Macquarie's Optimistic Outlook on Titan

Macquarie has reaffirmed its 'outperform' rating for Titan, setting a target price of Rs 4,000. Analysts highlight the company's impressive jewellery sales growth in the Jan-March period, surpassing expectations with double-digit growth in ticket size and single-digit buyer growth.

BoFA Securities Cautious on Tata Motors

BoFA Securities offers a 'neutral' rating for Tata Motors, with a reduced target price of Rs 655. Despite JLR's positive updates, new US tariff proposals and sales volume pauses introduce near-term uncertainties, though the India business holds potential value.

CLSA and Morgan Stanley's Diverse Perspectives

CLSA recommends an 'outperform' for Bajaj Finance, targeting Rs 11,000, anticipating strong growth from FY26. Meanwhile, Morgan Stanley assigns an 'equal weight' to Macrotech Developers, with a Rs 1,230 target, citing strong collections despite missed pre-sales estimates.

Goldman Sachs' High Hopes for Piramal Pharma

Goldman Sachs rates Piramal Pharma a 'buy' with a Rs 275 target, forecasting top-quartile profit growth driven by CDMO business expansion and ICH business turnaround.

Disclaimer: The opinions and recommendations are from brokerage analysts and not The Times of India. Consult a financial advisor before making investment decisions.