Infosys (NYSE:INFY) Price Target Cut to $14.00 by Analysts at Susquehanna

Key Points

• Susquehanna cut its price target on Infosys from $16.00 to $14.00 and kept a "neutral" rating, part of broader analyst downgrades that leave a consensus "Reduce" rating and an average target near $15.05.
• Infosys beat Q4 estimates (EPS $0.23 vs $0.20; revenue $5.04B vs $5.02B) but management guided FY2027 revenue growth of only 1.5%–3.5%, a disappointment that prompted about a 6.1% pullback in the ADR.
• Offsetting the cautious near‑term outlook, Infosys announced a partnership with OpenAI to embed AI tools into its Topaz platform and reported FY26 revenue above $20 billion with healthy margins and strong free cash flow.

Infosys (NYSE:INFY - Get Free Report) had its price objective reduced by Susquehanna from $16.00 to $14.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a "neutral" rating on the technology company's stock. Susquehanna's target price points to a potential upside of 10.59% from the stock's previous close.

A number of other analysts have also commented on the company. Weiss Ratings reissued a "hold (c)" rating on shares of Infosys in a research note on Monday, December 29th. Stifel Nicolaus set a $15.00 price objective on shares of Infosys in a research report on Thursday. Jefferies Financial Group downgraded Infosys from a "buy" rating to a "hold" rating and set a $14.31 price target for the company. in a report on Monday, February 23rd. TD Cowen decreased their target price on Infosys from $16.00 to $15.00 and set a "hold" rating for the company in a research note on Monday, April 6th. Finally, BMO Capital Markets raised their price target on shares of Infosys from $18.00 to $20.00 and gave the stock a "market perform" rating in a report on Thursday, January 15th. Six research analysts have rated the stock with a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Infosys presently has a consensus rating of "Reduce" and an average target price of $15.05.

Infosys Stock Down 6.1%

Shares of NYSE INFY opened at $12.66 on Friday. The company's fifty day moving average is $13.87 and its 200-day moving average is $16.23. The stock has a market cap of $51.21 billion, a price-to-earnings ratio of 16.81, a P/E/G ratio of 1.72 and a beta of 1.00. Infosys has a twelve month low of $12.52 and a twelve month high of $30.00.

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

Hedge Funds Weigh In On Infosys

Hedge funds have recently bought and sold shares of the company. Dynamic Technology Lab Private Ltd purchased a new position in Infosys in the 1st quarter worth approximately $239,000. NewEdge Advisors LLC lifted its position in shares of Infosys by 79.9% during the 1st quarter. NewEdge Advisors LLC now owns 54,978 shares of the technology company's stock valued at $1,003,000 after buying an additional 24,426 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised 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 acquiring an additional 3,804 shares during the period. Institutional investors own 16.20% of the company's stock.

More Infosys News

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

About Infosys

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.

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