Jefferies

Jefferies said L&T is on track to achieve or exceed FY26 revenue, order flow, and margin guidance

Jefferies sees nearly 7% upside for Nifty by 2025-end, says foreign investors are underweight on India

Jefferies had set a Nifty 50 target of 26,600 for the end of calendar year 2025

Data centres poised for explosive growth, experts see opportunities in diversifying across ecosystem

Investors eyeing India’s data centre boom should diversify across the entire ecosystem, including renewable energy, power, real estate, telecom and technology providers, according to top money managers.

Without mutual fund inflows, Indian stocks could have been lower by 20-30 percent: Chris Wood

There is a 50 percent possibility of a tactical rally if the levies on Indian exports come off, Chris Wood added, calling them 'anomalous' and triggered by President Trump's 'personal pique' over the recent India-Pakistan dispute.

Radico Khaitan, Allied Blenders rise up to 3% as Jefferies bullish on alcoholic beverage companies

According to the global brokerage, the Indian spirits market is very large and has high entry barriers due to complex state-level regulations, which act as a strong competitive moat for existing players

Amber Enterprises taps Motilal Oswal, Jefferies to raise up to Rs 2,000 crore via QIP

For FY25, Amber Enterprises reported a 48 percent growth in revenue at Rs 9,973 crore and its profit was up 80 percent at Rs 251 crore

Jefferies sees GST cut boosting autos, backs M&M, Maruti; Hero Moto tops Nifty

Hero MotoCorp, Eicher Motors, Bajaj Auto, and Maruti Suzuki were the top gainers on the index. Tata Motors and M&M kept the index in the red.

India to remain key long-term beneficiary despite global trade turbulence: Jefferies

Amid Trump’s tariff-led shakedowns and China’s deflation fight, Jefferies reaffirms India’s strategic edge as a resilient, reform-driven market attracting steady investment flows in a fractured global economy.

Sagility India, Belrise Industries, Adani Energy added to Jefferies' model India portfolio

Jefferies highlighted 11 stocks amongst its India coverage universe, which the brokerage believes offer value even in the current overvaluation scenario.

Jefferies flags valuation risks, adds TVS Motor, Home First Finance, Manappuram to India portfolio

Indian equities have surged sharply since April lows, pushing valuations higher, particularly in the midcap space, prompting Jefferies to raise caution.

Jefferies bullish on Navin Fluorine as it expects Rs 2,000 cr capex to drive EPS growth

Jefferies has shared "buy" call on Navin Fluorine and a target price of Rs 5,280, citing long-term monetization of Rs 2,000 crore capex and robust contract pipeline in specialty chemicals and CDMO segments.

Jefferies bullish on defence & power-infra stocks; HAL, Siemens, L&T among top picks

Jefferies picked HAL, Siemens, L&T, and KEI Industries as top stock ideas in engineering and construction, citing strong order flows and operating leverage

Jefferies sees cement sector turnaround in FY26 on South-led price recovery

Cement sector poised for a rebound in FY26, say Jefferies, citing Southern price recovery, moderating competition, and improving demand

Jefferies bullish on Indian steel stocks amid safeguard duty, stable valuations

Jefferies is bullish on India’s steel sector, initiating and maintaining buy calls on key names like Jindal Stainless, Tata Steel, and Coal India

Jefferies adds Bharat Electronics, Ambuja Cements in Model Portfolio; drops Shriram Finance

Jefferies has revamped its model portfolio with bets on Bharat Electronics and Ambuja Cements, while removing Coal India and Shriram Finance

Jefferies sets INR 1,460 target for KFintech, highlights International expansion and strategic partnerships

Global brokerage Jefferies has reiterated its ‘Buy’ rating on KFintech, raising its target price to ₹1,460. The firm highlighted strong revenue growth, expanding EBITDA margins, and accelerated momentum in the company’s international operations as key drivers behind its bullish outlook.

Chris Wood's Greed and Fear: US economy weakening, Trump does 'not have the cards' in China tariff war

Greed and Fear said its base case is that a 'major decline' in the US dollar has begun, over and above the recent pullback, which the note said has been a 'correction of an overvaluation'.

Jefferies' Chris Wood points to 5 reasons why they will go Overweight India by reducing Taiwan

The Global Head of Strategy at Jefferies cited the India head of research's report that detailed the reasons, which included RBI's new 'accommodative' stance

Jefferies hikes stake in Reliance Industries, Zomato, says Chris Wood in latest Greed & Fear note

Jefferies’ Chris Wood raised Reliance Industries’ stake in his India portfolio while increasing exposure to real estate stocks like DLF and Macrotech in the Asia ex-Japan's long-only portfolio.

Jefferies bites into Swiggy: Initiates coverage with 'hold' rating, sees 13% upside

Jefferies expects Swiggy's 45 percent share in food delivery firms to grow in high teens with margin expansion, while the q-commerce segment faces intense competition.

Coforge shares jump 6% following two acquisitions, signing a $1.6 bn deal, 1:5 stock split

Coforge Share Price: Amid the flurry of news, global brokerage Jefferies has reiterated its 'buy' rating on Coforge, bumping its target price up to Rs 10,350 apiece.

Chris Wood of Jefferies reshuffles India portfolio, adds IndiGo while dropping Coal India

In his latest GREED & fear note, Wood also announced a shift in his global long-only portfolio, increasing investment in Alibaba by one percentage point

Further upside possible in ITC as Jefferies, Morgan Stanley set a target of above Rs 550

Jefferies has maintained a Buy on ITC with a target price of Rs 550 per share. The brokerage sees ITC as a key beneficiary after the government left tobacco taxes unchanged in the budget.

Chris Wood's Greed & Fear cuts exposure to Nvidia and TSMC, ups HDFC Bank weightage

Chris Wood said he sees leading players like Meta Platforms to reverse course and slash capex spending, going forward. Investments in Nvidia and TSMC will be reduced by two percentage points and one percentage point, respectively.

Brokerage Radar: HSBC retains 'buy' on Bharti Airtel, Jefferies cuts target prices on Bajaj Auto, Hero MotoCorp

Check out the latest brokerage calls and analyst comments on the stocks in action today. Our coverage includes Reliance Industries, Bharti Airtel, Kalyan Jewellers and more.