AI's impact on the IT services industry. While AI isn't…
venerdì 19 giugno 2026·economictimes.indiatimes.com
Accenture signals caution, but analysts see long-term IT opportunity
Accenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations are low, a gradual recovery is expected.…

AI fear over IT overdone, but near-term pain likely to persist: Seshadri Sen

Confronto fonti

Accenture's weak bookings raise AI fears, but Indian IT may weather the storm: Sandip Agarwal

Indian IT Stocks Stumble, Following U.S. Peers as AI Angst Resurfaces

Timeline cronologica

Accenture's weak bookings raise AI fears, but Indian IT may weather the storm: Sandip Agarwal

Accenture signals caution, but analysts see long-term IT opportunity

Indian IT Stocks Stumble, Following U.S. Peers as AI Angst Resurfaces

AI fear over IT overdone, but near-term pain likely to persist: Seshadri Sen

IT nightmare on loop, Accenture's 20% fall highlights AI disruption

India's IT sector facing a growth crisis; Daljeet Kohli says he's already walked away