BMO Capital Markets Lowers Infosys (NYSE:INFY) Price Target to $15.00

Key Points

• BMO Capital Markets cut its price target on Infosys from $20 to $15 and kept a "market perform" rating, while the analyst consensus remains weak with an average target of $14.22 and a "Reduce" rating.
• Infosys posted a modest Q4 beat (EPS $0.23 vs $0.20; revenue $5.04B vs $5.02B) and reported FY26 revenue above $20B with strong margins and ~$3.7B free cash flow, and it secured a partnership with OpenAI to embed AI tools into its platform.
• Management guided FY27 revenue growth of just 1.5%–3.5%, below expectations, prompting analyst cuts and a pullback in the ADR as shares traded around $12.54, near their 52‑week low.

Infosys (NYSE:INFY - Get Free Report) had its target price lowered by investment analysts at BMO Capital Markets from $20.00 to $15.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a "market perform" rating on the technology company's stock. BMO Capital Markets' price target indicates a potential upside of 19.66% from the company's current price.

INFY has been the subject of a number of other reports. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Infosys in a research note on Monday, December 29th. Jefferies Financial Group cut shares of Infosys from a "buy" rating to a "hold" rating and set a $14.31 price target for the company. in a research note on Monday, February 23rd. Susquehanna decreased their price objective on shares of Infosys from $16.00 to $14.00 and set a "neutral" rating for the company in a report on Friday. Stifel Nicolaus set a $15.00 price objective on shares of Infosys in a report on Thursday. Finally, TD Cowen decreased their price objective on shares of Infosys from $16.00 to $15.00 and set a "hold" rating for the company in a report on Monday, April 6th. Six analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Infosys currently has a consensus rating of "Reduce" and an average price target of $14.22.

Infosys Stock Performance

Shares of NYSE:INFY traded down $0.41 on Friday, reaching $12.54. The company's stock had a trading volume of 3,126,084 shares, compared to its average volume of 16,919,570. Infosys has a 52-week low of $12.46 and a 52-week high of $30.00. The company has a market cap of $50.71 billion, a P/E ratio of 16.28, a PEG ratio of 1.72 and a beta of 1.00. The company has a 50-day simple moving average of $13.87 and a 200 day simple moving average of $16.23.

Infosys (NYSE:INFY - Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The technology company reported $0.23 EPS for the quarter, topping analysts' consensus estimates of $0.20 by $0.03. Infosys had a net margin of 16.16% and a return on equity of 30.60%. The firm had revenue of $5.04 billion during the quarter, compared to analysts' expectations of $5.02 billion. On average, equities research analysts forecast that Infosys will post 0.78 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Trinity Street Asset Management LLP increased its position in Infosys by 45.5% in the first quarter. Trinity Street Asset Management LLP now owns 14,938,546 shares of the technology company's stock worth $201,820,000 after purchasing an additional 4,674,742 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Infosys by 6.4% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 63,155 shares of the technology company's stock worth $1,153,000 after purchasing an additional 3,804 shares in the last quarter. NewEdge Advisors LLC raised its holdings in Infosys by 79.9% during the 1st quarter. NewEdge Advisors LLC now owns 54,978 shares of the technology company's stock worth $1,003,000 after buying an additional 24,426 shares during the period. Finally, Dynamic Technology Lab Private Ltd bought a new stake in Infosys in the 1st quarter valued at approximately $239,000. 16.20% of the stock is owned by institutional investors.

Infosys News Summary

Here are the key news stories impacting Infosys this week:

• Positive Sentiment: Infosys secured a partnership with OpenAI to embed OpenAI tools (including Codex) into its Topaz AI platform, which strengthens its AI services roadmap and could support long‑term deal flow and higher‑value work. OpenAI teams up with Infosys to bring AI tools to more businesses
• Positive Sentiment: FY26 revenue surpassed $20 billion with 3.1% constant‑currency growth, adjusted operating margin ~21%, free cash flow of ~$3.7B and large deal wins of $14.9B — fundamentals that support cash generation and dividend capacity. Revenue crosses $20 billion mark with resilient growth of 3.1% in FY 26 in constant currency
• Neutral Sentiment: Quarterly results: INFY posted EPS $0.23 (beat) and revenue $5.04B (slight beat); margins and ROE remain strong — positive execution in the quarter but guidance is driving the market reaction. Infosys quarterly results and press release
• Neutral Sentiment: The Q4 earnings call transcript provides management commentary and client‑level color that investors will parse for signs of deal pacing and margins recovery. Infosys Q4 2026 Earnings Call Transcript
• Negative Sentiment: Management guided fiscal 2027 revenue growth of just 1.5%–3.5%, below many analysts’ expectations, stoking concerns about demand recovery and prompting a pullback in the ADR and the U.S. listing. India's Infosys slips on weak 2027 growth outlook
• Negative Sentiment: Analysts have trimmed targets after the preview/guidance — Susquehanna cut its price target — and coverage notes that enterprise IT spending is being reined in amid macro and geopolitical uncertainty. Susquehanna Cuts PT on Infosys (INFY) Following Fiscal Q4 Results Preview
• Negative Sentiment: Press and analysts flagged that the sales forecast trails street estimates and reflects subdued large‑project spending, which could pressure revenue growth in the near term. Infosys Sales Forecast Trails Estimates as IT Demand Sputters

Infosys Company Profile

Infosys Ltd. is a digital services and consulting company, which engages in the provision of end-to-end business solutions. It operates through the following segments: Financial Services, Retail, Communication, Energy, Utilities, Resources, and Services, Manufacturing, Hi-Tech, Life Sciences, and All Other. The company was founded by Dinesh Krishnan Swamy, Senapathy Gopalakrishnan, Narayana Ramarao Nagavara Murthy, Raghavan N. S., Ashok Arora, Nandan M. Nilekani, and S. D. Shibulal on July 2, 1981 and is headquartered in Bangalore, India.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.