Infosys (INFY) Aktienübersicht
Infosys Limited bietet zusammen mit seinen Tochtergesellschaften Beratungs-, Technologie-, Outsourcing- und digitale Dienstleistungen der nächsten Generation in Nordamerika, Europa, Indien und international an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 5/6 |
INFY Community Fair Values
Create NarrativeSee what 183 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Infosys Limited Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | ₹1,037.70 |
| 52-Wochen-Hoch | ₹1,728.00 |
| 52-Wochen-Tief | ₹982.40 |
| Beta | 0.11 |
| 1 Monat Veränderung | -11.69% |
| 3 Monate Veränderung | -7.05% |
| 1 Jahr Veränderung | -31.98% |
| 3 Jahre Veränderung | -31.35% |
| 5 Jahre Veränderung | -38.64% |
| Veränderung seit IPO | 117,967.23% |
Aktuelle Nachrichten und Updates
Narrative-Update • Aug 13
INFY: AI Pricing And Productivity Shift Will Shape Medium Term Upside Potential
Analysts have reduced their fair value estimate for Infosys to ₹1,478 from ₹1,705 as price targets across the Street move lower on weaker Q1 results, reduced revenue guidance, and ongoing concerns about AI driven pricing and productivity pressures. Analyst Commentary on Infosys Recent research on Infosys points to a more cautious tone after the Q1 miss and guidance cut, with several firms trimming price targets and downgrading ratings.
Narrative-Update • Jul 30
INFY: AI Headwinds And CEO Transition Will Test Margin Resilience
Infosys' updated fair value estimate has shifted lower to about ₹1,199 from roughly ₹1,395. This reflects the recent wave of reduced analyst price targets as they respond to softer Q1 performance, trimmed revenue guidance, and concerns around weaker organic growth, pricing pressure, and AI related productivity impacts.Recent updates
Narrative-Update • Aug 13
INFY: AI Pricing And Productivity Shift Will Shape Medium Term Upside Potential
Analysts have reduced their fair value estimate for Infosys to ₹1,478 from ₹1,705 as price targets across the Street move lower on weaker Q1 results, reduced revenue guidance, and ongoing concerns about AI driven pricing and productivity pressures. Analyst Commentary on Infosys Recent research on Infosys points to a more cautious tone after the Q1 miss and guidance cut, with several firms trimming price targets and downgrading ratings.Narrative-Update • Jul 30
INFY: AI Headwinds And CEO Transition Will Test Margin Resilience
Infosys' updated fair value estimate has shifted lower to about ₹1,199 from roughly ₹1,395. This reflects the recent wave of reduced analyst price targets as they respond to softer Q1 performance, trimmed revenue guidance, and concerns around weaker organic growth, pricing pressure, and AI related productivity impacts.Narrative-Update • Jul 16
INFY: AI Spending Shift Will Shape Medium Term Upside Potential
Infosys' analyst fair value estimate has been revised lower to ₹1,704.72 from ₹1,773.34, reflecting a series of reduced Street price targets as analysts factor in muted near term growth expectations, an uncertain demand backdrop, and questions about how quickly the company can benefit from AI related spending. Analyst Commentary Recent Street research on Infosys points to a cautious but engaged stance from several firms, with price targets generally reset lower in response to softer near term growth expectations and a less certain demand backdrop.
Neues Narrative • Jul 15
AI Productivity Gains Will Compress Traditional Services And Limit Future Margin Expansion
Catalysts About Infosys Infosys provides technology and consulting services to global enterprises, including AI, cloud, operations and legacy modernization work. What are the underlying business or industry changes driving this perspective?Narrative-Update • Jul 02
INFY: AI Client Wins Will Support Margins Despite Choppy Tech Budgets
The analyst fair value estimate for Infosys has been revised down from ₹1,460.95 to ₹1,395.13 as analysts factor in a slightly higher discount rate, more cautious revenue growth assumptions, and ongoing uncertainty around the near term impact of AI on client demand and tech services budgets. Analyst Commentary Recent research on Infosys highlights a mix of optimism and caution as investors weigh valuation against execution risks tied to AI adoption and a softer tech spending backdrop.Neues Narrative • Jun 30
AI Expansion And Large Deals Will Reshape This Outsourced IT Leader
Catalysts About Infosys Infosys provides global IT services, consulting and outsourcing, with a growing focus on AI and cloud based solutions for large enterprises. What are the underlying business or industry changes driving this perspective?Narrative-Update • Jun 18
INFY: AI And Cloud Deals Will Support Margins Despite Cautious Models
Infosys enters this Narrative Update with a slightly lower analyst price target, trimmed by ₹2 to reflect revised views on discount rates, revenue growth expectations, profit margins and future P/E assumptions. Analyst Commentary Recent research on Infosys clusters around modestly reduced price targets, with analysts fine tuning their models for discount rates, revenue growth, margins and future P/E assumptions.Narrative-Update • Jun 03
INFY: AI Services Expansion Will Support Margins Despite Recent Model Fine Tuning
Infosys' updated analyst price target edges down by about ₹1 to roughly ₹1,461 as analysts factor in slightly softer revenue growth assumptions, a modestly lower future P/E and a small uptick in expected profit margins. Analyst Commentary Recent Street research on Infosys has focused on fine tuning valuation assumptions, with several firms trimming their price targets in relatively small increments.Narrative-Update • May 09
INFY: AI Services Shift Will Support Margins And 2026 IT Spending Turnaround
Analysts have trimmed the Infosys fair value estimate from ₹1,492.25 to ₹1,461.83, as recent price target cuts and views on slightly softer revenue growth, partly offset by steadier margins and a marginally lower future P/E, filter into updated models. Analyst Commentary Recent Street research on Infosys clusters around modestly lower price targets and, in one case, a rating cut to Hold, with commentary focused on how AI may reshape the revenue mix and risk profile for large IT services companies.Narrative-Update • Apr 25
INFY: AI Consulting And AI Partnerships Will Support 2026 IT Spending Turnaround
Analysts have trimmed Infosys's fair value estimate from ₹1,592.15 to ₹1,492.25, citing Street research that reflects more cautious assumptions on revenue growth and discount rates. This is partly offset by steady profit margin expectations and a slightly lower future P/E.Narrative-Update • Apr 10
INFY: AI Consulting Shift Will Support 2026 IT Spending Turnaround
Infosys' implied fair value price target has been revised from ₹1,667.80 to ₹1,592.15 as analysts factor in a slightly lower assumed future P/E multiple and evolving views on how AI could shift IT services demand, cyclicality and risk across consulting, implementation and managed services. Analyst Commentary Recent Street research on Infosys has shifted toward a more cautious tone as analysts reassess how AI could reshape the mix between consulting, implementation and managed services, and what that might mean for earnings stability and valuation multiples.Narrative-Update • Mar 26
INFY: AI Services Mix Reset Will Support 2026 IT Spending Turnaround
Infosys' updated analyst price target edges lower, with fair value moving from ₹1,724.32 to ₹1,667.80 as analysts factor in slightly softer revenue growth assumptions, a modestly lower future P/E, and higher perceived risk from AI driven shifts in the IT services mix. Analyst Commentary Recent Street research on Infosys reflects a mixed setup, with some analysts trimming expectations and others adjusting targets higher while staying cautious on execution and the evolving role of AI in IT services.Narrative-Update • Mar 11
INFY: AI Business Mix Reset Will Support 2026 IT Spend Upswing
Analysts have trimmed their fair value estimate for Infosys from about ₹1,770 to roughly ₹1,724 as they factor in a slightly higher discount rate, slightly softer revenue growth assumptions, and fresh concerns that AI could shift more work toward cyclical consulting and implementation and away from steadier managed services. Analyst Commentary Recent Street research on Infosys reflects a mix of caution around AI related business mix changes and more measured optimism on the company’s medium term setup and valuation.Narrative-Update • Feb 25
INFY: AI Business Mix Reset Will Support 2026 Repricing Potential
Analysts have trimmed their average Infosys price target by about ₹50, reflecting slightly higher discount rates and modestly softer assumptions for revenue growth and profit margins as AI related business mix risks are reassessed. Analyst Commentary Recent Street research around Infosys reflects a mixed setup, with some analysts recalibrating expectations lower while others are incrementally more constructive on the medium term opportunity set.Narrative-Update • Feb 11
INFY: Gradual IT Spend Recovery And AI Adoption Will Support 2026 Repricing
Infosys' analyst price targets have edged higher, with recent increases ranging from about $0.20 to $2.50 per share, as analysts factor in slightly updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent Street research on Infosys has focused on fine tuning fair value estimates rather than making drastic revisions, with several price targets adjusted in small increments between about $0.20 and $2.50 per share.Narrative-Update • Jan 27
INFY: Gradual IT Spend Recovery And AI Adoption Will Shape 2026 Outlook
Infosys' updated narrative reflects a modestly higher fair value estimate of ₹1,820.45 from ₹1,776.09, broadly in line with the series of recent analyst price target increases as analysts point to a supportive setup for services demand and a slightly adjusted view on growth, margins, discount rate and future P/E assumptions. Analyst Commentary Recent Street research around Infosys clusters around a series of modest price target increases in US$, with analysts broadly pointing to a more constructive setup for IT services heading into 2026 and a view that current valuations remain discounted relative to that backdrop.Analyseartikel • Jan 17
Infosys Limited Just Missed Earnings - But Analysts Have Updated Their Models
It's been a good week for Infosys Limited ( NSE:INFY ) shareholders, because the company has just released its latest...Narrative-Update • Jan 13
INFY: Gradual Enterprise IT Spend Recovery Will Shape AI Services Outlook
Infosys' updated analyst price target edges up to about ₹1,776 from roughly ₹1,725, as analysts reference a slightly higher revenue growth outlook, a small improvement in profit margin assumptions, and a modestly higher future P/E multiple supported by expectations for gradual improvement in enterprise IT spending. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$17 price target as consistent with a scenario where gradual improvement in enterprise IT spend supports Infosys' ability to execute on revenue growth plans.Analyseartikel • Dec 31
Capital Investments At Infosys (NSE:INFY) Point To A Promising Future
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Narrative-Update • Dec 14
INFY: US Visa Policy Shift And AI Contracts Will Shape Outlook
Analysts have nudged their fair value estimate for Infosys slightly higher to approximately ₹1,725 per share from about ₹1,719, citing a marginally higher required return, offset by modestly softer long term growth and profitability assumptions, and a largely unchanged forward valuation multiple. What's in the News Infosys launched an AI Agent for the energy sector using Infosys Topaz, Infosys Cobalt, Microsoft Copilot Studio, Azure OpenAI and chatGPT4o to provide real time insights, predictive warnings and automation that improve safety, reliability and operational efficiency in drilling and production environments.Analyseartikel • Dec 09
Pinning Down Infosys Limited's (NSE:INFY) P/E Is Difficult Right Now
With a median price-to-earnings (or "P/E") ratio of close to 25x in India, you could be forgiven for feeling...Narrative-Update • Nov 29
INFY: US Visa Policy Shift And Margin Stability Will Influence Outlook
Analysts have raised their price target for Infosys from ₹1,706 to ₹1,719. This change reflects modest improvements in projected profit margins and updated cash flow assumptions.Narrative-Update • Nov 15
INFY: Revenue Stability And Discount Rate Will Drive Medium-Term Upside
Analysts have raised their fair value price target for Infosys slightly, from ₹1,704.36 to ₹1,706.00. They cite stable revenue growth and improved discount rates as key supporting factors.Narrative-Update • Oct 31
INFY: Continued Digital Demand Will Drive Margin Strength Despite New Visa Fees
Infosys’ analyst price target was slightly reduced from ₹1,705.95 to ₹1,704.36, as analysts cited minor adjustments to growth and discount rate assumptions. They maintained confidence in profit margin strength and fair value.Analyseartikel • Oct 28
We Think Infosys' (NSE:INFY) Healthy Earnings Might Be Conservative
Infosys Limited's ( NSE:INFY ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Narrative-Update • Oct 17
AI And Cloud Transformation Will Unlock Future Markets
Infosys's analyst price target has been increased from $18 to $19. This change reflects analysts' confidence after stronger-than-expected Q1 results and raised guidance, despite anticipated declines in third party revenue.Narrative-Update • Oct 03
AI And Cloud Transformation Will Unlock Future Markets
Analysts have increased their price target for Infosys from $18 to $19, citing stronger-than-expected Q1 results and improved guidance as justification for the upgrade. Analyst Commentary Recent updates from market analysts highlight a mix of optimism and caution regarding Infosys's business outlook and valuation trajectory.
Neues Narrative • Feb 11
Topaz Will Deepen AI Capabilities, Building Generative AI Agents For Future Transformations
Deepening enterprise AI capabilities and large deal wins suggest future growth and expanded offerings in high-demand technology areas.Aktionärsrenditen
| INFY | IN IT | IN Markt | |
|---|---|---|---|
| 7D | -8.2% | -4.9% | -1.4% |
| 1Y | -32.0% | -24.2% | -1.2% |
Rendite im Vergleich zur Industrie: INFY unter dem Niveau der Branche Indian IT , die im vergangenen Jahr eine Rendite von -24.2% erzielte.
Rendite vs. Markt: INFY hinter dem Markt Indian zurück, der im vergangenen Jahr eine Rendite von -1.2 erzielte.
Preisvolatilität
| INFY volatility | |
|---|---|
| INFY Average Weekly Movement | 4.9% |
| IT Industry Average Movement | 6.5% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in IN Market | 8.9% |
| 10% least volatile stocks in IN Market | 3.4% |
Stabiler Aktienkurs: INFY hatte in den letzten 3 Monaten im Vergleich zum Indian -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: INFYDie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1981 | 328,062 | Salil Parekh | www.infosys.com |
Infosys Limited bietet zusammen mit seinen Tochtergesellschaften Beratungs-, Technologie-, Outsourcing- und digitale Dienstleistungen der nächsten Generation in Nordamerika, Europa, Indien und international an. Das Unternehmen bietet Lösungen für digitales Marketing und den digitalen Arbeitsplatz, digitalen Handel, digitale Erfahrung und Interaktion, Metaverse, Datenanalyse und KI, angewandte KI, generative KI, Nachhaltigkeit, Blockchain, Engineering, Internet der Dinge, agile DevOps, Anwendungsmodernisierung, Cloud, digitale Prozessautomatisierung, digitale Lieferkette, Microsoft-Geschäftsanwendungen und Cloud-Business, Transformation der Serviceerfahrung, Energiewende, Cybersicherheit und Qualitätstechnik; Oracle-, SAP- und Saleforce-Lösungen; API-Ökonomie und Microservices; und Topaz, ein KI-first-Set von Dienstleistungen, Lösungen und Plattformen, die generative KI-Technologien nutzen. Zu den Produkten und Plattformen des Unternehmens gehören Finacle, eine Kernbankenlösung, die Edge-Produktsuite, die Panaya-Plattform, die digitalen Plattformen Infosys Equinox, Infosys Helix, Infosys Applied AI, Infosys Cortex und Stater sowie Infosys McCamish, eine Plattform für Versicherungen.
Infosys Limited's Grundlagenzusammenfassung
| INFY grundlegende Statistiken | |
|---|---|
| Marktanteil | ₹4.20t |
| Gewinn(TTM) | ₹317.60b |
| Umsatz(TTM) | ₹1.94t |
13.2x
Kurs-Gewinn-Verhältnis 2.2x
Kurs-Umsatz-VerhältnisIst INFY zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| INFY Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$20.30b |
| Kosten der Einnahmen | US$14.28b |
| Bruttogewinn | US$6.02b |
| Sonstige Ausgaben | US$2.70b |
| Gewinn | US$3.32b |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
Oct 23, 2026
| Gewinn per Aktie (EPS) | 0.82 |
| Bruttomarge | 29.68% |
| Nettogewinnspanne | 16.37% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich INFY auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
4.8%
Aktuelle Dividendenrendite64%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/12 20:42 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Infosys Limited wird von 83 Analysten beobachtet. 50 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| null null | 360 ONE Capital Market Private Limited |
| Pulkit Chawla | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |