Indian IT stocks are toggling between a volatile mix of earnings momentum, global demand, and talent costs, an analyst said.
The outcome of Fed's meeting will likely impact investor sentiment around IT stocks as these Indian companies derive a significant portion of their revenue from the US market.
While IT companies derive most of their revenues from overseas, a large portion of their expenditure is incurred in local currency
Growth worries and AI-related uncertainty could cap multiples, even if cheaper valuations offer better entry points, says Jefferies
The gains in IT stocks today tracked a jump in US Fed rate-cut expectations, as the probability of a December cut has climbed to 70 percent from 44 percent a week earlier. Brokerage commentary added to the positive sentiment.
Mutual funds raised exposure to IT stocks in October after the sector hit a 67-month low, driven by better-than-expected Q2 results, the Motilal Oswal MF report shows.
Major IT companies clocked decent growth in financial services in September 2025 quarter.
IT stocks rise today: Infosys, TCS, Tech Mahindra, HCL Tech shares among the top gainers on Sensex, as India Inc gears up for the fiscal second quarters earnings.
IT stocks: TCS shares were the top loser on the Nifty IT index, hitting a fresh 52-week low of Rs Rs 2,956.90 apiece.
In a growth economy with nominal growth of 10 per cent or more, management of companies will weak growth will need to introspect on how to up their game
IT stocks: Valuations have corrected and now appear reasonable, said JM Financial.
US-China trade truce, hopes of softer US CPI among key factors boosting investor optimism on IT stocks on August 12
'Given the current landscape of heightened volatility and mixed technical signals, traders are advised to adopt a cautious 'sell-on-rise' strategy,' says Hardik Matalia.
Analysts pared FY26 profit margin expectations of major IT companies after June quarter results
IT stocks: Analysts have suggested that the IT sector may see a soft earnings season, amid global uncertainties.
Trump said he will impose an additional 10% tariff with no exceptions on any country aligning itself with what he called the 'Anti-American policies of BRICS'. India is a key member of BRICS.
US stock markets nearing record highs, with the Nasdaq 100 Index higher by 30% since its April lows, outperforming the S&P 500 Index.
IT stocks: Tech-heavy Nasdaq index closed at a record high level following the US Fed chief's testimony.
About 1,794 shares advanced, 2,113 shares declined, and 175 shares were unchanged.
IT stocks: US Fed Chair Jerome Powell said that he expects 'meaningful' inflation ahead. This will likely reduce the discretionary demand for US consumers, which may affect these IT firms.
Reinvestment of Rs 1,270 crore raised in public capital by Quess Corp laid the foundation for the two firms, that debuted on the stock markets in twin listing on June 11.
Indian IT stocks slipped up to 2 percent on May 30 after a US appeals court reinstated Trump-era tariffs, renewing concerns of reduced tech spending and heightened trade friction.
While growth has driven investor interest so far, markets may now be shifting focus to the quality of earnings and cash generation capabilities
The United States Federal Open Market Committee will announce its policy decision on Wednesday, May 7.
So far this year, Nifty IT index is down nearly 17.5 percent, but it has rebounded around 11 percent since April 9