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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.
Stock Picks Today: JSW Cement, ICICI AMC, Lenskart And More On Brokerages' Radar
Investec and Motilal Oswal have initiated a buy rating on JSW Cement and Lenskart, respectively.
Lenskart share price rallies over 3% as Motilal Oswal assigns ‘Buy’ call, sees 25% upside potential
Lenskart share price gained 8% in one month, and has rallied 15% in three months. The stock is up over 27% from its listing price, and 24% higher than its issue price.
Stocks to buy or sell: Chandan Taparia of Motilal Oswal recommends three shares to buy and sell today - 20 February 2026
Shares to buy or sell: Chandan Taparia has recommended two stocks to buy today, 20 February 2026 - Oil and Natural Gas Corporation (ONGC) and RBL Bank shares - and has suggested selling Info Edge (India) stock futures.
Buy Go Fashion India; target of Rs 450: Motilal Oswal
Motilal Oswal recommended is bullish on Go Fashion India recommended buy rating on the stock with a target price of Rs 450 in its research report dated Jun 19, 2026.
Buy Aditya Birla Real Estate; target of Rs 1920: Motilal Oswal
Motilal Oswal is bullish on Aditya Birla Real Estate has recommended buy rating on the stock with a target price of Rs 1920 in its research report dated May 07, 2026.
Buy Arvind Fashions; target of Rs 620: Motilal Oswal
Motilal Oswal is bullish on Arvind Fashions has recommended buy rating on the stock with a target price of Rs 620 in its research report dated May 07, 2026.
Neutral Westlife Foodworld; target of Rs 535: Motilal Oswal
Motilal Oswal recommended Neutral rating on Westlife Foodworld with a target price of Rs 535 in its research report dated May 07, 2026.
Neutral Shoppers Stop; target of Rs 370: Motilal Oswal
Motilal Oswal recommended Neutral rating on Shoppers Stop with a target price of Rs 370 in its research report dated May 06, 2026.
Buy Aditya Birla Capital; target of Rs 430: Motilal Oswal
Motilal Oswal is bullish on Aditya Birla Capital recommended buy rating on the stock with a target price of Rs 430 in its research report dated May 05, 2026.
Buy Go Fashion India; target of Rs 340: Motilal Oswal
Motilal Oswal is bullish on Go Fashion India has recommended buy rating on the stock with a target price of Rs 340 in its research report dated April 30, 2026.
Buy IndiaMART; target of Rs 2500: Motilal Oswal
Motilal Oswal is bullish on IndiaMART has recommended buy rating on the stock with a target price of Rs 2500 in its research report dated May 02, 2026.