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EARNINGS DOWNGRADE
- Quote of the day by Arthur Zeikel: "Generally speaking, bad news tends to develop on the installment plan, and the first earnings revision is usually not the last"
HCLTech, TCS, Infosys, other IT stocks rally up to 5%. What lies ahead?- The most expensive half-sentence in market history, and Warren Buffett wrote the other half
- US earnings cycle no longer carried by Mag7 as profits spread across S&P 500US earnings momentum is broadening beyond the Magnificent 7, with S&P 500 CY27 EPS estimates rising nearly 22% year-on-year. Stronger reven...27 Aug, 2026, 08.13 PM IST
- Lupin share falls 2%; Citi downgrades to Sell, cuts target price to Rs 2,050Lupin shares fell after Citi downgraded the stock to ‘Sell’ and cut its target price to Rs 2,050. The brokerage expects weaker US base-busi...27 Aug, 2026, 11.11 AM IST
- ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam SharmaSharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.26 Aug, 2026, 08.34 AM IST
- Small and midcaps shine as blue-chip stocks struggle for momentumMid- and small-cap stocks have continued to defy index-level inertia amid a rush in primary-market listings. The average advance-to-decline...26 Aug, 2026, 07.25 AM IST
- Q1 earnings show resilience, but downside risks still loom. HSBC explains whyIndian companies delivered better-than-expected Q1FY27 earnings, with around 70% of firms meeting or beating HSBC’s estimates. Mid- and sma...25 Aug, 2026, 12.43 PM IST
- Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta BhandwaldarWe are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy p...25 Aug, 2026, 09.31 AM IST
- Infosys, HCLTech, other IT stocks gain on Nvidia’s likely price hikes. Are AI bubble worries coming true?Indian IT stocks gained on Monday as reports of Nvidia’s potential server price hikes revived concerns over rising AI infrastructure costs ...24 Aug, 2026, 01.17 PM IST
- Earnings recovery still not priced in, says Kotak Life's Hemant KanawalaIndia's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of...23 Aug, 2026, 05.28 PM IST
- FPI return to India may be tactical, not structural yet: HSBC MF’s Venugopal ManghatForeign investors are cautiously returning to Indian equities, but a durable FPI reallocation remains unconfirmed. HSBC Mutual Fund’s Venug...22 Aug, 2026, 10.25 AM IST
- Rs 30,000 cr loss in 3 months: Why BSE stock is failing investors and should you buy now?The BSE stock has witnessed a pronounced decrease in market value recently, attributed to the introduction of new auction regulations and d...21 Aug, 2026, 09.58 AM IST
- Jefferies favours two-wheeler stocks over four-wheeler stocks as earnings gap widensJefferies prefers two-wheeler stocks over passenger vehicle makers, citing stronger volume growth, resilient margins and improving earnings...20 Aug, 2026, 04.36 PM IST
- Power Finance Corporation and REC shares fall up to 3% after Morgan Stanley downgradePFC and REC shares fell on Thursday after Morgan Stanley downgraded both stocks to Equal-Weight and cut their target prices. The brokerage ...20 Aug, 2026, 12.17 PM IST
- BSE shares bounce 2% after 5-session losing streak. Here’s why Jefferies, Nuvama advise cautionBSE shares face fresh pressure after Nuvama and Jefferies downgraded the stock, citing headwinds from the Closing Auction Session, RBI’s ba...19 Aug, 2026, 01.12 PM IST
- India stocks top Indonesia as Asia’s least-favoured in BofA pollIndia has replaced Indonesia as Asia’s least-preferred stock market among fund managers surveyed by Bank of America, with 32% of respondent...19 Aug, 2026, 01.02 PM IST
- IT crash ahead? CLSA downgrades TCS, Infosys, Wipro, other stocks; revises target prices. Here's whyCLSA downgraded several large IT stocks and cut their target prices amid continued AI-related concerns, while retaining a bullish view on s...19 Aug, 2026, 10.36 AM IST
- India Inc’s blockbuster Q1 earnings may not last as 3 key tailwinds fade in H2India Inc's impressive earnings in the first quarter might not sustain their momentum into the latter half of the year. Diminishing effects...19 Aug, 2026, 08.39 AM IST
- Picture perfect quarter? Nifty profit growth hits a 10-quarter high, but 5 stocks do the heavy liftingNifty firms have recorded their most impressive profit growth in a decade, boasting significant contributions from five leading companies, ...17 Aug, 2026, 08.39 AM IST
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