Infosys Limited ADS

  • TickerINFY
  • ISINUS4567881085
  • ExchangeNew York Stock Exchange
  • SectorSoftware & Computer Services
  • CountryIndia

Analysts

Hazim Bahari

Infosys Limited

Hazim Bahari

Infosys Limited

ValuEngine Rating and Forecast Report for INFY

ValuEngine Rating and Forecast Report for INFY

Andrew Lange

Morningstar | Infosys Posts Strong 1Q on Back of Digital Growth; Raises Growth Outlook; Shares at a Premium

We were surprised by the strength of Infosys’ first-quarter performance with the firm posting healthy low-teens revenue growth and recording its highest ever large deal with a total contract value of $2.7 billion. The first quarter was a validation of Infosys’ improving position within the digital services market as the company signed 13 key large deals across multiple industries while announcing industry-leading digital services growth of 41.9% year over year in constant currency. To that end, digital services constituted 35.7% of total revenue in the first quarter. Infosys’ performance contr...

Andrew Lange

Infosys Posts Strong 1Q on Back of Digital Growth; Raises Growth Outlook; Shares at a Premium

We were surprised by the strength of Infosys’ first-quarter performance with the firm posting healthy low-teens revenue growth and recording its highest ever large deal with a total contract value of $2.7 billion. The first quarter was a validation of Infosys’ improving position within the digital services market as the company signed 13 key large deals across multiple industries while announcing industry-leading digital services growth of 41.9% year over year in constant currency. To that end, ...

Andrew Lange

Morningstar | Infosys Posts Strong 1Q on Back of Digital Growth; Raises Growth Outlook; Shares at a Premium

We were surprised by the strength of Infosys’ first-quarter performance with the firm posting healthy low-teens revenue growth and recording its highest ever large deal with a total contract value of $2.7 billion. The first quarter was a validation of Infosys’ improving position within the digital services market as the company signed 13 key large deals across multiple industries while announcing industry-leading digital services growth of 41.9% year over year in constant currency. To that end, digital services constituted 35.7% of total revenue in the first quarter. Infosys’ performance contr...

Andrew Lange

Infosys Posts Strong 1Q on Back of Digital Growth; Raises Growth Outlook; Shares at a Premium

We were surprised by the strength of Infosys’ first-quarter performance with the firm posting healthy low-teens revenue growth and recording its highest ever large deal with a total contract value of $2.7 billion. The first quarter was a validation of Infosys’ improving position within the digital services market as the company signed 13 key large deals across multiple industries while announcing industry-leading digital services growth of 41.9% year over year in constant currency. To that end, ...

Andrew Lange

Morningstar | Infosys Is One of India’s Most Pre-Eminent Providers of IT Services

Infosys is one of India’s most pre-eminent providers of IT services. However, the company has suffered from its slow-moving legacy past (smaller, more discretionary projects) and out-of-date go-to-market strategy, resulting in low revenue growth relative to peers, margin compression, leadership churn, and high employee attrition. In light of these issues, Infosys has launched a number of initiatives to improve its performance. The company has some way to go before rectifying its position, but a number of signs are promising, with revenue growth, margins, client mining, and employee attrition i...

Andrew Lange

Infosys Is One of India’s Most Pre-Eminent Providers of IT Services

Infosys reported nice results for the fourth quarter. Highlights included the doubling of large-deal total contract value and hefty growth in digital-related revenue. However, employee attrition continues to be a problem for its employee base of three to five years’ tenure. Nonetheless, we think Infosys is continuing to obliterate its perception as a slow-moving legacy business with its digital strategy and new go-to-market approach. We’re maintaining our $8.80 fair value estimate and narrow eco...

Andrew Lange

Morningstar | Infosys Is One of India’s Most Pre-Eminent Providers of IT Services

Infosys is one of India’s most pre-eminent providers of IT services. However, the company has suffered from its slow-moving legacy past (smaller, more discretionary projects) and out-of-date go-to-market strategy, resulting in low revenue growth relative to peers, margin compression, leadership churn, and high employee attrition. In light of these issues, Infosys has launched a number of initiatives to improve its performance. The company has some way to go before rectifying its position, but a number of signs are promising, with revenue growth, margins, client mining, and employee attrition i...

Hazim Bahari

Infosys Limited

Hazim Bahari

Infosys Limited

ValuEngine Rating and Forecast Report for INFY

ValuEngine Rating and Forecast Report for INFY

ValuEngine Rating and Forecast Report for INFY

ValuEngine Rating and Forecast Report for INFY

ValuEngine Rating and Forecast Report for INFY

ValuEngine Rating and Forecast Report for INFY

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market rangebound; Upgrading Services In last week's Compass we made several observations which led us to be cautious. All of the concerning observations have since reversed as the market found support: the U.S. dollar weakened, defensive areas underperformed, cyclical areas held at logical support, high yield spreads narrowed, and the 10-year Treasury yield found support. These positive developments are encouraging, however we believe the market remains rangebound. • S&P 500 levels. We believe the market remains in purgatory as technical indicators remain mixed. We see the S&P 500 remaining...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Caution warranted; Downgrading Materials We continue to believe that caution is warranted and we are concerned that key support levels we have been monitoring may not hold -- notably 2,800 and the 200-day MA on the S&P 500 and 4,125 and the 200-day MA on the equal-weighted S&P 500. Below we highlight several negative developments which increase the likelihood of a breakdown below these key S&P 500 support levels. • Cyclicals are deteriorating. We are downgrading Materials (XLB, RTM) to underweight -- reduce exposure and raise cash where possible. The Sector is succumbing to price and RS dete...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday's Fed announcement was more dovish than expected, and the market is now pricing in roughly 25bps of cuts by the end of 2019. Stocks reacted positively on Thursday, but then reversed (and then some) on Friday as global growth concerns became a little more serious. We continue to maintain our positive outlook and highlight below several observations which lead us to this conclusion. • Broadening yield curve inversion. A more pronounced yield curve inversion (3M/10Y and 1Y/10Y) is certainly unsettling a...

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