Analysts Share Their Perspectives on Infosys: An Expert Review
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 03 2025
0mins
Should l Buy INFY?
Source: Benzinga
Analyst Ratings Overview: In the last three months, 4 analysts have provided ratings for Infosys, with 3 being indifferent and 1 bearish; the average price target has decreased to $17.25 from $17.67.
Recent Analyst Actions: Analysts have made various adjustments, including a 'Sell' rating from Rothschild & Co with a target of $12.00, while BMO Capital and Susquehanna raised their targets to $20.00 and $19.00, respectively.
Financial Performance Highlights: Infosys shows strong financial metrics, including a net margin of 16.37%, an ROE of 7.26%, and an ROA of 4.64%, although its revenue growth of 4.82% lags behind industry peers.
Analyst Evaluation Process: Analysts base their ratings on future earnings predictions and company performance, utilizing various research methods, including financial statement analysis and insider communications.
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Analyst Views on INFY
Wall Street analysts forecast INFY stock price to rise
6 Analyst Rating
1 Buy
5 Hold
0 Sell
Hold
Current: 14.210
Low
17.00
Averages
18.95
High
22.80
Current: 14.210
Low
17.00
Averages
18.95
High
22.80
About INFY
Infosys Limited is an India-based company, which provides digital services and consulting. The Company enables clients in approximately 59 countries to navigate their digital transformation powered by cloud and artificial intelligence (AI). Its segments include Financial Services; Retail; Communication; Energy, Utilities, Resources and Services; Manufacturing; Hi-Tech; Life Sciences, and All other segments. The Company's solutions have been primarily classified as digital and core. Its digital solutions include experience, insight, innovate, accelerate, and assure. Its experience solutions include Infosys Aster, Digital Marketing, Digital Commerce and Infosys Metaverse Foundry. Its insight solutions include Infosys Topaz, Infosys Generative AI Labs, Data Analytics and AI, Infosys Sustainability Services and Applied AI. Its core solutions include application management services, proprietary application development services, traditional enterprise application implementation and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Successful Rocket Launch: The French president celebrated the successful launch of Europe's most powerful rocket, which deployed 32 Amazon Leo satellites into orbit, marking a significant advancement in Europe's space capabilities and enhancing its competitiveness in the global space market.
- Pause on Tech Security Measures: Ahead of the Trump-Xi Jinping meeting, the Trump administration reportedly paused several critical technology security measures targeting China, a decision that could influence the future trajectory of U.S.-China tech relations and reduce market uncertainties.
- Apple Court Victory: Apple secured a courtroom win as a jury rejected claims from Optis Wireless that it infringed on 4G wireless patents, a result that will help protect Apple's intellectual property and strengthen its market position.
- AI Industry Developments: Elon Musk criticized AI startup Anthropic for alleged bias while announcing a $30 billion funding round that pushed its valuation to $380 billion, highlighting the intense competition and rapid evolution within the AI sector.
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Infosys Expands Collaboration with ExxonMobil for Data Center Solutions
- Strategic Collaboration Expansion: Infosys is expanding its partnership with ExxonMobil to develop and deploy immersion fluids for data centers, aimed at improving energy efficiency and maximizing available power, reflecting the growing demand for high-performance digital infrastructure.
- Technology Integration: The collaboration combines ExxonMobil's thermal management technology with Infosys' Topaz and Cobalt platforms, aiming to deliver high-efficiency cooling systems that support workloads tied to artificial intelligence and high-performance computing, thereby enhancing overall infrastructure performance.
- Market Focus: Infosys stated that the collaboration will target scalable solutions for hyperscalers, global enterprises, and public sector organizations across industries such as financial services, telecommunications, manufacturing, energy, and government, addressing the need for energy-efficient computing capacity.
- Stock Price Movement: Infosys shares fell 2.86% to $15.31 in premarket trading, hitting a new 52-week low, indicating market concerns regarding its future growth potential.
See More
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- Institutional Investment Surge: Vanguard Group added 1.2 million shares in December, a 2.5% increase; BlackRock raised its stake by 6.9% as of September 30, 2025, while Bank of America and Morgan Stanley increased their positions by 9.8% and 11.21%, respectively, indicating strong institutional confidence in UiPath.
- Significant Revenue Growth: In Q3 of fiscal 2026, UiPath reported revenue of $411 million, a 16% year-over-year increase, with annual recurring revenue (ARR) hitting $1.78 billion, up 11%, showcasing robust performance in the SaaS sector.
- Expanding Customer Base: The number of customers with ARR over $100,000 grew by 12% to 2,506, while those exceeding $1 million increased by 10% to 333, reflecting UiPath's appeal and market penetration among high-value clients.
- Strong Cash Flow and Debt Position: The company saw free cash flow rise by 8.2% to $25.11 million, with a net cash position of $744.1 million and total debt of only $82 million, indicating solid financial health despite not yet achieving net profitability, suggesting strong future growth potential.
See More
Major U.S.-India Trade Agreement Announced
- Tariff Reductions: Trump announced a U.S.-India trade agreement that eliminates trade barriers for India and reduces U.S. tariffs on Indian goods from 25% to 18%, significantly enhancing trade relations between the two nations.
- Oil Procurement Agreement: The deal ends the 25% punitive tariff imposed due to India's purchases of Russian oil, with Trump stating that India will cease buying Russian oil and increase imports from the U.S. and potentially Venezuela.
- India's Purchasing Commitment: Prime Minister Modi committed to purchasing over $500 billion worth of American products across energy, technology, agriculture, and coal sectors, indicating India's strong interest in U.S. markets and collaboration.
- Improvement in Trade Relations: This agreement is expected to alleviate trade tensions caused by U.S. tariffs of up to 50% on Indian goods, while India is also exploring a free trade deal with the EU to further diversify its international trade relationships.
See More
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- Tariff Reduction Impact: The White House's announcement to cut India's import tariff from 25% to 18% is expected to enhance trade relations between the two countries, driving up stock prices for IT consulting firms, particularly those with significant operations in India like Accenture and Infosys.
- Stock Performance: Following this news, Accenture's stock rose by 1%, Infosys increased by 4%, and Wipro surged by 7%, reflecting market optimism regarding the prospects of the Indian IT sector.
- Strategic Cooperation Commitment: As part of the agreement, India committed to purchasing more American goods and ceasing Russian oil imports, which is viewed as a potential measure to alleviate the war in Ukraine, further solidifying U.S.-India economic ties.
- Market Reaction: In addition to IT consulting firms, manufacturing stocks like Apple also saw a 2% increase, indicating a broad positive market response to the improvement in U.S.-India trade relations, which could stimulate growth across multiple sectors.
See More
Infosys Named Official Partner of Madison Square Garden
- Partnership Extension: Infosys extends its partnership with Madison Square Garden Entertainment and Sports, becoming the Official Digital Innovation Partner, which is expected to enhance the experience for over 2 million attendees annually, further solidifying Infosys's influence in the sports and entertainment sectors.
- Venue Renaming: The theater at Madison Square Garden has been renamed the Infosys Theater, marking a significant increase in brand visibility at a key location, which is anticipated to attract more audience engagement and enhance brand recognition.
- Tech-Driven Fan Experience: Infosys will leverage its AI-first Topaz platform to provide innovative fan engagement solutions for the New York Knicks and New York Rangers, which is expected to enhance fan participation and satisfaction, thereby driving brand loyalty for the teams.
- Brand Integration and Visibility: Infosys will gain sustained visibility across MSG's digital platforms, in-arena signage, and GardenVision features, which is expected to enhance its market influence through multi-channel brand integration and drive business growth.
See More
