Infosys Share Price: Should You Buy, Sell or Hold After Q2 Results? Here’s What Brokerage has to Say
Infosys Ltd (market cap: Rs 4,60,919 crore) reported Q2 FY27 revenue growth of 1.2% QoQ, missing estimates. Brokerages like UBS, Nomura, HSBC, Goldman Sachs, and Citi have mixed outlooks, with target prices ranging from Rs 1,000 to Rs 1,415. The company cut FY27 revenue growth guidance to 1-2% YoY, citing demand challenges. Infosys' share price was Rs 1,136, down 1.62% from the previous close, with a 25% negative return over the last year.
How this was made
The 30-second read
Why it matters
Earnings miss and guidance cut are likely to weigh on INFY's share price in the near term, while deal wins provide a modest upside narrative.
Market read
Primary earnings disclosure for a large-cap Indian IT firm; fresh guidance cut creates actionable trading signal.
What to watch
Wage‑inflation pressures and AI‑driven productivity gains could stabilize margins later in FY27.
Background
The article compiles brokerage outlooks (UBS, Nomura, HSBC, Goldman Sachs, Citi) on Infosys' Q2 FY27 earnings and guidance.
Ticker impact
Infosys reported Q2 FY27 results with revenue growth of 1.2% QoQ, missed estimates, and cut FY27 revenue guidance to 1‑2% YoY.
likely downside pressure as investors price in slower growth and margin concerns
The earnings miss and guidance reduction are fresh disclosures that typically trigger a sell‑off in the short term.
Market effects
Indian IT services sector may face broader scrutiny as multiple firms report weaker demand.
Potential drag on Indian equity indices, especially the NIFTY IT index.
Limited; primarily affects investors with exposure to Indian tech stocks.
Counterpoint
Some analysts see the mega‑deal pipeline and strong deal wins as a catalyst for a rebound.
Key entities
- CompanyInfosys Ltd
Indian IT services giant reporting Q2 FY27 results.
- BrokerageUBS
Maintains Buy rating but flags weaker Q2 performance.
