InfosysINFY
INFY
About: Infosys is a leading global IT services provider, with nearly 250,000 employees. Based in Bangalore, the Indian IT services firm leverages its offshore outsourcing model to derive 60% of its revenue from North America. The company offers traditional IT services offerings: consulting, managed services and cloud infrastructure services, and business process outsourcing as a service (BPaaS).
Employees: 322,663
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
167% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 30
22% more call options, than puts
Call options by funds: $53.9M | Put options by funds: $44.1M
11% more funds holding in top 10
Funds holding in top 10: 9 [Q2] → 10 (+1) [Q3]
10% more funds holding
Funds holding: 423 [Q2] → 465 (+42) [Q3]
9% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 154
1.32% less ownership
Funds ownership: 13.7% [Q2] → 12.38% (-1.32%) [Q3]
41% less capital invested
Capital invested by funds: $19.3B [Q2] → $11.4B (-$7.88B) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for INFY.
Financial journalist opinion
Based on 13 articles about INFY published over the past 30 days
Negative
Seeking Alpha
1 day ago
Infosys: IT Services Giant Hit By Negative Sentiment And Weak Q4 Outlook
Infosys, a major IT services player, has seen a 29.24% return since October 2023 but recently dropped 10% due to a bleak Q4 2025 outlook. Despite strong financials and a solid balance sheet, Infosys faces slower top-line growth, fewer large deals, and rising costs, impacting its attractiveness. Compared to peers, Infosys appears overvalued with a high FWD P/E ratio of 28.92 and a TTM price-to-book ratio of 8.55.
Positive
Seeking Alpha
2 days ago
Infosys Ltd.: Share Price Drop Represents An Attractive Entry Point
I reiterate a buy rating for Infosys Ltd. (INFY) due to improving demand, attractive entry point, and long-term growth potential. INFY's latest earnings show revenue growth of 1.7% q/q and 6.1% y/y, with a net profit increase of ~11.5% y/y. INFY's AI-driven large deal momentum and industry recovery signal strong growth potential, despite conservative 4Q25 guidance.
Positive
Zacks Investment Research
3 days ago
INFY Q3 Earnings Meet Estimates: Will Upbeat FY25 View Lift the Stock?
Infosys' Q3 results reflect growth across segments and regions on the back of its key strategic initiatives, strong position and unique offerings.
Negative
Reuters
4 days ago
India's Infosys shares fall on worries about quality of earnings
Shares of India's No. 2 software services exporter Infosys fell nearly 6% on Friday and were set for their biggest one-day decline since July 2023, as analysts raised concerns about the quality of earnings following its third-quarter report.
Positive
Zacks Investment Research
4 days ago
Here's What Key Metrics Tell Us About Infosys (INFY) Q3 Earnings
The headline numbers for Infosys (INFY) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
Seeking Alpha
4 days ago
Infosys Limited (INFY) Q3 2025 Earnings Call Transcript
Infosys Limited (NYSE:INFY ) Q3 2025 Earnings Conference Call January 16, 2025 8:00 AM ET Company Participants Sandeep Mahindroo - Head of IR Salil Parekh - CEO and Managing Director Jayesh Sanghrajka - CFO Conference Call Participants Ankur Rudra - JPMorgan Yogesh Agarwal - HSBC Securities Bryan Bergin - TD Cowen Rishi Jhunjhunwala - India Infoline Jonathan Lee - Guggenheim Partners Surendra Goyal - Citigroup Vibhor Singhal - Nuvama Institutional Equities Ashwin Mehta - Ambit Capital Jamie Friedman - Susquehanna International Group Sandeep Shah - Equirus Securities Sumeet Jain - CLSA India Keith Bachman - BMO Capital Abhinav Ganeshan - SBI Pension Funds Operator Ladies and gentlemen, good day, and welcome to Infosys Limited Q3 FY '25 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded.
Negative
Proactive Investors
4 days ago
IT giant Infosys reports slower revenue growth
Shares in Infosys (NASDAQ:INFY) fell 5.8% in New York on Thursday after the IT consultancy multinational turned in fiscal third-quarter results that showed slower sales growth but a slight improvement in margins. The India-headquartered giant, among the top 150 companies on the NYSE, revealed US$4.9 billion of revenue for the the three months to December, up 1.7% on the preceding quarter and 6.1% compared to a year earlier.
Neutral
PRNewsWire
4 days ago
Infosys: Strong growth of 6.1% YoY in CC, 80 bps YoY operating margin expansion
Large deal TCV of $2.5 billion including 63% net new; Headcount increased by 5,591 FY25 revenue guidance revised to 4.5%-5.0% BENGALURU, India , Jan. 16, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, delivered strong and broad-based performance with $4,939 million in Q3 revenues, growth of 1.7% sequentially and 6.1% year on year in constant currency. Operating margin for Q3 was at 21.3%, increase of 0.2% sequentially.
Positive
Market Watch
4 days ago
Outsourcing giant Infosys raised sales guidance for a third time. AI is helping.
Indian outsourcing giant Infosys on Thursday raised its sales outlook for the third time this year as the company said clients were increasingly adopting its artificial-intelligence services.
Positive
Reuters
5 days ago
India's Infosys beats Q3 revenue view, raises full-year forecast
Infosys , India's second-largest IT services provider, reported better-than-expected third-quarter revenue on Thursday, aided by a pickup in demand in its banking and financial services vertical, and raised its full-year revenue forecast.
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