Brokers Predict Nifty 30,000 by 2026: Top Sectors & Stock Picks Revealed

• Major brokerages like JP MORGAN, MACQUARIE, NOMURA, GOLDMAN SACHS, and BOFA project Nifty targets up to 30,000 for 2026, while MORGAN STANLEY and HSBC see Sensex reaching 95,000 and 94,000 respectively.
• Growth triggers for 2026 include supportive fiscal/monetary policies, domestic demand recovery, corporate earnings rebound (13-14% growth in CY26/CY27), an India-US tariff deal, increased consumer spending, and foreign flows.
• Top sectors favored by brokerages for 2026 are Banks, NBFCs, IT, Pharma, Defense, OMCs, Telecom, and Auto, with Infra Consumer Staples, Capital Goods, Healthcare, and Energy facing less confidence.
• HSBC's top picks include Hindalco, Apollo Hospitals, Adani Ports; Jefferies favors Axis Bank, Bharti Airtel, Chola Finance; MOFSL recommends Bharti Airtel, ICICI Bank, SBI.
• Brokerages express caution on certain stocks like M&M, SBI, ICICI Lombard (HSBC), Ambuja Cements, Lodha Developers, Max Healthcare (Jefferies), and the Smallcap sector (MOFSL).

Why It Matters: Brokers forecast significant market growth by 2026, with Nifty targeting 30,000, driven by strong earnings and specific sector bets.