Infosys AI Push Boosts Street Confidence, Majority Retain Buy Ratings

• Infosys' AI Investor Day strategy outlined plans to unlock value from artificial intelligence.
• Global AI services opportunity projected at $300-400 billion by 2030; new AI services contributed 5.5% of Q3FY26 revenue.
• Brokerages like HSBC, CLSA, JPMorgan, Jefferies, and Nuvama maintain 'Buy' or 'Outperform' ratings, citing Infosys' strengths in AI.
• Analysts believe AI-led services will drive market share gains and offset deflationary pressure in traditional offerings.
• 38 out of 52 analysts recommend 'Buy' for Infosys, with 12 'Hold' and two 'Sell' calls.