UBS & Nomura Analyze IT Sell-Off: Is AI a Threat or a Rebound Chance?

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AI Disruption or Reset? UBS, Nomura Decode IT Sell-off

AI Disruption or Reset? UBS, Nomura Decode IT Sell-off

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CNBC TV18•17-02-2026, 07:55

AI Disruption or Reset? UBS, Nomura Decode IT Sell-off

•Indian IT services companies face volatility amid AI-led disruption concerns.
•UBS sees near-term overreaction but acknowledges legitimate questions on terminal growth.
•Nomura views current correction as front-loading of pain, with markets pricing in old business model extinction.
•Investors fear AI disruption to application development, SaaS relevance, and margin compression.
•Nomura outlines three valuation scenarios: structural decline, pivot to AI services, and IT firms as AI orchestrators.

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