Infosys stock analysis
Infosys (IOY) Stock Price & Analysis
IOY Stock Chart & Stats
- Day’s Range
- EUR 11.15 - EUR 11.30
- 52-Week Range
- EUR 8.88 - EUR 23.00
- Previous Close
- EUR 11.05
- Volume
- N/A
- Average Volume (3M)
- 212
- Market Cap
- EUR 45.61B
- Enterprise Value
- EUR 40.59B
- Total Cash (Recent Filing)
- EUR 3.98B
- Total Debt (Recent Filing)
- EUR 889.62M
- Price to Earnings (P/E)
- 15.3
- Beta
- 0.63
- Next Earnings
- Jan 13, 2027 (Est.)
- EPS Estimate
- 0.18
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 4.36%
Bulls Say, Bears Say
Bulls Say
AI Growth
Rapid AI revenue growth and rising enterprise adoption strengthen Infosys’s relevance in a strategically important service area. Its investments in AI talent, Topaz Fabric, domain capabilities, and model partnerships can support larger transformation engagements and improve competitive positioning over the next several quarters.
Large Deal Momentum
The scale and net-new mix of recent awards provide meaningful visibility into future work and demonstrate client willingness to entrust Infosys with complex transformations. The seven-year mega deal should support durable revenue conversion, while the broader pipeline offers additional expansion potential.
Financial Strength
A debt-free balance sheet and strong cash conversion give Infosys substantial financial flexibility. This supports continued investment in capabilities, resilience during periods of slower client spending, and dependable shareholder distributions without requiring leverage or compromising operating stability.
Bears Say
Low Revenue Outlook
The lowered growth outlook indicates that current demand is not yet translating into broad-based revenue acceleration. Slower expansion can limit operating leverage and make future growth more dependent on converting large awards, improving client spending, and sustaining momentum in newer AI services.
Margin Headwinds
Several identifiable pressures could constrain profitability over the next two to six months even though full-year margin guidance remains stable. Compensation increases and deal ramp costs raise delivery expenses, while sharing AI productivity gains with clients may limit the ability to convert efficiency into higher margins.
Pricing Competition
Persistent pricing pressure threatens revenue quality and margin sustainability across client contracts. As customers demand a greater share of AI-enabled productivity benefits, Infosys may need to accept tougher commercial terms, making it harder to offset wage costs and protect profitability while expanding volumes.
Infosys News
IOY FAQ
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Infosys Stock Smart Score
Company Description
Infosys
Infosys Limited, through its global network of subsidiaries, delivers an extensive portfolio of consulting, technology, outsourcing, and next-generation digital services spanning North America, Europe, India, and other international markets. The company's diverse offerings encompass a broad spectrum of digital capabilities, including marketing, workplace modernization, e-commerce, customer experience enhancement, and exploration into the metaverse. It provides expertise in data analytics, both applied and generative artificial intelligence, sustainability initiatives, blockchain, engineering, and the Internet of Things. Further services cover enterprise agile DevOps, application modernization, cloud computing, digital process automation, and optimization of digital supply chains. Infosys also specializes in Microsoft business applications, cloud business integration, service experience transformation, energy transition, robust cybersecurity, and quality engineering. The firm adeptly implements and manages major enterprise systems such as Oracle, SAP, and Salesforce, and develops API economy and microservices architectures. A cornerstone of its innovation is Topaz, an AI-first suite of services, solutions, and platforms powered by generative AI technologies. Beyond services, Infosys develops and offers proprietary products and platforms. These include Finacle, a prominent core banking solution; the Edge suite of products; and specialized digital platforms like Panaya, Infosys Equinox, Infosys Helix, Infosys Applied AI, Infosys Cortex, and Stater. The company also provides Infosys McCamish, an insurance-specific platform. Infosys serves a wide array of sectors globally, including aerospace and defense, agriculture, automotive, chemical manufacturing, communications, consumer packaged goods, education, engineering, healthcare, high technology, industrial manufacturing, information services, insurance, life sciences, logistics, media and entertainment, mining, oil and gas, private equity, professional services, public sector, retail, travel and hospitality, and utilities. Established in 1981, the company operated as Infosys Technologies Limited until its name was officially changed to Infosys Limited in June 2011. Its corporate headquarters are located in Bengaluru, India.
- Sector
- Technology
- Industry
- Information Technology Services
- CEO
- Salil Satish Parekh
- Employees
- 328,594
- Website
- www.infosys.com
- Address
- Plot no. 44/97 A, Bengaluru, KA, 56 0100, IN
Infosys (IOY) Earnings & Revenues
IOY Earnings Call
Earnings Call SentimentPositive
The call was cautiously positive. Current revenue growth was below expectations and guidance was reduced to 1%-2%, with macro uncertainty, softer volumes, pricing pressure, weak high-tech and retail demand, and second-half margin headwinds. However, these challenges were outweighed by 29% sequential AI revenue growth, AI revenue reaching 10.5% of total revenue, $5.2 billion of large deal wins with 62% net new, an $8.8 billion H1 large-deal book up 28% year-on-year, strong free cash flow, stable margins, and management's confidence in future growth from AI adoption and mega-deal conversion.
View all DE:IOY earnings summariesIOY Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 16 | 6 | 0 |
| Technical Analysis | 4 | 6 | 0 |
| Moving Averages | 12 | 0 | 0 |
