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

Infosys (NYSE:INFY) had its target price decreased by equities research analysts at BMO Capital Markets from $20.00 to $15.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a “market perform” rating on the technology company’s stock. BMO Capital Markets’ price objective would indicate a potential upside of 19.45% from the company’s current price.

INFY has been the subject of several other reports. TD Cowen dropped their price objective on Infosys from $16.00 to $15.00 and set a “hold” rating for the company in a research report on Monday, April 6th. Stifel Nicolaus set a $15.00 price objective on Infosys in a research report on Thursday. Susquehanna dropped their price objective on Infosys from $16.00 to $14.00 and set a “neutral” rating for the company in a research report on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of Infosys in a research note on Monday, December 29th. Finally, Jefferies Financial Group downgraded Infosys from a “buy” rating to a “hold” rating and set a $14.31 price objective for the company. in a research note on Monday, February 23rd. Six investment analysts have rated the stock with a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Infosys has an average rating of “Reduce” and an average target price of $14.22.

Infosys Stock Down 3.0%

Shares of INFY traded down $0.38 during trading hours on Friday, hitting $12.56. 3,126,084 shares of the company were exchanged, compared to its average volume of 16,919,570. The company has a market cap of $50.81 billion, a price-to-earnings ratio of 16.28, a P/E/G ratio of 1.72 and a beta of 1.00. Infosys has a fifty-two week low of $12.46 and a fifty-two week high of $30.00. The firm’s fifty day moving average is $13.87 and its 200 day moving average is $16.23.

Infosys (NYSE:INFY) last announced its quarterly earnings data on Thursday, April 23rd. The technology company reported $0.23 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.03. Infosys had a return on equity of 30.60% and a net margin of 16.16%.The business had revenue of $5.04 billion during the quarter, compared to the consensus estimate of $5.02 billion. Analysts anticipate that Infosys will post 0.78 EPS for the current year.

Hedge Funds Weigh In On Infosys

A number of hedge funds have recently made changes to their positions in INFY. Trinity Street Asset Management LLP boosted its holdings in shares of Infosys by 45.5% in the 1st quarter. Trinity Street Asset Management LLP now owns 14,938,546 shares of the technology company’s stock valued at $201,820,000 after purchasing an additional 4,674,742 shares during the last quarter. NewEdge Advisors LLC boosted its holdings in shares of Infosys by 79.9% in the 1st quarter. NewEdge Advisors LLC now owns 54,978 shares of the technology company’s stock valued at $1,003,000 after purchasing an additional 24,426 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in shares of Infosys in the 1st quarter valued at $239,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Infosys by 6.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 63,155 shares of the technology company’s stock valued at $1,153,000 after purchasing an additional 3,804 shares during the last quarter. Institutional investors and hedge funds own 16.20% of the company’s stock.

Key Stories Impacting Infosys

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.