Market News
Stay updated with the latest market trends, earnings, and economic indicators.
IndiGo shares gain 2% after analyst meet. Why Goldman, Morgan Stanley, others see up to 38% upside?
IndiGo shares witnessed an uptick on Tuesday after its analyst meet, where management outlined strong long-term growth plans driven by rising air travel demand and international expansion. Brokerages including Goldman Sachs, Morgan Stanley, Motilal Oswal and Elara Capital reiterated bullish views, seeing up to 38% upside despite near-term geopolitical and fuel-price risks.
JSW Infra: Motilal Oswal Bullish on Structural Growth, Maintains Buy — Check Upside
Motilal Oswal expects JSW Infra to strengthen its market dominance, leading to a 19% volume CAGR over FY26-28.
JSW Cement: Motilal Oswal Maintains 'Neutral' Stance Despite Target Price Revision — Explained
JSW Cement continues to benefit from its unique and highly differentiated GGBS franchise, which remains a key competitive moat.
Groww, Lenskart, 9 other stocks among Motilal’s non-Nifty ideas. Check full list
Motilal Oswal has revealed its top non-Nifty stock picks. The brokerage anticipates robust earnings growth for these companies. Key names include ICICI Prudential AMC, TVS Motor, and Dixon Technologies. Delhivery shows the highest projected earnings expansion. Investors can explore these opportunities for potential gains.
Q4 earnings review: Motilal Oswal highlights broad-based beat on estimates, lists 6 sectors that exceeded expectations
Motilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong performances from BFSI, metals, OMCs, technology, telecom and automobiles drove the beat, while oil & gas lagged. The brokerage remains selective, favouring domestic growth-oriented sectors and stocks.
Stocks to buy: Premier Energies, JSW Energy among top picks by analyst
Stocks to buy: Ruchit Jain of Motilal Oswal Financial Services recommends buying Premier Energies, JSW Energy and one other stock
Ruchit Jain of Motilal Oswal suggests JSW Energy, Chambal Fertilisers shares to buy for the short term
Nifty 50 and Sensex showed little movement as investors reacted to US-Iran tensions, with Nifty at 23,946.85 and Sensex at 76,081.78. Broader markets outperformed, but investor sentiment remains cautious as geopolitical developments influence trading strategies.
Zensar Tech Shares May Rally Up to 31%, Says Motilal Oswal; Retains Buy on AI-Led Growth Visibility — Check Target Price
Motilal Oswal remains constructive on Zensar, citing improving deal momentum, a differentiated AI strategy, and strong medium-term growth visibility supported by a large deal win.
Motilal Oswal sector of the week: Power; Acme Solar, JSW Energy top bets
While valuations across several utilities have rerated sharply and now trade above historical averages, the sector's structural growth drivers continue to support a favourable long-term outlook
JSW Steel and Radico Khaitan top Motilal Oswal's buy list after strong earnings
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, recommends Radico Khaitan (target ₹4,000) and JSW Steel (target ₹1,520) on strong earnings. He backs Adani Ports and Adani Power on volume growth and power demand. On OMCs, he sees limited downside post the ₹3 hike with HPCL as an interesting pick, while gold jewellery stocks may stay under near-term pressure.
JSW Energy: Motilal Oswal Remains Bullish Despite Soft Q4 Results — Check Target Price, Potential Upside and More
JSW Energy reported a revenue of Rs 450 crore in Q4 FY26, missing brokerage's estimates by 24%.
Midcaps outperform Nifty, smallcap stocks in Q4, deliver 29% earnings growth: Motilal Oswal
Midcap companies emerged as the strongest performers in the March quarter earnings season, with profit growth outpacing both largecaps and smallcaps, according to MOFSL. Strong contributions from BFSI, technology and utilities supported performance, while analysts cautioned that volatility linked to West Asia tensions and elevated commodity prices may persist.