INFOSYS LTD (INFY)

NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04

$12.80+4.58%

Close 2026-11-05 · 1-day change

Investment OutlookAs of Nov 4, 2026

What could strengthen or challenge INFOSYS LTD’s outlook?

Follow changes in expectations, incoming evidence and the wider market environment.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

Matching fiscal periods, usable estimates and at least one analyst are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	No revenue guidance available	5.15B
EPS	No EPS guidance available	0.198
Quarter ending 2027-03-31
Revenue	No revenue guidance available	478.52B
EPS	No EPS guidance available	0.199
Annual ending 2027-03-31
Revenue	No revenue guidance available	20.5B
EPS	No EPS guidance available	0.802
Annual ending 2028-03-31
Revenue	No revenue guidance available	21.16B
EPS	No EPS guidance available	0.839

Management figures unavailable.

What the Thesis Depends On

A structured thesis has not been published for this company.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence

Stored thesis · Date unavailable. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-03-31 · fmp

FY2028 EPS$0.84

$0.84 → $0.84 · observed estimates

FY2028 revenue$21.16B

$21.14B → $21.16B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-11-02	$0.84	$21,138,904,358	17 / 34
2026-11-03	$0.84	$21,163,900,120	17 / 34
2026-11-04	$0.84	$21,163,900,120	17 / 34

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-06-01	5	9	1
2026-07-01	5	11	0
2026-08-01	3	11	0
2026-09-01	3	11	0
2026-10-01	3	12	0
2026-11-01	3	11	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 3 Buy / Strong Buy · 11 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades2 maintains

Recent actions · Oct 6–Nov 4 · 2 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

BMO CapitalOct 26 · prior Jul 24

$12.00 → $13.00+8.3%

$0$7.15$14.30

1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Review the published break conditions above; missing evidence is not proof of success.

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

A structured thesis has not been published. The available analyst evidence alone does not establish the investment case.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.7%Typical daily move · historical

Downside history

-47.0%Maximum drawdown · trailing year

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.