Infosys Continues to Shine

Bernstein maintains an 'outperform' rating on Infosys, setting a target price of Rs 2,330, indicating a 28% upside. The company's Oct-Dec quarter performance exceeded expectations across revenue, margin, and earnings, with a raised FY25 revenue growth guide to 4.5-5%.

Reliance Industries on a Growth Path

Morgan Stanley has an 'overweight' call on Reliance Industries, with a target price of Rs 1,662, suggesting a 28% potential increase. The company is showing signs of recovery after facing challenges for six months, with the Oct-Dec quarter results indicating a possible re-rating.

Axis Bank and SBI Life Insurance Show Promise

CLSA recommends an 'outperform' on Axis Bank, with a target price of Rs 1,400, a 41% upside, driven by lower expenses in the Oct-Dec quarter. Emkay Global Financial Services upgraded SBI Life Insurance to 'buy', citing a strong performance and growth rebound in the bancassurance channel.

LTIMindtree's Growth Momentum

Centrum Broking has given a 'buy' rating on LTIMindtree, with a target price of Rs 7,188, anticipating sustained revenue growth from new deals and AI project deployments.

Disclaimer: The opinions and recommendations are those of the brokerages and do not reflect the views of The Times of India. Consult with a qualified investment advisor before making any investment decisions.