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Moneycontrol12-01-2026, 13:13

Motilal Oswal Recommends 'BUY' on Infosys with Rs 2150 Target

  • Motilal Oswal reiterates 'BUY' rating on Infosys, setting a target price of Rs 2,150.
  • The brokerage firm predicts 2026 will see enterprises deploying AI at scale, benefiting Indian IT services.
  • Infosys's strategic collaboration with Cognition (Devin) to deploy 'AI software engineer' is highlighted.
  • This partnership will integrate DEVIN across Infosys's internal teams and client delivery.
  • Motilal Oswal values Infosys at 26x FY28E EPS, implying a 33% upside potential from current valuations.

Why It Matters: Motilal Oswal recommends buying Infosys, citing AI-driven growth and a target of Rs 2150.

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