Strong Infosys Q1 results, FY26 guides salary increase: Should you buy, sell or hold shares now?

Infosys Q1 FY26 results review, guide salary increase: Infosys beat analyst expectations with its financial results. This is the only first-tier IT company to register sequential growth in revenue during its first-quarter earnings season so far. Brokerage firms have a positive view of the country’s second largest IT company.

Read on to learn about the latest earnings reports of Bangalore’s prescribed software exporters and how analysts read it.

How brokers view Infosys Q1 results, FY26 guidance

JPMorgan maintained its “overweight” rating for Infosys following the IT company’s earnings announcement, with its target price remaining at Rs 1,900 per share. At the close on Wednesday, the broker’s target showed the stock’s upside potential was 20.7%.

Jefferies retained its “buy” rating while raising the target of Infosys stock by Rs 200 to Rs 1,860.

According to Bernstein, IT companies provided stable quarterly performance, surpassing their revenue and order book estimates. The broker retained its “outperform” rating at Infosys while increasing its target price from Rs 1,760 to Rs 1,820.

Morgan Stanley found that Infosys’ results were “balanced” than its peers, maintaining an “equal weight” rating and raising its target for LargeCap IT stock by Rs 30 to Rs 1,700.

Macquarie, on the other hand, maintained its “neutral” target for Infosys, which indicated a 5.4% drawback to market prices.

Marketing Master anil Singhvi creates the results of Infosys

Zee business executive editor Anil Singhvi said the IT major’s results are “very strong” and “along the line of expectations”, describing the total as “best in IT” to date.

But, good Infosys results are already somewhat discounted at stock prices, Singhvi said.

He expects that the support for Infosys shares is Rs 1,555, Rs 1,530 and Rs 1,515, with a higher expected range of Rs 1,590-1,608.

Summary of Infosys Q1 results and FY26 guide improvements

After Wednesday’s market hours, Infosys reported net profit fell 1.6% to Rs 6,921 crore, with revenue rising 3.3% and a quarter of April-June increase of Rs 42.2279 crore.

According to regulatory documents, its EBIT order increased by 2.7% with an edge of 20.8%.

According to Zee Business Research, Infosys estimates net profit of Rs 6,604 crore and revenue of Rs 41,990.

IT Professionals modified its FY26 revenue guidance from 0-3% in the constant currency aspect to 1-3%, while keeping its margin guidelines at 20-22%.