Infosys stock price is in focus as CLSA upgrades the stock to ‘outperform’ from ‘hold’, with a target price of ₹1,978, indicating a 17.37% upside from the current market price (CMP) of ₹1,685.00.
The brokerage highlights resilient demand and a revival in discretionary spending across key verticals and geographies. While Q4FY25 weak seasonality is already priced in, on-ground demand remains strong. CLSA also notes that recent tariff-related uncertainties could result in wider FY26 growth guidance. A discussion with Infosys’ delivery head, Satish HC, reinforced confidence in the company’s execution strength. With cyclical and structural demand tailwinds, CLSA finds valuations more attractive at current levels.
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