Deven Choksey recommended accumulate rating on ICICI Bank with a target price of Rs 1559 in its research report dated January 21, 2026.
Flaws were detected by the RBI on how Axis Bank, ICICI Bank and HDFC Bank treated their agriculture loans as priority sector loans in the annual supervision for FY25, necessitating the banks to make higher provisions.
Motilal Oswal is bullish on ICICI Bank has recommended buy rating on the stock with a target price of Rs 1750 in its research report dated January 18, 2026.
Prabhudas Lilladher is bullish on ICICI Bank has recommended buy rating on the stock with a target price of Rs 1800 in its research report dated January 18, 2026.
Anand Rathi is bullish on ICICI Bank has recommended buy rating on the stock with a target price of Rs 1713 in its research report dated January 19, 2026.
Loan growth was healthy and margin inched up slightly
Analysts were bullish on ICICI Bank stock, saying that the earnings miss was largely driven by one-off provisions. Most brokerages focused on steady loan growth, stable margins and improved asset quality, while flagging the CEO’s tenure extension as a key positive.
Stocks to Watch, 19 January: Stocks like Reliance Industries, HDFC Bank, ICICI Bank, Wipro, Tech Mahindra, IDBI Bank, Yes Bank, RBL Bank, UCO Bank, Indosolar, JB Chemicals and Pharmaceuticals, Bajaj Healthcare, and Bharat Coking Coal will be in focus on January 19.
ICICI Bank described the provisioning as a one-time regulatory adjustment, stating that it does not expect further provisions on this portfolio beyond Q3 FY26
The decision was taken by the bank’s board at its meeting held on January 17, and is subject to regulatory and shareholder approvals, according to an exchange filing
ICICI Bank is expected to post a steady performance in Q3FY26, supported by healthy loan growth, though margins are likely to remain flat and slippages may edge higher on a seasonal basis
The market may see consolidation as long as it trades below the midline of the Bollinger Bands. Below are some short-term trading ideas to consider.
The scheme permits account holders to avail tax exemptions for up to three years while earning interest on deposited funds, the statement said
ICICI Prudential AMC IPO | The maiden public issue from the ICICI Group company will open for the public during December 12-16, with price band of Rs 2,061-2,165 per share.
ICICI Bank's subsidiary ICICI Prudential AMC is set to hit Dalal Street with its Rs 10,602-crore maiden public issue on December 12 with price band of Rs 2,061-2,165 per share.
Stocks to Watch, 09 December: Stocks like Physicswallah, Fujiyama Power Systems, Mahindra and Mahindra, Larsen & Toubro, Siemens, ICICI Bank, InterGlobe Aviation IndiGo, Welspun Corp, Dredging Corporation of India, Neochem Bio Solutions, and Helloji Holidays will be in focus on December 9.
Stocks to Watch, 8 December: Stocks like Eternal, Biocon, ICICI Bank, Dynamatic Technologies, Oil and Natural Gas Corporation, SPML Infra, NBCC India, HFCL, Ashoka Buildcon, MTAR Technologies, Cochin Shipyard, Delhivery, Landmark Cars, Zen Technologies, and NewGen Software Technologies will be in focus on December 8.
The rate cut and upward revision in economic growth forecast was on expected lines given the fall in CPI inflation and sharp growth in economic numbers in September 2025 quarter.
Bank Nifty and FinNifty have historically been dominated by HDFC Bank and ICICI Bank, which will see their weightage in the indices reduce going ahead.
Stocks to Watch, 01 December: Stocks like Lenskart Solutions, NCC, Brigade Enterprises, Maharashtra Seamless, Arvind SmartSpaces, Waaree Energies, ICICI Bank, HG Infra Engineering, NTPC, Tata Technologies, Authum Investment & Infrastructure, GAIL India, Tejas Networks, Groww, and PNB Gilts will be in focus on December 01.
The market is expected to see consolidation until it convincingly surpasses Thursday's high. Below are some short-term trading ideas to consider.
IIFL Capital expects banks to shake off a muted FY26 and deliver a strong rebound over FY27-28, driven by a modest loan growth recovery, improving NIMs, and falling stress in the unsecured retail lending segment.
However, the restriction on rural branches continues, meaning only branches in areas with a population above 10,000 (as per the 2011 Census) can offer the scheme.
Geojit Financial Services is bullish on ICICI Bank has recommended buy rating on the stock with a target price of Rs 1568 in its research report dated November 18, 2025.
Analysts attribute Yes Bank’s weak earnings and rising retail stress as reasons for negative investor sentiment