Infosys stock gained 4.11 percent after AI collaboration announcement

Published on 10/04/2026 at 20:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Infosys stock closed at INR 1,035.00 on NSE on October 1, 2026, after trading as low as INR 980.40 over 52 weeks. Q1 FY27 revenue rose 14.0 percent year over year.

Infosys, INE009A01021, Illustration mit AI erstellt.

Infosys stock (ISIN INE009A01021) closed at INR 1,035.00 on the NSE on October 1, 2026, gaining 4.11 percent from the previous close of INR 994.10. The move followed an artificial intelligence collaboration announced with Columbia University, according to Infosys.

AI collaboration meets cautious growth

The partnership is aimed at developing applications in artificial intelligence technologies and expanding business uses of deep research, the company said in its October 1, 2026 investor update. That announcement gives the stock a strategic AI narrative, but the next hard test remains the company's September quarter performance.

Infosys will publish its Q2 FY27 results on October 23, 2026, and its board will also consider an interim dividend, according to Goodreturns. The date matters because management previously reduced FY27 constant-currency revenue-growth guidance to 1.5 percent to 3.0 percent from 1.5 percent to 3.5 percent.

Q1 growth outpaced the margin debate

For Q1 FY27, revenue increased 14.0 percent year over year to INR 482.11 billion, while consolidated net profit rose 12.2 percent to INR 77.69 billion, according to Goodreturns. Operating margin was 21.1 percent, compared with 20.8 percent in Q1 FY26, while the full-year margin outlook stayed at 20 percent to 22 percent.

The comparison is important: reported revenue and profit improved year over year, yet the narrower growth range signals weaker forward momentum. Investors will therefore have to weigh margin resilience against the 1.5 percent to 3.0 percent revenue target when the next report arrives.

Analysts see 16.4 percent upside

A consensus tracked by Goodreturns covered 42 analysts and carried a Buy rating with an average 12-month price target of INR 1,204.52. The target lies 16.4 percent above the NSE closing price of INR 1,035.00 on October 1, 2026.

The stock's valuation still sits close to the lower end of its annual range. Its October 1 close was INR 54.60 above the 52-week low of INR 980.40 and INR 693.00 below the 52-week high of INR 1,728.00, while market capitalization stood at INR 4.2 trillion.

Infosys stock closes near yearly low

Infosys stock closed at INR 1,035.00 on the NSE on October 1, 2026, with a session high of INR 1,035.00 and a session low of INR 999.15. The next results date and the revised growth outlook now frame the stock's near-term valuation debate.