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Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocksIndian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI repl...- As oil roundtrips, AI booms, and US consumers spend, economists' Fed outlooks hit the extremesEconomists are divided on the U.S. economic outlook, with some predicting rate cuts due to consumer weakness and falling real wages, while ...
- Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons whyPolycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited marke...
- Meesho: Why Jefferies believes the stock could rally 34% from current levelsJefferies sees significant growth for Meesho. The brokerage initiated coverage with a 'Buy' rating and a target price of Rs 225. This sugge...
- Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, s...
- Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...
- Jefferies raises Titagarh Rail target price by 23%. Check upside potential and key triggersTitagarh Rail Systems shares rose after Jefferies increased its target price. The brokerage noted a strong quarter and improving execution....
- After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...
- Honasa Consumer shares zoom 11% on robust Q4. Jefferies, CLSA see more room to runHonasa Consumer, Mamaearth's parent company, saw its shares surge after reporting a 177% year-on-year jump in net profit to Rs 69 crore for...
- Cohance Lifesciences shares slip 7% after Jefferies cuts target price, downgrades on weak Q4Cohance Lifesciences shares dropped significantly after reporting an 84% year-on-year decline in March-quarter net profit. Jefferies downgr...
- SoftBank's OpenAI-related debt in focus as another strong quarter expectedSoftBank anticipates a strong quarterly profit, largely driven by its significant investment in OpenAI, whose valuation has surged. However...
- Bajaj Finance shares jump 4% after strong Q4 results. Why Jefferies, Morgan Stanley and others are bullishBajaj Finance shares rose up to 4.2% after the company reported a 22% YoY jump in Q4 net profit to Rs 5,553 crore. AUM crossed Rs 5 lakh cr...
- Paytm Payments Bank licence cancellation: Jefferies, Bernstein and Goldman decode impactPaytm shares fell 8% after RBI cancelled Paytm Payments Bank’s licence but recovered sharply as brokerages stayed bullish. Analysts see lim...
- Infosys Q4 profit spikes; Flipkart mulls separate app for MinutesInfosys closed FY26 with strong numbers aided by a pickup in demand from its banking, energy and communication segments. This and more in...
- Wipro Q4 net profit dips 1.9% to Rs 3,502 crore, revenue rises 8%Wipro reported a 1.6% decline in annual revenue in fiscal year 2026 in constant currency terms, in line with its larger rival, Tata Consult...
- Mutual funds raise tech exposure in March after 8-year low. Tactical move or trend reversal?Mutual funds raised tech exposure in March after an eight-year low, driven by tactical rebalancing and improved valuations. Experts say glo...
- Indus Towers: Jefferies cuts rating to underperform, gives reasons for bear outlookJefferies downgraded Indus Towers to underperform, cutting its target amid contract renewal risks, rising capex, and competitive pressures....
- Hot Stocks: Brokerage view on RIL, Cipla, Maruti Suzuki and Indian HotelsThe September quarter results were in line with estimates. Following RIL's underperformance YTD, it raised the rating to neutral.
- Hot Stocks: Brokerages on Shriram Finance, ACC, Nestle India, and Laurus LabsHSBC maintained a buy rating on Shriram Finance with a target price of Rs 228. A 4% profit beat was led by lower provisions despite higher-...
- Hot Stocks: Brokerages on Maruti Suzuki, Vedanta, Bandhan Bank and Tata PowerDAM Capital maintained a buy rating on Tata Power with a target price of Rs 261 post September quarter results.
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