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AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka
Siddhartha Khemka of Motilal Oswal Financial Services highlights three parallel themes shaping markets: recovery in consumption-led retail, rising demand linked to AI infrastructure buildout, and structural changes within IT services driven by artificial intelligence adoption. While volatility may persist in the near term, sector-specific opportunities continue to emerge across retail, engineering and technology companies.
Motilal Oswal recommends this stock as a proxy to play the data center theme; check price target
Motilal remains bullish on MTAR's long-term growth trajectory, citing its structural positioning, strong earnings visibility and exponential order growth, anchored by a deeply entrenched customer relationship that is difficult to replicate.
AI disruption may create new sector winners: Trust MF's Mihir Vora
Trust Mutual Fund CIO Mihir Vora expects IT services firms to adapt their business models over time, while data centre and power infrastructure companies may benefit from rising AI demand. Vora remains constructive on markets, favouring financials, infrastructure, and selective growth sectors.
Nandish Shah of Motilal Oswal expects positive earnings momentum for banks, recommends these 2 PSU banking stocks to buy
Nandish Shah favors SBI and Indian Bank for their strong performance, healthy credit growth, and improved asset quality. SBI's NIM is projected at 3%+ in FY26, while Indian Bank shows steady margins. Both banks have raised earnings estimates for FY27 and FY28, indicating a positive outlook.
Sell Tata Motors Passenger Vehicles; target of Rs 312: Motilal Oswal
Motilal Oswal is bearish on Tata Motors Passenger Vehicles recommended sell rating on the stock with a target price of Rs 312 in its research report dated Jun 17, 2026.
Buy Suzlon Energy; target of Rs 65: Motilal Oswal
Motilal Oswal is bullish on Suzlon Energy recommended buy rating on the stock with a target price of Rs 65 in its research report dated May 25, 2026.
Quant MF, Nomura, Smallcap World Fund among 22 investors pick 5.3% Premier Energies shares worth Rs 2,291 crore from promoters
Quant Mutual Fund was the biggest buyer among 22 investors, acquiring additional 40.83 lakh shares in Premier Energies for Rs 390 crore.
Buy Avalon Technologies; target of Rs 1490: Motilal Oswal
Motilal Oswal is bullish on Avalon Technologies has recommended buy rating on the stock with a target price of Rs 1490 in its research report dated May 07, 2026.
Neutral Escorts Kubota; target of Rs 3159: Motilal Oswal
Motilal Oswal recommended Neutral rating on Escorts Kubota with a target price of Rs 3159 in its research report dated May 07, 2026.
Buy Waaree Energies; target of Rs 3850: Motilal Oswal
Motilal Oswal is bullish on Waaree Energies recommended buy rating on the stock with a target price of Rs 3850 in its research report dated May 07, 2026.
Buy CG Power and Industrial Solutions; target of Rs 940: Motilal Oswal
Motilal Oswal is bullish on CG Power and Industrial Solutions has recommended buy rating on the stock with a target price of Rs 940 in its research report dated May 06, 2026.
Buy Polycab India; target of Rs 9800: Motilal Oswal
Motilal Oswal is bullish on Polycab India has recommended buy rating on the stock with a target price of Rs 9800 in its research report dated May 06, 2026.