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
The IT sector has been one of the worst-hit in this global market rout as these companies derive major portions of their revenue from the American market. The Nifty IT index crashed over 10 percent between April 2 and April 9.
Jefferies said it favours stocks with higher growth visibility amid tariff-related uncertainty, adding that the IT sector is unlikely to get a re-rating unless the outlook for the US GDP improves.
JP Morgan says while it doesn't recommend buying IT stocks, but conservative guidance by the companies would give a good entry point later. Market veterans like Prashant Khemka said they don't take big investing calls based on macroeconomic outlook.
Goldman Sachs attributed target price cuts across Indian IT firms to heightened macroeconomic uncertainty in the US, a key market for Indian IT firms.
Tariffs are not expected to uniformly affect all business segments of IT companies
The IT sector’s roller-coaster ride post-pandemic continues. After yielding a 57 percent return in 2024, the Nifty IT Index has corrected by 15 percent so far in 2025. What should investors do?