Infosys Price Targets Trimmed by Analysts While Fair Value Holds Steady

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Summary · why it matters

Analysts at TD Cowen, Stifel, BMO Capital, and Susquehanna have trimmed their price targets on Infosys by about $1 to $5, while the Fair Value anchor remains unchanged at ₹1,460.95. The modest cuts reflect fine-tuning of assumptions rather than a wholesale change in thesis, with revenue growth adjusted from 3.48% to 4.05%, net profit margin lowered from 16.54% to 16.22%, and the future P/E multiple raised from 23.51x to 24.13x. Infosys also announced a final dividend of ₹25 per share for the year ended March 31, 2026, and issued fiscal 2027 guidance for constant-currency revenue growth of 1.5% to 3.5% and an operating margin of 20% to 22%. The company recently signed a long-term collaboration with Valmet Oyj to modernize core IT services, extended its AI and digital partnership with Roland Garros through 2031, and announced a collaboration with OpenAI to combine OpenAI models with Infosys Topaz Fabric for software engineering and DevOps automation.

Impact on assets 2

Robotics & Physical AI▲
Valmet Corp.
0QIW
▲ PositiveDemandrelevance

Infosys signed a long-term collaboration with Valmet to modernize core IT services, indicating demand for Infosys's services.

Information Technology▲

Off-coverage companies 1

OpenAIi
Private▲ PositiveTechnologyrelevance

Infosys announced a collaboration with OpenAI to combine OpenAI models with Infosys Topaz Fabric for software engineering and DevOps automation.