Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Nifty IT
Analysts are split
106 analyst stances matching these filters · one per analyst
Trackable
49 · 19 bull / 13 neutral / 17 bear
Long-Horizon
none in window
Commentary
57 · 22 bull / 11 neutral / 24 bear
Bullish 38.7% (41)Neutral 22.6% (24)Bearish 38.7% (41)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Dipan Mehta advises caution on the IT sector, particularly large-cap IT stocks, due to ongoing confusion around AI disru…” | Dipan MehtaElixir Equities | Nifty IT | NOT GRADED | |
| “Aditya Shah observes that the broader IT sector is not aggressively adding headcount, indicating that growth is not wide…” | Aditya ShahHercules Advisors | Nifty IT Index | PENDING | |
| “Sandip Agarwal is tactically bullish on the Indian IT sector, expecting a 20-30% index-level return in the near term, as…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | MISS | |
| “Despite recent underperformance and moderate growth expected over the next four to six quarters due to transition, Murar…” | Pankaj MurarkaRenaissance Investment Managers | Nifty IT | PENDING | |
| “Advani is bearish on the IT sector, citing three headwinds: the H-1B visa squeeze, the challenge of repositioning for AI…” | Pashupati AdvaniGlobal Foray | Nifty IT | HIT | |
| “Manish Gunwani is cautious on the Indian IT sector for the long term, expecting a structural decline in its growth rate …” | Manish GunwaniBandhan AMC | Nifty IT | PENDING | |
| “Aditya Shah of Hercules Advisors is bullish on the IT sector for patient, long-term buyers, despite anticipating muted r…” | Aditya ShahHercules Advisors | Nifty IT Index | PENDING | |
| “Sumeet Jain of CLSA India holds a cautious outlook for the Indian IT sector in FY27, stating that meaningful revenue rea…” | Sumeet JainCLSA India | Nifty IT | PENDING | |
| “Sumeet Jain of CLSA India is bullish on mid-tier IT players, specifically Persistent Systems and Coforge, assigning them…” | Sumeet JainCLSA India | Nifty IT | MISS | |
| “Sandip Agarwal has turned very positive on the IT sector, citing a sharp correction over the last 15-16 months that has …” | Sandip AgarwalSowilo Investment Managers | Nifty IT | PENDING | |
| “Seksaria maintains a slight underweight position on traditional IT services due to structural challenges from AI disrupt…” | Rohit SeksariaSundaram Mutual | Nifty IT | PENDING | |
| “IT services have become attractive from a risk-reward perspective, with several stocks trading at compelling valuations …” | Niraj KumarGenerali Central Life Insurance | Nifty IT | MISS | |
| “Nischal Maheshwari sees a short-term trading opportunity in the IT sector, anticipating a potential upside of 10-15% ove…” | Nischal MaheshwariIndependent | Nifty IT | MISS | |
| “The IT sector may be nearing a bottom, as the market has overreacted to AI's long-term impact, pricing in an extreme 'fa…” | Sunil SubramaniamSense and Simplicity | Nifty IT | MISS | |
| “Rohit Srivastava views the IT sector as offering a tradable bounce for the next one to three months. He suggests IT stoc…” | Rohit SrivastavaStrike Money Analytics and Indiacharts | Nifty IT | MISS | |
| “Cautious on IT stocks due to unclear impact of AI on revenue model. Possible technical bounce, but stay on sidelines unt…” | Vaibhav SanghaviASK Hedge Solutions | Nifty IT | NOT GRADED | |
| “The IT sector's valuations have become more attractive despite sharply slowed revenue growth (0-3%), as much of this wea…” | Sahil KapoorDSP Mutual Fund | Nifty IT Index | NOT GRADED | |
| “Joseph dismisses fears of an AI-driven collapse in the Indian IT services sector, believing AI will expand opportunities…” | George JosephASK Investment Managers | Nifty IT | PENDING | |
| “Deepak Shenoy holds a nuanced view on the IT sector, believing Indian IT companies will be long-term net beneficiaries o…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty IT | NOT GRADED | |
| “Rajesh Bhosale is bullish on Tech Mahindra, noting the IT sector's relative strength. He recommends buying the stock, wh…” | Rajesh BhosaleAngel One | Nifty IT | NOT GRADED | |
| “While IT is structurally a low-growth sector, the recent 30-35% correction in some stocks suggests it may be time for ta…” | Mihir VoraTrust MF | Nifty IT Index | NOT GRADED | |
| “Puneet Sharma cautions that the IT sector's ~20% correction reflects uncertainty around demand and AI's impact, not just…” | Puneet SharmaWhitespace Alpha | Nifty IT | NOT GRADED | |
| “Sudip Bandyopadhyay notes that the IT services industry is undergoing a significant structural shift where AI has become…” | Sudip BandyopadhyayIndependent | Nifty IT | NOT GRADED | |
| “Schiessl is cautious on the Indian IT sector, opting to sit on the sidelines despite some stability in deal renewals. He…” | Jonathan SchiesslWestminster Asset Management | Nifty IT | MISS | |
| “Foreign investors (FIIs) are trimming exposure to India due to several concerns, including the country's vulnerability t…” | Jonathan SchiesslWestminster Asset Management | Nifty IT | NOT GRADED |