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Tata Elxsi shares fall over 4% after weak Q4. Motilal Oswal, HDFC Securities cut target price
In the wake of Tata Elxsi's Q4FY26 performance, shares tumbled by 4%. While the company boasted a healthy 28% increase in net profit paired with a 9% revenue growth, the market reacted cautiously. Analysts are divided; some predict subdued growth spurred by delayed contracts, whereas others identify untapped opportunities in niche markets. The stock’s current valuation continues to spark debate.
Stocks To Buy: Here's what is driving Motilal Oswal to project a 20% upside on this new T&D listing
At the current price, shares of Atlanta Electricals are trading at 40.8 times and 26.6 times their estimated financial year 2027 and 2028 earnings and Motilal Oswal's price target values the stock at 32 times its March 2028 estimated Earnings Per Share (EPS), which is still a 55% discount to CG Power.
Suzlon Energy shares recover 6% from lows; This fund now appears as a shareholder
Suzlon Energy recently disclosed its shareholding for the quarter that ended on March 31, 2026, where Motilal Oswal's name appears in the list of public shareholders.
Correction in NBFCs, IT and realty offers entry as earnings stay steady: Anupam Tiwari
Anupam Tiwari, Head of Equity at Groww Mutual Fund, expects a strong current quarter with limited impact from oil shocks so far, but flags risks from the next quarter onward. He remains positive on premium consumption, NBFCs, manufacturing exports and capex, while adding IT and premium real estate after corrections. He believes market fears may be overstated, with much of the downside already priced in.
Motilal Oswal sees 6% Q4 earnings growth for Nifty 50 amid Iran-US tensions
Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict's impact on energy prices and supply chains.
Motilal Oswal recommends buying these four defence stocks for up to 38% upside
Motilal Oswal said that the current West Asia conflict is likely to drive higher global defence spending as nations will prioritise security and military preparedness. It added that India's defence sector is well positioned to benefit from both rising domestic procurement and increasing export opportunity, supported by the government's push for indigenization and a growing reputation in the global arms market.
Arnya Real Estate, Supreme Universal raise Rs 1,000 cr real estate equity fund
Arnya Real Estate Fund Advisors and Supreme Universal have successfully raised over Rs 1,000 crore. This capital will fund redevelopment projects in Mumbai and Pune. The fund targets Rs 1,250 crore and focuses on equity investments. This initiative brings institutional discipline to redevelopment projects. It combines Arnya's investment expertise with Supreme Universal's execution capabilities.
India’s MF industry could hit ₹800 lakh crore in 10 years: Raamdeo Agrawal
India’s mutual fund industry could grow ten-fold in the next decade, reaching ₹600–800 lakh crore in AUM, up from the current ₹80 lakh crore, predicts Raamdeo Agrawal.
Suzlon Energy shares drop 30% in six months, but Motilal Oswal sees 61% upside; here’s why
Suzlon Energy shares have seen a significant decline, but Motilal Oswal remains bullish, projecting a 61% upside. The brokerage cites the company's 'Suzlon 2.0' vision, including leadership restructuring and the launch of a dedicated project development vertical, DevCo, as key drivers for future growth.
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.
This mutual fund expert sees strong growth potential in midcap stocks
Sandeep Bagla of TRUST Mutual Fund sees strong growth potential in Indian midcap equities, driven by economic expansion, policy support, and sectors like technology, consumption, and energy.
Neutral Hitachi Energy; target of Rs 32,000: Motilal Oswal
Motilal Oswal recommended Neutral rating on Hitachi Energy with a target price of Rs 32,000 in its research report dated May 26, 2026.