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ININFY

Infosys Limited

$INFY·$45B·Information Technology Services·Technology
$12.35+5.6%YTD-35.4%1Y-31.8%
Mentions · last 7 days
2026-07-21: 14 posts2026-07-22: 25 posts2026-07-23: 76 posts2026-07-24: 36 posts2026-07-25: 30 posts2026-07-26: 27 posts2026-07-27: 41 posts250+18%
Price updated 10m ago·X counts updated 23h ago
ININFY
$INFYInfosys Limited
$12.35+5.56%250 posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $INFY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersSelling offAI verdict · as of 2026-07-27

Falling on heavy selling — points lower unless it turns around.

The Indian IT-services giant just missed Q1 and analysts are cutting forecasts — a real revenue-growth-decel story.

Infosys is the India-based global IT services and consulting company — offshore dev, digital transformation, cloud migration, and AI/GenAI services for the Fortune 500. Q1 FY27 just missed and analysts cut forecasts — a real decel story is now the market read.

  • The Q1 print was a genuine miss: revenue $4.99B missed the $5.08B estimate, EPS $0.20 missed $0.21 (-4.8%), and gross margin held at 31% but revenue growth decelerated to just 2.9% YoY — the worst growth cadence in several quarters.
  • Core mechanics are still solid: 20% operating margin and 33% ROE at 13x TTM P/E — a defensively-valued IT-services business, just one where the top-line growth thesis has clearly cracked.
  • Analyst estimates diverge from the FY27 print: sell-side FY27 EPS of $0.80 rising to $0.85 FY28 — but the July 24 wave of forecast cuts means these numbers are actively being reset lower, so any reference to consensus lags reality.
  • Setup is broken: shares at 4.1% of the 52-week range, 4.5% below the 50-day, 25% below the 200-day, beta 0.13 — a low-volatility name in a real breakdown that's not going to bounce without an operational reset.

October 23 is the next referee — any revenue-growth reacceleration above 5% or GenAI-services ARR disclosure could stabilise the multiple; another growth decel or margin compression would extend the breakdown toward levels that make even the current 13x P/E look expensive. This is a classic 'value trap until proven otherwise' setup.

What to watch: October 23 FY-Q2 earnings: watch revenue growth (needs to hold above 3%), operating margin trajectory, GenAI-services revenue commentary, and any FY27 revenue-guide adjustments; a reacceleration above 5% could stabilise the multiple.

On the calendar: 2026-10-23 — FY-Q2 earnings

missed estimatesanalyst downgradesnear 52w low

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What it does

Plain-English summary of the business — what they sell and how they make money.

Infosys Limited, through its global network of subsidiaries, delivers an extensive portfolio of consulting, technology, outsourcing, and next-generation digital services spanning North America, Europe, India, and other international markets. The company's diverse offerings encompass a broad spectrum of digital capabilities, including marketing, workplace modernization, e-commerce, customer experience enhancement, and exploration into the metaverse. It provides expertise in data analytics, both applied and generative artificial intelligence, sustainability initiatives, blockchain, engineering, and the Internet of Things. Further services cover enterprise agile DevOps, application modernization, cloud computing, digital process automation, and optimization of digital supply chains. Infosys also specializes in Microsoft business applications, cloud business integration, service experience transformation, energy transition, robust cybersecurity, and quality engineering. The firm adeptly implements and manages major enterprise systems such as Oracle, SAP, and Salesforce, and develops API economy and microservices architectures. A cornerstone of its innovation is Topaz, an AI-first suite of services, solutions, and platforms powered by generative AI technologies. Beyond services, Infosys develops and offers proprietary products and platforms. These include Finacle, a prominent core banking solution; the Edge suite of products; and specialized digital platforms like Panaya, Infosys Equinox, Infosys Helix, Infosys Applied AI, Infosys Cortex, and Stater. The company also provides Infosys McCamish, an insurance-specific platform. Infosys serves a wide array of sectors globally, including aerospace and defense, agriculture, automotive, chemical manufacturing, communications, consumer packaged goods, education, engineering, healthcare, high technology, industrial manufacturing, information services, insurance, life sciences, logistics, media and entertainment, mining, oil and gas, private equity, professional services, public sector, retail, travel and hospitality, and utilities. Established in 1981, the company operated as Infosys Technologies Limited until its name was officially changed to Infosys Limited in June 2011. Its corporate headquarters are located in Bengaluru, India.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $INFY.

Information Technology Services · Technology

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-14.6%YTD
-19.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
27.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
33.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$0.20$0.21-4.8%
Q1 2026Apr 23, 2026$0.23$0.20+15.0%
Q4 2025Jan 14, 2026$0.21$0.20+5.0%
Q3 2025Oct 16, 2025$0.20$0.200.0%
Next earningsFri, Oct 23·consensus EPS $0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$5.1B+2.9%31.5%21.1%$0.20—
Q4 FY26$5.0B+6.6%30.9%20.9%$0.23$833.0M
Q3 FY26$5.1B+3.2%28.2%18.4%$0.18$915.0M
Q2 FY26$5.1B+3.7%30.7%21.0%$0.21$1.1B

Forward consensus

5-year forecast · up to 32 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.4B$18.6B – $19.8B$0.76$0.72 – $0.7930
FY27$20.3B$19.6B – $20.6B$0.80$0.77 – $0.8132
FY28$21.2B$20.7B – $21.6B$0.85$0.84 – $0.8732
FY29$22.3B$21.2B – $23.2B$0.90$0.86 – $1.0323
FY30$24.8B$23.3B – $25.7B$0.99$0.91 – $1.0311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-20.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 3.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 14Jayesh SanghrajkaCFO5.2K sh$5.7MSellMay 14Shaji MathewChief Human Resources Officer740 sh$808KSellMay 14Inderpreet SawhneyChief Legal Officer6.8K sh$81KSellMay 8Salil S. ParekhCEO95.8K sh$112.8M
+ 7 other (4 awards · 3 exempts) in window

See when $INFY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Infosys Q1 Earnings Miss Estimates, Revenues Increase Y/Yzacks.com·4d agoInfosys: I Still Can't Find A Reason To Buyseekingalpha.com·4d agoInfosys: Margin Expansion Is Overshadowed By Revenue Miss (Rating Downgrade)seekingalpha.com·5d agoThese Analysts Slash Their Forecasts On Infosys After Q1 Resultsbenzinga.com·5d agoInfosys Limited (INFY) Q1 2027 Earnings Call Transcriptseekingalpha.com·5d ago

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