Infosys Gains as IT Sentiment Improves Ahead of Quarterly Results

Infosys (INFY) is up 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a rebound in Indian IT shares after a recent sector selloff, helped by improved sentiment after a large peer delivered a steadier-than-feared quarterly update. Investors also seem to be positioning ahead of Infosys’ own first-quarter results on July 23, 2026, with the company still carrying FY27 revenue growth guidance of 1.5% to 3.5% and an operating margin target of 20% to 22%.

Details:

Infosys has scheduled its results for the quarter ended June 30, 2026 on July 23, 2026, putting the stock in focus ahead of earnings.

In its most recent annual results release, Infosys said FY27 revenue growth is expected in the 1.5% to 3.5% range in constant currency, while operating margin is guided to 20% to 22%.

The company also ended FY26 with strong large deal wins of $14.9 billion, which may be supporting confidence that demand remains intact even if the spending environment stays uneven.

This could also be because traders were buying back into the broader IT group after a sharp drop linked to weak sentiment around global technology names earlier this week.

Sources:

Infosys, SEC, Business Standard

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$INFY Insider Trading Activity

$INFY insiders have traded $INFY stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $INFY stock by insiders over the last 6 months:

SALIL S. PAREKH (CEO & Managing Director) sold 95,800 shares for an estimated $112,838,987
JAYESH SANGHRAJKA (Chief Financial Officer) sold 5,191 shares for an estimated $5,665,249
SHAJI MATHEW (Chief Human Resources Officer) sold 740 shares for an estimated $807,606
INDERPREET SAWHNEY (Chief Legal Officer) sold 6,845 shares for an estimated $80,531

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$INFY Hedge Fund Activity

We have seen 195 institutional investors add shares of $INFY stock to their portfolio, and 213 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FIRST TRUST ADVISORS LP removed 40,870,543 shares (-69.9%) from their portfolio in Q1 2026, for an estimated $552,161,035
MORGAN STANLEY removed 8,174,618 shares (-16.1%) from their portfolio in Q1 2026, for an estimated $110,439,089
ACADIAN ASSET MANAGEMENT LLC removed 8,099,883 shares (-31.4%) from their portfolio in Q1 2026, for an estimated $109,429,419
MILLENNIUM MANAGEMENT LLC added 5,984,631 shares (+1457.3%) to their portfolio in Q1 2026, for an estimated $80,852,364
JANE STREET GROUP, LLC added 5,466,419 shares (+1808.2%) to their portfolio in Q1 2026, for an estimated $73,851,320
COATUE MANAGEMENT LLC removed 4,574,706 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $61,804,278
HRT FINANCIAL LP added 4,453,668 shares (+inf%) to their portfolio in Q1 2026, for an estimated $60,169,054

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$INFY Price Targets

Multiple analysts have issued price targets for $INFY recently. We have seen 6 analysts offer price targets for $INFY in the last 6 months, with a median target of $13.35.

Here are some recent targets:

Bryan Bergin from TD Cowen set a target price of $10.0 on 07/09/2026
Jason Kupferberg from Wells Fargo set a target price of $11.0 on 06/26/2026
Ankur Rudra from JP Morgan set a target price of $12.7 on 06/24/2026
James Friedman from Susquehanna set a target price of $14.0 on 04/24/2026
Keith Bachman from BMO Capital set a target price of $15.0 on 04/24/2026
David Grossman from Stifel set a target price of $17.0 on 02/18/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.