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Nomura expects IT firms to see 'anaemic' growth in FY27. Here are latest target prices for Infosys, TCS, and others
Nomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 earnings. However, it sees long-term opportunities emerging from AI-driven changes, with IT firms potentially expanding their addressable market as enterprises increasingly rely on system integrators in hybrid human–digital workflows.
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thehindubusinessline.com
Indian IT faces FY27 guidance cut risk as AI, geopolitics cloud demand
Indian IT faces potential FY27 revenue cuts due to AI spending shifts, geopolitical risks, and uncertain demand conditions.
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economictimes.indiatimes.com
Nifty IT hits fresh 52-week low as Infosys, TCS, Wipro & others tumble up to 3%. What's spooking investors?
The Nifty IT index fell more than 2% to a fresh 52-week low on Tuesday as persistent inflation concerns and uncertainty over the US Federal Reserve's interest rate trajectory…
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Nomura expects IT firms to see 'anaemic' growth in FY27. Here are latest target prices for Infosys, TCS, and others
Nomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 earnings. However, it sees long-term…
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Macros, AI, geopolitical overhang to drag Q1 showing of IT cos: Motilal Oswal - The Economic Times
Indian IT firms are bracing for a subdued first quarter of FY27, with global economic headwinds, AI's impact, and geopolitical tensions dampening client spending and…
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newsbytesapp.com
Indian IT stocks down 50% from peak: Time to buy?
India's top IT giants, including TCS and Infosys, have lost over 50% of their market value, erasing Rs 19.28 lakh crore amid macroeconomic stress and generative AI disruptions.