Infosys stock trades 1.64% above prior report as AI demand grows
Published on 11/05/2026 at 15:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSInfosys balances growth and AI momentum
- Infosys reduced its fiscal 2027 constant-currency revenue-growth guidance to 1% to 2% after the September-quarter results.
- Second-quarter large-deal contract value reached 5.2 billion US dollars, while AI revenue rose 29% sequentially.
- The 20% to 22% operating-margin outlook remains unchanged as investors watch demand and deal conversion.
Infosys stock traded at 11.13 euros on Lang & Schwarz at 15:31 CET on Thursday, November 5, 2026, 1.64% above the 10.95-euro quote in the latest relevant report earlier that day. The separate price comparison comes as investors weigh a lower fiscal 2027 growth outlook against stronger AI activity and large contract wins.
Lower guidance sets the investment debate
Infosys cut its fiscal 2027 constant-currency revenue-growth guidance to 1% to 2% after reporting results for the quarter ended September 30, 2026. The previous range was 1.5% to 3%. The company kept its operating-margin guidance at 20% to 22%.
Infosys reported second-quarter revenue of 49,244 crore Indian rupees, up 10.7% year over year, while constant-currency revenue increased 1.5%. Operating margin held at 21.0%. The figures and revised outlook were included in the company's second-quarter results release for the period ended September 30.
AI and large deals offer support
AI revenue represented 10.5% of sales and grew 29% sequentially. Large-deal total contract value reached 5.2 billion US dollars, with 62% classified as net new, according to the company.
The combination leaves investors balancing softer broad demand and pricing pressure against the prospect of future revenue conversion. Management said the large deals included a contract worth more than 2 billion US dollars, but the timing of contribution remains important for the growth outlook.
What investors watch next
Demand momentum, profitable conversion of large bookings and delivery within the margin band are the central operating indicators for the next reporting cycle. The revised revenue range raises the importance of evidence that AI demand can translate into broader organic growth.
For the latest real-time quote of Infosys stock, investors can follow the Lang & Schwarz listing. The S&P 500 market overview remains the relevant broad benchmark for the US-listed ADR: Current market overview.
More news and analyses on Infosys stock cover the company's outlook, dividend timetable and operating developments.
Infosys Limited
- ISIN: US4567881085
- Quote: 11.13 euros on Lang & Schwarz, Thursday, November 5, 2026, 15:31 CET
- Fiscal 2027 revenue outlook: 1% to 2% constant-currency growth
- Fiscal 2027 operating-margin outlook: 20% to 22%
- Second-quarter large-deal value: 5.2 billion US dollars
- AI revenue share: 10.5% of sales
