Infosys Limited (INFY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Infosys Limited (INFY) trades at $11.02 with AI Score 50/100 (Grade B). Infosys Limited is a global technology services and consulting company. They provide a range of IT solutions and platforms to clients across various industries. Market cap: $44.69B, Sector: Technology.
Price live · AI analysis from May 9, 2026INFY stock analysis for 2026: Analysts have set a consensus price target of $18.08 for Infosys Limited, suggesting 64.1% upside from the current price of $11.02. The AI MoonshotScore is 50/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
INFY: the 1 perspectives are evenly split.
How is this calculated? →Infosys Limited (INFY) Technology Profile & Competitive Position
Infosys Limited, a global IT services giant based in India, provides consulting, technology, outsourcing, and digital transformation solutions. With a market capitalization of $44.69B, Infosys serves diverse industries, leveraging its AI-first strategy and comprehensive suite of services to drive innovation and efficiency for its clients.
What Is the Investment Thesis for INFY?
Infosys Limited presents a compelling investment case driven by its strong market position and comprehensive service offerings. With a market capitalization of $44.69B and a profit margin of 16.4%, the company demonstrates financial stability. A key growth catalyst is Infosys's focus on AI and digital transformation, particularly through its Topaz AI-first services. The company's dividend yield of 3.82% offers an attractive income stream for investors. Potential risks include increasing competition in the IT services sector and currency fluctuations, given its significant international operations. The company's beta of 0.20 suggests lower volatility compared to the broader market.
Based on FMP financials and quantitative analysis
INFY Key Highlights
- Market capitalization of $44.69B, reflecting its significant presence in the IT services industry.
- Profit margin of 16.4%, indicating strong profitability and efficient operations.
- Gross margin of 30.2%, demonstrating its ability to maintain competitive pricing and cost management.
- Dividend yield of 3.82%, providing a steady income stream for investors.
- Beta of 0.20, suggesting lower volatility compared to the broader market.
Who Are INFY's Competitors?
INFY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| WDC Western Digital Corporation | $569.77 | +5.71% | $196.39B | 90 |
| FTNT Fortinet, Inc. | $162.60 | +4.06% | $119.13B | 94 |
| MSI Motorola Solutions, Inc. | $424.52 | +0.44% | $70.47B | 65 |
| CRWV CoreWeave, Inc. | $86.72 | +6.08% | $47.31B | — |
| MSTR Strategy Inc | $101.75 | +0.97% | $30.23B | — |
| IAIC Information Analysis Incorporated | $4.28 | +12.34% | $81.86M | 66 |
| DVLT Datavault AI Inc. | $0.38 | -1.22% | $107.35M | 65 |
| NYAX Nayax Ltd. | $71.97 | +2.49% | $2.63B | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are INFY's Key Strengths?
- Global presence and brand recognition.
- Comprehensive suite of IT services.
- Strong expertise in emerging technologies.
- Large and skilled workforce.
What Are INFY's Weaknesses?
- Dependence on specific geographic markets.
- Exposure to currency fluctuations.
- Potential for project delays and cost overruns.
- Competition from larger IT service providers.
What Could Drive INFY Stock Higher?
- Continued expansion of AI and generative AI services driving revenue growth.
- Increasing adoption of cloud computing solutions boosting demand for Infosys's services.
- Potential new partnerships with major technology companies to expand service offerings.
- Digital transformation initiatives across various industries creating opportunities for Infosys.
- Launch of new AI-powered platforms and solutions enhancing competitive advantage.
What Are the Key Risks for INFY?
- Insider selling — insiders were net sellers of roughly $117.9M recently.
- Intense competition in the IT services industry impacting market share.
- Economic slowdown in key markets reducing IT spending.
- Rapid technological changes requiring continuous investment in R&D.
- Exposure to currency fluctuations affecting financial performance.
- Data security and privacy concerns leading to regulatory scrutiny.
What Are the Growth Opportunities for INFY?
- Expansion of AI and Generative AI Services: Infosys is focusing on its AI-first strategy, particularly through its Topaz services. The generative AI market is projected to experience substantial growth, reaching billions of dollars in the coming years. By leveraging its AI capabilities, Infosys can capture a significant share of this expanding market, offering AI-driven solutions to clients across various industries. This initiative enhances operational efficiency and innovation.
- Cloud Services Adoption: The increasing adoption of cloud computing presents a significant growth opportunity for Infosys. As businesses migrate to the cloud, the demand for cloud-related services, including migration, management, and security, is rising. Infosys can capitalize on this trend by expanding its cloud service offerings, helping clients optimize their cloud infrastructure and reduce costs. The cloud services market is expected to continue its strong growth trajectory.
- Digital Transformation Initiatives: Digital transformation remains a key priority for businesses across all sectors. Infosys can drive growth by providing comprehensive digital transformation solutions, including digital marketing, digital workplace, and digital commerce services. By helping clients modernize their operations and enhance customer experiences, Infosys can secure long-term contracts and drive revenue growth. The digital transformation market is projected to reach trillions of dollars by 2028.
- Cybersecurity Solutions: With the increasing frequency and sophistication of cyber threats, the demand for cybersecurity solutions is growing rapidly. Infosys can expand its cybersecurity offerings to help clients protect their data and infrastructure. By providing robust security solutions, Infosys can attract new clients and strengthen its relationships with existing ones. The cybersecurity market is expected to continue its strong growth trajectory.
- Geographic Expansion: While Infosys already has a global presence, further geographic expansion, particularly in emerging markets, presents a significant growth opportunity. By establishing a stronger presence in these markets, Infosys can tap into new client bases and diversify its revenue streams. Emerging markets are experiencing rapid economic growth and increasing adoption of IT services, making them attractive targets for expansion.
What Opportunities Does INFY Have?
- Growing demand for digital transformation services.
- Expansion into new geographic markets.
- Increasing adoption of cloud computing.
- Growing demand for cybersecurity solutions.
What Threats Does INFY Face?
- Intense competition in the IT services industry.
- Economic slowdown in key markets.
- Rapid technological changes.
- Data security and privacy concerns.
What Are INFY's Competitive Advantages?
- Strong brand reputation and global presence.
- Extensive portfolio of IT solutions and services.
- Long-standing relationships with major clients.
- Expertise in emerging technologies like AI and cloud computing.
What Does INFY Do?
Infosys Limited, established in 1981 and headquartered in Bengaluru, India, has evolved into a global leader in consulting, technology, outsourcing, and next-generation digital services. Originally named Infosys Technologies Limited, the company rebranded in 2011 to reflect its expanding global presence and service offerings. Infosys provides a comprehensive suite of services, including digital marketing, digital workplace solutions, digital commerce, and immersive digital experiences through the metaverse. The company leverages data analytics, artificial intelligence (AI), and generative AI to deliver innovative solutions across various sectors. Its product portfolio includes Finacle, a core banking solution, and other platforms like Infosys Equinox, Infosys Helix, and Infosys Applied AI. Infosys serves a wide array of industries, including aerospace and defense, automotive, healthcare, retail, and financial services, with a global footprint spanning North America, Europe, India, and other international markets. With a focus on digital transformation, Infosys helps clients modernize their operations, enhance customer experiences, and achieve sustainable growth.
What Products and Services Does INFY Offer?
- Provides IT consulting services to businesses.
- Offers technology solutions for digital transformation.
- Delivers outsourcing services to improve business operations.
- Develops and implements AI-driven solutions.
- Provides cloud computing services and solutions.
- Offers cybersecurity services to protect data and infrastructure.
- Creates and manages digital workplaces for enhanced productivity.
How Does INFY Make Money?
- Provides consulting services on a project basis.
- Offers subscription-based access to its software platforms.
- Generates revenue through long-term outsourcing contracts.
- Earns fees from implementing and managing IT infrastructure.
What Industry Does INFY Operate In?
Infosys operates in the highly competitive IT services industry, which is experiencing rapid growth driven by digital transformation initiatives across various sectors. The global IT services market is projected to reach trillions of dollars by 2026. Key trends include the adoption of cloud computing, AI, and cybersecurity solutions. Infosys competes with global giants like WDC: Western Digital Corporation, FTNT: Fortinet, Inc., MSI: Motorola Solutions, Inc., CRWV: CoreWeave, Inc., and MSTR: Strategy Inc, each vying for market share by offering specialized services and innovative solutions.
Who Are INFY's Key Customers?
- Aerospace and defense companies.
- Automotive manufacturers.
- Healthcare providers.
- Retail businesses.
- Financial institutions.
Net buyingInsider Activity
Over the past six months, Infosys Limited insiders filed 17 SEC Form 4 transactions — 7 sales and 10 purchases. On net that is roughly 194K shares acquired (about $117.9M) — insiders putting money in tends to read as conviction.
FY2026 estForward Outlook
Wall Street analysts project Infosys Limited revenue of about $19.44B for fiscal 2026, with EPS near $0.76. The estimate reflects 30 contributing analysts.
F-Score 7/9Financial Health
Infosys Limited's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 7.79 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE 32%Key Financial Metrics
Return on equity for Infosys Limited stands at 31.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 20.2%, showing how much profit it generates from its asset base. INFY trades at a trailing price-to-earnings ratio of 12.49, below the Technology sector average of ~38x. Its free cash flow yield is 8.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.98 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 8.0%, the inverse of the P/E and a quick read on earnings relative to price.
Infosys Limited (INFY) Valuation Context
Valued at $44.69B, INFY is classified as a large-cap stock. Relative to its peer group, INFY's quantitative score of 50/100 is below the peer average of 83/100.
Company Profile
Infosys Limited operates in the Information Technology Services industry within the Technology sector. It is headquartered in Bengaluru, IN. The company is led by CEO Salil Satish Parekh. INFY has traded publicly since 1999.
INFY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- Recent insider buying indicates confidence from leadership in the company's future performance.
- Community sentiment has shifted positively, with many discussing potential growth in digital services.
- Infosys has been gaining traction in AI and automation, which are critical growth areas for tech firms.
- Recent partnerships with major clients have strengthened its market position and opened new revenue streams.
Bear Case
- Concerns over global economic slowdown have led to skepticism about IT spending, affecting sentiment.
- Some analysts express doubts about Infosys's ability to maintain margins in a competitive landscape.
- Recent layoffs in the tech sector may signal broader issues, causing bearish sentiment among investors.
- Negative community discussions highlight potential risks in project delays and client retention challenges.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
INFY Latest News
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Infosys (NSEI:INFY) Stock Sees Modest Fair Value Cut As AI Hopes Meet Choppy Demand
Yahoo! Finance: INFY News · Jul 3, 2026
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Asian Equities Traded in the US as American Depositary Receipts Surge in Thursday Trading
Yahoo! Finance: INFY News · Jul 2, 2026
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Wells Fargo Initiates Coverage On Infosys with Equal-Weight Rating, Announces Price Target of $11
benzinga · Jun 26, 2026
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Asian Equities Traded in the US as American Depositary Receipts Softer in Friday Trading
MT Newswires · Jun 26, 2026
INFY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for INFY.
Price Targets
Consensus target: $18.08
INFY MoonshotScore
What does this score mean?
The MoonshotScore rates INFY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Infosys (NSEI:INFY) Stock Sees Modest Fair Value Cut As AI Hopes Meet Choppy Demand
Asian Equities Traded in the US as American Depositary Receipts Surge in Thursday Trading
Wells Fargo Initiates Coverage On Infosys with Equal-Weight Rating, Announces Price Target of $11
Asian Equities Traded in the US as American Depositary Receipts Softer in Friday Trading
Latest Infosys Limited Analysis
Leadership: Salil Satish Parekh
Chief Executive Officer
Salil Satish Parekh is the Chief Executive Officer of Infosys, a role he assumed in January 2018. Prior to joining Infosys, he was a member of the Group Executive Board at Capgemini, where he held several leadership positions for 25 years. He has extensive experience in driving digital transformation, managing large-scale projects, and leading global teams. Salil holds a Master of Engineering degrees in Computer Science and Mechanical Engineering from Cornell University, and a Bachelor of Technology degree in Aeronautical Engineering from the Indian Institute of Technology, Bombay.
Track Record: Since becoming CEO, Salil Parekh has focused on strengthening Infosys's digital capabilities and expanding its global presence. Under his leadership, Infosys has achieved significant revenue growth and improved profitability. He has also emphasized innovation and client-centricity, driving the company's transformation into a leading provider of digital services. He manages approximately 300,000 employees.
Infosys Limited ADR Information
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. INFY functions as an ADR, allowing U.S. investors to buy shares of Infosys Limited, which is based in India, without the complexities of cross-border transactions. Each INFY ADR represents a specific number of Infosys Limited's ordinary shares traded on the Indian stock exchange.
- Home Market Ticker: National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) in India
- Home Market Ticker: INF
INFY Technology Stock FAQ
What does Infosys Limited do?
Infosys Limited is a global technology services and consulting company that provides a wide range of IT solutions to businesses across various industries. The company offers services such as digital transformation, cloud computing, artificial intelligence, cybersecurity, and outsourcing. Infosys helps clients modernize their operations, enhance customer experiences, and achieve sustainable growth by leveraging its expertise in emerging technologies and its global delivery network. The company's business model involves providing consulting services, developing and implementing IT solutions, and managing IT infrastructure for its clients.
What do analysts say about INFY stock?
Analyst consensus on INFY stock is generally positive, reflecting the company's strong market position and growth prospects. Key valuation metrics, such as the P/E ratio of 12.5, suggest that the stock is reasonably valued compared to its peers. Analysts highlight Infosys's focus on AI and digital transformation as key growth drivers. However, they also note potential risks, such as increasing competition and currency fluctuations. Overall, analysts view INFY as a solid investment with long-term growth potential, but investors should carefully consider the risks involved.
What are the main risks for INFY?
The main risks for Infosys Limited include intense competition in the IT services industry, which could impact its market share and profitability. Economic slowdowns in key markets, such as North America and Europe, could reduce IT spending and negatively affect Infosys's revenue. Rapid technological changes require continuous investment in research and development to stay competitive. Exposure to currency fluctuations, particularly between the U.S. dollar and the Indian rupee, can impact its financial performance. Data security and privacy concerns could lead to regulatory scrutiny and reputational damage.
What are the key factors to evaluate for INFY?
Infosys Limited (INFY) holds an AI score of 50/100 (moderate). P/E: 12.5x vs the S&P 500's ~20-25x. Analysts target $18.08 (+64%). Not financial advice.
How frequently does INFY data refresh on this page?
INFY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven INFY's recent stock price performance?
Infosys Limited (INFY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global presence and brand recognition. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider INFY overvalued or undervalued right now?
Infosys Limited (INFY) trades at 12.5x earnings. Analysts target $18.08 (+64%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying INFY?
Before investing in Infosys Limited (INFY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and market analysis as of 2026-05-09.
- Investment decisions should be based on individual risk tolerance and thorough research.