Infosys stock carries a 1.5% to 3.0% growth outlook into Q2

Published on 10/07/2026 at 09:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Infosys stock enters the October 23, 2026 Q2 checkpoint after Q1 revenue reached USD 5.082 billion. Eleven analysts rate it Reduce, while the average target is USD 11.45.

Infosys, US4567881085, Illustration mit AI erstellt.

Infosys (ISIN US4567881085) carries a FY27 constant-currency revenue-growth outlook of 1.5% to 3.0% into its October results checkpoint. According to DSIJ on July 24, 2026, management reduced the range from 1.5% to 3.5% after the first quarter of fiscal 2027.

Q1 margin offsets slower growth

Infosys reported Q1 FY27 revenue of USD 5.082 billion, up 2.4% year over year in constant currency and 1.0% sequentially, according to DSIJ. The same update put EBIT margin at 21.1%, up from 20.8% a year earlier, while FY27 margin guidance remained 20% to 22%.

The contrast sets up the next results release: revenue is growing, but the lower guidance range leaves limited room for a demand recovery to change the full-year picture. DSIJ also reported that AI services excluding AI-augmented work represented 8.2% of revenue in Q1 FY27, compared with 5.5% in Q3 FY26.

Analysts keep a cautious rating

According to MarketBeat on October 7, 2026, eleven analysts give Infosys an average Reduce rating. Ten analysts hold the shares and one rates them Sell, while the average one-year target is USD 11.45.

That target stands 8.5% above the October 7 opening price of USD 10.55. The analyst mix therefore places the key debate on execution: Infosys must convert AI demand and large deals into organic growth while defending the 20% to 22% margin band.

October 23 sets the next test

TradingView reports that Infosys is scheduled to announce Q2 FY27 results on October 23, 2026, for the quarter ended September 30, 2026. The board is scheduled to meet on October 22 and October 23 to approve the results and consider an interim dividend.

For investors, the Q2 report will show whether the 1.5% to 3.0% growth framework is holding up before the fiscal year advances. The combination of 21.1% Q1 EBIT margin and 8.2% AI-services revenue makes growth quality, rather than margin stability alone, the central checkpoint.

ADR remains near yearly low

Infosys stock opened at USD 10.55 on the NYSE on October 7, 2026. The price was USD 0.25 above the 52-week low of USD 10.30 and below the 52-week high of USD 30.00, while market capitalization stood at USD 42.7 billion.