Infosys: Discipline Priced As Decline

Infosys is rated Strong Buy with a $15.25 target, offering 30% upside and a 4.3% dividend yield. INFY's reported revenue shortfall is largely due to deliberate offshore shifts and declined low-return deals, not demand loss. Underlying business growth is 2.4–2.8%, exceeding the 2% perpetual growth implied by current valuation, even at cycle lows.

Seeking Alpha • Aug 20, 2026

Infosys Collaborates with Knorr-Bremse to Accelerate AI-Enabled Enterprise Transformation

Leverages Infosys Topaz to help modernize IT systems, improve operational efficiency, and enhance service quality across global SAP and PLM application landscape BENGALURU, India and MUNICH, Aug. 18, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, today announced a strategic, long-term collaboration with Knorr-Bremse AG, a global manufacturer of braking systems and safety-critical components for rail and commercial vehicles. As part of Knorr-Bremse AG's Tech4Value (T4V) IT transformation program, Infosys will deliver end-to-end managed services across the company's entire enterprise application ecosystem spanning both Rail and Commercial Vehicle divisions.

PRNewsWire • Aug 18, 2026

Infosys and Metsä Group Expand Strategic Collaboration to Drive AI-led IT Transformation

Powered by Infosys Topaz Fabric to enable intelligent, agentic IT operations BENGALURU, India and ESPOO, Finland, Aug. 5, 2026 /PRNewswire/ -- Infosys, (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, today announced a significant expansion of its long-standing collaboration with Metsä Group, a globally operating forest industry company based in Finland. Under this multi-year engagement, Infosys will support the transformation of Metsä Group's IT landscape towards a more efficient, unified, and AI-ready operating model, while delivering end-to-end IT services across the company's global operations.

PRNewsWire • Aug 5, 2026

Investec Selects Infosys Finacle SaaS Platform on Microsoft Azure for Digital Banking Transformation

JOHANNESBURG and BENGALURU, India, July 30, 2026 /PRNewswire/ -- Infosys Finacle, part of EdgeVerve Systems, a wholly-owned subsidiary of Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), today announced that Investec, a leading international bank and wealth manager, has selected the Finacle Digital Banking Solution Suite on Microsoft Azure to modernize its banking operations across South Africa, the UK, Mauritius, and the Channel Islands. As part of this multi-country, large-scale transformation program, the bank will migrate from its legacy platforms to Finacle, establishing a future-ready technology foundation aligned with the next phase of its growth strategy.

PRNewsWire • Jul 30, 2026

These Analysts Slash Their Forecasts On Infosys After Q1 Results

Infosys (NYSE:INFY) reported downbeat earnings for the first quarter on Thursday.

Benzinga • Jul 24, 2026

Infosys: Margin Expansion Is Overshadowed By Revenue Miss (Rating Downgrade)

I downgrade Infosys Limited from 'Buy' to 'Hold,' considering its mixed performance and divergent outlook. INFY's 1QFY2027 revenue fell short of the consensus estimate, but its operating margins improved on both YoY and QoQ terms to 21.1%. The mid-point of its FY27 topline growth guidance was cut to +2.25%, while the full-year EBIT margin guidance held steady at 21.0%.

Seeking Alpha • Jul 24, 2026

Infosys Q1 Earnings Miss Estimates, Revenues Increase Y/Y

INFY's Q1 fiscal 2027 earnings and revenues miss estimates as soft volumes and a client exit offset growth and rising AI sales.

Zacks Investment Research • Jul 24, 2026

Infosys: I Still Can't Find A Reason To Buy

Infosys Limited continues to underperform major benchmarks, including U.S. stocks, India, and global tech indices. Despite a strong balance sheet, healthy margins, and reliable cash generation, INFY has struggled with persistent lowered expectations over the past five years. My prior Hold rating reflected INFY's survivability and potential for turnaround, rather than imminent decline.

Seeking Alpha • Jul 24, 2026

India's Infosys misses quarterly revenue view, names CEO designate

Infosys ​reported lower-than-expected ‌quarterly revenue on ​Thursday ​as India's second-largest ⁠IT firm's ​clients ​held back spending as artificial ​intelligence ​tools disrupt traditional ‌software ⁠businesses.

Reuters • Jul 23, 2026

Infosys Q1 Earnings Call Highlights

Infosys NYSE: INFY announced a planned CEO transition alongside first-quarter results that showed modest constant-currency revenue growth, strong large-deal bookings and accelerating artificial intelligence-related revenue, while management lowered the top end of its full-year revenue growth outlook amid an uncertain macroeconomic environment.

MarketBeat • Jul 23, 2026