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TCS shares jump over 3% after Q1 results. What are Morgan Stanley, Citi and other brokerages saying?
TCS shares climbed 3.5% after the IT major reported a 5% year-on-year rise in Q1FY27 net profit to Rs 13,349 crore and a 14% increase in revenue. While most brokerages retained their ratings, views remained mixed on the outlook, with optimism over AI-led growth offset by concerns around weak discretionary spending, margins and global macro uncertainty.
Sensex at 1 lakh in one year? Morgan Stanley sees 25% chance; Here’s what could trigger the next stock market rally - livemint.com
Sensex at 1 lakh in one year? Morgan Stanley sees 25% chance; Here’s what could trigger the next stock market rallylivemint.com
25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham Desai
Morgan Stanley's Ridham Desai sees a 25% chance of the Sensex touching 1 lakh within the next year, driven by stronger earnings and improving macroeconomic fundamentals. The brokerage's base case targets 89,000 by June 2027, while assigning an equal 25% probability to a bear-case decline to 66,000.
What can trigger the next market rally in India? Morgan Stanley explains
As a base-case scenario, they have maintained June 2027 Sensex target at 89,000 levels, up nearly 14 per cent from the current levels. Morgan Stanley attached 50 per cent probability to this forecast.
Delhi EV policy's real challenge for automakers could come if other states follow: Morgan Stanley
Delhi's ambitious EV Policy 2026 aims to accelerate clean mobility by phasing out internal combustion engine vehicles in select segments, with incentives for electric adoption. While immediate impact on automakers is modest, the risk lies in similar policies spreading nationwide. The report highlights challenges for the motorcycle segment and emphasizes localized battery manufacturing for energy security.
30-45 Day Playbook: HUL, Lenskart, Titan And More — How Morgan Stanley Expects These Stocks To Perform
Morgan Stanley has unveiled its tactical stock calls for the next 30-45 days, backing Titan, Tata Consumer, Vishal Mega Mart and HUL while remaining cautious on PNB, Britannia and Jubilant FoodWorks.
Deutsche Bank stock jumps 6% on Morgan Stanley comments, price target increase - Investing.com India
Deutsche Bank stock jumps 6% on Morgan Stanley comments, price target increaseInvesting.com India
Infosys has not closed below this level in six years; Analysts warn of guidance cuts
Morgan Stanley expects Infosys to deliver 3% year-on-year constant currency revenue growth in FY27, including around 2 percentage points from acquisitions. This implies organic growth of about 1%, weaker than the approximately 2.4% organic growth reported in FY26.
Morgan Stanley Warns of Global Oil Glut, Cuts Outlook on Hormuz
Morgan Stanley said it counted 35 oil and gas tankers exiting the Persian Gulf through the strait on Thursday - the first time the level returned to the 30-to-40 range typical before the conflict started in February.
Kotak Mahindra Bank Shares In Focus: Brokerages Stay Bullish On 'Surprise' CEO Exit - Should You Buy?
CLSA, Jefferies, Morgan Stanley and Citi reiterated their positive ratings on Kotak Mahindra Bank after the lender announced its CEO transition.
IPO delay? OpenAI considering pushing back listing to 2027 amid volatility in tech stocks, says report
OpenAI is considering delaying its IPO until 2027 due to recent tech stock volatility, as reported by the New York Times. CEO Sam Altman aims for a $1 trillion valuation, working with Goldman Sachs and Morgan Stanley for a potential listing.
PFC, REC Likely To Enter NBFC Upper Layer Under RBI Framework, PNB Housing May Exit: Brokerages
Morgan Stanley and Jefferies believe RBI norms will have a 'manageable impact' on NBFCs