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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.
Buy Arvind Fashions; target of Rs 650: Motilal Oswal
Motilal Oswal is bullish on Arvind Fashions recommended buy rating on the stock with a target price of Rs 650 in its research report dated April 02, 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.
Buy Raymond Lifestyle; target of Rs 1060: Motilal Oswal
Motilal Oswal is bullish on Raymond Lifestyle has recommended buy rating on the stock with a target price of Rs 1060 in its research report dated May 07, 2026.
Buy Tata Consumer Products; target of Rs 1450: Motilal Oswal
Motilal Oswal is bullish on Tata Consumer Products recommended buy rating on the stock with a target price of Rs 1450 in its research report dated May 10, 2026.
Neutral Aditya Birla Fashion and Retail; target of Rs 65: Motilal Oswal
Motilal Oswal recommended Neutral rating on Aditya Birla Fashion and Retail with a target price of Rs 65 in its research report dated May 26, 2026.
Buy VMart Retail; target of Rs 900: Motilal Oswal
Motilal Oswal is bullish on VMart Retail recommended buy rating on the stock with a target price of Rs 900 in its research report dated May 10, 2026.